I ka mahina i hala, ua hoʻopuka ʻo MetalMiner i kēia ʻōlelo: "Manaʻoʻiʻo ʻo MetalMiner ʻaʻole e hōʻike piha ka hopena ma ka hui kūʻai kila o Grain Oriented Electric i ka hopena ākea o nā ʻauhau ma nā ʻano kila, nā mea hoʻohui a me nā papa i hoʻohana pinepine ʻia."
ʻAʻole mākou i maopopo i nā manawa a pau, akā ʻo ka ʻoiaʻiʻo, ua hāʻule ke kumukūʻai o GOES M3 i ka mahina i hala aku nei i hoʻohālikelike ʻia me ka piʻi ʻana o ke kumukūʻai holoʻokoʻa ma nā ʻano huahana ʻōwili pālahalaha kalapona ʻē aʻe a pau.
I kēia manawa, ʻoiai ua ʻike ʻo MetalMiner i kekahi hui kūʻai i waiho i kahi noi hoʻokoe ma o ke kaʻina hana hoʻokoe i hoʻolaha ʻia nei, ʻaʻohe hui i noi (ma ka liʻiliʻi loa e like me ʻApelila 11). E loli kēia i ka hoʻomau ʻana o nā lawe mai GOES.
Ua hōʻike ʻia kahi hulina wikiwiki e hoʻokomo pū ana ka noiʻi 301 i nā kila uila i hoʻonohonoho ʻia i ka palaoa me nā code HTS: 72261110, 72261190, 72261910 a me 72261990 - ʻo ia hoʻi "nā kila uila silicon i hoʻohui ʻia o nā laulā like ʻole (grain oriented)".
Eia nō naʻe, ʻaʻole i hoʻokomo ka noiʻi ʻana o ka Paukū 301 i nā ʻāpana transformer (8504.90.9546) a i ʻole nā ​​​​​​kiko ʻeha (8504.90.9542), ʻo ia mau mea ʻelua e hiki ke komo i loko o ʻAmelika Hui Pū ʻIa ma muli o ka mālama ʻana o ka mākeke o kēia manawa.
E hōʻano hou ʻo MetalMiner i ka poʻe heluhelu i ka wā e hoʻolaha ai ʻo Pelekikena Trump e pili ana i ka hoʻokolokolo ʻana o ka Māhele 301.
Ua hāʻule nā ​​kumukūʻai o ke kila uila i hoʻonohonoho ʻia i ka palaoa (GOES) o ʻAmelika Hui Pū ʻIa i $2,595/t i kēia mahina mai $2,637/t. Ua hāʻule ka MMI i 3 mau helu i 188.
Hōʻiliʻili a ana ʻo GOES MMI® i 1 kiko kumukūʻai kila uila honua e hāʻawi i kahi hiʻohiʻona kū hoʻokahi i nā ʻano kumukūʻai 30 lā. No ka ʻike hou aku e pili ana i ka GOES MMI®, pehea e helu ʻia ai, a pehea e hoʻohana ai kāu hui i ka papa kuhikuhi, e hoʻouna mai iā mākou i kahi leka ma info (at) agmetalminer (dot) com.
Ua piʻi iki ka MMI kila kila (Monthly Metals Index) i 1 helu i ʻApelila. ʻO ka heluhelu o kēia manawa he 76 mau helu.
Ua hoʻonui ka piʻi ʻana o nā uku hoʻonui kila kila i ka helu kuhikuhi ʻoiai ka emi iki ʻana o nā kumukūʻai nickel LME i kēia mahina. Ua piʻi aʻe nā metala pili ʻē aʻe i nā hīnaʻi kila kila.
Ua hāʻule nā ​​kumukūʻai nickel LME me nā metala kumu ʻē aʻe i Malaki. Eia nō naʻe, ʻaʻole like ka emi ʻana me ka nui e like me ka alumini a me ke keleawe paha.
Ke kiʻekiʻe nei nā kumukūʻai nickel ma ka LME, kahi mamao loa mai nā haʻahaʻa o 2017 i ʻike ʻia i Mei a i Iune paha, i ka wā i aʻo aku ai ʻo MetalMiner i nā hui kūʻai e kūʻai i kahi nui o mua. ʻO ke kumukūʻai ma kahi o $8,800/t i kēlā manawa, ke hoʻohālikelike ʻia me ka pae kumukūʻai o kēia manawa o $13,200/t.
Ma hope o ka hoʻōla hou ʻana o ka ikehu nenetic kila kila, ua hoʻonui ʻia nā uku hoʻonui kila kila kūloko i kēia mahina.
ʻO ka uku hoʻonui NAS coil 316/316L a i $0.96/lb. No laila, makemake paha nā hui kūʻai e nānā i nā uku hoʻonui e ʻike i nā manawa kūpono e hōʻemi ai i ka pilikia kumukūʻai ma o nā kūʻai mua a i ʻole ka pale ʻana.
Me he mea lā ua lohi ka nui o ka piʻi ʻana o nā uku hoʻonui kila kila i kēia mahina. Eia nō naʻe, mai ka makahiki 2017, ua piʻi ka uku hoʻonui. Hoʻokokoke nā uku hoʻonui 316/316L coil NAS i $0.96/lb.
Me ke kila a me ka nickel e noho nei i kahi mākeke bipi, makemake paha nā hui kūʻai e makaʻala i ka mākeke no nā manawa kūpono e kūʻai ai i ka hāʻule ʻana.
No ke aʻo ʻana pehea e hoʻololi ai i kāu hoʻolālā kūʻai i kēlā me kēia mahina i kāu mau pono kikoʻī, e hoʻāʻo i kā mākou nānā mahina no ka manuahi i kēia lā.
Ua piʻi aʻe nā kumukūʻai o ke kaula kila kila 304 Kina ma 1.48%, ʻoiai ua hāʻule nā ​​kumukūʻai o ke kaula kila kila 316 Kina ma 0.67%. Ua hāʻule nā ​​kumukūʻai ferrochrome Kina ma 5.52% i kēia mahina i $1,998/t. Ua emi iki hoʻi nā kumukūʻai nickel ma 1.77% i $13,300/t.
Ua hāʻule ka MMI kila maka (helu metala mahina) i 4 mau helu i kēia mahina i 88. ʻOiai ka emi ʻana o ka MMI kila maka, ua emi mau ke kumukūʻai kila kūloko i loko o Malaki. Ua piʻi nā kumukūʻai o nā huahana kila pālahalaha nui i kahi kiʻekiʻe ʻehiku makahiki.
Ua piʻi wikiwiki ke kumukūʻai kila kūloko, me ke piʻi ʻana o nā kumukūʻai HRC kūloko mai $600-$650/st a i kahi o $850 i nā mahina ʻekolu i hala.
ʻO ka piʻi ʻana o ke kumukūʻai kila ka hopena o nā kumu he nui. ʻO ka mea mua, ʻo ke ʻano lōʻihi i hoʻomaka i ka makahiki 2016 i alakaʻi i nā kumukūʻai kila kiʻekiʻe. ʻO ka lua, ʻo ka cyclicality o ka ʻoihana kila i hoʻopaneʻe ʻia (kau) e hoʻonui ai i ka pali kumukūʻai kila.
I ka mōʻaukala, ua piʻi pinepine nā kumukūʻai i ka hapaha ʻehā i ka wā e kūkākūkā hou ai nā ʻoihana he nui i kā lākou mau ʻaelike makahiki i ka wā hoʻolālā kālā o ka makahiki aʻe. Eia naʻe, ʻaʻole i ʻike ʻia ka piʻi ʻana o ke kumukūʻai kila o kēia makahiki a hiki i ka wā ma hope. Me he mea lā e kali ana nā kumukūʻai i ka hopena o ka Pauku 232 (a me nā ʻauhau pili), ka mea e kākoʻo ana i nā kumukūʻai kila kūloko.
Eia nō naʻe, ʻike ʻia ua kokoke aku nā kumukūʻai kila kūloko i ka hopena o ka piʻi ʻana o ke kumukūʻai hou loa. Ma muli o nā pōʻaiapuni kumukūʻai kila mōʻaukala, nā kumukūʻai kila Kina haʻahaʻa a me nā kumukūʻai mea maka haʻahaʻa, e emi ana paha nā kumukūʻai kila kūloko i nā mahina e hiki mai ana.
Hoʻololi pinepine ʻia nā kumukūʻai kila Kina a me nā kumukūʻai kila US. Eia nō naʻe, ʻokoʻa iki nā ʻano pōkole i kekahi manawa.
Hiki ke hana ʻia nā ʻano pōkole e ka maopopo ʻole kūloko a i ʻole nā ​​​​​​hoʻopilikia koke ʻana i ka lako kūloko. Akā, hoʻoponopono kēia mau ʻano pōkole a hoʻi i kā lākou mau ʻano mōʻaukala.
Ke hoʻohālikelike nei i nā kumukūʻai HRC Kina a me US, ʻaʻole ia he mea kupanaha nā ʻokoʻa kumukūʻai i ʻike ʻia i kēia mahina.
Ua piʻi nui nā kumukūʻai HRC ma ʻAmelika Hui Pū ʻIa, ʻoiai ua hoʻomau ka hāʻule ʻana o nā kumukūʻai HRC Kina. Ua piʻi wikiwiki nā kumukūʻai HRC Kina i ka makahiki 2017 (e hoʻomaka ana ma Iune 2017), i kōkua ʻia e ka hōʻemi ʻana i ka hana ʻana ma ka ʻoihana kila Kina. Ua emi ka laha ma waena o nā kumukūʻai kila Kina a me nā kumukūʻai kūloko i ka hapaha ʻekolu o 2017 i ka wā i kūʻai ʻia ai nā kumukūʻai kila kūloko o ʻAmelika Hui Pū ʻIa. ʻO ka emi ʻana o nā kumukūʻai kila Kina i hala koke aku nei e kau i ke kaomi i lalo i nā kumukūʻai kila kūloko.
Ke hoʻomau nei ka hōʻemi ʻana i ka hana kila o Kina. Ua kauoha ke kūlanakauhale ʻo Handan i nā hale wili e hōʻemi i ka hana kila ma kahi o 25% e hoʻomau i ka hoʻokō ʻana i nā hana kaohi haumia. E hoʻolōʻihi ʻia kēlā mau hōʻemi mai ʻApelila a waena o Nowemapa. E hōʻemi pū ka ʻoihana lanahu coking i ka hana ma kahi o 25% i kēia wā. Hoʻomaka nā hōʻemi ma ʻApelila 1.
Wahi a ka nupepa kūhelu o ke aupuni Mekiko, ua kau kūhelu ke Kuhina Hoʻokele Waiwai o Mekiko i nā ʻauhau anti-dumping ma nā paipu kila kalapona i lawe ʻia mai Kōlea Hema, Sepania, India a me Ukraine.
Me he mea lā ua lohi ka hana o nā mea maka ma hope o ka piʻi ʻana o ke kumukūʻai o nā mea maka ma mua o ka hopena o 2017.
Ua hāʻule nui ke kumukūʻai o ka hao hao i Malaki. Ua piʻi iki ke kumukūʻai o ka hao hao ma mua o kēia mahina. Eia nō naʻe, ʻaʻole paha e hiki i ka hāʻule nui ʻana o nā kumukūʻai i ka mahina i hala ke kākoʻo i nā kumukūʻai kila kiʻekiʻe o kēia manawa.
Ua hāʻule pū nā kumukūʻai lanahu i Malaki. Me he mea lā ua piʻi hou aʻe nā kumukūʻai lanahu i kēia mahina, ʻoiai ua mamao loa nā kumukūʻai o kēia manawa mai ke kiʻekiʻe o Ianuali 2018 he $110/t.
Me ka neʻe ʻana o ke kumukūʻai kila e hōʻike ana i ka piʻi ʻana o ke kumukūʻai i kēia mahina, makemake paha nā hui kūʻai e hoʻomaopopo i ka neʻe ʻana o ke kumukūʻai e hoʻoholo ai i ka wā e hoʻopaʻa ai i nā kūʻai waena a lōʻihi. ʻO nā hui kūʻai e makemake ana i ka maopopo hou aku i ka wā e kūʻai ai a me ka nui o nā huahana kila e kūʻai ai e makemake paha e hoʻāʻo i kā mākou nānā kūʻai metala mahina no ka manuahi i kēia lā.
Ua hāʻule nā ​​kumukūʻai o ka US Midwest HRC 3-mahina i ka 3.65% i kēia mahina i $817/t. Ua hāʻule nā ​​kumukūʻai o nā bila kila Kina i ka 10.50%, ʻoiai ua hāʻule wale nā ​​​​kumukūʻai o nā slab Kina i ka 0.5% i US$659/t. Ua pani ʻia nā kumukūʻai ʻōpala i haehae ʻia o US ma $361/st i kēia mahina, i piʻi aʻe he 3.14% mai ka mahina i hala.
Ua hāʻule ka alumini MMI (helu metala mahina) i 3 mau helu i ʻApelila. ʻO nā kumukūʻai alumini nāwaliwali ma ka LME i alakaʻi i ka emi ʻana o ke kumukūʻai. ʻO ka helu alumini MMI o kēia manawa he 94 mau helu, 3% haʻahaʻa ma mua o Malaki.
Ua lohi hou ke kumukūʻai alumini LME i kēia mahina. Aia nō nā kumukūʻai alumini LME i loko o kahi downtrend ʻelua mahina.
ʻOiai makemake paha kekahi e hoʻolaha i kahi mākeke alumini bearish, ua ʻoi aku nā kumukūʻai ma mua o $1,975 i ka wā i aʻo aku ai ʻo MetalMiner i nā hui kūʻai e kūʻai mua. Hiki ke hāʻule hou ke kumukūʻai i kēia pae. Eia nō naʻe, inā haki ke kumukūʻai ma lalo o ka laina polū-kiko, hiki i nā kumukūʻai alumini ke huli i ka ʻāina bearish.
Ua hāʻule pū nā kumukūʻai alumini kiko ma ka Shanghai Futures Exchange i kēia mahina. Me he mea lā ʻaʻole i emi nui ka emi ʻana ma mua o nā kumukūʻai LME. Eia nō naʻe, ua hoʻomaka ka hāʻule ʻana o ke kumukūʻai alumini kiko ma ka Shanghai Futures Exchange mai ʻOkakopa 2017.
Ua hāʻule nā ​​waihona alumini ma ka Shanghai Futures Exchange (SHFE) i Malaki no ka manawa mua ma mua o ʻeiwa mahina. ʻO ka emi ʻana o nā waihona i kekahi manawa ua hōʻailona i ka hāʻule ʻana o nā waihona alumini ma Kina, ka mea hana nui loa o ka honua a me ka mea kūʻai aku o ka alumini. Ua hāʻule nā ​​​​waihona ma ka Shanghai Futures Exchange ma 154 tons i Malaki, e like me ka ʻikepili hoʻololi i hoʻokuʻu ʻia i ka hoʻomaka o ʻApelila. Eia nō naʻe, ua noho nā waihona alumini ma ka Shanghai Futures Exchange ma 970,233 tons.
I kēia manawa, ua hāʻule nā ​​uku alumini ma US Midwest no ka manawa mua mai Nowemapa 2017. ʻO ka hāʻule ʻana o $0.01 i ka paona i ka hoʻomaka o ʻApelila i hiki mai ma hope o ka piʻi nui ʻana o nā uku. ʻOiai ua haʻahaʻa nā uku i kēia mahina, e hoʻomau paha ka piʻi ʻana no kekahi manawa.
Hiki i ka retracement i ke kumukūʻai alumini LME ke hāʻawi i kahi manawa kūʻai maikaʻi no nā hui kūʻai no ka mea e piʻi hou ana nā kumukūʻai.
Eia nō naʻe, me nā kumukūʻai haʻahaʻa i kēia manawa, makemake paha nā hui kūʻai e kali a hiki i ka hōʻike ʻana o ka mākeke i ke kuhikuhi maopopo. No laila, ʻo ka hoʻoponopono ʻana i ka hoʻolālā kūʻai "pololei" he mea nui ia no ka hōʻemi ʻana i ka pilikia.
Ma muli o ka maopopo ʻole e pili ana i ka alumini a me nā huahana alumini, makemake paha nā hui kūʻai e hoʻāʻo i kā mākou manaʻo kūʻai metala o kēlā me kēia mahina no ka manuahi.
Ua hāʻule nā ​​kumukūʻai alumini ma ka LME i 5.8% i kēia mahina e hoʻopau iā Malaki ma $2,014/t. I kēia manawa, ua piʻi aʻe ka pepa 1050 kalepa Kōlea Hema i 1.97%. Ua hāʻule ke kumukūʻai kiko alumini maka o Kina i 1.61%, ʻoiai ua hāʻule ke koʻokoʻo alumini o Kina i 3.12%.
Ua palahalaha nā kumukūʻai billet Kina i kēia mahina ma $2,259/t. Ua hāʻule nā ​​​​kumukūʻai kiko mua o India ma 6.51% i $2.01/kg.
I ka mahina i hala, ma ke poʻo inoa o kā mākou ʻatikala hoʻopou hou mahina e pili ana i ka MMI makamae o ka honua, ua haʻi mākou i ka ʻoiaʻiʻo ua hāʻule nā ​​​​kumukūʻai platinum a me palladium. A laila nīnau mākou, "E hoʻomau anei?"
I ka hāʻule ʻana o ke kumukūʻai o ka platinum a me ka palladium o ʻAmelika Hui Pū ʻIa, ua hāʻule hou kā mākou Global Precious Metals Monthly Index (MMI), ka mea e hahai ana i kahi hīnaʻi honua o nā metala makamae, i ʻApelila - i lalo 1.1% a ke komo nei i kahi downtrend ʻelua mahina.
(I ka mahina i hala, ua hōʻike mua mākou ua piʻi ka helu kuhikuhi i ʻelua mahina ma mua o ka hāʻule ʻana i Malaki. Hoʻoponopono: Aia maoli nō ia i loko o ʻehā mahina i ka manawa.)
Ua ʻike ʻia kekahi haunaele ma ka mākeke kūʻai waiwai a me nā mākeke waiwai i hala koke aku nei, me Pelekikena Trump e kau ana i nā ʻauhau ma ke kila, ka alumini a me 1,300 mau mea lawe mai Kina i waenakonu o ka mahina i hala, a ua hoʻopaʻi ʻo Kina me nā ʻauhau ma kekahi mau mea. Nā mea kūʻai aku waiwai ʻole o ʻAmelika Hui Pū ʻIa.
ʻAʻole ia he hoʻonui ke ʻōlelo ʻana e hana ʻia ana kahi hopena kaulahao ma ka mākeke metala makamae.