Ngenyanga edlule, i-MetalMiner ikhiphe isitatimende esilandelayo: “I-MetalMiner ikholelwa ukuthi umthelela enhlanganweni yokuthenga insimbi ye-Grain Oriented Electric ngeke ubonise ngokugcwele umthelela obanzi wezintengo kumafomu ensimbi asetshenziswa ngokuvamile, ama-alloys namamaki.
Asikutholi kahle ngaso sonke isikhathi, kodwa empeleni intengo ye-GOES M3 yehlile ngenyanga edlule uma kuqhathaniswa nokunyuka kwentengo kukonke noma cishe kuzo zonke ezinye izigaba zemikhiqizo egoqwe nge-carbon flat.
Khonamanjalo, nakuba i-MetalMiner yazi ngenhlangano eyodwa ethengayo efake isicelo sokukhishwa ngenqubo yokukhishwa esanda kumenyezelwa, ayikho inkampani efake isicelo (okungenani kusukela ngo-April 11). Lokhu kuzoshintsha njengoba ukungenisa kwe-GOES kuqhubeka nokuza.
Ukusesha okusheshayo kubonisa ukuthi uphenyo lwe-301 luhlanganisa nezinsimbi zikagesi ezigxile okusanhlamvu ezinamakhodi e-HTS: 72261110, 72261190, 72261910 kanye ne-72261990 - ngokuyisisekelo "izinsimbi zikagesi ze-silicon ezihlanganisiwe ezinobubanzi obuhlukahlukene (okuthambekele kokusanhlamvu)".
Kodwa-ke, uphenyo lweSigaba 301 alufaki izingxenye ze-transformer (8504.90.9546) noma ama-nxeba cores (8504.90.9542), kokubili okungangena e-United States ngokusekelwe ekwelashweni kwamanje kwemakethe.
I-MetalMiner izobuyekeza abafundi uma/uma uMongameli uTrump enza isimemezelo mayelana nophenyo lweSigaba 301.
Izintengo zamakhoyili we-US grain oriented electrical steel (GOES) zehlele ku-$2,595/t kule nyanga zisuka ku-$2,637/t.I-MMI yehle ngamaphuzu angu-3 yaya ku-188.
I-GOES MMI® iqoqa futhi ilinganise iphoyinti lentengo yensimbi kagesi egxile kokusanhlamvu engu-1 ukuze inikeze umbono oyingqayizivele wamathrendi amanani ezinsuku ezingu-30. Ukuze uthole ulwazi olwengeziwe nge-GOES MMI®, ukuthi ibalwa kanjani, noma ukuthi inkampani yakho isebenzisa kanjani inkomba, sishiye umugqa ku-info (at) agmetalminer (dot) com.
I-MMI engagqwali (Monthly Metals Index) ifinyelele iphuzu eli-1 ngo-Ephreli.Ukufundwa kwamanje kungamaphuzu angama-76.
Ukwenyuka kwezindleko zensimbi engagqwali kukhulise inkomba naphezu kokwehla kancane kwamanani e-nickel ye-LME kule nyanga.Ezinye izinsimbi ezihlobene zikhuphuke kobhasikidi bensimbi engagqwali.
Izintengo ze-nickel ze-LME zehla kanye nezinye izinsimbi eziyisisekelo ngo-March. Nokho, ukwehla akubonakali kumangalisa njenge-aluminium noma ithusi.
Amanani e-nickel ku-LME ahlala ephakeme, okukude kakhulu kusukela ku-2017 okuphansi okubonwe ngoMeyi noma ngoJuni, lapho i-MetalMiner yeluleka amaqembu okuthenga ukuthi athenge ivolumu ethile.
Kulandela ukutholakala kwamandla ensimbi engagqwali kinetic, inhlawulo yasekhaya yensimbi engagqwali inyukile kule nyanga.
Ikhoyili engu-316/316L inhlawulo ye-NAS efika ku-$0.96/lb. Ngakho-ke, izinhlangano ezithengayo zingase zifune ukubheka izinkokhiso ukuze zihlonze amathuba okunciphisa ingcuphe yentengo ngokuthenga phambili noma ngothango.
Izinga lokwenyuka kwezindleko zensimbi engagqwali libonakala lehlile kule nyanga.Nokho, kusukela ngo-2017, inkokhiso inyukile.Izindleko zekhoyili ze-NAS ze-316/316L zisondela ku-$0.96/lb.
Njengoba insimbi ne-nickel kusesemakethe yezinkunzi, amaqembu athengayo angase afune ukubeka iso emakethe ukuze athole amathuba okuthenga idiphu.
Ukuze ufunde ukuthi ungalungisa kanjani isu lakho lokuthenga inyanga ngayinye nezidingo zakho ezithile, zama umbono wethu wanyanga zonke mahhala namuhla.
Izintengo zamakhoyili e-Chinese 304 zikhuphuke ngo-1.48%, kuyilapho amanani ekhoyili e-Chinese 316 ehla ngo-0.67%.
I-MMI yensimbi eluhlaza (inkomba yensimbi yanyanga zonke) yehle ngamaphuzu angu-4 kule nyanga kuya ku-88.Naphezu kokwehla kwe-MMI yensimbi eluhlaza, umfutho wentengo yasekhaya wensimbi ubelokhu wehla kulo lonke uMashi.
Izintengo zensimbi zasekhaya sezikhule ngesivinini, nezintengo zasekhaya ze-HRC zikhuphuka zisuka ku-$600-$650/st zaya cishe ku-$850 ezinyangeni ezintathu ezedlule.
Ukwenyuka kwezintengo zensimbi kuwumphumela wezinto eziningi.Okokuqala, inkambiso yesikhathi eside eyaqala ngo-2016 iholele emananini aphezulu ensimbi.Okwesibili, ukubambezeleka kwemboni yensimbi cyclicality (seasonality) kukhulisa ukwehla kwentengo yensimbi.
Ngokomlando, amanani ngokuvamile akhuphuke ngekota yesine njengoba izinkampani eziningi zixoxisana kabusha ngezivumelwano zazo zonyaka phakathi nenkathi yesabelomali sonyaka ozayo.Nokho, ukukhuphuka kwamanani entengo ensimbi kulo nyaka akuzange kwenzeke kuze kube kamuva.Amanani abonakala elindele umphumela weSigaba 232 (kanye nezintela ezihambisanayo), ezisekela amanani entengo yensimbi yasekhaya.
Kodwa-ke, izintengo zensimbi yasekhaya zibonakala ziseduze nokuphela kokukhuphuka kwentengo yakamuva.Ngokusekelwe emijikelezweni yentengo yensimbi yomlando, amanani aphansi ensimbi yaseShayina kanye nezintengo eziphansi zempahla eluhlaza, izintengo zensimbi yasekhaya cishe zizokwehla ezinyangeni ezizayo.
Izintengo zensimbi zaseShayina nezintengo zensimbi zase-US zivame ukuhwebelana.Kodwa-ke, izitayela zesikhathi esifushane kwesinye isikhathi ziyahluka kancane.
Amathrendi esikhathi esifushane angase abangwe ukungaqiniseki kwendawo noma ukuphazamiseka okungazelelwe kokunikezwa kwendawo. Kodwa lawa mathrendi esikhathi esifushane avame ukulungisa futhi abuyele emaphethini awo omlando.
Uma kuqhathaniswa amanani entengo yaseShayina ne-US HRC, umehluko wamanani obonwe kule nyanga awumangazi.
Amanani e-HRC e-US anyuke kakhulu, kuyilapho amanani entengo ye-HRC yase-China eqhubekile nokwehla.Izintengo ze-HRC yase-China zenyuke ngokushesha ngo-2017 (kusukela ngoJuni 2017), zisizwa ukuncipha kokukhiqizwa embonini yensimbi yaseShayina.Ukusabalala phakathi kwentengo yensimbi yaseShayina neyasekhaya yehla ngekota yesithathu ka-2017 njengoba izintengo zensimbi zasekhaya zase-US zihweba emaceleni.
Ukuncishiswa kwensimbi yaseChina kuyaqhubeka.Idolobha lase-Handan liyalele izigayo ukuthi zinciphise ukukhiqizwa kwensimbi cishe ngo-25% ukuze ziqhubeke nokusebenzisa izindlela zokulawula ukungcoliswa komhlaba.Lokho kuncishiswa kuzonwetshwa kusukela ngo-April kuze kube maphakathi no-November.Imboni yamalahle okuphekela izonciphisa ukukhiqizwa cishe ngo-25% ngalesi sikhathi.Ukuncishiswa kuqala ngo-April 1.
Ngokwegazethi esemthethweni kahulumeni waseMexico, uMnyango Wezomnotho waseMexico ubeke ngokusemthethweni imisebenzi yokulwa nokulahlwa kwamapayipi ensimbi e-carbon angeniswa eSouth Korea, Spain, India nase-Ukraine.
I-Raw material dynamics ibonakala yehla ngemva kokwenyuka kwentengo yezinto ezingavuthiwe ngaphambi kokuphela kuka-2017.
Izintengo ze-iron zehle kakhulu ngo-March.Amanani e-iron ore ahlanganiswe ekuqaleni kwale nyanga.Nokho, ukwehla okukhulu kwamanani ngenyanga edlule kungase kungakwazi ukusekela amanani amanje ensimbi asekhaya aphezulu.
Izintengo zamalahle ziphinde zehla ngoMashi.Izintengo zamalahle zibonakala zigoqe futhi kule nyanga, nakuba amanani amanje akude nokuphakama kukaJanuwari 2018 ku-$110/t.
Njengoba isenzo senani lensimbi sibonisa ukukhuphuka okuqinile okukhuphukayo kule nyanga, amaqembu athengayo angase afune ukuqonda isenzo senani ukuze anqume ukuthi kufanele azibophezele nini ekuthengeni okuphakathi nesikhathi eside.Izinhlangano ezithengayo ezifuna ukucaciseleka okwengeziwe ngokuthi zithengwa nini nokuthi zingakanani imikhiqizo yensimbi okufanele zithengelwe zingase zifune ukuzama umbono wethu wanyanga zonke wokuthenga izinsimbi mahhala namuhla.
Ikusasa lezinyanga ezi-3 ze-US Midwest HRC lehle ngo-3.65% kule nyanga laya ku-$817/t.Izintengo ze-billet yensimbi yase-China zehle ngo-10.50%, kuyilapho izintengo ze-slab zase-China zehle kuphela ngo-0.5% zaya ku-US$659/t.US izintengo ze-scrap ezishyiwe zivalwe ngo-$361/st kule nyanga, zenyuka ngo-3.14% kusukela enyangeni edlule.
I-aluminium MMI (inkomba yezinsimbi zanyanga zonke) yehle ngamaphuzu angu-3 ngo-Ephreli.Izintengo ze-aluminium ezibuthakathaka ku-LME ziholele ekubuyiseleni intengo.Inkomba yamanje ye-aluminium MMI ingamaphuzu angu-94, i-3% ephansi kune-March.
Intengo ye-aluminium ye-LME yehle futhi kule nyanga.Izintengo ze-aluminium ze-LME zisasezingeni eliphansi lezinyanga ezimbili.
Nakuba abanye bangase bafune ukumemezela imakethe ye-aluminiyamu ye-bearish, amanani ayesengaphezulu kwe-$ 1,975 lapho i-MetalMiner yeluleka izinhlangano ezithengayo ukuthi zithenge kusengaphambili.Intengo ingase ibuyele kuleli zinga.Nokho, uma intengo yephuka ngaphansi komugqa wamachashazi aluhlaza okwesibhakabhaka, amanani e-aluminium angaphendukela endaweni ye-bearish.
Izintengo ze-aluminium ze-Spot ku-Shanghai Futures Exchange nazo zehle kule nyanga. Ukwehla kubukeka sengathi bekungaphansi kwezintengo ze-LME. Nokho, intengo ye-aluminium yendawo ku-Shanghai Futures Exchange iqale ukwehla kusukela ngo-Okthoba 2017.
Izimpahla ze-aluminium ku-Shanghai Futures Exchange (SHFE) zehle ngoMashi okokuqala ngqa esikhathini esingaphezu kwezinyanga eziyisishiyagalolunye.Ukwehliswa kwempahla ngezinye izikhathi kuye kwabonisa ukwehla kwezithako ze-aluminium e-China, umkhiqizi omkhulu emhlabeni wonke nomthengi we-aluminium.Inventories on the Shanghai Futures Exchange yehle ngamathani angu-154 ngo-April, ngokushona kwedatha ekuqaleni kuka-April, ngokusho kwe-aluminium. I-Shanghai Futures Exchange yahlala kumathani angama-970,233.
Phakathi naleso sikhathi, amaphrimiyamu e-aluminium e-US Midwest awela okokuqala kusukela ngoNovemba 2017. Ukwehla kwe-$ 0.01 iphawundi ekuqaleni kuka-Ephreli kufike ngemva kokukhuphuka okubukhali kwamaphrimiyamu.Nakuba amaphrimiyamu ephansi kule nyanga, ijubane elikhuphukayo cishe lizoqhubeka isikhathi esithile.
Ukutholwa kabusha kwenani le-aluminium ye-LME kungase kuveze ithuba elihle lokuthenga amaqembu njengoba amanani engase akhuphuke futhi.
Kodwa-ke, ngamanani aphansi okwamanje, amaqembu athengayo angase afune ukulinda kuze kube yilapho imakethe ibonisa isiqondiso esicacile.Ngakho-ke, ukulungisa isu lokuthenga "okulungile" kubalulekile ekunciphiseni ingozi.
Uma kubhekwa ukungaqiniseki okuqhubekayo mayelana nemikhiqizo ye-aluminium ne-aluminium, izinhlangano ezithengayo manje zingafisa ukuzama umbono wethu wanyanga zonke wokuthenga izinsimbi mahhala.
Izintengo ze-aluminium ku-LME zehle ngo-5.8% kule nyanga ukuze ziphele ngo-March ngo-$2,014/t.Ngaleso sikhathi, ishidi le-South Korean commercial 1050 likhuphuke ngo-1.97%.Intengo ye-aluminium eluhlaza yaseChina yehle ngo-1.61%, kuyilapho induku ye-aluminium yaseChina yehla ngo-3.12%.
Izintengo ze-billet zase-China beziphansi kule nyanga ngo-$2,259/t.Izintengo ze-Indian primary spot zehle ngo-6.51% zaya ku-$2.01/kg.
Ngenyanga edlule, esihlokweni sendatshana yethu yokubuyekezwa kwanyanga zonke mayelana ne-MMI eyigugu emhlabeni, sikhulume iqiniso lokuthi amanani e-platinum ne-palladium ehlile. Sabe sesibuza, “Ingabe izoqhubeka?”
Njengoba amanani e-Platinum ne-palladium yase-US ehla, i-Global Precious Metals Monthly Index (MMI), elandelela ubhasikidi womhlaba wonke wezinsimbi eziyigugu, yehla futhi ngo-April – yehle ngo-1.1% futhi yaba sezingeni eliphansi lezinyanga ezimbili.
(Ngenyanga edlule, sabika ekuqaleni ukuthi inkomba ibilokhu inyukele phezulu izinyanga ezimbili ngaphambi kokuwa ngoMashi. Ukulungiswa: Empeleni ibikukukhuphuka okuyizinyanga ezine ngaleso sikhathi.)
Kokubili izimakethe zamasheya kanye nezimakethe zezimpahla zibone isiyaluyalu muva nje, lapho uMongameli uTrump ebeka intela ensimbi, i-aluminium futhi ngokunokwenzeka nenye impahla yaseShayina eyengeziwe engu-1,300 phakathi nenyanga edlule, futhi i-China iphindiselela ngentela kwezinye izinto.
Akulona ihaba ukusho ukuthi ukusabela kweketango kwenzeka emakethe yezinsimbi eziyigugu.