Mu kwezi gushize, MetalMiner yasohoye itangazo rikurikira: “MetalMiner yizera ko ingaruka ku ishyirahamwe rigura ibyuma bya Grain Orient Electric ritazagaragaza neza ingaruka nini z’amahoro ku bicuruzwa bikoreshwa cyane mu byuma, ibivangwa n'amanota.”
Ntabwo buri gihe tubibona neza, ariko mubyukuri igiciro cya GOES M3 cyaragabanutse mukwezi gushize ugereranije no kuzamuka kwibiciro muri rusange cyangwa hafi ya byose bya karuboni iringaniye yibicuruzwa.
Hagati aho, mu gihe MetalMiner izi ishyirahamwe rimwe ryo kugura ryatanze icyifuzo cyo guhezwa binyuze mu nzira iherutse gutangazwa, nta sosiyete yasabye (byibuze guhera ku ya 11 Mata) .Ibi bizahinduka kuko ibicuruzwa bitumizwa mu mahanga bikomeza kuza.
Ubushakashatsi bwihuse bwerekana ko iperereza 301 ririmo kandi ibyuma byamashanyarazi biganisha ku ngano hamwe na kode ya HTS: 72261110, 72261190, 72261910 na 72261990 - ahanini “ibyuma bya silikoni bivanze n'amashanyarazi y'ubugari butandukanye (byerekanwe ku ngano)”.
Nyamara, iperereza ryigice cya 301 ntiririmo ibice bya transformateur (8504.90.9546) cyangwa ibikomere (8504.90.9542), byombi bishobora kwinjira muri Amerika hashingiwe ku kuvura isoko.
MetalMiner izavugurura abasomyi mugihe / niba Perezida Trump atanze itangazo ryerekeye iperereza ryigice 301.
Muri uku kwezi ibiciro by'amashanyarazi y’amashanyarazi muri Amerika (GOES) byagabanutse kugera ku $ 2,595 / t muri uku kwezi kuva $ 2,637 / t.MMI yagabanutseho amanota 3 igera kuri 188.
GOES MMI® ikusanya kandi igapima 1 kwisi yose yerekanwe kumashanyarazi yibiciro byamashanyarazi kugirango itange icyerekezo cyihariye kubiciro byiminsi 30. Kubindi bisobanuro kuri GOES MMI®, uko ibarwa, cyangwa uburyo sosiyete yawe ikoresha indangagaciro, udutere umurongo kuri info (kuri) agmetalminer (akadomo) com.
MMI idafite ingese (Index Metals Monthly Index) yazamutseho amanota 1 muri Mata. Ubu gusoma ni amanota 76.
Kuzamuka kwinyongera zicyuma zidafite ingese byazamuye igipimo nubwo igabanuka ryoroheje ryibiciro bya nikel ya LME muri uku kwezi.Ibindi byuma bifitanye isano byiyongereye mubiseke bitagira umwanda.
LME ibiciro bya nikel byagabanutse hamwe nibindi byuma fatizo muri Werurwe.Nyamara, kugabanuka ntigaragara nkikinamico nka aluminium cyangwa umuringa.
Ibiciro bya Nickel kuri LME bikomeje kuzamuka, biratandukanye cyane n’amanota yo muri 2017 yagaragaye muri Gicurasi cyangwa Kamena, ubwo MetalMiner yagiriye inama yo kugura amatsinda yo kugura ibicuruzwa byimbere. Icyo gihe igiciro cyari hafi $ 8.800 / t, ugereranije n’urwego rw’ibiciro biriho $ 13.200 / t.
Nyuma yo kugarura ingufu za kinetic ibyuma bitagira umwanda, inyongera zicyuma zo murugo ziyongereye muri uku kwezi.
316 / 316L coil NAS yiyongereyeho $ 0.96 / lb.Nuko rero, amashyirahamwe agura arashobora gushaka kureba amafaranga yinyongera kugirango amenye amahirwe yo kugabanya ingaruka zibiciro binyuze mubigura mbere cyangwa gukingira.
Igipimo cyo kwiyongera kwinyongera zicyuma zidafite ingese bigaragara ko cyatinze muri uku kwezi.Nyamara, guhera muri 2017, amafaranga y’inyongera yiyongereye.316 / 316L coil NAS yishyurwa $ 0.96 / lb.
Hamwe nicyuma na nikel bikiri mumasoko yimasa, amatsinda yo kugura arashobora gushaka guhanga amaso isoko kugirango amahirwe yo kugura dip.
Kugira ngo wige uburyo bwo guhuza ingamba zo kugura buri kwezi kubyo ukeneye byihariye, gerageza uko tubona buri kwezi kubuntu uyu munsi.
Abashinwa 304 ibiciro by'ibiceri bitagira umwanda byazamutseho 1.48%, mu gihe Abashinwa 316 ibiciro by’ibiceri bitagira umwanda byagabanutseho 0,67% .Ibiciro bya ferrochrome yo mu Bushinwa byagabanutseho 5.52% muri uku kwezi bigera ku $ 1.998 / t.Ibiciro bya nikel nabyo byagabanutseho 1.77% bigera ku madolari 13.300 / t.
Icyuma kibisi MMI (igipimo cy’ibyuma buri kwezi) cyamanutseho amanota 4 muri uku kwezi kigera kuri 88. Nubwo igabanuka ry’ibyuma mbisi MMI, umuvuduko w’ibiciro by’imbere mu gihugu wagabanutse muri Werurwe.Ibiciro by’ibicuruzwa bikomeye by’ibyuma byageze ku myaka irindwi.
Ibiciro by'ibyuma byo mu gihugu byazamutse cyane, aho ibiciro bya HRC byo mu gihugu byazamutse biva ku $ 600- $ 650 / st bigera ku $ 850 mu mezi atatu ashize.
Kuzamuka kw'ibiciro by'ibyuma ni ibisubizo by'ibintu byinshi. Ubwa mbere, icyerekezo kirekire cyatangiye mu 2016 cyatumye ibiciro by'ibyuma byiyongera. Icya kabiri, gutinda kw'inganda z'ibyuma bitinze (ibihe) bikomeza ibiciro by'icyuma.
Mu mateka, ubusanzwe ibiciro byazamutse mu gihembwe cya kane kubera ko amasosiyete menshi yongeye kuganira ku masezerano y’umwaka mu gihe cy’ingengo y’imari y’umwaka utaha.Nyamara, izamuka ry’uyu mwaka ry’ibiciro by’ibyuma ntiryabaye kugeza nyuma.Ibiciro bigaragara ko bitegereje ibizava mu gice cya 232 (hamwe n’ibiciro bijyanye), bishyigikira ibiciro by’ibyuma by’imbere mu gihugu.
Nyamara, ibiciro byibyuma byimbere mu gihugu bisa nkaho biri hafi kurangira izamuka ryibiciro biheruka.Bishingiye ku bihe by’amateka y’icyuma, ibiciro by’ibyuma by’Ubushinwa ndetse n’ibiciro by’ibikoresho fatizo, ibiciro by’ibyuma by’imbere mu gihugu birashobora kugabanuka mu mezi ari imbere.
Ibiciro byibyuma byabashinwa nibiciro byibyuma byabanyamerika bigurishwa hamwe.Nyamara, inzira zigihe gito rimwe na rimwe ziratandukana gato.
Inzira zigihe gito zishobora guterwa no kutamenya neza kwaho cyangwa guhungabana gutunguranye kubitangwa ryaho.Ariko izi nzira zigihe gito zikunda gukosora no gusubira mumateka yabo.
Ugereranije ibiciro byabashinwa na Amerika HRC, itandukaniro ryibiciro byagaragaye muri uku kwezi ntabwo bitangaje.
Ibiciro bya HRC muri Amerika byazamutse cyane, mu gihe ibiciro bya HRC mu Bushinwa byakomeje kugabanuka. Ibiciro by’Ubushinwa HRC byazamutse vuba muri 2017 (guhera muri Kamena 2017), bifashwa n’igabanuka ry’umusaruro mu nganda z’ibyuma by’Ubushinwa. Ikwirakwizwa ry’ibiciro by’ibyuma by’Ubushinwa n’imbere mu gihugu ryaragabanutse mu gihembwe cya gatatu cya 2017 kuko ibiciro by’ibyuma by’imbere mu gihugu by’Amerika byagurishijwe ku giciro cy’ibyuma by’imbere mu gihugu.
Igabanuka ry’ibyuma by’Ubushinwa rirakomeje. Umujyi wa Handan wategetse inganda kugabanya umusaruro w’ibyuma hafi 25% kugira ngo ukomeze gushyira mu bikorwa ingamba zo kurwanya umwanda. Iri gabanywa rizongerwa kuva muri Mata kugeza hagati mu Gushyingo.
Nk’uko ikinyamakuru cyemewe na guverinoma ya Mexico kibitangaza, Minisiteri y’ubukungu ya Mexico yashyizeho ku mugaragaro imisoro yo kurwanya imyanda ku miyoboro y’icyuma cya karubone yatumijwe muri Koreya yepfo, Espagne, Ubuhinde na Ukraine.
Imikorere yibikoresho bigaragara ko yagabanutse nyuma yibiciro byibiciro byazamutse mbere yimpera za 2017.
Ibiciro by'amabuye y'icyuma byagabanutse cyane muri Werurwe.Ibiciro by'amabuye y'agaciro yazamutse mu ntangiriro z'uku kwezi.Nyamara, igabanuka rikabije ry'ibiciro mu kwezi gushize ntirishobora gushyigikira ibiciro by'ibyuma biri imbere mu gihugu.
Ibiciro by'amakara nabyo byagabanutse muri Werurwe.Ibiciro by’amakara bisa nkaho byongeye kwiyongera muri uku kwezi, nubwo ibiciro biriho ubu biri kure ya Mutarama 2018 hejuru ya $ 110 / t.
Hamwe nigikorwa cyibiciro byibyuma byerekana imbaraga zizamuka muri uku kwezi, amatsinda yo kugura arashobora gushaka kumva ibikorwa byigiciro kugirango ahitemo igihe cyo kwiyemeza kugura hagati yigihe kirekire nigihe kirekire. Kugura amashyirahamwe ashaka ibisobanuro birambuye kubijyanye nigihe cyo kugura nuburyo ibicuruzwa byibyuma byo kugura bishobora gushaka kugerageza ibyuma byacu byo kugura buri kwezi kubuntu kubuntu uyumunsi.
Muri Amerika Midwest HRC y'amezi 3 ejo hazaza yagabanutseho 3,65% muri uku kwezi igera ku madolari 817 / t.Ibiciro by’ibyuma by’Ubushinwa byagabanutseho 10.50%, mu gihe ibiciro by’ibicuruzwa by’abashinwa byagabanutseho 0.5% gusa kugeza kuri $ 659 / t.
Aluminium MMI (igipimo cyerekana ibyuma buri kwezi) yagabanutseho amanota 3 muri Mata.
LME ya aluminiyumu umuvuduko wongeye kugabanuka muri uku kwezi. Ibiciro bya aluminiyumu biracyari mu mezi abiri.
Mugihe bamwe bashobora gutangaza ko isoko rya aluminiyumu idahwitse, ibiciro byari hejuru y $ 1.975 mugihe MetalMiner yagiriye inama yo kugura amashyirahamwe kugura mbere.Ibiciro birashobora gusubira kuri uru rwego.Nyamara, niba igiciro cyacitse munsi yumurongo utudomo wubururu, ibiciro bya aluminiyumu bishobora guhinduka kubutaka.
Ibiciro bya aluminiyumu ku Isoko ry’igihe kizaza cya Shanghai na byo byagabanutse muri uku kwezi.Igabanuka risa nkaho ritari ryiza cyane ugereranije n’ibiciro bya LME.Nyamara, igiciro cya aluminiyumu ku isoko ry’imigabane rya Shanghai cyatangiye kugabanuka guhera mu Kwakira 2017.
Ibarura rya Aluminium ku Isoko ry’ejo hazaza (SHFE) ryagabanutse muri Werurwe ku nshuro ya mbere mu mezi arenga icyenda. Kugabanuka kw’ibicuruzwa rimwe na rimwe byagaragaje ko igabanuka ry’ibicuruzwa bya aluminiyumu mu Bushinwa, ibicuruzwa byinshi ku isi ndetse n’umuguzi wa aluminium. Ibarura ry’imigabane ya Shanghai ryagabanutseho toni 154 muri Werurwe.
Hagati aho, amafaranga ya aluminium muri Amerika yo mu burengerazuba bwo muri Amerika yagabanutse ku nshuro ya mbere kuva mu Gushyingo 2017. Kugabanuka kw'amadorari 0.01 ku kilo mu ntangiriro za Mata byaje nyuma yo kuzamuka gukabije kw'ibiciro.Nubwo amafaranga yo hasi ari make muri uku kwezi, umuvuduko wo kuzamuka ushobora gukomeza mu gihe runaka.
Gusubiramo ibiciro bya LME aluminium bishobora kwerekana amahirwe yo kugura amatsinda kuko ibiciro bishobora kongera kuzamuka.
Ariko, hamwe nibiciro biri hasi, amatsinda yo kugura arashobora gushaka gutegereza kugeza igihe isoko ryerekanye icyerekezo gisobanutse.Niyo mpamvu, guhindura ingamba zo kugura "neza" ningirakamaro mukugabanya ingaruka.
Urebye ukutamenya gushidikanya kubicuruzwa bya aluminium na aluminium, amashyirahamwe yo kugura arashobora noneho kwifuza kugerageza ibyuma byacu bya buri kwezi byo kugura kubuntu.
Ibiciro bya aluminiyumu kuri LME byagabanutseho 5.8% muri uku kwezi kurangira muri Werurwe ku madolari 2,014 / t. Hagati aho, impapuro 1050 z’ubucuruzi zo muri Koreya yepfo zazamutseho 1.97% .Ibiciro by’ibicuruzwa bya aluminiyumu by’Ubushinwa byagabanutseho 1,61%, mu gihe inkoni ya aluminium y’Ubushinwa yagabanutseho 3,12%.
Muri uku kwezi ibiciro by’ibiciro by’abashinwa byari byiza kuri $ 2,259 / t.Ibiciro by’ibanze by’Ubuhinde byagabanutseho 6.51% bigera ku $ 2.01 / kg.
Ukwezi gushize, mu mutwe w'inyandiko yacu yo kuvugurura buri kwezi kuri MMI y'agaciro ku isi, twavuze ko ibiciro bya platine na palladium byagabanutse. Hanyuma twabajije tuti: "Bizakomeza?"
Mugihe ibiciro bya platine na palladium byo muri Amerika byagabanutse, Icyegeranyo cyacu cyitwa Global Precious Metals Monthly Index (MMI), gikurikirana igitebo cy’amabuye y'agaciro ku isi, cyongeye kugabanuka muri Mata - cyamanutseho 1,1% kandi cyinjira mu mezi abiri.
.
Isoko ry’imigabane n’amasoko y’ibicuruzwa byagaragaye ko hari imvururu ziherutse, aho Perezida Trump yashyizeho amahoro ku byuma, aluminiyumu ndetse bikaba bishoboka ko hiyongereyeho 1,300 by’Ubushinwa bitumizwa mu mahanga hagati mu kwezi gushize, naho Ubushinwa bukabyihorera hamwe n’ibiciro ku bicuruzwa bimwe na bimwe.
Ntabwo ari ugukabya kuvuga ko reaction y'urunigi ibera ku isoko ry'amabuye y'agaciro.
Igihe cyoherejwe: Nyakanga-26-2022


