Amaxabiso entsimbi ase-US ahlala ekwindlela eyandisiweyo yokuhla ukusuka nge-9 Septemba 2022. Ikamva lempahla yorhwebo lithe tyibilili ukusuka kufutshane ukuya kutsho kwi-1,500 yeedola ekuqaleni konyaka ukurhweba malunga ne-810 yamanqaku ekuqaleni kukaSeptemba - ukwehla ngaphezulu kwe-40% ngonyaka ukuya. -umhla (YTD).
Imakethi yehlabathi iye yaba buthathaka ukusukela ngasekupheleni kuka-Matshi njengokunyuka kwamaxabiso, ukuvalwa kwe-Covid-19 kwiindawo ezithile zase-China kunye nengxabano phakathi kweRussia ne-Ukraine yonke inyuse imfuno yokungaqiniseki ngo-2022 nango-2023.
I-US Midwest Domestic Domestic Hot-Rolled Coil (HRC) Steel (CRU) eqhubekayoisivumelwano sexesha elizayoyayiphantsi kwe-43.21% ukususela ekuqaleni konyaka, ivale i-812 yokugqibela kwi-8 Septemba.
Amaxabiso e-HRC abetha phezulu kwiinyanga ezininzi phakathi ku-Matshi, njengoko iinkxalabo zokubonelela ngemveliso yentsimbi kunye nokuthunyelwa ngaphandle eRashiya nase-Ukraine zixhasa imarike.
Nangona kunjalo, uvakalelo lwentengiso luye lwaba buhlungu ukusukela oko kwamiselwa ukuvalwa ngokungqongqo eShanghai ekuqaleni kuka-Epreli, okubangela ukuba amaxabiso ehle kwiiveki ezilandelayo.Iziko lezemali laseTshayina ligqibe ngokusesikweni ukuvalwa kwalo iinyanga ezimbini ngomhla woku-1 kuJuni kwaye lasusa eminye imiqobo nge-29 kaJuni.
Ukuchacha koqoqosho lwase-China kuye kwanda kakhulu ngoJulayi, njengoko ukuzithemba kuye kwaphucuka kwaye umsebenzi weshishini ukwinqanaba eliphezulu, ngaphandle kokuqhambuka kwe-Covid okungaqhelekanga kwilizwe lonke.
Ngaba unomdla wokufunda ngakumbi malunga namaxabiso ezinto zentsimbi kunye nembono yawo?Kweli nqaku, siza kujonga iindaba zamva nje ezichaphazela imarike kunye noqikelelo lwexabiso lentsimbi labahlalutyi.
Ukungazinzi kwe-geopolitical kuqhuba ukungaqiniseki kweemarike zentsimbi
Ngo-2021, i-US HRC ixabiso lentsimbi laliphezulu phantse unyaka wonke.Ifike kwirekhodi eliphezulu le-1,725 yeedola kwi-3 Septemba ngaphambi kokuwa kwikota yesine.
Amaxabiso e-US HRC ensimbi aye aguquguquka ukususela ekuqaleni kwe-2022. Ngokutsho kwedatha yexabiso lensimbi ye-CME, inkontileka ka-Agasti ka-2022 yaqala unyaka kwi-1,040 yeetoni ezimfutshane, kwaye yawela phantsi kwe-894 ye-894 kwi-27 kaJanuwari, ngaphambi kokuba ibuyele ngaphezulu kwe-$ 1,010 kwi-25. NgoFebruwari - usuku emva kokuba iRashiya ihlasele iUkraine.
Ixabiso lidibene ne-$ 1,635 ngetoni emfutshane ngo-10 Matshi malunga neenkxalabo malunga nokuphazamiseka kwentsimbi.Kodwa imakethi yajika yaba yi-bearish ukuphendula kutshixo e-China, eye yathoba imfuno evela kumthengi omkhulu wentsimbi emhlabeni.
Kumbono wayo omfutshane (SRO) wowama-2022 nowama-2023, iWorld Steel Association (WSA), iqumrhu eliphambili kushishino, yathi:
Kwiqhekeza kwicandelo lolwakhiwo lwe-EU ekuqaleni kukaSeptemba, umhlalutyi we-ING uMaurice van Sante ugxininise ukuba ulindelo lwemfuno ephantsi kwihlabathi jikelele - hayi eTshayina kuphela - bebeka uxinzelelo olusezantsi kwixabiso lentsimbi:
Ixesha lokuposa: Sep-14-2022