A watan da ya gabata, MetalMiner ta fitar da wannan sanarwa: "MetalMiner ta yi imanin cewa tasirin da kamfanin siyan ƙarfe na Grain Oriented Electric zai yi ba zai nuna cikakken tasirin harajin akan nau'ikan ƙarfe da aka saba amfani da su, gami da ma'auni ba."
Ba koyaushe muke samun daidaito ba, amma a gaskiya farashin GOES M3 ya faɗi a watan da ya gabata idan aka kwatanta da hauhawar farashin gabaɗaya a cikin dukkan ko kusan duk sauran nau'ikan samfuran carbon flat rolled.
A halin yanzu, yayin da MetalMiner ke sane da wata ƙungiyar sayayya da ta shigar da buƙatar keɓewa ta hanyar tsarin keɓewa da aka sanar kwanan nan, babu wani kamfani da ya nemi izini (aƙalla har zuwa ranar 11 ga Afrilu). Wannan zai canza yayin da shigo da kayayyaki daga GOES ke ci gaba da zuwa.
Wani bincike mai sauri ya nuna cewa binciken 301 ya haɗa da ƙarfe masu amfani da hatsi tare da lambobin HTS: 72261110, 72261190, 72261910 da 72261990 - ainihin "ƙarfe masu amfani da silicon masu faɗi daban-daban (masu amfani da hatsi)".
Duk da haka, binciken Sashe na 301 bai haɗa da sassan na'urorin canza wutar lantarki (8504.90.9546) ko kuma ƙwanƙolin rauni (8504.90.9542) ba, waɗanda duka za su iya shiga Amurka bisa ga tsarin kasuwa na yanzu.
MetalMiner zai sanar da masu karatu lokacin/idan Shugaba Trump ya yi sanarwa game da binciken Sashe na 301.
Farashin na'urar samar da ƙarfe mai amfani da hatsi (GOES) ta Amurka ta faɗi zuwa $2,595/t a wannan watan daga $2,637/t. MMI ta faɗi da maki 3 zuwa 188.
GOES MMI® tana tattarawa da auna farashin ƙarfe na lantarki guda 1 na duniya wanda ya dogara da hatsi don samar da hangen nesa na musamman kan yanayin farashi na kwanaki 30. Don ƙarin bayani game da GOES MMI®, yadda ake ƙididdige shi, ko yadda kamfanin ku ke amfani da ma'aunin, ku aiko mana da saƙo a info (at) agmetalminer (dot) com.
Na'urar MMI ta bakin karfe (Monthly Metals Index) ta tashi da maki 1 a watan Afrilu. Adadin da ake samu a yanzu shine maki 76.
Karin kudin da aka samu daga bakin karfe ya kara darajar wannan ma'auni duk da raguwar farashin nickel na LME a wannan watan. Sauran karafa masu alaka sun karu a kwandunan bakin karfe.
Farashin nickel na LME ya faɗi tare da sauran ƙarfe na asali a watan Maris. Duk da haka, raguwar ba ta yi kama da ta aluminum ko jan ƙarfe ba.
Farashin nickel a kan LME ya ci gaba da hauhawa, wanda ya bambanta da na shekarar 2017 da aka gani a watan Mayu ko Yuni, lokacin da MetalMiner ya shawarci ƙungiyoyin sayayya su sayi ƙaramin adadin gaba. Farashin ya kasance kusan $8,800/t a lokacin, idan aka kwatanta da matakin farashin yanzu na $13,200/t.
Bayan dawo da makamashin motsi na bakin karfe, ƙarin kuɗin ƙarfe na cikin gida ya ƙaru a wannan watan.
Karin kuɗin NAS na coil 316/316L har zuwa $0.96/lb. Saboda haka, ƙungiyoyin sayayya na iya son duba ƙarin kuɗi don gano damar rage haɗarin farashi ta hanyar sayayya ta gaba ko shinge.
Da alama karuwar ƙarin kuɗin ƙarfe na bakin ƙarfe ya ragu a wannan watan. Duk da haka, daga 2017, ƙarin kuɗin ya ƙaru. Ƙarin kuɗin NAS na coil 316/316L ya kai $0.96/lb.
Da yake har yanzu ana cikin kasuwar ƙarfe da nickel, ƙungiyoyin masu siye za su so su sa ido kan kasuwa don samun damar siyan ribar.
Domin koyon yadda ake daidaita dabarun siyan ku kowane wata zuwa ga takamaiman buƙatunku, gwada hasashenmu na wata-wata kyauta a yau.
Farashin na'urar 304 ta bakin karfe ta kasar Sin ya karu da kashi 1.48%, yayin da farashin na'urar 316 ta bakin karfe ta kasar Sin ya fadi da kashi 0.67%. Farashin ferrochrome na kasar Sin ya fadi da kashi 5.52% a wannan watan zuwa dala $1,998/t. Farashin nickel shi ma ya fadi da kashi 1.77% zuwa dala $13,300/t.
MMI na ƙarfe mai ƙarancin ƙarfi (ma'aunin ƙarfe na wata-wata) ya faɗi da maki 4 a wannan watan zuwa 88. Duk da raguwar MMI na ƙarfe mai ƙarancin ƙarfi, hauhawar farashin ƙarfe na cikin gida yana raguwa a duk watan Maris. Farashin manyan samfuran ƙarfe masu faɗi ya kai matsayi mafi girma na shekaru bakwai.
Farashin ƙarfe na cikin gida ya karu, inda farashin HRC na cikin gida ya tashi daga $600-$650/st zuwa kusan $850 a cikin watanni uku da suka gabata.
Karin farashin ƙarfe ya faru ne sakamakon dalilai da yawa. Da farko, yanayin dogon lokaci da ya fara a shekarar 2016 ya haifar da hauhawar farashin ƙarfe. Na biyu, jinkirin da masana'antar ƙarfe ke yi na zagayowar yanayi (yanayi) yana ƙara hauhawar farashin ƙarfe.
A tarihi, farashin ya kan tashi a kwata na huɗu yayin da kamfanoni da yawa ke sake tattaunawa kan yarjejeniyoyinsu na shekara-shekara a lokacin kasafin kuɗi na shekara mai zuwa. Duk da haka, hauhawar farashin ƙarfe na wannan shekarar bai faru ba sai daga baya. Da alama farashin yana jiran sakamakon Sashe na 232 (da kuma harajin da ya dace), wanda ke tallafawa farashin ƙarfe na cikin gida.
Duk da haka, farashin ƙarfe na cikin gida ya kusan ƙarewa da sabon hauhawar farashi. Dangane da zagayowar farashin ƙarfe na tarihi, raguwar farashin ƙarfe na China da ƙarancin farashin kayan masarufi, farashin ƙarfe na cikin gida zai iya raguwa a cikin watanni masu zuwa.
Farashin ƙarfe na China da farashin ƙarfe na Amurka yawanci ana ciniki tare. Duk da haka, yanayin ɗan gajeren lokaci wani lokacin yana bambanta kaɗan.
Yanayin ɗan gajeren lokaci na iya faruwa ne sakamakon rashin tabbas na gida ko kuma cikas kwatsam a samar da kayayyaki na gida. Amma waɗannan yanayin ɗan gajeren lokaci suna iya gyarawa da komawa ga yanayinsu na tarihi.
Idan aka kwatanta farashin HRC na China da na Amurka, bambancin farashin da aka lura a wannan watan ba abin mamaki ba ne.
Farashin HRC a Amurka ya yi tashin gwauron zabi, yayin da farashin HRC na China ya ci gaba da faduwa. Farashin HRC na China ya tashi da sauri a shekarar 2017 (tun daga watan Yunin 2017), wanda ya taimaka wajen raguwar samar da kayayyaki a masana'antar karfe ta China. Yaduwar farashin karfe na China da na gida ta ragu a kwata na uku na shekarar 2017 yayin da farashin karfe na Amurka ya yi ciniki a gefe. Faduwar farashin karfe na China na baya-bayan nan na iya haifar da matsin lamba ga farashin karfe na gida.
Rage fitar da ƙarfe a China ya ci gaba. Birnin Handan ya umarci masana'antun niƙa su rage samar da ƙarfe da kusan kashi 25% domin ci gaba da aiwatar da matakan shawo kan gurɓataccen iska. Za a tsawaita waɗannan ragin daga watan Afrilu zuwa tsakiyar Nuwamba. Masana'antar kwal ta coking za ta kuma rage samar da ƙarfe da kusan kashi 25% a wannan lokacin. Ragewar za ta fara ne a ranar 1 ga Afrilu.
A cewar jaridar gwamnatin Mexico, Ma'aikatar Tattalin Arziki ta Mexico ta sanya harajin hana zubar da shara a kan bututun ƙarfe na carbon da aka shigo da su daga Koriya ta Kudu, Spain, Indiya da Ukraine a hukumance.
Da alama yanayin albarkatun ƙasa ya ragu bayan hauhawar farashin kayan masarufi kafin ƙarshen shekarar 2017.
Farashin ƙarfe ya faɗi sosai a watan Maris. Farashin ƙarfe ya ƙaru a farkon wannan watan. Duk da haka, raguwar farashin a watan da ya gabata ba zai iya tallafawa hauhawar farashin ƙarfe na cikin gida a halin yanzu ba.
Farashin kwal ya kuma faɗi a watan Maris. Da alama farashin kwal ya sake tashi a wannan watan, duk da cewa farashin yanzu bai kai na Janairu 2018 mafi girma na $110/t ba.
Ganin cewa farashin ƙarfe yana nuna ƙaruwa sosai a wannan watan, ƙungiyoyin siye na iya son fahimtar matakin farashi don yanke shawara lokacin da za su yi alƙawarin siyayya na tsakiyar lokaci zuwa na dogon lokaci. Ƙungiyoyin siye waɗanda ke son ƙarin haske kan lokacin da za su saya da kuma adadin kayayyakin ƙarfe da za su saya na iya son gwada hasashen siyan ƙarfe na wata-wata kyauta a yau.
Farashin gaba na watanni 3 na HRC na tsakiyar Amurka ya faɗi da kashi 3.65% a wannan watan zuwa dala 817/t. Farashin ƙarfe na China ya faɗi da kashi 10.50%, yayin da farashin ƙarfe na China ya faɗi da kashi 0.5% kawai zuwa dala 659/t. Farashin tarkacen da aka yi da aka yi da aka yi da aka yi da aka yi da aka yi da dala 361/t a wannan watan, wanda ya karu da kashi 3.14% idan aka kwatanta da watan da ya gabata.
Aluminum MMI (ma'aunin karafa na wata-wata) ya faɗi da maki 3 a watan Afrilu. Rauni a farashin aluminum akan LME ya haifar da koma baya ga farashi. Ma'aunin aluminum MMI na yanzu yana da maki 94, ƙasa da kashi 3% idan aka kwatanta da na Maris.
Farashin aluminum na LME ya sake raguwa a wannan watan. Farashin aluminum na LME har yanzu yana cikin raguwar watanni biyu.
Duk da cewa wasu na iya son ayyana kasuwar aluminum mai rauni, farashin har yanzu ya wuce $1,975 lokacin da MetalMiner ta shawarci ƙungiyoyin sayayya su saya gaba. Farashin na iya komawa wannan matakin. Duk da haka, idan farashin ya faɗi ƙasa da layin shuɗi mai dige-dige, farashin aluminum na iya komawa zuwa yankin bearish.
Farashin aluminum a kasuwar hannayen jari ta Shanghai Futures shi ma ya faɗi a wannan watan. Da alama raguwar farashin bai yi wani tasiri ba kamar farashin LME. Duk da haka, farashin aluminum a kasuwar hannayen jari ta Shanghai Futures ya fara faɗuwa daga Oktoba 2017.
Kayayyakin aluminum da ke kan kasuwar hannayen jari ta Shanghai Futures Exchange (SHFE) sun faɗi a watan Maris a karon farko cikin sama da watanni tara. Rage darajar kayayyaki wani lokacin yana nuna raguwar kayayyakin aluminum a China, babbar mai samarwa da kuma masu amfani da aluminum a duniya. Kayayyakin da ke kan kasuwar hannayen jari ta Shanghai Futures Exchange sun faɗi da tan 154 a watan Maris, a cewar bayanan musayar da aka fitar a farkon watan Afrilu. Duk da haka, kayayyakin aluminum da ke kan kasuwar hannayen jari ta Shanghai Futures Exchange sun kasance a kan tan 970,233.
A halin yanzu, farashin aluminum a yankin Midwest na Amurka ya faɗi a karon farko tun daga watan Nuwamba na 2017. Faduwar dala $0.01 a kowace fam a farkon watan Afrilu ta zo ne bayan hauhawar farashi mai yawa. Duk da cewa farashin premium ya yi ƙasa a wannan watan, akwai yiwuwar hauhawar farashin zai ci gaba na ɗan lokaci.
Rage farashin aluminum na LME zai iya ba da kyakkyawar dama ga siyayya ga ƙungiyoyin siyayya domin farashin zai iya sake tashi.
Duk da haka, da farashin ya yi ƙasa a yanzu, ƙungiyoyin masu siye na iya son jira har sai kasuwa ta nuna alkibla mai haske. Saboda haka, daidaita dabarun siye "daidai" yana da mahimmanci don rage haɗari.
Ganin rashin tabbas game da kayayyakin aluminum da aluminum, kamfanonin sayayya yanzu suna iya son gwada hasashen siyan karafa na wata-wata kyauta.
Farashin aluminum akan LME ya faɗi da kashi 5.8% a wannan watan zuwa ƙarshen Maris akan $2,014/t. A halin yanzu, takardar kasuwanci ta 1050 ta Koriya ta Kudu ta tashi da kashi 1.97%. Farashin aluminum ɗin China ya faɗi da kashi 1.61%, yayin da sandar aluminum ta China ta faɗi da kashi 3.12%.
Farashin billet na China ya yi ƙasa a wannan watan akan $2,259/t. Farashin farko na wuraren shakatawa na Indiya ya faɗi da kashi 6.51% zuwa $2.01/kg.
A watan da ya gabata, a cikin taken labarin sabuntawa na wata-wata kan MMI mai daraja a duniya, mun ambaci gaskiyar cewa farashin platinum da palladium sun faɗi. Sai muka tambaya, "Shin zai ci gaba?"
Yayin da farashin platinum da palladium na Amurka ya faɗi, Ma'aunin Karafa Masu Daraja na Duniya (MMI) na wata-wata, wanda ke bin diddigin kwandon karafa masu daraja na duniya, ya sake faɗuwa a watan Afrilu - ƙasa da kashi 1.1% kuma ya shiga raguwar farashin na tsawon watanni biyu.
(A watan da ya gabata, da farko mun bayar da rahoton cewa ma'aunin ya kasance cikin hauhawar watanni biyu kafin ya faɗi a watan Maris. Gyara: A zahiri yana cikin hauhawar watanni huɗu a lokacin.)
Kasuwar hannayen jari da kasuwannin kayayyaki sun fuskanci wani rikici kwanan nan, inda Shugaba Trump ya sanya haraji kan ƙarfe, aluminum da kuma wataƙila ƙarin kayayyaki 1,300 da aka shigo da su daga China a tsakiyar watan da ya gabata, kuma China ta mayar da martani da harajin kan wasu kayayyaki. Fitar da kayayyaki daga Amurka ba na ƙarfe ba.
Ba ƙari ba ne a ce ana samun wani abu mai sarkakiya a kasuwar karafa masu daraja.