Izintengo zensimbi zase-US zisalokhu zisekuthambekeni okuyehlayo okunwetshiwe kusukela ngomhlaka-9 Septhemba 2022. Ikusasa lempahla lehlile lisuka cishe ku-$1,500 ekuqaleni konyaka ukuze lihwebe ngemali elinganiselwa ku-$810 ekuqaleni kukaSepthemba – ukwehla okungaphezu kuka-40% wonyaka kuze kube manje (YTD).
Imakethe yomhlaba wonke iye yaba buthaka kusukela ngasekupheleni kukaMashi njengokukhuphuka kwamandla emali, ukuvalwa kwe-Covid-19 ezingxenyeni zaseChina kanye nokungqubuzana phakathi kweRussia ne-Ukraine konke kukhuphule ukungaqiniseki kwesidingo ngo-2022 nango-2023.
I-US Midwest Domestic Domestic Hot-Rolled Coil (HRC) Steel (CRU) iyaqhubekainkontileka yesikhathi esizayoyehle ngo-43.21% kusukela kuqale unyaka, igcine ukuvala ngo-$812 ngomhla ka-8 Septhemba.
Izintengo ze-HRC zifinyelele phezulu ezinyangeni eziningi maphakathi no-Mashi, njengoba ukukhathazeka kokuhlinzekwa ngokuphuma kwensimbi nokuthunyelwa kwamanye amazwe e-Russia nase-Ukraine kusekela imakethe.
Kodwa-ke, imizwa yemakethe iye yaba muncu selokhu kwabekwa ukuvalwa okuqinile eShanghai ekuqaleni kuka-Ephreli, okudale ukuthi amanani ehle emasontweni alandelayo. Isikhungo sezezimali saseShayina siqede ngokusemthethweni ukuvalwa kwaso kwezinyanga ezimbili mhla lu-1 kuNhlangulana futhi sasusa eminye imingcele ngomhla zingama-29 kuJuni.
Ukusimama komnotho waseChina kukhule ngomfutho ngoJulayi, njengoba ukuzethemba sekuthuthukile futhi nomsebenzi webhizinisi usezingeni eliphezulu, naphezu kokuqubuka kokuqubuka kwe-Covid ezweni lonke.
Ingabe unentshisekelo yokufunda okwengeziwe ngezintengo zempahla yensimbi kanye nombono wazo? Kulesi sihloko, sizobheka izindaba zakamuva ezithinta imakethe kanye nezibikezelo zentengo yensimbi zabahlaziyi.
Ukungazinzi kwe-geopolitical kuqhuba ukungaqiniseki kwemakethe yensimbi
Ngo-2021, inkambiso yentengo yensimbi yase-US HRC yayikhuphuke ingxenye enkulu yonyaka. Ifinyelele irekhodi eliphakeme lama- $ 1,725 ngomhlaka-3 Septhemba ngaphambi kokuwa engxenyeni yesine.
Izintengo zensimbi zase-US HRC bezilokhu ziguquguquka kusukela ekuqaleni kuka-2022. Ngokusho kwedatha yentengo yensimbi ye-CME, inkontileka ka-August 2022 iqale unyaka ngo-$1,040 ngethani elifushane, futhi yehla yafinyelela ngaphansi kuka-$894 ngomhla zingama-27 kuJanuwari, ngaphambi kokuba iphinde ikhuphuke ngaphezu kwe-$1,010 ngomhla zingama-25 kuFebruwari - usuku ngemva kokuba iRussia ihlasele i-Ukraine.
Intengo ikhuphuke yafinyelela ku-$1,635 ngethani elifushane ngomhla ka-10 Mashi ngokukhathazeka mayelana nokuphazamiseka kokunikezwa kwensimbi. Kepha imakethe yaphenduka yaba yi-bearish ukuphendula ukuvalwa kwe-China, okunciphise isidingo kumthengi omkhulu wensimbi emhlabeni.
Ku-Short Range Outlook (SRO) ka-2022 no-2023, i-World Steel Association (WSA), inhlangano ehamba phambili yezimboni, yathi:
Ocezwini olumayelana nomkhakha wezokwakha we-EU ekuqaleni kukaSepthemba, umhlaziyi we-ING uMaurice van Sante wagqamisa ukuthi okulindelwe kwesidingo esiphansi emhlabeni wonke - hhayi eChina kuphela - bekubeka ingcindezi ephansi ngentengo yensimbi:
Isikhathi sokuthumela: Sep-14-2022
