I te marama kua taha ake nei, i tukuna e MetalMiner te kōrero e whai ake nei: "E whakapono ana a MetalMiner kāore te pānga ki te whakahaere hoko maitai a Grain Oriented Electric e whakaata katoa i te pānga whānui o ngā taripa ki ngā āhua maitai, ngā koranu me ngā momo e whakamahia whānuitia ana."
Kāore mātou e whiwhi tika i ngā wā katoa, engari ko te mea pono kua heke te utu o GOES M3 i te marama kua hipa ki te whakataurite ki te pikinga utu whānui i roto i ngā momo hua waro papatahi katoa, i te nuinga rānei o ngā momo hua.
I taua wā tonu, ahakoa e mōhio ana a MetalMiner kua tukuna e tētahi whakahaere hoko he tono whakakorenga mā te tukanga whakakorenga kua panuitia tata nei, kāore anō kia tukuna he tono e tētahi kamupene (tae noa ki te 11 o Paenga-whāwhā). Ka rerekē tēnei i te mea ka haere tonu ngā kawemai GOES.
E whakaatu ana tētahi rapunga tere kei roto hoki i te rangahau 301 ngā maitai hiko e anga ana ki te witi me ngā waehere HTS: 72261110, 72261190, 72261910 me te 72261990 – ko te tikanga he "maitai hiko silicon whakarewa o ngā whānui rerekē (e anga ana ki te witi)".
Heoi, kāore te rangahautanga o te Wāhanga 301 e whakauru ana i ngā wāhanga whakawhiti hiko (8504.90.9546) me ngā matua whiu (8504.90.9542), ā, e rua ēnei ka taea te uru ki te Hononga o Amerika i runga i te whakahaere mākete o nāianei.
Ka whakahōu a MetalMiner i ngā kaipānui ina/mēnā ka whakapuaki a Perehitini Trump i tētahi pānuitanga e pā ana ki te tirotirohanga o te Wāhanga 301.
I heke ngā utu mō te maitai hiko o te US (GOES) ki te $2,595/t i tēnei marama mai i te $2,637/t. I heke te MMI mā te 3 ngā tohu ki te 188.
Ka kohia, ka inehia hoki e GOES MMI® te utu maitai hiko o te ao kotahi e aro ana ki te witi hei whakarato i tētahi tirohanga ahurei mō ngā au o te utu 30-rā. Mō ētahi atu pārongo e pā ana ki te GOES MMI®, me pēhea te tatau, me pēhea rānei te whakamahi a tō kamupene i te taupū, tukua mai he karere ki info (at) agmetalminer (dot) com.
I piki ake te MMI (Monthly Metals Index) mā te 1 tohu i te marama o Āperira. Ko te pānui o nāianei ko te 76 tohu.
Ahakoa te hekenga iti o ngā utu nikara LME i tēnei marama, i piki ake te taupū i te pikinga o ngā utu tāpiri maitai kore waikura. I piki ake ētahi atu konganuku e pā ana i roto i ngā kete maitai kore waikura.
I heke ngā utu nikara o te LME me ētahi atu konganuku turanga i te marama o Poutū-te-rangi. Heoi, te āhua nei kāore te hekenga i te tino nui pērā i te konumohe, te parahi rānei.
Kei te piki tonu ngā utu nikara i te LME, he rerekē rawa atu i ngā utu iti o te tau 2017 i kitea i te marama o Mei, o Hune rānei, i te wā i tohutohu ai a MetalMiner i ngā rōpū hoko kia hoko i ētahi rahinga hokohoko whakamua. Ko te utu i taua wā he $8,800/t, ki te whakataurite ki te taumata utu o nāianei o te $13,200/t.
Whai muri i te whakaoranga o te pūngao nekeneke o te maitai kore waikura, kua piki ake ngā utu tāpiri mō te maitai kore waikura o roto i tēnei marama.
Ko te utu tāpiri mō te NAS koiri 316/316L tae atu ki te $0.96/lb. Nō reira, me titiro pea ngā whakahaere hoko ki ngā utu tāpiri hei tautuhi i ngā whai wāhitanga hei whakaiti i te mōrearea utu mā te hoko whakamua, te ārai rānei.
Te āhua nei kua puhoi te tere o te pikinga o ngā utu tāpiri mō te maitai kore waikura i tēnei marama. Heoi, mai i te tau 2017, kua piki ake te utu tāpiri. Tata atu ngā utu tāpiri mō te 316/316L coil NAS ki te $0.96/lb.
I te mea kei te piki haere tonu te utu o te maitai me te nikara, ka hiahia pea ngā rōpū kaihoko ki te aroturuki i te mākete mō ngā whai wāhitanga ki te hoko i te hekenga o te utu.
Hei ako me pēhea te whakarerekē i tō rautaki hoko ia marama kia rite ki ō hiahia, whakamātauria tā mātou tirohanga ā-marama mō te kore utu i tēnei rā.
I piki ake ngā utu mō ngā koiri kowiri tira Hainamana 304 mā te 1.48%, ā, i heke iho ngā utu mō ngā koiri kowiri tira Hainamana 316 mā te 0.67%. I heke iho ngā utu mō ngā koiri ferrochrome Hainamana mā te 5.52% i tēnei marama ki te $1,998/t. I heke iho hoki ngā utu mō te nikara mā te 1.77% ki te $13,300/t.
I heke te MMI maitai mata (marama metals index) mā te 4 ngā tohu i tēnei marama ki te 88. Ahakoa te hekenga o te MMI maitai mata, kei te heke tonu te utu maitai ā-rohe puta noa i te marama o Poutū-te-rangi. Kua eke ngā utu o ngā hua maitai papatahi nui ki te taumata teitei rawa atu i roto i ngā tau e whitu.
Kua piki ake ngā utu o te maitai ā-motu, kua piki ake ngā utu HRC ā-motu mai i te $600-$650/st ki te $850 i ngā marama e toru kua pahure.
He maha ngā āhuatanga i hua mai ai te pikinga o ngā utu maitai. Tuatahi, ko te ia roa i tīmata i te tau 2016 i arahi ki te pikinga o ngā utu maitai. Tuarua, ko te whakaroa o te huringa o te umanga maitai (te āhua o te wā) ka piki ake te utu maitai.
I ngā wā o mua, kua piki ake ngā utu i te hauwhā tuawhā i te mea he maha ngā kamupene e whiriwhiri ana i ā rātou whakaaetanga ā-tau i te wā tahua o te tau e tū mai nei. Heoi, kāore i puta te pikinga o ngā utu maitai o tēnei tau tae noa ki muri mai. Te āhua nei kei te tatari ngā utu mō te putanga o te Wāhanga 232 (me ngā taripa e pā ana), e tautoko ana i ngā utu maitai o te motu.
Heoi, te āhua nei kua tata atu ngā utu rino o te motu ki te mutunga o te pikinga utu hou. I runga i ngā huringa utu rino o mua, te hekenga o ngā utu rino o Haina me te hekenga o ngā utu rauemi mata, tera pea ka heke ngā utu rino o te motu i ngā marama e haere ake nei.
I te nuinga o te wā ka hokohokohia ngātahitia ngā utu maitai o Haina me te utu maitai o Amerika. Heoi, he rerekē ngā ia o te wā poto i ētahi wā.
Tērā pea ka puta ngā au mō te wā poto i te koretake o te rohe, i ngā raruraru ohorere rānei o te tuku taonga ā-rohe. Engari, ka whakatikahia ēnei au mō te wā poto, ka hoki anō ki ō rātou tauira o mua.
Ki te whakatauritea ngā utu HRC Hainamana me te US, ehara i te mea miharo ngā rerekētanga utu i kitea i tēnei marama.
Kua piki haere ngā utu HRC i te US, engari kei te heke tonu ngā utu HRC Hainamana. I tere ake te pikinga o ngā utu HRC Hainamana i te tau 2017 (mai i te Pipiri 2017), nā te whakahekenga o te hanga i roto i te umanga maitai Haina. I heke te horapa i waenga i ngā utu maitai Haina me te utu o te whare i te hauwhā tuatoru o te tau 2017 i te mea i hokohoko taha ngā utu maitai o te whare o US. Ko te hekenga tata nei o ngā utu maitai Haina ka pēhi pea i ngā utu maitai o te whare.
Kei te haere tonu ngā whakahekenga o te hanga maitai o Haina. I whakahaua e te tāone o Handan ngā mira kia whakaheke i te hanga maitai mā te 25% kia mau tonu ai te whakatinanatanga o ngā mahi whakahaere parahanga. Ka whakaroahia aua whakahekenga mai i Āperira ki waenganui o Noema. Ka whakahekehia hoki e te umanga waro kōka te hanga mā te 25% i tēnei wā. Ka tīmata ngā whakahekenga i te 1 o Āperira.
E ai ki te kāhiti mana o te kāwanatanga o Mehiko, kua whakatinanahia e te Manatū Ōhanga o Mehiko ngā takoha ārai-para mō ngā paipa maitai waro i kawemai mai i Kōrea ki te Tonga, Pāniora, Īnia me Ukraine.
Te āhua nei kua puhoi haere te whanaketanga o ngā rauemi mata whai muri i te pikinga o te utu o ngā rauemi mata i mua i te mutunga o te tau 2017.
I tino heke te utu o te rino i te marama o Poutū-te-rangi. I piki haere ngā utu o te rino i te tīmatanga o tēnei marama. Heoi, ko te hekenga nui o ngā utu i te marama kua hipa, tērā pea kāore e taea te tautoko i ngā utu rino o te motu e tiketike ana i nāianei.
I heke anō ngā utu waro i te marama o Poutū-te-rangi. Te āhua nei kua piki ake anō ngā utu waro i tēnei marama, ahakoa he tawhiti rawa ngā utu o nāianei i te taumata teitei o Hānuere 2018 o te $110/t.
I te mea kei te piki haere tonu te utu o te maitai i tēnei marama, ka hiahia pea ngā rōpū hoko ki te mārama ki ngā nekehanga utu hei whakatau i te wā e tika ana kia hoko i ngā wā waenga ki te wā roa. Ko ngā whakahaere hoko e hiahia ana kia mārama ake te wā e tika ana kia hoko me te nui o ngā hua maitai hei hoko, ka hiahia pea ki te whakamātau i tā mātou tirohanga hoko maitai ā-marama mō te kore utu i tēnei rā.
I heke te utu o ngā konganuku utu ā-marama 3 o te US Midwest HRC mā te 3.65% i tēnei marama ki te $817/t. I heke te utu o ngā konganuku maitai Haina mā te 10.50%, ā, i heke noa iho te utu o ngā pereti Haina mā te 0.5% ki te US$659/t. I kati ngā utu o ngā konganuku pakaru o te US mā te $361/t i tēnei marama, he pikinga ake mā te 3.14% mai i te marama o mua.
I heke te MMI konumohe (taupū konganuku ā-marama) mā te 3 ngā piro i te marama o Āperira. Nā te ngoikore o ngā utu konumohe i runga i te LME i heke ai te utu. Ko te taupū konumohe MMI o nāianei he 94 ngā piro, he 3% te iti iho i tērā i te marama o Poutū-te-rangi.
I puhoi anō te tere o te utu konumohe LME i tēnei marama. Kei roto tonu i te ia hekenga o ngā utu konumohe LME mō ngā marama e rua.
Ahakoa e hiahia ana ētahi ki te kī he mākete konumohe heke iho, i runga tonu ngā utu i te $1,975 i te wā i tohutohu ai a MetalMiner ki ngā whakahaere hoko kia hoko wawe. Tērā pea ka hoki te utu ki tēnei taumata. Heoi, ki te pakaru te utu i raro i te rārangi kikorangi, ka huri pea ngā utu konumohe ki te rohe heke iho.
I heke iho hoki ngā utu konumohe ā-wāhi i te Shanghai Futures Exchange i tēnei marama. Te āhua nei kāore i tino nui te hekenga i ngā utu LME. Heoi, i tīmata te hekenga o te utu konumohe ā-wāhi i te Shanghai Futures Exchange mai i te Oketopa 2017.
I heke iho ngā taonga konumohe i te Shanghai Futures Exchange (SHFE) i te marama o Poutū-te-rangi mō te wā tuatahi i roto i ngā marama e iwa neke atu. Ko ngā hekenga o ngā taonga i ētahi wā he tohu i te hekenga o ngā taonga konumohe i Haina, te kaihanga me te kaihoko konumohe nui rawa atu o te ao. E ai ki ngā raraunga whakawhiti i tukuna i te tīmatanga o Paenga-whāwhā, i heke iho ngā taonga konumohe i te 154 tāne i te marama o Poutū-te-rangi. Heoi, i noho tonu ngā taonga konumohe i te Shanghai Futures Exchange ki te 970,233 tāne.
I taua wā tonu, kua heke ngā utu konumohe i te US Midwest mō te wā tuatahi mai i Noema 2017. Ko te hekenga o te $0.01 ia pauna i te tīmatanga o Āperira i puta mai i muri i te pikinga tere o ngā utu. Ahakoa he iti iho ngā utu i tēnei marama, tera pea ka haere tonu te pikinga mō tētahi wā.
He pai pea te whai wāhitanga hoko mā ngā rōpū hoko mēnā ka hoki whakamuri te utu o te konumohe LME, nā te mea tera pea ka piki anō ngā utu.
Heoi, i te mea kei raro iho ngā utu i tēnei wā, ka hiahia pea ngā rōpū hoko ki te tatari kia mārama ake te ahunga o te mākete. Nō reira, he mea nui te whakarerekē i te rautaki hoko "tika" hei whakaiti i te mōrearea.
I te mea kei te haere tonu te koretake mō te konumohe me ngā hua konumohe, ka hiahia pea ngā whakahaere hoko ki te whakamātau i tā mātou tirohanga hoko konganuku ia marama, mō te kore utu.
I heke ngā utu konumohe i runga i te LME mā te 5.8% i tēnei marama, ā, i mutu i te marama o Poutū-te-rangi ki te $2,014/t. I taua wā, i piki ake te pepa 1050 arumoni o Kōrea ki te Tonga mā te 1.97%. I heke te utu mata konumohe o Haina mā te 1.61%, ā, i heke te tokotoko konumohe o Haina mā te 3.12%.
Kāore i rerekē ngā utu parai Hainamana i tēnei marama, arā, $2,259/t. Kua heke ngā utu parai tuatahi o Īnia mā te 6.51% ki te $2.01/kg.
I te marama kua taha ake nei, i roto i te taitara o tā mātou tuhinga whakahou ā-marama mō te MMI utu nui o te ao, i kōrero mātou mō te hekenga o ngā utu konukawata me te konukawata. Kātahi ka pātai mātou, "Ka haere tonu?"
I te hekenga o ngā utu konukawata me te konukawata o Amerika, i heke anō hoki tā mātou Global Precious Metals Monthly Index (MMI), e whai ana i te kete o ngā konganuku utu nui o te ao, i te marama o Āperira – heke iho i te 1.1%, ā, ka uru ki te ia heke e rua marama te roa.
(I te marama kua taha ake nei, i kōrero tuatahi mātou kei roto te taupū i te au piki mō ngā marama e rua i mua i te hinganga i te marama o Poutū-te-rangi. Whakatikatika: I roto i te au piki mō ngā marama e whā i taua wā.)
Kua kite te mākete hea me ngā mākete taonga i ētahi raruraru i ngā wā tata nei, me te whakatakoto a te Perehitini Trump i ngā taake ki runga i te maitai, te konumohe me ētahi atu kawemai Hainamana e 1,300 pea i waenganui o te marama kua hipa, me te utu a Haina ki ngā taake mō ētahi taonga. Ngā kaweake taonga kore-whakarewa a te US.
Ehara i te whakanui te kī he mekameka tauhohenga kei te puta i te mākete konganuku utu nui.