Mwedzi wapera, MetalMiner yakaburitsa chirevo chinotevera: "MetalMiner inotenda kuti kukanganisa kuri kuita sangano rekutenga simbi reGrain Oriented Electric hakuzoratidzi zvizere kukanganisa kuri kuita mitero pamhando dzesimbi dzinoshandiswa, alloys uye magiredhi."
Hatiwanzo nzwisisa zvakanaka, asi kutaura chokwadi mutengo weGOES M3 wakaderera mumwedzi wapfuura zvichienzaniswa nekuwedzera kwemitengo mune zvese kana zvimwe zvikamu zvezvigadzirwa zvecarbon flat rolled.
Zvichakadaro, kunyange hazvo MetalMiner ichiziva nezvesangano rimwe chete rinotenga rakaisa chikumbiro chekudzingwa kuburikidza nemaitiro ekuregererwa akaziviswa munguva pfupi yapfuura, hapana kambani yakanyorera (kubvira muna Kubvumbi 11). Izvi zvichachinja sezvo zvinhu zvinopinzwa kubva kuGOES zvichiri kuuya.
Kutsvaga nekukurumidza kunoratidza kuti ongororo ye301 inosanganisirawo simbi dzemagetsi dzinoenderana negorosi dzine makodhi eHTS: 72261110, 72261190, 72261910 uye 72261990 - chaizvoizvo "simbi dzemagetsi dzakasanganiswa nesilicon dzine upamhi hwakasiyana (dzakatarisana negorosi)".
Zvisinei, kuferefeta kweChikamu 301 hakusanganisiri zvikamu zve transformer (8504.90.9546) kana ma wound cores (8504.90.9542), ese ari maviri anogona kupinda muUnited States zvichienderana nemaitiro aripo pamusika.
MetalMiner ichazivisa vaverengi kana Mutungamiri Trump vazivisa maererano nekuferefeta kweChikamu 301.
Mitengo yesimbi yemagetsi yeUS inonzi grain oriented electrical steel (GOES) coils yakaderera kusvika pa$2,595/t mwedzi uno kubva pa$2,637/t. MMI yakaderera nemapoinzi matatu kusvika pa188.
GOES MMI® inounganidza nekuyera mutengo wesimbi yemagetsi inotarisa zviyo pasi rose kuti ipe maonero akasiyana emitengo yemazuva makumi matatu. Kuti uwane rumwe ruzivo nezve GOES MMI®, maverengerwo ayo, kana kuti kambani yenyu inoshandisa sei index, titumirei mutsetse pa info (at) agmetalminer (dot) com.
Chiyero cheMMI (Monthly Metals Index) chakakwira nepfungwa imwe chete muna Kubvumbi. Pari zvino chiyero ichi chasvika pamapoinzi makumi manomwe nematanhatu.
Kukwira kwemari yekuwedzera yesimbi isingatsvedzeri kwakawedzera indekisi kunyangwe mitengo yenickel yeLME yadzikira zvishoma mwedzi uno. Dzimwe simbi dzakabatana nadzo dzakawedzera mumatengu esimbi isingatsvedzeri.
Mitengo yeLME nickel yakaderera pamwe chete nedzimwe simbi dzesimbi munaKurume. Zvisinei, kudzikira uku hakuratidzike sekunge kwakanyanya sealuminium kana copper.
Mitengo yenickel paLME ichiri kukwira, zvakasiyana zvikuru nemitengo yakaderera yakaonekwa muna Chivabvu kana Chikumi, apo MetalMiner yakarayira mapoka ekutenga kuti atenge vhoriyamu yemberi. Mutengo wacho waive pamadhora zviuru zvisere nemazana masere ($8,800/t) panguva iyoyo, zvichienzaniswa nemutengo wepari zvino wemadhora zviuru gumi nezvitatu ($13,200/t).
Mushure mekudzoserwa kwesimba remagetsi resimbi isingatsvi, muripo wekuwedzera wesimbi isingatsvi yemumba wakawedzera mwedzi uno.
Mari yekuwedzera ye316/316L coil NAS inosvika $0.96/lb. Saka, masangano anotenga angada kutarisa mari yekuwedzera kuti aone mikana yekuderedza njodzi yemitengo kuburikidza nekutenga zvinhu zvemberi kana kudzivirira kukuvara.
Mwero wekuwedzera kwemari yekuwedzera yesimbi isingatsvedzereki unoita sewadzikira mwedzi uno. Zvisinei, kubva muna 2017, mari yekuwedzera yakawedzera. 316/316L coil NAS surcharges inosvika $0.96/lb.
Nesimbi nenickel zvichiri kutengeswa zvakanyanya, mapoka ekutenga angangoda kutarisa mikana yekutenga dhipu pamusika.
Kuti udzidze kugadzirisa maitiro ako ekutenga mwedzi wega wega kuti aenderane nezvaunoda, edza tarisiro yedu yemwedzi wega wega mahara nhasi.
Mitengo yesimbi dzesimbi dzeChinese 304 yakakwira ne1.48%, ukuwo mitengo yesimbi dzesimbi dzeChinese 316 yakadzikira ne0.67%. Mitengo yesimbi dzesimbi dzeChinese ferrochrome yakadzikira ne5.52% mwedzi uno kusvika pa$1,998/t. Mitengo yeNickel yakadzikirawo ne1.77% kusvika pa$13,300/t.
MMI yesimbi isina kugadzirwa (mwedzi wega wega) yakadzikira nemapoinzi mana mwedzi uno kusvika pa88. Pasinei nekuderera kweMMI yesimbi isina kugadzirwa, mutengo wesimbi yemuno wave uchidzikira mukati memwedzi waKurume wese. Mitengo yezvigadzirwa zvikuru zvesimbi isina kugadzirwa yakakwira zvakanyanya mumakore manomwe.
Mitengo yesimbi yemuno yakwira zvakanyanya, mitengo yeHRC yemuno ichikwira kubva pamadhora mazana matanhatu ($600-$650/st) kusvika pamadhora mazana masere nemakumi mashanu ($850) mumwedzi mitatu yapfuura.
Kukwira kwemitengo yesimbi kunokonzerwa nezvinhu zvakawanda. Chekutanga, maitiro enguva refu akatanga muna 2016 akakonzera kukwira kwemitengo yesimbi. Chechipiri, kunonoka kweindasitiri yesimbi (mwaka) kunowedzera kukwira kwemitengo yesimbi.
Kare, mitengo yaiwanzokwira mukota yechina sezvo makambani mazhinji achikurukurazve zvibvumirano zvavo zvegore negore mukati memwaka webhajeti regore rinouya. Zvisinei, kukwira kwemitengo yesimbi gore rino hakuna kuzoitika kusvika gare gare. Mitengo inoita kunge yakamirira mhedzisiro yeChikamu 232 (nemitero inoenderana nayo), iyo inotsigira mitengo yesimbi yemuno.
Zvisinei, mitengo yesimbi yemuno inoita kunge yava pedyo nekupera kwekukwira kwemitengo kwazvino. Zvichienderana nemitengo yesimbi yekare, mitengo yakaderera yesimbi yemuChina uye mitengo yakaderera yezvinhu zvakagadzirwa, mitengo yesimbi yemuno ingangoderera mumwedzi iri kuuya.
Mitengo yesimbi yekuChina nemitengo yesimbi yekuUS inowanzo tengeswa pamwe chete. Zvisinei, mafambiro enguva pfupi dzimwe nguva anosiyana zvishoma.
Mafambiro enguva pfupi anogona kukonzerwa nekusava nechokwadi kwenzvimbo kana kukanganiswa kamwe kamwe kwezviwanikwa zvemunharaunda. Asi maitiro aya enguva pfupi anowanzo gadzirisa uye anodzokera kumaitiro awo ekare.
Kuenzanisa mitengo yeChina neyeUS HRC, mutsauko wemitengo wakaonekwa mwedzi uno haushamisi.
Mitengo yeHRC muUS yakakwira zvakanyanya, ukuwo mitengo yeHRC muChina yakaramba ichidzikira. Mitengo yeHRC muChina yakakwira nekukurumidza muna 2017 (kutanga muna Chikumi 2017), zvichibatsirwa nekudzikira kwekugadzirwa kwesimbi muindasitiri yesimbi muChina. Kupararira pakati pemitengo yesimbi muChina neyemuno kwakadzikira muchikamu chechitatu chegore ra2017 sezvo mitengo yesimbi yemuno muUS yaitengeserana parutivi. Kudzikira kwemitengo yesimbi muChina munguva pfupi yapfuura kunogona kudzikisa mitengo yesimbi yemuno.
Kudzikiswa kwesimbi muChina kuri kuramba kuchienderera mberi. Guta reHandan rakaraira mafekitori kuti aderedze kugadzirwa kwesimbi neanenge 25% kuti arambe achiita matanho ekudzora kusvibiswa. Kudzikiswa ikoko kuchawedzerwa kubva muna Kubvumbi kusvika pakati paMbudzi. Indasitiri yemarasha ekukocha ichaderedzawo kugadzirwa neanenge 25% munguva ino. Kudzikiswa uku kunotanga musi wa1 Kubvumbi.
Sekureva kwebumbiro remutemo rehurumende yeMexico, bazi rezvehupfumi reMexico rakaisa zviri pamutemo mutero wekudzivirira marara emapombi esimbi yecarbon anotengwa kubva kuSouth Korea, Spain, India neUkraine.
Kuchinja kwezvinhu zvisina kugadzirwa kunoita sekunge kwadzikira mushure mekukwira kwemitengo yezvinhu zvisina kugadzirwa gore ra2017 risati rapera.
Mitengo yesimbi yakaderera zvakanyanya munaKurume. Mitengo yesimbi yakakwira zvakanyanya kutanga kwemwedzi uno. Zvisinei, kudonha kwakanyanya kwemitengo mwedzi wapera kungasakwanise kutsigira mitengo yesimbi yakakwira yemuno iripo parizvino.
Mitengo yemarasha yakadererawo munaKurume. Mitengo yemarasha inoita kunge yakwira zvakare mwedzi uno, kunyangwe mitengo iripo iri kure neyakakwira muna Ndira 2018 yemadhora zana negumi ($110/t).
Nekuda kwekuwedzera kwakasimba kwemitengo yesimbi mwedzi uno, mapoka ekutenga anogona kuda kunzwisisa matanho emitengo kuti asarudze kuti otenga riini pakati penguva refu. Masangano ekutenga anoda kujekeswa zvakanyanya pamusoro pekuti otenga riini uye kuti zvigadzirwa zvesimbi zvakawanda sei angada kuedza tarisiro yedu yekutenga simbi pamwedzi mahara nhasi.
Mitengo yesimbi yeUS Midwest HRC yemwedzi mitatu yakadzikira ne3.65% mwedzi uno kusvika pamadhora mazana masere negumi nenomwe ($817/t). Mitengo yesimbi yeChina yakadzikira ne10.50%, ukuwo mitengo yesimbi yeChinese yakadzikira ne0.5% chete kusvika pamadhora mazana matanhatu nemakumi mashanu nemakumi mashanu ($659/t). Mitengo yezvimedu zvakachekwa zveUS yakavharwa pamadhora mazana matatu nemakumi matanhatu nerimwe ($361/t) mwedzi uno, yakakwira ne3.14% kubva pamwedzi wapfuura.
Mutengo wealuminium MMI (mwedzi wega wega wesimbi) wakaderera nemapoinzi matatu muna Kubvumbi. Mitengo yealuminium isina kusimba paLME yakakonzera kudzikira kwemitengo. Mutengo wealuminium MMI uripo iye zvino uri mapoinzi makumi mapfumbamwe nemana, 3% pasi pane waKurume.
Kukwira kwemutengo weLME aluminium kwakadzikira zvakare mwedzi uno. Mitengo yeLME aluminium ichiri kudzikira kwemwedzi miviri.
Kunyange hazvo vamwe vangada kuzivisa musika wearuminiyamu we bearish, mitengo yaive ichiri pamusoro pe $1,975 apo MetalMiner yakarayira masangano anotenga kutenga zvinhu kuti atenge zvinhu zvacho pachine nguva. Mutengo wacho unogona kudzika kusvika padanho iri. Zvisinei, kana mutengo ukaderera pasi pemutsetse une madotsi ebhuruu, mitengo yearuminiyamu inogona kutendeukira kunzvimbo ye bearish.
Mitengo yearuminiyamu isingashandiswe paShanghai Futures Exchange yakadererawo mwedzi uno. Kudzikira uku kunoita sekunge kwaive kushoma pane mitengo yeLME. Zvisinei, mutengo wearuminiyamu isingashandiswe paShanghai Futures Exchange wakatanga kudzikira kubva muna Gumiguru 2017.
Zvinhu zvakagadzirwa nearuminiyamu paShanghai Futures Exchange (SHFE) zvakadonha munaKurume kekutanga mumwedzi inopfuura mipfumbamwe. Kudzikira kwezvinhu zvakagadzirwa nearuminiyamu dzimwe nguva kwakaratidza kudzikira kwezvinhu zvakagadzirwa nearuminiyamu muChina, iyo inogadzira uye inoshandisa aruminiyamu zvakanyanya pasi rose. Zvinhu zvakagadzirwa nearuminiyamu paShanghai Futures Exchange zvakaderera nematani zana nemakumi mashanu nemana munaKurume, zvichienderana nedata rekutsinhana rakaburitswa kutanga kwaKubvumbi. Zvisinei, zvinhu zvakagadzirwa nearuminiyamu paShanghai Futures Exchange zvakaramba zviri pamatani mazana mapfumbamwe nemakumi manomwe nemakumi maviri nematatu.
Zvichakadaro, mitengo yearuminiyamu muUS Midwest yakaderera kekutanga kubva muna Mbudzi 2017. Kudzikira kwe$0.01 paundi pakutanga kwaKubvumbi kwakauya mushure mekukwira kwakanyanya kwemitengo yearuminiyamu. Kunyangwe mitengo yearuminiyamu yakaderera mwedzi uno, kukwira kunogona kuramba kuripo kwenguva yakati.
Kudzokororwa kwemutengo weLME aluminium kunogona kupa mukana wakanaka wekutenga kune mapoka ekutenga sezvo mitengo ingangokwira zvakare.
Zvisinei, nemitengo yakaderera parizvino, mapoka ekutenga angangoda kumirira kusvika musika waratidza gwara rakajeka. Nokudaro, kugadzirisa nzira yekutenga "yakarurama" kwakakosha pakuderedza njodzi.
Zvichitevera kusava nechokwadi kuri kuramba kuchienderera mberi nezvezvigadzirwa zvearuminiyamu nearuminiyamu, masangano anotenga zvinhu anogona kuda kuedza tarisiro yedu yekutenga zvinhu zvesimbi pamwedzi mahara.
Mitengo yearuminiyamu paLME yakaderera ne5.8% mwedzi uno kusvika pakupera kwaKurume pamadhora zviuru zviviri nemazana mana ($2,014/t). Panguva iyi, jira rekutengesa reSouth Korea re1050 rakakwira ne1.97%. Mutengo wearuminiyamu muChina wakaderera ne1.61%, ukuwo simbi yearuminiyamu muChina yakadzikira ne3.12%.
Mitengo yezvitoro zvekuChina yakadzikira mwedzi uno pamadhora zviuru zviviri nemazana maviri nemakumi mashanu nepfumbamwe ($2,259/t). Mitengo yezvitoro zvekuIndia yakaderera ne6.51% kusvika pamadhora zviuru zviviri nemazana maviri nerimwe ($2.01/kg).
Mwedzi wapera, mumusoro wenyaya yedu yemwedzi nemwedzi pamusoro peMMI inokosha pasi rose, takataura nezvekuti mitengo yeplatinum nepalladium yadzikira. Takazobvunza kuti, "Zvicharamba zvichienderera mberi here?"
Sezvo mitengo yeplatinum nepalladium yekuUS yakadzikira, Global Precious Metals Monthly Index (MMI) yedu, iyo inotevedza bhasikiti repasi rose resimbi dzinokosha, yakadonha zvakare muna Kubvumbi - yakaderera ne1.1% uye yakapinda mukudzikira kwemitengo kwemwedzi miviri.
(Mwedzi wapera, takatanga kutaura kuti indekisi iyi yakanga yakwira mumwedzi miviri isati yadonha munaKurume. Kugadzirisa: Panguva iyoyo yakanga yakwira mumwedzi mina.)
Musika wemasheya nemisika yezvinhu zvakatengeswa wakasangana nematambudziko munguva pfupi yapfuura, Mutungamiri Trump achiisa mutero wesimbi, aruminiyamu uye zvimwe zvinhu zvinosvika chiuru nemazana matatu kubva kunyika dzekuChina pakati pemwedzi wapfuura, uye China ichitsiva nemitero yezvimwe zvinhu. Zvinhu zvisiri zvesimbi zvinotengeswa kunze kwenyika muUS.
Hazvisi zvekuwedzeredza kutaura kuti pane kupindirana kuri kuitika mumusika wesimbi dzinokosha.