A watan da ya gabata, MetalMiner ya ba da wannan sanarwa mai zuwa: "MetalMiner ya yi imanin cewa tasirin da ƙungiyar siyayyar karafa ta Grain Oriented Electric ba zai nuna cikakken tasirin jadawalin kuɗin fito kan nau'ikan ƙarfe da aka saba amfani da su ba, gami da maki."
Ba koyaushe muke samun daidai ba, amma a zahiri farashin GOES M3 ya faɗi a cikin watan da ya gabata idan aka kwatanta da haɓakar farashin gabaɗaya a cikin duka ko kusan duk sauran nau'ikan samfuran da aka yi birgima.
A halin yanzu, yayin da MetalMiner ke sane da wata ƙungiyar siyayya da ta gabatar da buƙatun cirewa ta hanyar da aka sanar kwanan nan, babu wani kamfani da ya yi amfani da shi (akalla har zuwa Afrilu 11) Wannan zai canza yayin da shigo da GOES ke ci gaba da zuwa.
Bincike mai sauri ya nuna cewa binciken na 301 ya kuma haɗa da ƙarfe na lantarki mai daidaita hatsi tare da lambobin HTS: 72261110, 72261190, 72261910 da 72261990 - a zahiri "madaidaicin siliki na lantarki na lantarki daban-daban (daidaitaccen hatsi)".
Duk da haka, binciken Sashe na 301 bai haɗa da abubuwan da aka gyara taswira ba (8504.90.9546) ko ƙananan raunuka (8504.90.9542), duka biyun na iya shiga Amurka bisa ga jiyya na kasuwa na yanzu.
MetalMiner zai sabunta masu karatu lokacin / idan Shugaba Trump ya ba da sanarwar game da binciken Sashe na 301.
Farashin kwandon ƙarfe na lantarki na Amurka (GOES) ya faɗi zuwa $2,595/t a wannan watan daga $2,637/t. MMI ya faɗi maki 3 zuwa 188.
GOES MMI® yana tattarawa da kuma auna ma'auni na farashin karfe na duniya na hatsi na duniya don samar da ra'ayi na musamman akan yanayin farashin kwanaki 30. Don ƙarin bayani game da GOES MMI®, yadda ake ƙididdige shi, ko yadda kamfanin ku ke amfani da ma'auni, sauke mu layi a info (a) agmetalminer (dot) com.
MMI mara nauyi (Index Metals Index) ya kai maki 1 a watan Afrilu. Karatun na yanzu shine maki 76.
Yunƙurin ƙarin cajin bakin karfe ya haɓaka ƙididdiga duk da ɗan raguwar farashin nickel na LME a wannan watan. Sauran karafa masu alaƙa sun karu a cikin kwandunan bakin karfe.
LME farashin nickel ya fadi tare da wasu ƙananan karafa a cikin Maris. Duk da haka, raguwa ba ya zama mai ban mamaki kamar aluminum ko jan karfe.
Farashin nickel akan LME ya kasance mai girma, mai nisa daga 2017 lows da aka gani a watan Mayu ko Yuni, lokacin da MetalMiner ya ba da shawarar sayen ƙungiyoyi don siyan ƙarar gaba. Farashin ya kusan $ 8,800 / t a lokacin, idan aka kwatanta da farashin farashin yanzu na $ 13,200 / t.
Bayan da aka dawo da makamashin karafa na makamashin karafa, karin kudin karafa na cikin gida ya karu a wannan watan.
316/316L coil NAS ƙarin cajin har zuwa $0.96/lb.Saboda haka, ƙungiyoyin siyan na iya so su duba ƙarin caji don gano damar rage haɗarin farashi ta hanyar sayayya ko shinge.
Matsakaicin haɓakar ƙarin cajin bakin karfe ya bayyana ya ragu a wannan watan. Duk da haka, daga 2017, ƙarin ƙarin ya karu. 316/316L coil NAS ƙarin cajin yana kusan $0.96 / lb.
Tare da karafa da nickel har yanzu a cikin kasuwar bijimi, ƙungiyoyin sayayya na iya son sanya ido kan kasuwa don samun damar siyan tsoma.
Don koyan yadda ake daidaita dabarun siyan ku kowane wata zuwa takamaiman buƙatunku, gwada yanayin mu na wata-wata kyauta a yau.
Farashin kwandon bakin karfe 304 na kasar Sin ya tashi da kashi 1.48%, yayin da farashin bakin karfe 316 na kasar Sin ya fadi da kashi 0.67%.Farashin ferrochrome na kasar Sin ya fadi da kashi 5.52 cikin dari a wannan wata zuwa dala 1,998/t. Farashin Nickel kuma ya ragu da kashi 1.77% zuwa $13,300/t.
Danyen karfe MMI (ma'auni na wata-wata) ya fadi da maki 4 a wannan watan zuwa 88. Duk da raguwar danyen karfe MMI, farashin karafa na cikin gida yana raguwa a cikin watan Maris. Farashin manyan kayayyakin karafa ya kai sama da shekaru bakwai.
Farashin karafa na cikin gida ya yi tashin gwauron zabi, inda farashin HRC na cikin gida ya tashi daga $600-$650/st zuwa kusan $850 a cikin watanni uku da suka gabata.
Haɓaka farashin ƙarfe shine sakamakon dalilai da yawa. Na farko, yanayin dogon lokaci wanda ya fara a cikin 2016 ya haifar da farashin ƙarfe mafi girma. Na biyu, jinkirin jinkirin masana'antar ƙarfe na cyclicality (lokacin yanayi) yana haɓaka gangaren farashin karfe.
A tarihi, farashin yawanci ya tashi a cikin kwata na huɗu yayin da kamfanoni da yawa ke sake yin shawarwarin yarjejeniyar shekara-shekara a lokacin kasafin kuɗi na shekara mai zuwa. Duk da haka, tashin farashin karafa na bana bai samu ba sai daga baya. Farashin yana jiran sakamakon sashe na 232 (da daidaitattun kuɗin fito), wanda ke tallafawa farashin ƙarfe na cikin gida.
Duk da haka, farashin karafa na cikin gida yana da alama yana kusa da ƙarshen tashin farashin na baya-bayan nan. Bisa la'akari da sauye-sauyen farashin karafa na tarihi, raguwar farashin karafa na kasar Sin da rage farashin albarkatun kasa, farashin karafa na cikin gida na iya raguwa a watanni masu zuwa.
Farashin karafa na kasar Sin da farashin karfen Amurka galibi ana yin ciniki tare.Duk da haka, abubuwan da ke faruwa na gajeren lokaci wani lokaci suna bambanta kadan.
Halin ɗan gajeren lokaci na iya haifar da rashin tabbas na cikin gida ko kuma tsangwama kwatsam a cikin samar da gida.Amma waɗannan abubuwan na ɗan gajeren lokaci suna yin gyara kuma suna komawa ga tsarin tarihin su.
Idan aka kwatanta farashin HRC na Sin da Amurka, bambance-bambancen farashin da aka lura a wannan watan ba abin mamaki bane.
Farashin HRC a Amurka ya yi tashin gwauron zabo, yayin da farashin HRC na kasar Sin ya ci gaba da faduwa.Farashin HRC na kasar Sin ya yi saurin tashi a shekarar 2017 (daga watan Yunin 2017), ya taimaka wajen rage samar da karafa a kasar Sin. Yaduwar da ke tsakanin farashin karafa na kasar Sin da na cikin gida ya ragu a kashi na uku na shekarar 2017, yayin da farashin karafa na cikin gida na kasar Amurka ya yi kasa a kai a kai.
Ana ci gaba da rage fitar da karafa na kasar Sin, birnin Handan ya umarci masana'antun da su rage yawan karafa da kusan kashi 25 cikin 100 don ci gaba da aiwatar da matakan kawar da gurbatar yanayi, za a tsawaita wannan matakin daga watan Afrilu zuwa tsakiyar watan Nuwamba. Har ila yau, masana'antar kwal din za ta rage yawan hakowa da kusan kashi 25 cikin 100 a cikin wannan lokaci, kuma za a fara rage yawan karafa daga ranar 1 ga Afrilu.
A cewar jaridar gwamnatin Mexico, Ma'aikatar Tattalin Arziki ta Mexico ta sanya takunkumin hana zubar da ruwa a hukumance kan bututun karfen carbon da aka shigo da su daga Koriya ta Kudu, Spain, Indiya da Ukraine.
Haɗin gwiwar kayan albarkatun ƙasa sun bayyana sun ragu bayan haɓakar farashin albarkatun ƙasa kafin ƙarshen 2017.
Farashin ma'adinan ƙarfe ya faɗi sosai a cikin Maris.Farashin ƙarfe ya ƙaru a farkon wannan watan.Sai dai, faɗuwar farashin da aka yi a watan da ya gabata na iya yiwuwa ba zai iya tallafawa hauhawar farashin karafa na cikin gida a halin yanzu ba.
Hakanan farashin kwal ya fadi a cikin Maris. Farashin kwal ya bayyana ya sake tashi a wannan watan, kodayake farashin na yanzu ya yi nisa da na Janairu 2018 na $ 110 / t.
Tare da aikin farashin karfe yana nuna haɓakar haɓakawa mai ƙarfi a wannan watan, ƙungiyoyi masu siye na iya so su fahimci matakin farashin don yanke shawarar lokacin da za su ƙaddamar da siyayya ta tsakiya zuwa dogon lokaci.Cungiyoyin sayayya waɗanda ke son ƙarin haske kan lokacin da za a siya da samfuran ƙarfe nawa don siyan na iya so su gwada samfuranmu na kowane wata don siyan ra'ayi kyauta a yau.
Amurka Midwest HRC na watanni 3 ya fadi da kashi 3.65% a wannan watan zuwa dala 817/t.Farashin billet na kasar Sin ya fadi da kashi 10.50%, yayin da farashin dala na kasar Sin ya fadi da kashi 0.5% zuwa dalar Amurka 659/t.US da aka rufe a kan $361/st a wannan watan, sama da 3.14% daga watan da ya gabata.
Aluminium MMI (ƙirar ma'aunin ƙarfe na wata-wata) ya faɗi maki 3 a cikin Afrilu. Rauni farashin aluminum akan LME ya haifar da koma baya na farashin.
Farashin aluminium na LME ya sake raguwa a wannan watan.LME farashin aluminum har yanzu yana cikin raguwar watanni biyu.
Yayin da wasu za su so su bayyana kasuwar aluminium na bearish, farashin har yanzu yana sama da $ 1,975 lokacin da MetalMiner ya ba da shawarar sayen kungiyoyi don saya gaba. Farashin zai iya komawa zuwa wannan matakin. Duk da haka, idan farashin ya karya a ƙasa da layin blue-dige-dige, farashin aluminum zai iya juya zuwa yankin bearish.
Hakanan farashin aluminium Spot akan Canjin Futures na Shanghai shima ya fadi a wannan watan. Ragewar ya bayyana ya kasance ƙasa da ban mamaki fiye da farashin LME. Duk da haka, tabo farashin aluminium akan Canjin Futures na Shanghai ya fara faɗuwa daga Oktoba 2017.
Aluminum inventories on Shanghai Futures Exchange (SHFE) ya fadi a cikin Maris a karo na farko a cikin fiye da watanni tara. Inventory drawdowns wani lokacin sigina a digo a aluminum inventories a kasar Sin, mafi girma a duniya m da kuma mabukaci na aluminum.Inventories a kan Shanghai Futures Exchange fadi da 154 tonnes a watan Maris, bisa ga musayar bayanai da aka saki a farkon watan Afrilu, duk da haka ya kasance a kan musayar bayanai a farkon watan Afrilu. tan 970,233.
A halin yanzu, farashin aluminum a Amurka Midwest ya fadi a karo na farko tun daga Nuwamba 2017. Ragewar dala $ 0.01 a farkon watan Afrilu ya zo ne bayan haɓakar ƙimar kuɗi. Ko da yake farashin ya ragu a wannan watan, hawan hawan zai iya ci gaba na dan lokaci.
Retracement a cikin LME aluminium farashin zai iya ba da kyakkyawar damar siyayya don siyan ƙungiyoyi kamar yadda farashin zai sake tashi.
Duk da haka, tare da farashin da ke ƙasa a halin yanzu, ƙungiyoyi masu saye na iya so su jira har sai kasuwa ya nuna jagora mai mahimmanci.Saboda haka, daidaita tsarin siyan "daidai" yana da mahimmanci don rage haɗari.
Ganin ci gaba da rashin tabbas game da samfuran aluminium da aluminium, ƙungiyoyin sayayya na iya yanzu suna son gwada hasashen siyan karafa na wata-wata kyauta.
Farashin Aluminum a kan LME ya fadi 5.8% a wannan watan don kawo karshen Maris a $ 2,014 / t. A halin yanzu, kasuwancin Koriya ta Kudu 1050 takardar ya tashi da 1.97% . Farashin danyen aluminum na kasar Sin ya fadi 1.61%, yayin da sandan aluminum na kasar Sin ya fadi 3.12%.
Farashin billet na kasar Sin ya yi daidai a wannan watan a $2,259/t. Farashin tabo na farko na Indiya ya fadi 6.51% zuwa $2.01/kg.
A watan da ya gabata, a cikin taken sabunta labarinmu na wata-wata kan MMI mai daraja ta duniya, mun ambaci gaskiyar cewa farashin platinum da palladium sun faɗi.Sai muka yi tambaya, “Shin zai ci gaba?”
Yayin da farashin platinum da palladium na Amurka ya faɗi, Index ɗinmu na Ƙarfafan Ƙarfafa na Duniya (MMI), wanda ke bin kwandon ƙarafa masu daraja ta duniya, ya sake faɗuwa a cikin Afrilu - ƙasa da kashi 1.1% kuma ya shiga raguwar watanni biyu.
(A watan da ya gabata, da farko mun ba da rahoton cewa index ya kasance cikin haɓakar watanni biyu kafin faɗuwa a cikin Maris. Gyara: A zahiri a cikin haɓakar watanni huɗu ne a lokacin.)
Kasuwannin hannayen jari da kasuwannin kayayyaki sun fuskanci tashin hankali a baya-bayan nan, inda shugaba Trump ya sanya haraji kan karafa, da aluminum, da yiwuwar karin karin kayayyakin da China ke shigowa da su guda 1,300 a tsakiyar watan da ya gabata, sannan China ta mayar da martani da haraji kan wasu kayayyaki.
Ba karin gishiri ba ne a ce ana samun sarkakiya a kasuwar karafa mai daraja.