Yini elandelayo emakethe yensimbi?

Amanani ensimbi ase-US asalokhu ehla kakhulu kusukela ngomhlaka-9 Septhemba 2022. Ikusasa lempahla liye lehla lisuka cishe ku-$1,500 ekuqaleni konyaka ukuze lihwebe cishe ngo-$810 ekuqaleni kukaSepthemba - ukwehla okungaphezu kuka-40% unyaka nonyaka (YTD).

Imakethe yomhlaba wonke iye yaba buthaka kusukela ngasekupheleni kukaMashi njengoba ukunyuka kwamanani entengo kukhuphuka, ukuvalwa kwe-Covid-19 ezingxenyeni zaseShayina kanye nengxabano phakathi kweRussia ne-Ukraine konke kuye kwakhulisa ukungaqiniseki kombono wesidingo ngo-2022 nango-2023.

I-US Midwest Domestic Hot-Rolled Coil (HRC) Steel (CRU) eqhubekayoinkontileka yesikhathi esizayoyehle ngo-43.21% kusukela ekuqaleni konyaka, njengoba ivalwe okokugcina ku-$812 ngomhlaka-8 Septhemba.

Amanani e-HRC akhuphuke kakhulu ezinyangeni eziningi maphakathi noMashi, njengoba ukukhathazeka ngokuhlinzekwa kwempahla mayelana nokukhishwa kwensimbi kanye nokuthunyelwa kwamanye amazwe eRussia nase-Ukraine kusekela imakethe.

Kodwa-ke, imizwa yemakethe iye yaba mibi selokhu kwabekwa ukuvalwa okuqinile eShanghai ekuqaleni kuka-Ephreli, okwabangela ukuthi amanani ehle emasontweni alandelayo. Isikhungo sezezimali saseShayina saqeda ngokusemthethweni ukuvalwa kwaso kwezinyanga ezimbili ngomhlaka-1 Juni futhi sasusa eminye imikhawulo ngomhlaka-29 Juni.

Ukusimama komnotho waseShayina kukhuphuke ngoJulayi, njengoba ukuzethemba kuthuthukile futhi umsebenzi webhizinisi uyanda, naphezu kokuqubuka kwe-Covid okungahleliwe ezweni lonke.

Unentshisekelo yokufunda kabanzi ngamanani ezinto zensimbi kanye nombono wazo? Kulesi sihloko, sizobheka izindaba zakamuva ezithinta imakethe kanye nezibikezelo zentengo yensimbi zabahlaziyi.

Ukungazinzi kwezepolitiki kwenza ukungaqiniseki kwemakethe yensimbi

Ngo-2021, umkhuba wentengo yensimbi ye-US HRC wawukhuphuke cishe unyaka wonke. Wafinyelela irekhodi eliphezulu lika-$1,725 ​​ngomhlaka-3 Septhemba ngaphambi kokuwa kwikota yesine.

Amanani ensimbi ase-US HRC abelokhu eshintshashintsha kusukela ekuqaleni kuka-2022. Ngokusho kwedatha yentengo yensimbi ye-CME, inkontileka ka-Agasti 2022 yaqala unyaka ku-$1,040 ngethoni elifushane, futhi yehla yaya phansi ku-$894 ngomhlaka-27 Januwari, ngaphambi kokubuyela emuva ngaphezu kuka-$1,010 ngomhlaka-25 Febhuwari - usuku ngemuva kokuhlasela kweRussia i-Ukraine.

Intengo ikhuphuke yaya ku-$1,635 ngethoni elifushane ngomhlaka-10 Mashi ngenxa yokukhathazeka ngokuphazamiseka kokuhlinzekwa kwensimbi. Kodwa imakethe ishintshe yaba yimbi ngenxa yokuvalwa kwezwe eShayina, okunciphise isidingo sabathengi bensimbi abakhulu emhlabeni.

inkomba yensimbi yase-us

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

"Ukusabalala kwempi e-Ukraine emhlabeni wonke, kanye nokukhula okuphansi eShayina, kukhomba ukwehla kokulindelekile kokukhula kwesidingo sensimbi yomhlaba wonke ngo-2022."
"Kunezinye izingozi ezimbi ngenxa yokwanda okuqhubekayo kokutheleleka ngegciwane kwezinye izingxenye zomhlaba, ikakhulukazi iShayina, kanye nokwenyuka kwezinga lenzalo. Ukuqina okulindelekile kwezinqubomgomo zezimali zase-US kuzolimaza iminotho esafufusa esengozini yezezimali."

Esihlokweni esimayelana nomkhakha wokwakha we-EU ekuqaleni kukaSepthemba, umhlaziyi we-ING uMaurice van Sante wagcizelela ukuthi okulindelwe kwesidingo esiphansi emhlabeni jikelele - hhayi eShayina kuphela - kwakubeka ingcindezi ephansi entengo yensimbi:

"Kusukela kwaqubuka ubhubhane ngo-2020, izinto zokwakha eziningi zikhuphuke ngentengo. Kodwa-ke, ezinye zalezi zindleko zizinzile noma zehle kancane ezinyangeni ezimbalwa ezedlule. Intengo yensimbi, ikakhulukazi, yehle kancane ngenxa yokulindela isidingo sensimbi esiphansi njengoba izibikezelo zentuthuko yomnotho emazweni amaningi zehla."

Isikhathi sokuthunyelwe: Septhemba 14-2022