Yini elandelayo emakethe ye-Steel?

Izintengo zensimbi zase-US zisalokhu zintenga ekwehleni kusukela mhla ziyisi-9 kuMandulo 2022. Ikusasa lempahla lehlile lisuka eduze ku-$1,500 ekuqaleni konyaka ukuze lihwebe ngenani lika-$810 ekuqaleni kukaSepthemba – lehle ngamaphesenti angaphezu kuka-40 ngonyaka -idethi (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-Agasti 2022 iqale unyaka ngo-$1,040 ngethani elifushane, futhi yehla yafinyelela phansi ngo-$894 ngomhla zingama-27 kuJanuwari, ngaphambi kokuba iphinde ibe ngaphezu kuka-$1,010 ngomhlaka-25. February - 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.

us-steel-index

Ku-Short Range Outlook (SRO) ka-2022 no-2023, i-World Steel Association (WSA), inhlangano ehamba phambili yezimboni, yathi:

“Izigigaba zomhlaba wonke ezivela empini yase-Ukraine, kanye nokukhula okuphansi kwe-China, kukhomba ekunciphiseni okulindelwe ukukhula kwesidingo sensimbi emhlabeni wonke ngo-2022.
“Kunezinye izingozi ezingezinhle ezivela ekuqhubekeni kokwanda kokutheleleka ngegciwane kwezinye izingxenye zomhlaba, ikakhulukazi eChina, kanye nezinga lenzalo elikhuphukayo.Ukuqiniswa okulindelekile kwezinqubomgomo zezimali zase-US kuzolimaza umnotho osafufusa osengozini.”

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:

"Selokhu kwaqubuka lolu bhubhane ngo-2020, izinto zokwakha eziningi zenyukile amanani. Kodwa-ke, ezinye zalezi ntengo zizinzile noma zehle kancane ezinyangeni ezimbalwa ezedlule. Intengo yensimbi, ikakhulukazi, yehle kancane okulindeleke ukuba kube nesidingo esiphansi sensimbi njengoba izibikezelo zokuthuthukiswa komnotho emazweni amaningi zehliswa.”

Isikhathi sokuthumela: Sep-14-2022