Amanani e-ayoni asefinyelele phezulu, njengoba amanani omkhiqizo wensimbi wasekhaya wase-China nawo akhuphuka ukuze aqophe ukuphakama.Nakuba isizini yokuphumula yasehlobo iseduze, ukunyuka kwezintengo zensimbi kungenzeka kuqhubeke uma izinkinga zobudlelwano phakathi kweChina ne-Australia ziqhubeka futhi uma izinhlelo zaseChina zokunqamula ukukhiqizwa kwensimbi zenzeka.

Intengo yensimbi idlula u-US$200/ton, irekhodi eliphezulu

Ngomhlaka-10 Meyi, intengo yensimbi yensimbi engenisiwe yase-China isuka e-Australia yeqa ngo-8.7% dd yaya kurekhodi eliphezulu US$228/ton (Fe61.5%, CFR).Amanani ensimbi anyuke ngo-44.0% kulo nyaka kanye nama-33.5% kule nyanga.Inhlanganisela yezindaba zezimali nezepolitiki, kanye nezimo zokuhlinzeka nezidingo, yizona ezibangela ukwanda.I-World Steel Association yabikezela ngo-April ukuthi ukusetshenziswa kwensimbi emhlabeni wonke naseShayina kuzokhuphuka ngo-5.8% yy kanye no-3.0% yy, ngokulandelana, ngo-2021. Naphezu kokukhuluma kukahulumeni waseShayina ngesidingo sokusika ukukhiqizwa kwensimbi ukuze kuncishiswe ukukhishwa kwekhabhoni, isilinganiso sansuku zonke sensimbi engahluziwe yaseChina. umphumela ume kumathani angu-2.4mn (+19.3% yy) ezinsukwini eziyishumi zokugcina zika-April, okuyizinga eliphezulu futhi elisha.

I-China isanda kumemezela ukuphela kwe-Strategic Economic Dialogue ne-Australia, iphakamisa ukukhathazeka ngokuthi ukungezwani phakathi kwalawa mazwe womabili kuzokhula.I-China ithenga kwamanye amazwe cishe amaphesenti angama-80 ensimbi yayo, futhi ukuncika kwayo e-Australia (ama-61% ezinto ezithengwayo kwamanye amazwe) kungesinye isici esibangela ukuba intengo yensimbi inyuke.Okuqaphelekayo, i-China ikhombisa ukuzimela okuphezulu ngamalahle, kepha amanani amalahle abuthakathaka.

Izintengo zensimbi ngaso sonke isikhathi ziphezulu futhi zihlale ziqinile isikhathi eside

NgoMeyi 10, intengo ye-HR e-Shanghai yenyuka ngo-5.9% dd yaya ku-RMB6,670/ton, okuyirekhodi eliphezulu.Isilinganiso senani lesizwe lakwa-HR nalo leqe ngo-6.5% yy laya ku-RMB6,641/ton.Amanani ensimbi akhuphuke kakhulu ngenxa yokukhuphuka kwamanani ensimbi kanye nezinhlelo zikahulumeni waseShayina zokunciphisa umthamo wokukhiqiza insimbi.Ikhomishini Kazwelonke Yokuthuthukiswa Nezinguquko YaseChina kanye Nomnyango Wezimboni Nobuchwepheshe Bolwazi iyale ukuba kwehliswe umthamo wokukhiqiza ezindaweni ezinokungcoliswa komoya okukhulu (i-Jing-Jin-Ji, Yangtze Delta, kanye ne-Pearl River Delta) kusukela ngoJuni.

UMengameli waseShayina u-Xi uthe ukukhishwa kwekhabhoni yaseChina kuzokhuphuka ngo-2030 kanti isizwe sizobe sesingenayo i-carbon-neutral ngo-2060. NgoJanuwari, uhulumeni waseChina wathi uzonciphisa ukukhiqizwa kwensimbi kulo nyaka ukunciphisa ukukhishwa kwe-carbon.Uma ukusikeka kokukhiqizwa kwensimbi kwenzeka, kuzoholela ekukhuphukeni kwamanani omkhiqizo wensimbi.Ukonakala kobudlelwane phakathi kweChina ne-Australia kungase kuholele emananini aphezulu ensimbi, futhi inqubomgomo kahulumeni waseShayina yokunciphisa ukukhiqizwa kulindeleke ukuthi yandise ukukhuphuka kwamanani ensimbi.

Ibhamuza lingase liphuzwe ezitokisini zensimbi.

Lo bhubhane wenze imboni yensimbi yaseMelika emadolweni entwasahlobo edlule, kwaphoqa abakhiqizi ukuthi bavale ukukhiqiza njengoba bezabalaza ukusinda emnothweni owawukhula.Kodwa njengoba ukulungiswa kuqhubeka, izigayo zaphuza ukuqala kabusha ukukhiqiza, futhi lokho kwadala ukushoda okukhulu kwensimbi.

Manje, ukuvulwa kabusha komnotho kuqhuba insimbi enamandla kangangokuthi abanye banesiqiniseko sokuthi kuzophela izinyembezi.

“Lokhu kuzoba okwesikhashana.Kufaneleke kakhulu ukubiza lokhu ngegwebu,” umhlaziyi weBhange LaseMelika u-Timna Tanners utshele i-CNN Business, esebenzisa “igama elithi-b” abahlaziyi bezabelomali abavela emabhange amakhulu abavame ukuligwema.

Ngemva kokuthola imali elinganiselwa ku-$460 ngonyaka odlule, amanani entengo kakhoyili we-hot-roll roll yase-US manje ahlezi cishe ku-$1,500 ngethani, irekhodi eliphakeme elicishe liphindwe kathathu kunesilinganiso seminyaka engama-20.

Izitokwe zensimbi ziyasha.I-US Steel, eyehle kakhulu ngoMashi odlule phakathi nokwesaba ukuqothuka, inyuke ngo-200% ezinyangeni eziyi-12 nje kuphela.I-Nucor inyuke ngo-76% kulo nyaka kuphela.

Yize “ukushoda nokwethuka” kunyusa amanani nezitoko zensimbi namuhla, abakwaTanners babikezele ukuguqulwa okubuhlungu njengoba ukunikezwa kufinyelela kulokho akuchaze njengesidingo esingathandeki.

"Silindele ukuthi lokhu kuzolunga - futhi imvamisa lapho kulungiswa, kulungisa ngokweqile," kusho uTanners, umakadebona weminyaka eyishumi embonini yensimbi obhale umbiko ngesonto eledlule onesihloko esithi "Izitokwe zensimbi kubhamuza."

'Kunegwebu kancane'

U-Phil Gibbs, umqondisi wocwaningo lwe-metals equity ku-KeyBanc Capital Markets, uvumile ukuthi amanani ensimbi asemazingeni angenakubekezelelwa.

“Lokhu kungafana no- $170-barrel oil.Kwesinye isikhathi, abantu bazothi, 'Uma lokhu, ngeke ngishayele, ngizogibela ibhasi,' ”kusho uGibbs etshela i-CNN Business.“Ukulungiswa kuzoba kushube kakhulu.Indaba nje yokuthi kwenzeka nini futhi kanjani.”

Naphezu kwamanani akhuphukayo, isidingo sensimbi siphezulu

Isihloko saleli sonto:Izintengo zensimbi zaseShayina ziyenyuka ezindlekweni zezinto ezingavuthiwe

Kepha isidingo sisephezulu, ngokwengxenye ngenxa yohlelo lokuhlenga umhlaba wonke ngemuva kobhubhane lwe-covid-19.

bonke abenzi bensimbi bafuna insimbi emakethe ngokuphelelwa yithemba.

Njengomunye wabakhiqizi be-valve abahamba phambili e-China

I-NORTECH Engineering corporation limited, izwa umthelela omkhulu walo mkhuba wemakethe.

Sibhekane nesaziso esiphuthumayo esivela kuma-Foundries, abahlinzeki ababaluleke kakhulu bezingxenye zamavalvu.

Lonke uhlu lwamanani lwangaphambilini alusavumelekile.

Ukwenyuka ngokushesha nge-CNY 1000(US$ 154) ithani ngalinye lokubunjwa kwensimbi/insimbi, kusho ukwenyuka ngo-8% kokubunjwa kwensimbi kanye nokwenyuka okungu-13% kwensimbi ekhonjiwe.

Emafekthri amaningi ama-valve aseShayina ane-margin phakathi kuka-10%, azodla inzuzo noma abangele abalahlekile.

Kuze kube manje, sazise amakhasimende ethu ngalesi simo kanye namathuba okwenyuka kwentengo.

Sizoxoxisana ngentengo entsha namakhasimende uma imakethe isizolile.

Sizoqhubeka nokuhlinzeka ngekhwalithi ephezuluizivalo uvemvane,ama-valve esango,ama-valve ebhola,hlola ama-valvefuthiizisefakumakhasimende ethu.

Sicela ungangabazi ukuxhumana nathi uma unesidingo.