Okthoba 27, 2026 – Ukuhlolwa Kweqiniso Lemakethe okuvela eSanonpipe
Indaba ethi “Golden September and Silver October” isiqediwe ngokusemthethweni. Kwaphela amasonto, imboni iphinda umbhalo ofanayo: isidingo esikhulu, izikhala eziqinile, izinto zokuhamba ngamaholide. Manje njengoba u-Okthoba esezophela, iqiniso elingakhululekile liyavela. Lokhu kubuyekezwa akuphathelene nokugubha isizini ephezulu. Kumayelana nalokho okuzayo ngemva kwayo.
Iqiniso Langemva Kokugqama: Ukunikezwa Kubuyile, Isidingo Asisekho
Ushintsho olubaluleke kakhulu emakethe njengamanje aluphathelene nezepolitiki noma amazinga okuthutha impahla. Lumayelana negebe phakathi kwenaniipayipi lensimbi elingenamthungoIzigayo zingakhiqiza nokuthi abathengi badinga malini ngempela.
Idatha yasekhaya kusukela ekupheleni kuka-Okthoba ilandisa indaba ngokucacile. Imishini yokugaya amapayipi engenamthungo yaqala kabusha ukukhiqiza ngokushesha ngemva kweholide likaSuku Lukazwelonke. Umkhiqizo wamasonto onke wakhuphukela kumathani angu-409,300, ukusetshenziswa kwamandla kwakhuphuka kwaya ku-75.25% kanye namazinga okusebenza akhuphuka cishe ngamaphesenti angu-4 ngesonto elilodwa. Ngesikhathi esifanayo, izinqolobane zemishini yokugaya zakhuphuka zaya kumathani angu-931,200, zakhuphuka isonto nesonto futhi zasondela ezingeni eliphezulu lomlando. Umkhiqizo owengeziwe awuzange uhlangabezane nesidingo esikhulu. Wahlangabezana nabathengi abaqaphile.
Umphumela uba imakethe laphoipayipi lensimbi yekhabhoniamamaki afanaI-ASTM A106 Ibanga BfuthiI-API 5L Ibanga Bzitholakala kabanzi, kodwa abathengi ba-oda ngamaqoqo amancane, hhayi ngobuningi. Ukulindela "kwesizini ephezulu" kuhlulekile kakhulu ukwenzeka kumamaki ajwayelekile.
Kusho Ukuthi Lokhu Kusho Ukuthi Izinto Eziphathekayo Zithini
Akuwona wonke umkhiqizo oxoxa indaba efanayo. Ukuhlukana kuya ngokuya kuba bukhali.
| Isigaba Sezinto Ezibalulekile | Iqiniso Langemva Kokuphakama |
| Amazinga ekhabhoni yezimpahla (I-ASTM A106 B/C, I-API 5L B) | Kuphakelwe ngokweqile. Izimboni zincintisana ngentengo. Abathengi bane-leverage. Isizini ephezulu ayizange imunce umkhiqizo owengeziwe. |
| Amabanga e-alloy anemininingwane ephezulu (I-ASTM A335 P91, I-ASTM A213 T91) | Kusaqinile. Amandla okwelapha ukushisa kanye nezidingo zesitifiketi zikhawulela umkhiqizo. Akuyona imakethe yomthengi. |
| Ibhoyila enomfutho ophezulu kanye namazinga e-petrochemical (I-ASTM A335 P11/P22, I-ASTM A213 T11/T22) | Kulinganiswe kube okuqinile. Isidingo esivela emijikelezweni yokulungisa kagesi kanye nokucwengisisa sihlala sizinzile. Ukunikezwa kulawulwa kakhulu kunezinga lezimpahla. |
| Insimbi engagqwali kanye ne-duplex(I-ASTM A312 TP304/TP316L, i-ASTM A790 2205) | Izinzile kodwa ikhethekile. Izidingo zesitifiketi nokuhlolwa zigcina iqembu labaphakeli lilinganiselwe. |
| Izindinganiso zesakhiwo zaseYurophu (I-EN 10210 S355J2H, I-EN 10219 S355J2H) | Ukunikezwa kuyatholakala, kodwa imibhalo ye-CBAM manje isiyinto yokulethwa, hhayi inqubo esemthethweni. |
Okubalulekile: uma uthengaI-ASTM A106 or I-API 5L B, usemakethe yomthengi. Uma uthengaI-ASTM A335 P91 or I-ASTM A790 duplex, awuyona.
I-Geopolitics: Isihloko Sikhulu, Umthelela Wemakethe Mncane
Isimo saseMpumalanga Ephakathi sibi kakhulu ezinsukwini zamuva nje. Imibiko ikhombisa ukuthi i-Israel ne-US baxoxe ngokuthi kungenzeka yini ukuthi kuphinde kuqalwe kabusha isenzo sezempi ngokumelene ne-Iran ngemuva kokhetho lwase-US lwaphakathi nonyaka, kanti i-Revolutionary Guard yase-Iran ikhiphe izinsongo eziqondile mayelana neStrait of Hormuz. Ongqongqoshe bezangaphandle abayisishiyagalombili baphikise obala ukuhlaselwa okusha kwezempi e-Iran, kuyilapho kubikwa ukuthi imikhumbi emibili yamafutha ihlasele izimayini eStrait.
Kubathengi bamapayipi ensimbi, umbuzo obalulekile awukona ukuthi ukungezwani kuyakhula yini. Kodwa ukuthi lokho kungezwani kuyaphazamisa yini ukuthunyelwa kwangempela. Njengamanje, impendulo ithi: hhayi kakhulu. I-Strait isavulekele izimoto zezentengiselwano. Okushintshile izindleko zokuhamba kuyo, hhayi ukuthi ukunyakaza kungenzeka yini.
Ingozi yokuhweba eqondile njengamanje ivela enqubweni yokuhweba, hhayi ezingxabanweni. I-US iqalise uphenyo oluphikisana nokulahla imfucuza kanye nokuphikisana nepayipi lensimbi elihlanganisiwe elingenamthungo elivela eNdiya naseGeorgia, elihlanganisa ipayipi elijwayelekile, ipayipi lomugqa, kanye nepayipi lokucindezela. Ngokwehlukile, i-US yandise imiyalo yentela yokulwa nokulahla imfucuza kanye nokuphikisana ne-OCTG evela eNdiya, eKorea, eTurkey, eVietnam nase-Ukraine. Lezi yizindleko ezilinganiselwe, ezisheshayo zabathumeli kanye nabathengi babo.
Impahla: Ukwanda Kuphelile, Ukukhululeka Kulinganiselwe
Imakethe yezimpahla isishintshile. Ukwesaba kwekota yesithathu sekuphelile, kodwa amanani awakanciphi.
I-Drewry World Container Index ikhuphuke ngo-2% yaya ku-$4,585 ngesitsha esingamamitha angu-40 ngasekupheleni kuka-Okthoba, iqhutshwa yimizila ye-Asia-Europe kanye ne-Transpacific. Amanani e-Shanghai-Rotterdam akhuphuke ngo-3% aya ku-$3,632 ngamamitha angu-40, kanti i-Shanghai-Genoa-Genoa ikhuphuke ngo-5% yaya ku-$4,152. Izinkampani zemikhumbi zilawula umthamo ngokusebenzisa ukuhamba ngemikhumbi okungenalutho ukuze zisekele amazinga, kodwa ukuminyana emachwebeni abalulekile ase-Asia kuye kwehla kakhulu, njengoba izikhathi zokulinda imikhumbi eShanghai zehla kusukela emahoreni angu-97 kuya emahoreni angu-38.
Kubathengi bamapayipi ensimbi, lokhu kusho ukuthi imithwalo ayisekho ukushaqeka kwezindleko okuyinhloko okwakuyikho ngo-Agasti. Kodwa isalokhu iphakeme uma kuqhathaniswa nezindinganiso zomlando, futhi ukuthembeka kwesheduli kusalokhu kungaguquki. I-variable yemithwalo isuke “enkingeni” yaya “ekungqubuzaneni.”
Imali: I-Wind Yabathumeli Bamanye Amazwe, Hhayi Isu Labathengi
I-yuan iqine kakhulu uma iqhathaniswa nedola kuze kube ngu-Okthoba. Izinga lolwandle livalwe ku-6.6711 ngo-Okthoba 23, lifinyelela cishe ku-0.24% ngesonto, kanti izinga lokulingana eliphakathi limi ku-6.7162 ngo-Okthoba 26. Abahlaziyi bathi amandla abangelwa ukuqina kokuthumela kwamanye amazwe kanye nokuzimisela okuthuthukisiwe kokuxazulula izinkinga zezinkampani.
Kubathengi abamukela i-USD, lokhu kusho ukuthi idola elifanayo lithenga ipayipi lensimbi elincane kancane kunasekuqaleni konyaka. Lokhu kungumoya ophansi kubathengi abasebenzisa i-USD kanye nomoya ophansi kubathumeli bangaphandle baseShayina. Akusona isizathu sokushintsha isu lokuthenga. Kuyisizathu sokucabanga ngesikhathi senkontileka.
Lokho Abathengi Okufanele Bakwenze Manje
Yeka ukulinda ukulungiswa kwentengo ngesikhathi sesizini esiphezulu osekwenzekile kakade.Kwamazinga ezimpahla ezifanaI-ASTM A106 BfuthiI-API 5L B, amanani asevele engaphansi kwengcindezi ngenxa yokunikezwa ngokweqile kanye nokwehla kwezindleko ze-billet. Xoxa manje, hhayi kamuva.
Phatha amamaki acacisiwe aphezulu ngendlela ehlukile.NgobaI-ASTM A335 P91, I-ASTM A213 T91, futhiI-ASTM A790 duplex, imakethe ayithengiswa ngokweqile. Faka amavolumu e-Q4 kanye ne-Q1 2027 kusenesikhathi.
Hlola ukuchayeka kokuhweba komhlinzeki wakho.Uma umhlinzeki wakho ethumela e-US, buza ukuthi uphenyo olusha lokulwa nokulahla izimpahla kanye nemiyalelo yentela ye-OCTG enwetshiwe ithinta kanjani amanani kanye nokulethwa kwazo. Impendulo ingashintsha izindleko zakho zokufika.
Cela amadokhumenti e-CBAM ngaphambi koku-oda.Okwe-EuropeanI-EN 10210futhiI-EN 10219ukuthunyelwa, amafayela ekhabhoni manje aseyingxenye yesheduli yokukhiqiza. Amadokhumenti angaphelele asho ukuthi ukulethwa kuyephuza.
Hlela i-Q1 2027 manje.I-Mills isivele ibhukha umkhiqizo kaJanuwari noFebhuwari. Abathengi abalinda kuze kube uDisemba bazokhokha ngesineke sabo.
Inothi Lokuvala
Isikhathi sonyaka esimatasa sesiphelile. Imakethe esele ihlukene kakhulu kunaleyo engene ngoSepthemba. Amabanga ezimpahla akhululekile. Amabanga akhethekile awahlukile. Inqubomgomo yokuhweba iyingozi enkulu kunengxabano. Futhi abathengi abaqonda lokhu kuhlukana bazoxoxisana kangcono kunalabo abasalinde ukushesha osekudlulile.
I-Sanonpipeizimpahlaipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiizingxenye ezingenalutho ezakhiwenikulo lonke uhla lwe-I-API 5L, I-ASTM A106, I-ASTM A335, I-ASTM A213, I-ASTM A312, I-ASTM A790, futhiI-EN 10210 / EN 10219amamaki. Uma ufuna ukubuyekeza izidingo zakho ezisele ze-Q4 noma i-Q1 2027, xhumana nethimba lethu.
Isikhathi sokuthunyelwe: Okthoba-27-2026
