Ukuhlasela kwe-Ukraine kuthetha ukuba abathengi bentsimbi kuya kufuneka bajongane nokuguquguquka okukhulu kwexabiso kwiinyanga ezizayo.Getty Images
Ngoku kubonakala ngathi zonke ii-swans zimnyama.Eyokuqala ngubhubhane.Imfazwe ngoku.Awufuni uHlaziyo lweMarike yeNsimbi (i-SMU) ukuze ukhumbuze ukubandezeleka kwabantu okoyikekayo okubangele wonke umntu.
Ndithe kumboniso kwiNkomfa yeNsimbi yaseTampa phakathi kuFebruwari ukuba igama elingazange libonwe lisetyenziswe ngokugqithisileyo.Ngelishwa, ndandingalunganga.Ukwenziwa kwemveliso kusenokuba kwazi ukumelana nobhubhani we-COVID-19, kodwa iziphumo zemfazwe e-Ukraine zinokubetha iimarike kanye njengobhubhane.
Lithini ifuthe kumaxabiso entsimbi?Xa sijonga emva kwinto esiyibhalileyo kwithuba elithile emva—ingathi ikomnye umnyele ngoku—amaxabiso aye ehla ngokukhawuleza, kodwa kuyingozi ukubhala ngayo nantoni na ngenxa yoloyiko lokuba ngexesha elipapashwa ngalo inqaku libe seliphelelwe lixesha.
Kuyafana nangoku - ngaphandle kokuba ixabiso elihlayo lithatyathelwa indawo yokunyuka kwexabiso.Okokuqala kwicala lezinto eziluhlaza, ngoku nakwicala lensimbi.
Musa ukuthatha ilizwi lam.Buza nje abenzi bentsimbi baseYurophu okanye baseTurkey okanye abenzi beemoto abakubonayo ngoku: ukunqongophala kunye nokungasebenzi ngenxa yeendleko zombane eziphezulu kakhulu okanye ukunqongophala ekunikezelweni kwezinto ezisisiseko.Ngamanye amazwi, ukufumaneka kuba yinkxalabo ephambili, ngelixa ixabiso eYurophu naseTurkey liyinkxalabo yesibini.
Siza kubona impembelelo eMntla Melika, kodwa njenge-COVID, kukho i-lag.Mhlawumbi ukuya kwinqanaba elingaphantsi kuba ikhonkco lethu lokubonelela aliqhagamshelwanga eRashiya nase-Ukraine njengoko kunjalo eYurophu.
Enyanisweni, sele sibonile ezinye zezi ziphumo zokunkqonkqoza.Xa eli nqaku lingeniswa phakathi ku-Matshi, ixabiso lethu le-HRC yakutshanje yayiyi-$ 1,050 / t, inyuka i-$ 50 / t ukusuka kwiveki engaphambili kwaye iphule i-6-month run of flat or falling prices ukususela ekuqaleni kukaSeptemba ukulandelelana (jonga uMfanekiso 1).
Yintoni etshintshileyo?I-Nucor ibhengeze ukunyuka kwexabiso le-100 / toni ekuqaleni kuka-Matshi emva kokubhengeza enye ukunyuka kwexabiso le-$ 50 / itoni ekupheleni kukaFebruwari.Ezinye ii-mills zilandelele esidlangalaleni okanye ngokuthula zinyuse amaxabiso ngaphandle kweleta esemthethweni eya kubathengi.
Ngokubhekiselele kwizinto ezicacileyo, sirekhode ezinye iintengiso eziqhubekayo kwixabiso "elidala" lokunyuswa kwangaphambili kwe-$ 900 / t.Siye seva ngezinye izivumelwano - ngaphambi kokuba imikhosi yaseRashiya ihlasele i-Ukraine - kwi-$ 800 / t.Ngoku sibona ukuzuza okutsha okuphezulu njenge-$ 1,200 / t.
Unokwenza njani ukuba ube ne-$ 300 / toni ukuya kwi-$ 400 / itoni esasazeka kwiseshoni enye yamaxabiso? Kwenzeka njani ukuba imarike efanayo ehlekisayo kwi-Cleveland-Cliffs 'i-$ 50 / yetoni yokunyuka kwexabiso ngoFebruwari 21 ithathe i-Nucor ngokungqongqo kwiiveki ezimbini kamva?
Abenzi besinyithi babonakala bonwabele ukuqhawuka kwamaxabiso entsimbi, ethe yahla ukusuka ngoSeptemba, kodwa yonke loo nto yatshintsha xa iRussia yahlasela iUkraine.Aguirre/Getty Images
Ngelishwa, impendulo yalo mbuzo icacile kakhulu: imikhosi yaseRashiya yahlasela i-Ukraine ngoFebruwari 24. Ngoku sinemfazwe yexesha elide phakathi kweentlanga ezimbini ezibalulekileyo ezivelisa isinyithi.
Indawo enye kwikhonkco lonikezelo olusondeleleneyo oludibeneyo lwe-US, iRashiya kunye ne-Ukraine yintsimbi yehagu.I-EAF sheet mills kuMntla Melika, njengabo baseTurkey, bathembele kakhulu kwintsimbi yehagu ye-phosphorus ephantsi evela e-Ukraine naseRashiya.Olunye ukhetho olusondeleyo lwexesha yiBrazil.Nge-iron yehagu enqongopheleyo, amaxabiso anyuke ngokukhawuleza kangangokuba ndiyathandabuza ukukhankanya amanani apha phantse ngokukhawuleza.
Enyanisweni, ixabiso lentsimbi yehagu (kunye ne-slab) lisondela kwintsimbi egqityiweyo.Kukwakho ukunqongophala kwee-ferroalloys, kwaye akukhona nje amaxabiso esinyithi aphakamayo.Kuyafana namaxabiso eoli, igesi kunye nombane.
Ngokubhekiselele kumaxesha okukhokela, bawa phantsi kweeveki ezi-4 phakathi koJanuwari. Baye babamba kwaze kwaba nguFebruwari kwaye baphinda baphuma kwakhona kwiiveki ezine ngo-Matshi 1. Ndivile kutshanje ukuba ezinye iifektri zivulekele iiveki ezintlanu. Andiyi kumangaliswa ukuba amaxesha okuhambisa aqhubeka enweba njengoko iinkampani ziphinda zingena kwiimarike ukuze zithenge.
Kutheni ndinokuqiniseka?Okokuqala, amaxabiso ase-US ahambile ukusuka kwelona liphezulu ehlabathini ukuya kwelona liphantsi.Kwakhona, abantu bayekile kakhulu ukuthenga iimpahla ezisuka kumazwe angaphandle becinga ukuba amaxabiso asekhaya aya kuqhubeka nokuhla kwaye amaxesha okuhanjiswa ahlala emafutshane.Oko kuthetha ukuba mhlawumbi akusayi kubakho unikezelo olongezelelweyo.Kuthekani ukuba i-US iqale ukuthumela ngaphandle kwentsimbi?Kwinyanga nje edlulileyo, le ibiyinto enomdla ngokwenene ekuhambeni kwexesha.
Olunye ubabalo olusindisayo kukuba uluhlu lwempahla alukho phantsi njengoko lwalunjalo kwiintsuku zokuqala zobhubhani xa imfuno yafunyanwa (jonga umfanekiso 2). Sihambe malunga neentsuku ezingama-65 ekupheleni konyaka ophelileyo (phezulu) ukuya malunga neentsuku ezingama-55 kutshanje. kubangela ukuba amaxabiso entsimbi anyuke.
Ngoko ke nika uluhlu lwempahla yakho ihug enkulu.Isenokukunika isithinteli sethutyana ngokuchasene nokuguquguquka esinokujamelana nako kwiinyanga ezizayo.
Kuselithuba kakhulu ukuba ubeke iNgqungquthela yeNsimbi ye-SMU elandelayo kwikhalenda yakho.Ingqungquthela yeNsimbi, eyona ndibano inkulu yaseMntla Melika yeflethi nentsimbi, icwangciselwe umhla wama-22-24 e-Atlanta.Unokufunda ngakumbi malunga nomsitho apha.
Ngolwazi oluthe kratya nge-SMU okanye ukubhalisela urhumo lwesilingo sasimahla, nceda uthumele i-imeyile ku-info@steelmarketupdate.
I-FABRICATOR yeyona magazini iphambili kuMntla Melika yokwenziwa kwesinyithi kunye neshishini lokwenziwa kwemveliso.Imagazini ibonelela ngeendaba, amanqaku obugcisa kunye neembali zamatyala ezenza ukuba abavelisi benze imisebenzi yabo ngokufanelekileyo.IFBRICATOR ibisebenzela ishishini ukusukela ngo-1970.
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