7 Ephreli 2026 – Ubuhlakani Bemakethe Bokuthengwa Kwamasu

Njengoba imboni yomhlaba wonke yamapayipi ensimbi angenamthungo ingena esontweni lokuqala lika-Ephreli 2026 futhi ikota yesibili iqala, imakethe ishintsha ngokushesha. Isimo sezwe esingaxazululwanga eMpumalanga Ephakathi—ikakhulukazi isimo esiqhubekayo sengozi ephezulu seStrait of Hormuz—akuseyona into eshaqisayo yesikhashana kodwa kuyisici esiqhubekayo esishintsha ukugeleza kokuhweba, izindleko zezokuthutha, kanye nokutholakala kwezinto zamapayipi ensimbi yekhabhoni, amapayipi ensimbi e-alloy, namapayipi angenamthungo ensimbi engagqwali.

Iqiniso Lezendawo Yezepolitiki: Isisekelo Esisha Sokuhweba

Ingxabano ehilela i-Iran, i-Israel, ne-United States isingene esigabeni eside, enemiphumela eminingana ebalulekile ekuhwebeni ngamapayipi ensimbi:

Ukulungiswa Kwezinto Ezihlala Njalo: Imizila emikhulu yokuthumela izimpahla yenze izinqubo zokushintsha imizila ibe semthethweni futhi igcina izindleko ezengeziwe zempahla eziphakathi kuka-$1,500–$4,000 ngesitsha ngasinye sezindawo zaseMpumalanga Ephakathi. Lokhu kwenezele izinsuku eziyi-10-15 zesikhathi sokuhamba kwempahla eya eGulf.

Ukudalulwa Kwesifunda Kubalulekile: Amazwe ayisithupha e-Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) ndawonye enza okungaphezu kuka-26% kokuthunyelwa kwamapayipi okungenamthungo eShayina. Konke ukuthunyelwa kwamapayipi omugqa we-API 5L, i-OCTG (Oil Country Tubular Goods), kanye namapayipi okwakhiwa kula mazwe kuthinteka ngqo.

Ukudlula Kwezindleko Zamandla: Amanani kawoyela aqhubekayo angaphezu kuka-$85/umgqomo ayaqhubeka nokusekela amanani enkampani okukhiqizwa kwensimbi kagesi ye-arc furnace (EAF) edinga amandla amaningi, okuthinta isisekelo sezindleko zamashubhu omshini angenamthungo namashubhu ebhoyila.

Isibikezelo Semakethe sekota yesibili ka-2026: Ukuzinza ngama-Premium e-Geopolitical

Uma sibheka phambili kwikota yesibili, ukuhlaziywa kwethu kukhomba emakethe echazwa ukuzinza okubikezelwayo kwesidingo esiyinhloko, okumbozwe ngamaphrimiyamu athile obungozi bezwe.

I-Trajectory Price: Amanani ayisisekelo amapayipi angenamthungo (isb.,I-ASTM A106 Ibanga B, I-API 5L X52) kulindeleke ukuthi zihlale zizinzile ngaphakathi kwebanga elingu-3-5%. Kodwa-ke, izindleko zokugcina ezilethwayo zizobonisa ngokwengeziwe "i-premium ye-Hormuz" yezokuthutha.

Izisekelo Zesidingo: Isidingo esiyisisekelo esivela emkhakheni kawoyela negesi (sokufaka ikheyiji, amapayipi, ipayipi lomugqa), ukukhiqizwa kukagesi (kwamapayipi okushintshanisa ukushisa, amapayipi okudonsa amanzi), kanye nengqalasizinda kusalokhu kunempilo futhi kuzoqhuba izincwadi zoku-oda kuze kufike ku-Q2.

Iqiniso Lochungechunge Olusha Lokunikezela: Umehluko oyinhloko wabathengi ngeke kusaba yintengo nje, kodwa ukuqina kochungechunge lokunikezela. Izimboni kanye nabathumeli ngaphandle abanezinhlelo ezahlukene zokuthutha kanye nezinketho zokuhambisa ezinye izindlela bazohlinzeka ngenzuzo yokuncintisana.

Izenzo Zokuthenga Ezihlelekile ze-Q2

Ukuze bahambe kule ndawo ngempumelelo, abathengi kufanele bahlanganise lezi zici ekuhleleni kwabo:

Cabanga Ngezikhathi Ezinde Zokulethwa: Uma uthumela amapayipi amakhulu angenamthungo, ipayipi lokufaka inqwaba, kanye nepayipi lokufaka i-scaffolding eliya eGulf, thatha isikhathi sokulinda amaviki ama-2-4 kushejuli yokulethwa ejwayelekile.

Izikhala Zokukhiqiza Ze-Q2 Ezivikelekile Kusenesikhathi: Njengoba imishini isebenza kahle, kufakwa ama-oda e-I-ASTM A335 P11/amashubhu e-alloy e-P22 nomaI-EN 10219 S355J2H izingxenye ezingenaluthoKunconywa ukuthi kungakapheli amasonto amabili kuya kwamathathu azayo ukuze kuqinisekiswe amafasitela okukhiqiza athandwayo.

Qinisekisa Ozakwethu Bezokuthutha: Qinisekisa ukuthi umthengisi wakho wamapayipi ensimbi unezinhlelo ezicacile zokubhukha nokuhambisa imikhumbi ukuze kuncishiswe ukuphazamiseka.

I-Sanonpipe: Umlingani Wakho Wezinketho Zokunikezela Eziqinile

Njengomhlinzeki wesevisi yamapayipi ensimbi asebenza ndawonye, ​​siphatha lezi zinselele ngenkuthalo egameni lamakhasimende ethu. Uhlu lwethu oluphelele lwamathani angaphezu kuka-200,000 amapayipi ensimbi angenamthungo kanye namathani ayi-10,000 amapayipi ahlanganisiwe, amapayipi ayisikwele, kanye nezingxenye ezingenalutho eziyisikwele kunikeza isivikelo ekubambezelekeni kokukhiqiza. Sihlanganisa ubuhlakani bemakethe nokuhlanganiswa kwempahla okusebenzayo ukuqinisekisa ukuthi amaphrojekthi akho athola izinto ezifanele ngesikhathi.

Xhumana nethimba lethu namuhla ukuze uxoxe ngesu lakho lokuthenga lekota yesibili bese ucela izikhathi zamanje zokukhokha ngemininingwane yakho edingekayo.