Mu kwezi gushize, MetalMiner yatanze itangazo rikurikira: “MetalMiner yizera ko ingaruka ku kigo gishinzwe kugura ibyuma bya Grain Oriented Electric zitazagaragaza neza ingaruka zagutse z’imisoro ku byuma bikoreshwa cyane, alloy n’ibipimo.”
Ntabwo buri gihe tubyumva neza, ariko mu by’ukuri igiciro cya GOES M3 cyaragabanutse mu kwezi gushize ugereranije n’izamuka ry’ibiciro muri rusange mu byiciro byose cyangwa hafi ya byose by’ibicuruzwa bya karuboni bita carbon flat rolled.
Hagati aho, nubwo MetalMiner izi ikigo kimwe cy’abaguzi cyatanze icyifuzo cyo kwirukana ibicuruzwa binyuze mu nzira iherutse gutangazwa yo kwirukana ibicuruzwa, nta sosiyete yasabye (nibura guhera ku ya 11 Mata). Ibi bizahinduka uko ibicuruzwa bya GOES bikomeza kwiyongera.
Ubushakashatsi bwihuse bwerekana ko iperereza rya 301 rikubiyemo kandi ibyuma by'amashanyarazi bishingiye ku binyampeke bifite kode za HTS: 72261110, 72261190, 72261910 na 72261990 - muri rusange "ibyuma by'amashanyarazi bya silikoni byakozwe mu bugari butandukanye (bishingiye ku binyampeke)".
Ariko, iperereza ryakozwe mu gice cya 301 ntirikubiyemo ibice bya transformer (8504.90.9546) cyangwa ibice bya wund cores (8504.90.9542), byombi bishobora kwinjira muri Leta Zunze Ubumwe za Amerika hashingiwe ku buryo isoko rigezweho.
MetalMiner izamenyesha abasomyi igihe/niba Perezida Trump atanze itangazo ku bijyanye n'iperereza ryakozwe mu gice cya 301.
Ibiciro by'ibyuma by'amashanyarazi bikoresha amashanyarazi (GOES) muri Amerika byamanutse bigera ku madolari 2,595 kuri toni muri uku kwezi biva ku madolari 2,637 kuri toni. Ibiciro bya MMI byamanutseho amanota 3 bigera ku manota 188.
GOES MMI® ikusanya kandi igapima ibiciro by'icyuma cy'amashanyarazi gishingiye ku binyampeke ku isi kugira ngo itange ishusho yihariye ku migendekere y'ibiciro mu minsi 30. Kugira ngo ubone amakuru arambuye kuri GOES MMI®, uko ibarwa, cyangwa uko ikigo cyawe gikoresha iki gipimo, duhamagare kuri info (at) agmetalminer (dot) com.
Ingano y'ibice by'icyuma bita stainless MMI (Monthly Metals Index) yazamutseho inota rimwe muri Mata. Ubu igipimo cy'ibice ni amanota 76.
Izamuka ry’ibiciro by’inyongera by’ibyuma bitagira umugese byongereye igipimo nubwo ibiciro bya nikeli bya LME byagabanutseho gato muri uku kwezi. Ibindi byuma bifitanye isano nabyo byiyongereye mu duseke tw’ibyuma bitagira umugese.
Ibiciro bya nikeli bya LME byagabanutse kimwe n'ibindi byuma by'ibanze muri Werurwe. Ariko, igabanuka risa nkaho ritameze neza cyane nka aluminiyumu cyangwa umuringa.
Ibiciro bya nikeli kuri LME biracyari hejuru, bitandukanye cyane n’ibiciro byo hasi byo mu 2017 byagaragaye muri Gicurasi cyangwa Kamena, ubwo MetalMiner yagiraga inama amatsinda agura kugura ingano y’ibiciro mbere. Igiciro cyari hafi $8.800/toni icyo gihe, ugereranyije n’igiciro cyari gisanzweho cya $13.200/toni.
Nyuma yo kugarura ingufu za kinetic z’icyuma kidashonga, ibiciro by’inyongera by’icyuma kidashonga mu ngo byiyongereye muri uku kwezi.
Inyongera ya 316/316L coil NAS igera kuri $0.96/lb. Kubwibyo, amashyirahamwe agura ashobora gushaka kureba inyongera kugira ngo amenye amahirwe yo kugabanya ibyago byo kugabanuka kw'ibiciro binyuze mu kugura ibintu mbere cyangwa kuzigama.
Igipimo cy’ubwiyongere bw’ibiciro by’ibyuma bitagira umugese gisa nkaho cyagabanutse muri uku kwezi. Ariko, kuva mu 2017, ibiciro by’ibiciro byiyongereye. Ibiciro by’ibiciro bya 316/316L bya coil NAS bigera kuri $0.96/lb.
Kubera ko ibyuma na nikeli bikiri ku isoko ry’ingufu, amatsinda y’abaguzi ashobora gushaka gukomeza kureba ku isoko amahirwe yo kugura icyo gicuruzwa.
Kugira ngo wige uburyo bwo guhindura ingamba zawe zo kugura buri kwezi ukurikije ibyo ukeneye byihariye, gerageza icyerekezo cyacu cya buri kwezi ku buntu uyu munsi.
Ibiciro bya ferrochrome yo mu Bushinwa byazamutseho 1.48%, mu gihe ibiciro bya ferrochrome yo mu Bushinwa byazamutseho 0.67%. Ibiciro bya ferrochrome yo mu Bushinwa byagabanutseho 5.52% muri uku kwezi bigera ku $1,998 kuri toni. Ibiciro bya nikeli nabyo byagabanutseho 1.77% bigera ku $13,300 kuri toni.
Igipimo cy’icyuma cya MMI (ukwezi kw’icyuma) cyagabanutseho amanota 4 muri uku kwezi kigera kuri 88. Nubwo habayeho igabanuka rya MMI y’icyuma cya MMI, ibiciro by’icyuma cyo mu gihugu byakomeje kugabanuka muri Werurwe yose. Ibiciro by’ibikoresho bikomeye by’icyuma cya flat steel byageze ku rwego rwo hejuru mu myaka irindwi ishize.
Ibiciro by'ibyuma byo mu gihugu byazamutse cyane, aho ibiciro bya HRC byo mu gihugu byazamutse kuva kuri $600-$650 ku giciro cya buri kwezi bigera kuri $850 mu mezi atatu ashize.
Izamuka ry'ibiciro by'ibyuma riterwa n'ibintu byinshi. Icya mbere, icyerekezo cy'igihe kirekire cyatangiye mu 2016 cyatumye ibiciro by'ibyuma bizamuka. Icya kabiri, ubwihindurize bw'inganda z'ibyuma (igihe) burushaho kwiyongera.
Mu mateka, ibiciro byagiye bizamuka mu gihembwe cya kane kuko amasosiyete menshi yongeraga amasezerano yabo ya buri mwaka mu gihembwe cy’ingengo y’imari cy’umwaka utaha. Ariko, izamuka ry’ibiciro by’ibyuma muri uyu mwaka ntiryagaragaye kugeza nyuma. Ibiciro bisa nkaho bitegereje ibyavuye mu ngingo ya 232 (n’imisoro ijyanye nayo), ishyigikira ibiciro by’ibyuma byo mu gihugu.
Ariko, ibiciro by'ibyuma byo mu gihugu bisa nkaho biri hafi kurangira kw'izamuka ry'ibiciro riheruka. Hashingiwe ku bihe bya kera by'ibiciro by'ibyuma, ibiciro byagabanutse by'ibyuma byo mu Bushinwa n'ibiciro byagabanutse by'ibikoresho fatizo, ibiciro by'ibyuma byo mu gihugu bishobora kugabanuka mu mezi ari imbere.
Ibiciro by'ibyuma byo mu Bushinwa n'ibiciro by'ibyuma byo muri Amerika bikunze gucuruzwa hamwe. Ariko, hari igihe imiterere y'igihe gito itandukana gato.
Ingendo z'igihe gito zishobora guterwa n'ibibazo byo mu gace cyangwa ihungabana ritunguranye ry'ibicuruzwa byo mu gace. Ariko izi ngendo z'igihe gito zikunda gukosora no gusubira mu ngendo zazo z'amateka.
Ugereranyije ibiciro by’ubucuruzi bw’abashinwa n’abahuza ubukungu muri Amerika, itandukaniro ry’ibiciro ryagaragaye muri uku kwezi ntiritangaje.
Ibiciro bya HRC muri Amerika byazamutse cyane, mu gihe ibiciro bya HRC byo mu Bushinwa byakomeje kugabanuka. Ibiciro bya HRC byo mu Bushinwa byazamutse cyane mu 2017 (guhera muri Kamena 2017), byatewe n'igabanuka ry'umusaruro mu nganda z'ibyuma zo mu Bushinwa. Ikwirakwira hagati y'ibiciro by'ibyuma byo mu Bushinwa n'ibyo mu gihugu ryagabanutse mu gihembwe cya gatatu cya 2017 ubwo ibiciro by'ibyuma byo mu gihugu muri Amerika byagurishwaga ku ruhande. Igabanuka riherutse ry'ibiciro by'ibyuma byo mu Bushinwa rishobora kugabanya igitutu ku biciro by'ibyuma byo mu gihugu.
Igabanuka ry'umusaruro w'ibyuma mu Bushinwa rirakomeje. Umujyi wa Handan wategetse inganda kugabanya umusaruro w'ibyuma ku kigero cya 25% kugira ngo zikomeze gushyira mu bikorwa ingamba zo kurwanya ihumana. Iryo gabanuka rizakongerwa kuva muri Mata kugeza hagati mu Ugushyingo. Inganda zikora amakara zizagabanya umusaruro ku kigero cya 25% muri iki gihe. Igabanuka rizatangira ku ya 1 Mata.
Nk’uko bigaragara mu igazeti ya leta ya Megizike, Minisiteri y’Ubukungu ya Megizike yashyizeho ku mugaragaro imisoro yo kurwanya imyanda ku miyoboro y’icyuma cya karuboni ituruka muri Koreya y’Epfo, Esipanye, Ubuhinde na Ukraine.
Imiterere y'ibikoresho fatizo isa nkaho yagabanutse nyuma y'izamuka ry'ibiciro by'ibikoresho fatizo mbere y'uko umwaka wa 2017 urangira.
Ibiciro by'amabuye y'agaciro byagabanutse cyane muri Werurwe. Ibiciro by'amabuye y'agaciro byazamutse cyane mu ntangiriro z'uku kwezi. Ariko, igabanuka rikomeye ry'ibiciro mu kwezi gushize rishobora kutabasha gushyigikira ibiciro by'ibyuma byo mu gihugu biri hejuru ubu.
Ibiciro by'amakara nabyo byaragabanutse muri Werurwe. Ibiciro by'amakara bisa nkaho byongeye kuzamuka muri uku kwezi, nubwo ibiciro biriho ubu bitagera ku $110 ku toni yo muri Mutarama 2018.
Kubera ko ibikorwa byo kugura ibyuma byazamutse cyane muri uku kwezi, amatsinda y’abagura ashobora gushaka gusobanukirwa ibikorwa byo kugura ibyuma kugira ngo afate icyemezo cy’igihe cyo kugura hagati na kure. Amashyirahamwe agura ashaka gusobanukirwa neza igihe cyo kugura n’ingano y’ibikoresho by’ibyuma ashobora gushaka kugerageza icyerekezo cyacu cyo kugura ibyuma buri kwezi ku buntu uyu munsi.
Ibiciro by'ibikoresho by'icyuma byo mu Bushinwa byagabanutseho 3.65% muri uku kwezi bigera kuri $817/t. Ibiciro by'ibyuma byo mu Bushinwa byagabanutseho 10.50%, mu gihe ibiciro by'ibikoresho byo mu Bushinwa byagabanutseho 0.5% gusa bigera kuri $659/t. Ibiciro by'ibisigazwa bya Amerika byagabanutseho byafunze kuri $361/t muri uku kwezi, byiyongereyeho 3.14% ugereranije n'ukwezi gushize.
Igipimo cya aluminiyumu MMI (igipimo cy’ibyuma cya buri kwezi) cyagabanutseho amanota 3 muri Mata. Ibiciro bya aluminiyumu byagabanutse kuri LME byatumye ibiciro bigabanuka. Igipimo cya aluminiyumu MMI kiriho ubu ni amanota 94, 3% munsi ugereranije no muri Werurwe.
Izamuka ry'ibiciro bya aluminiyumu ya LME ryongeye kugabanuka muri uku kwezi. Ibiciro bya aluminiyumu ya LME biracyari mu mezi abiri ashize.
Nubwo bamwe bashobora gushaka gutangaza ko isoko rya aluminiyumu rihagaze neza, ibiciro byari bikiri hejuru ya $1.975 ubwo MetalMiner yagiraga inama amasosiyete agura kugura mbere y’igihe. Igiciro gishobora kugabanuka kuri uru rwego. Ariko, niba igiciro kirenze umurongo w’ubururu, ibiciro bya aluminiyumu bishobora guhinduka ubutaka buhagaze neza.
Ibiciro bya aluminiyumu bya stop aluminium kuri Shanghai Futures Exchange nabyo byaragabanutse muri uku kwezi. Igabanuka risa nkaho ritari rikomeye cyane ugereranyije n’ibiciro bya LME. Ariko, igiciro cya aluminiyumu cya stop aluminium kuri Shanghai Futures Exchange cyatangiye kugabanuka kuva mu Ukwakira 2017.
Ibicuruzwa bya aluminiyumu kuri Shanghai Futures Exchange (SHFE) byagabanutse muri Werurwe ku nshuro ya mbere mu mezi arenga icyenda. Kugabanuka kw'ibicuruzwa byagabanutse rimwe na rimwe byagaragaje igabanuka ry'ibicuruzwa bya aluminiyumu mu Bushinwa, igihugu kinini ku isi gitanga kandi gikoresha aluminiyumu. Ibicuruzwa bya aluminiyumu kuri Shanghai Futures Exchange byagabanutseho toni 154 muri Werurwe, nk'uko amakuru aturuka mu ivunjisha yasohotse mu ntangiriro za Mata abigaragaza. Ariko, ibicuruzwa bya aluminiyumu kuri Shanghai Futures Exchange byagumye kuri toni 970.233.
Hagati aho, ibiciro bya aluminiyumu mu Burengerazuba bwa Amerika byagabanutse bwa mbere kuva mu Gushyingo 2017. Igabanuka rya $0.01 kuri pound mu ntangiriro za Mata ryabaye nyuma y’izamuka rikomeye ry’ibiciro. Nubwo ibiciro byagabanutse muri uku kwezi, umuvuduko wo kuzamuka ushobora gukomeza igihe runaka.
Gusubiramo igiciro cya aluminiyumu ya LME bishobora gutanga amahirwe meza yo kugura ku matsinda agura kuko ibiciro bishobora kongera kuzamuka.
Ariko, kubera ko ibiciro biri hasi ubu, amatsinda y’abagura ashobora gutegereza kugeza igihe isoko ryerekaniye icyerekezo gisobanutse neza. Kubwibyo, guhindura ingamba zo kugura "zikwiye" ni ingenzi mu kugabanya ibyago.
Bitewe n’uko hakomeje kubaho gushidikanya ku bicuruzwa bya aluminiyumu na aluminiyumu, ibigo bicuruza bishobora gushaka kugerageza icyerekezo cyacu cyo kugura ibyuma buri kwezi ku buntu.
Ibiciro bya aluminiyumu kuri LME byagabanutseho 5.8% muri uku kwezi kugeza Werurwe irangiye kuri $2.014/t. Hagati aho, impapuro za 1050 zo muri Koreya y'Epfo zazamutseho 1.97%. Igiciro cya aluminiyumu mu Bushinwa cyagabanutseho 1.61%, mu gihe inkoni ya aluminiyumu yo mu Bushinwa yagabanutseho 3.12%.
Ibiciro by'ibicuruzwa byo mu Bushinwa byari bihagaze neza muri uku kwezi kuri $2,259 kuri toni. Ibiciro by'ibicuruzwa byo mu Buhinde byagabanutseho 6.51% bigera kuri $2.01 kuri kg.
Mu kwezi gushize, mu mutwe w'inkuru yacu ya buri kwezi ivuga ku izamuka ry'agaciro k'ingufu ku isi, twavuze ko ibiciro bya platine na palladium byagabanutse. Hanyuma twabajije tuti “Ese bizakomeza?”
Ubwo ibiciro bya platine na palladium byo muri Amerika byagabanukaga, igipimo cyacu cya buri kwezi cy’ibicuruzwa by’agaciro ku isi (MMI), gikurikirana igitebo cy’amabuye y’agaciro ku isi, cyongeye kugabanuka muri Mata - cyagabanutseho 1.1% kandi cyinjiye mu gihe cy’amezi abiri cyo kugabanuka.
(Mu kwezi gushize, twatangaje bwa mbere ko igipimo cyari cyariyongereye mu mezi abiri mbere yuko kigwa muri Werurwe. Ikosora: Mu by'ukuri cyari cyariyongereye mu mezi ane icyo gihe.)
Isoko ry'imigabane n'isoko ry'ibicuruzwa ryahuye n'ibibazo mu minsi ishize, aho Perezida Trump yashyizeho imisoro ku byuma, aluminiyumu ndetse n'ibindi bicuruzwa 1.300 by'Abashinwa bitumizwa mu mahanga hagati mu kwezi gushize, naho Ubushinwa bwihorera imisoro ku bintu bimwe na bimwe. Ibicuruzwa byoherezwa mu mahanga bitari iby'icyuma muri Amerika.
Ntabwo ari ugukabya kuvuga ko hari uruhererekane rw'ibintu birimo kuba ku isoko ry'amabuye y'agaciro.