Kasuwar ƙarfe ta duniya ta ƙaru a watan Fabrairu. A lokacin rahoton, ma'aunin farashin ƙarfe na Karfe House a duniya ya tashi da kashi 1.3% (daga raguwa zuwa ƙaruwa) a kowane mako, kashi 1.6% (daidai da da) a kowane wata, da kuma kashi 18.4% (daidai da da) a kowane wata. Daga cikinsu, ma'aunin kayan lebur ya kai maki 136.5, sama da kashi 2.2% a kowane mako (an faɗaɗa ƙaruwar); Ma'aunin katako mai tsayi ya kai maki 148.4, sama da kashi 0.2% a kowane mako (daga ƙasa zuwa sama); Ma'aunin Asiya ya kai maki 138.8, sama da kashi 0.4% (daga ƙasa zuwa sama) a kowane wata. A Asiya, ma'aunin China ya kai maki 132.4, sama da kashi 0.8% (daga ƙasa zuwa sama); Ma'aunin Amurka ya kai maki 177.6, sama da kashi 3.7% a kowane wata (ƙaruwar ta ƙaru); Ma'aunin Turai ya fi maki 134.5 da kashi 0.8% (daga ƙasa zuwa sama).
Bayan ɗan gyara kaɗan, farashin ƙarfe na ƙasashen duniya ya sake samun hauhawar farashinsa, wanda hakan ya tabbatar da hasashen da aka yi a baya. Daga mahangar asali, kasuwannin dukkan yankuna suna ƙaruwa gabaɗaya, wanda ke ba masana'antar tsammani wanda bai isa ba. Daga mahangar dabarun aiki, yanayin bayan haɗakar relay da tarin kayayyaki na iya zama mafi tsauri. Musamman a ƙarƙashin buƙatar ƙarfe "mai ɗaci" na murmurewa bayan annoba, sake ginawa bayan bala'i da rage wadata, kasuwa na iya ci gaba da tafiya, kuma babban matakin na iya bayyana nan gaba kaɗan.
Dangane da yanayin ci gaba da kuma yanayin da ake ciki, kasuwar ƙarfe ta duniya na iya ci gaba da canzawa da kuma ƙaruwa a watan Maris. (Duba Hoto na 1)
Samar da ƙarfe a duniya a watan farko: ya ragu da kashi 3.3%;Banda Babban yankin China, ya ragu da kashi 9.3%. A cewar bayanan kungiyar karafa ta duniya, a watan Janairun 2023, yawan danyen karfe na manyan kasashe da yankuna 64 da aka lissafa a cikin kididdigar kungiyar karafa ta duniya ya kai tan miliyan 145, wanda ya ragu da kashi 3.3% a duk shekara, tare da raguwar tan miliyan 4.95; yawan samar da karfe na duniya (banda Babban yankin China) ya kai tan miliyan 65.8, wanda ya ragu da kashi 9.3% a duk shekara, kuma yawan samar da karfe ya ragu da tan miliyan 6.72.
ArcelorMittal na shirin sake kunna wutar lantarki a masana'antar ƙarfe ta Faransa.ArcelorMittal ya ce saboda ci gaba da farfadowar farashin farantin Turai da kuma ci gaban masana'antar kera motoci ta Turai a cikin watanni masu zuwa, an yanke shawarar sake fara amfani da tanda mai lamba 2 ta Kamfanin Karfe na Binhai Foss na Faransa a watan Afrilu.
POSCO na shirin gina tan miliyan 2.5 na tanderun lantarki.POSCO na shirin zuba jarin Yuan biliyan 600 don gina sabuwar tukunyar wutar lantarki da kayan tallafi, tare da fitar da tan miliyan 2.5 na ƙarfe mai narkewa a kowace shekara a Masana'antar Karfe ta Guangyang.
Kamfanin JFE Steel na Japan ya ci gaba da samar da dimbin ƙarfe na lantarki.Kamfanin JFE Steel ya ce za a fara samar da sabuwar hanyar samar da karfe a cikin rumbun ajiyarsa a rabin farko na shekarar kudi ta 2024, lokacin da fitar da karfen lantarki mara amfani zai ninka sau biyu. Jami'an JFE sun ce sun kuma yi shirin zuba jarin Yen biliyan 50 a shekarar 2026 don kara inganta karfin karfen lantarki na kamfanin.
Fara aikin tattalin arziki da sauri fiye da yadda aka zata ya ƙara farashin ma'adinan ƙarfe.Goldman Sachs ya ce sabon hauhawar farashin ma'adinan ƙarfe ya samo asali ne daga sake fasalin dillalan don hanzarta saurin sake fara tattalin arzikin China fiye da yadda ake tsammani. Goldman Sachs ya kuma ce ya kamata 'yan kasuwa su shirya don hauhawar farashin ma'adinan ƙarfe a kwata na biyu na 2023.
Ma'adinan ƙarfe mai inganci na Anglo American a Afirka ta Kudu ya ƙaru sosai.Kamfanin Kunba Iron Ma'adinai, wani reshe na kamfanin Anglo American na Afirka ta Kudu, ya ce matsalolin layin dogo da tashar jiragen ruwa sun kawo cikas ga jigilar ma'adinan ƙarfe, wanda hakan ya haifar da ƙaruwa mai yawa a cikin kayan ƙarfe masu inganci na kamfanin. Ya zuwa ranar 31 ga Disamba, kayan ƙarfe sun ƙaru daga tan miliyan 6.1 a daidai wannan lokacin na bara zuwa tan miliyan 7.8.
BHP Billiton yana da kyakkyawan fata game da hasashen buƙatar kayayyaki.BHP Billiton ta ce duk da cewa ribar da ta samu a rabin farko na shekarar kudi ta 2023 (har zuwa karshen Disamba 2022) ta yi kasa da yadda aka zata, tana da kyakkyawan fata game da hasashen buƙatu a shekarar kudi ta 2024.
FMG ta hanzarta haɓaka aikin ma'adinan ƙarfe na Belinga a Gabon.Kamfanin FMG da Jamhuriyar Gabon sun sanya hannu kan yarjejeniyar haƙar ma'adinai don aikin haƙar ma'adinai na Belinga a Gabon. A cewar Yarjejeniyar, Aikin Belinga zai fara haƙar ma'adinai a rabin na biyu na 2023 kuma ana sa ran zai zama ɗaya daga cikin manyan cibiyoyin samar da ma'adinai na ƙarfe a duniya.
Kamfanin Nippon Iron zai zuba jari mai yawa a fannin hakar ma'adinai a Kanada.Kamfanin Nippon Iron ya ce zai zuba jarin Yen biliyan 110 (kimanin Yuan biliyan 5.6) a kamfanonin hakar ma'adinai na kwal na Kanada don samun kashi 10% na hannun jari na gama gari. A lokaci guda, aiwatarwa da rage fitar da hayakin carbon dioxide yayin yin ƙarfe tare da haƙƙoƙi da muradun kwal mai inganci.
Kudin da ake son kashewa wajen haƙar ma'adinan Rio Tinto shine dala $21.0-22.5/tan mai ruwa.Rio Tinto ta fitar da rahotonta na aikin kuɗi na 2022, tana mai cewa ribar da Rio Tinto Group ta samu kafin riba, haraji, raguwar darajar kuɗi da kuma rage darajar kuɗi a 2022 ya kai dala biliyan 26.3, wanda ya ragu da kashi 30% a shekara; Babban burin samar da ma'adinan ƙarfe a 2023 shine tan miliyan 320-335, kuma babban burin da ake so a cimma a fannin kuɗin ma'adinan ƙarfe shine dala 21.0-22.5 a kowace tan.
Koriya ta Kudu ta kafa wani asusun rage hayakin carbon domin taimakawa masana'antar ƙarfe ta cikin gida ta rage hayakin carbon.Ma'aikatar Ciniki, Masana'antu da Makamashi ta Jamhuriyar Koriya ta ce za ta kafa wani asusu na Yuan biliyan 150 (kimanin dala miliyan 116.9) don tallafawa masana'antun ƙarfe na cikin gida wajen rage gurɓatar iskar carbon yayin samar da ƙarfe.
Vale na goyon bayan kafa dakin gwaje-gwajen karafa marasa sinadarin carbon da hydrogen a Jami'ar Tsakiyar Kudu.Vale ta ce za ta bayar da gudummawar dala miliyan 5.81 don tallafawa sabon dakin gwaje-gwajen karafa mai ƙarancin carbon da hydrogen ("sabon dakin gwaje-gwaje") na Jami'ar Central South. Ana sa ran za a fara amfani da sabon dakin gwaje-gwajen a rabin na biyu na 2023, kuma zai kasance a buɗe ga duk masu binciken kimiyya a masana'antar haƙar ma'adinai da ƙarfe.
Kasuwar ƙarfe ta Asiya: karko da kuma tasowa.Ma'aunin farashin ƙarfe na Steel House a maki 138.8 a yankin ya tashi da kashi 0.4% na wata-wata (YoY), 0.6% na wata-wata (YoY) da kuma 16.6% na wata-wata (YoY). (Duba Hoto na 2)
Cikin sharuddankayan lebur,Farashin kasuwa a bayyane yake yana ƙaruwa. A Indiya, ArcelorMittal Nippon Steel India (AM/NS India) da JSW Steel duk sun ƙara farashin coil mai zafi da coil mai sanyi da INR 500/ton (US $6/ton), wanda ya fara aiki a ranar 20 ga Fabrairu da 22 ga Fabrairu, bi da bi. Bayan daidaita farashi, farashin hot roll (2.5-8mm, IS 2062) shine rupees 60000/ton ($724/ton) EXY Mumbai, cold roll (0.9mm, IS 513 Gr O) shine rupees 67000/ton ($809/ton) EXY Mumbai, kuma matsakaicin farantin (E250, 20-40mm) shine rupees 67500/ton ($817/ton) EXY Mumbai, waɗanda duk ba su haɗa da 18% GST ba. A Vietnam, farashin shigo da hot coil shine dala 670-685 na Amurka/ton (CFR), wanda yayi daidai da farashin da ya gabata. Kamfanin Hejing Iron and Steel ya sanar da cewa zai kara farashin coil mai zafi na cikin gida na lokacin isar da kaya a watan Afrilu da dala $60/ton. Bayan daidaita farashin, takamaiman farashin shine: rage farashin coil mai zafi na SAE1006 $699/ton (CIF), coil mai zafi na SAE1006 mara saukar da kaya da kuma coil mai zafi na SS400 $694/ton (CIF). A Hadaddiyar Daular Larabawa, farashin kimantawa na shigo da coil mai zafi shine dala Amurka 680-740/ton (CFR), wanda yayi daidai da farashin da ya gabata. A cewar labaran kasuwa, coil mai zafi na China shine dala 680-690/ton (CFR), kuma coil mai zafi na Indiya shine dala 720-750/ton (CFR). Farashin shigo da coil mai sanyi a Hadaddiyar Daular Larabawa shine dala 740-760 na Amurka/ton (CFR), wanda ya karu da dala 10-40 na Amurka/ton. Farashin shigo da takardar galvanized mai zafi-dip shine dala 870-960 na Amurka/tan (CFR), wanda yayi daidai da farashin da ya gabata. A ƙarshen watan Fabrairu, matsakaicin farashin fitar da kaya na coil mai zafi 3-12mm na SS400 na China shine dala 650 na Amurka/tan (FOB), wanda ya karu da dala 15 na Amurka/tan idan aka kwatanta da farashin da ya gabata. Matsakaicin farashin fitar da kaya na takardar da coil mai sanyi 1.0mm na SPCC shine dala 705/tan (FOB), wanda ya karu da dala 5/tan. DX51D+Z coil mai zafi-dip 1.0mm shine dala 775 na Amurka/tan (FOB), wanda ya karu da dala 10 na Amurka/tan.
Cikin sharuddandogon katako: farashin kasuwa yana nan daram kuma yana tashi.A Hadaddiyar Daular Larabawa, farashin shigo da kayan rebar shine dala 622-641 na Amurka a kowace tan (CFR), wanda yayi daidai da farashin da ya gabata. Farashin shigo da kayan rebar na UAE square billet shine dala 590-595 na Amurka a kowace tan (CFR), wanda kuma yayi daidai da farashin da ya gabata. A cewar labarai, a halin yanzu, Kamfanin Karfe na UAE yana da kyakkyawan odar kayan rebar, kuma masu samar da kayan billet na ƙasashen waje suna jiran sabon farashin Kamfanin Karfe na UAE don kayan rebar. A Japan, Tokyo Iron and Steel ta ce saboda ƙarancin wadata a kasuwa, farashin kayan rebar (gami da kayan steel) zai karu da kashi 3% a watan Maris. Bayan hauhawar farashin, farashin kayan rebar zai karu daga yen 97000 na yen/ton zuwa yen 100000 na yen/ton (kimanin yen 5110 na yen/ton), kuma farashin sauran kayayyaki ba zai canza ba. Wasu masu sharhi sun ce saboda ƙaddamar da ayyukan sake ginawa da yawa, saka hannun jari da suka shafi masana'antu da sauran manyan ayyuka, ana sa ran buƙatar ginin Japan za ta ci gaba da ƙarfi a farkon bazara da kuma bayan haka. A Singapore, farashin shigo da sandunan ƙarfe masu nakasa daga ƙasashen waje ya kai dala 650-660 na Amurka a kowace tan (CFR), wanda ya karu da dala 10 na Amurka a kowace tan idan aka kwatanta da farashin da ya gabata. A Taiwan, China, China Steel Group ta ƙara farashin faranti masu nauyi da na'urori masu zafi da aka kawo a watan Maris da dala 900-1200 a kowace tan (US $30-39.5 a kowace tan), kuma farashin na'urori masu sanyi da na'urori masu zafi da aka yi amfani da su wajen yin ... A ƙarshen watan Fabrairu, matsakaicin farashin fitar da kayayyaki na sandunan ƙarfe masu lanƙwasa na B500 na China mai nauyin 12-25mm ya kai dala Amurka 625/ton (FOB), wanda ya karu da dala Amurka 5/ton idan aka kwatanta da farashin da ya gabata.
Hulɗar ciniki.A ranar 13 ga Fabrairu, Hukumar Yaƙi da Zubar da Kaya ta Indonesiya ta ce za ta sake duba ƙarshen harajin hana zubar da Kaya da aka sanya wa H-beams da I-beams waɗanda suka samo asali daga China.
Takaitaccen bincike:bisa ga yanayin aiki da kuma yanayin da ake ciki, kasuwar ƙarfe ta Asiya a watan Maris na iya ci gaba da canzawa da kuma ƙaruwa.
Kasuwar ƙarfe ta Turai:ya ci gaba da hauhawa. Ma'aunin farashin ƙarfe na Karfe House a maki 134.5 a yankin ya tashi da kashi 0.8% (daga raguwa zuwa ƙaruwa) a kowane wata, 3% (daga haɗuwa) a kowane wata, da kuma 18.8% (daga faɗaɗawa) a kowane wata. (Duba Hoto na 3)
Dangane da kayan da aka yi amfani da su,Farashin kasuwa ya tashi fiye da yadda ya faɗi. A Arewacin Turai, farashin tsohon masana'antar na'urar ƙarfe mai zafi da aka yi da ƙarfe mai zafi dala 840/ton, ya karu da dala 20/ton daga farashin da ya gabata. Farashin tsohon masana'antar na'urar takarda mai sanyi da na'urar takarda mai sanyi dala 950/ton, wanda yayi daidai da farashin da ya gabata. Takardar galvanized dala 955/ton, ya ragu da dala 10/ton daga farashin da ya gabata. A cewar labaran kasuwa, farashin tsohon masana'antar na'urar ƙarfe mai zafi ta Nordic Steel Plant a watan Afrilu da Mayu Yuro 800-820/ton, wanda aka ƙara da Yuro 30/ton idan aka kwatanta da farashin da ake da shi a yanzu, amma farashin tunanin masu siye shine Yuro 760-770/ton kawai. Wasu masana'antun ƙarfe sun ce umarnin na'urar ƙarfe mai zafi a lokacin isar da kayayyaki na Afrilu ya cika. Mahalarta kasuwa suna tsammanin farashin na'urar ƙarfe mai zafi a Turai zai ɗan tashi kaɗan a watan Maris. Dalilin shi ne cewa odar na'urar ƙarfe mai zafi a masana'antun ƙarfe na Turai gabaɗaya yana da kyau, kuma sun yi imanin cewa masu siye za su sami buƙatar sake cikawa a watan Maris, kuma masana'antun ƙarfe suna son ƙara farashi. Duk da haka, wasu mutane sun ce buƙatar tashar jiragen ruwa bai inganta sosai ba, kuma babu wani dalili da ya sa farashin ya tashi sosai. A kudancin Turai, farashin tsohuwar masana'antar hot roll ta Italiya ya kai Yuro 769.4/ton, wanda ya karu da Yuro 11.9/ton daga farashin da ya gabata. Farashin tsohuwar masana'antar hot coil tare da ranar isar da injin ƙarfe na Italiya a watan Mayu ya kai Yuro 780-800/ton, wanda yayi daidai da farashin isowa na Yuro 800-820/ton, wanda ya karu da Yuro 20/ton. Wasu masana'antun ƙarfe sun ce odar coil mai zafi na wasu masana'antun bututu a lokacin isar da kayayyaki na Afrilu sun yi kyau sosai, kuma kasuwa ta ci gaba da kasancewa da kyakkyawan fata. A CIS, farashin fitar da coil mai zafi ya kai dala 670-720 na Amurka/ton (FOB, Black Sea), wanda ya fi dala 30 na Amurka/ton fiye da farashin da ya gabata (FOB, Black Sea). Farashin fitar da coil mai sanyi ya kasance daga dala 780-820 na Amurka a kowace tan (FOB, Black Sea), wanda kuma ya karu da dala 30 na Amurka a kowace tan (FOB, Black Sea). A Türkiye, farashin shigo da coil mai zafi ya kai dala 690-750 a kowace tan (CFR), wanda ya karu da dala 10-40 a kowace tan. Farashin fitar da coil mai zafi daga China zuwa Türkiye a watan Afrilu ya kai dala 700-710 na Amurka a kowace tan (CFR). Bugu da ƙari, ArcelorMittal ta sanar da cewa ta daidaita farashin kayayyakin farantin da coil a yankuna biyar na Turai a watan Mayu zuwa Yuro 20 a kowace tan, kuma sabon farashin ya kasance musamman: Yuro 820 a kowace tan don farantin da coil mai zafi; Yuro 920 a kowace tan don takardar da coil mai sanyi; Coil mai zafi da aka yi da coil mai zafi shine Yuro 940 a kowace tan, kuma farashin da ke sama sune farashin isowa. Akwai tsammanin masana'antu. Sauran masana'antun ƙarfe a Turai suma za su biyo baya da karuwar farashi.
Dogon katako:Farashin kasuwa yana ci gaba da hauhawa. A Arewacin Turai, farashin sandunan ƙarfe masu nakasa na tsohon masana'anta shine dala 765 a kowace tan, wanda yayi daidai da farashin da ya gabata. A Türkiye, farashin fitar da sandunan ƙarfe masu nakasa na fitar da kaya shine dala 740-755 a kowace tan (FOB), wanda ya fi dala 50-55 a kowace tan fiye da farashin da ya gabata. Farashin fitar da kaya na sandunan waya (ƙarancin hanyar sadarwa ta carbon) shine dala 750-780 a kowace tan (FOB), wanda ya haura dala 30-50 a kowace tan. An ruwaito cewa babban dalilin da yasa masana'antun ƙarfe ke ƙara farashin fitar da kaya masu tsawo shine cewa sake gina yankin da bala'i ya faru bayan girgizar ƙasa zai ƙara buƙatar kayayyaki masu tsawo a cikin gida, kuma zai ƙara farashin. A gaskiya ma, bayan girgizar ƙasa, masana'antun ƙarfe na Türkiye gabaɗaya sun ƙara farashin su na rebar a cikin gida: farashin rebar a cikin masana'antar cikin gida shine dala 885-900 a kowace tan, sama da dala 42-48 a kowace tan; Farashin sandar waya ta cikin gida ta tsohon masana'anta ya kasance daga dala 911 zuwa 953 a kowace tan, wanda ya karu daga dala 51 zuwa 58 a kowace tan.
Takaitaccen bincike:bisa ga yanayin aiki da kuma yanayin asali, kasuwar ƙarfe ta Turai a watan Maris na iya ci gaba da canzawa da kuma ƙaruwa.
Kasuwar ƙarfe ta Amurka: ta ƙaru sosai.Ma'aunin farashin ƙarfe na Steel House a maki 177.6 a yankin ya tashi da kashi 3.7% na wata-wata (YoY), kashi 2% na wata-wata (YoY), da kuma kashi 21.6% na wata-wata (YoY). (Duba Hoto na 4)
Dangane da kayan da aka yi amfani da su a fili, farashin kasuwa ya tashi sosai.A Amurka, farashin takardar da aka yi amfani da ita a baya ta masana'anta ta baya ta kai dala 1051 a kowace tan, wanda ya karu da dala 114 a kowace tan idan aka kwatanta da farashin da ya gabata. Farashin takardar da aka yi amfani da ita a baya ta masana'anta ta baya ta kai dala 1145 a kowace tan, wanda ya karu da dala 100 a kowace tan. Faranti mai matsakaicin nauyi da na matsakaici shine dala 1590 a kowace tan, wanda yayi daidai da farashin da ya gabata. Faranti mai zafi shine dala 1205 a kowace tan, wanda ya karu da dala 80 a kowace tan. Bayan karuwar farashin kayayyakin faranti da dala 50 a kowace tan (US $55.13 a kowace tan) da Cleveland - Cleves ta yi, reshen NLMK na Amurka shi ma ya sanar da karuwar farashin faranti da dala 50 a kowace tan. Wasu daga cikin masu ruwa da tsaki a kasuwa sun ce odar roba mai zafi da yawancin masana'antun ƙarfe na Amurka suka samu a watan Afrilu da Mayu suna da kyau sosai, kuma kayan da ke cikin masana'antar suma suna raguwa, don haka sha'awar ci gaba da ƙara farashi yana da ƙarfi. A Kudancin Amurka, farashin shigo da mai zafi daga China ya kai dala 690-730 a kowace tan (CFR), wanda ya fi dala 5 a kowace tan girma fiye da farashin da ya gabata. Babban farashin fitar da mai zafi daga China zuwa ƙasashen da ke gabar tekun Pacific a Kudancin Amurka shine dala 690-710 a kowace tan (CFR). Kudin shigo da wasu nau'ikan faranti a Kudancin Amurka: mai sanyi 730-770 a kowace tan (CFR), sama da dala 10-20 a kowace tan; takardar galvanized mai zafi 800-840 a kowace tan (CFR), takardar aluminum-zinc 900-940 a kowace tan (CFR), kuma farantin matsakaici mai kauri 720-740 a kowace tan (CFR), waɗanda kusan iri ɗaya ne da farashin da ya gabata.
Dogon katako:Farashin kasuwa gabaɗaya yana da daidaito. A Amurka, farashin tsoffin masana'antar sandunan ƙarfe masu nakasa shine $995/ton, wanda yayi daidai da farashin da ya gabata. Farashin shigo da sandunan ƙarfe masu nakasa shine dala 965/ton (CIF), sandar waya don hanyar sadarwa shine dala 1160 na Amurka/ton (CIF), kuma ƙaramin ƙarfe shine dala 1050 na Amurka/ton (CIF), wanda yayi daidai da farashin da ya gabata.
Hulɗar ciniki.Ma'aikatar Kasuwanci ta Amurka ta sanar da cewa ta yanke shawarar sanya harajin da ya dace kan faranti masu girman da ba a saba gani ba a China da Koriya ta Kudu, sannan ta ci gaba da rage harajin da ya dace da kashi 251% da 4.31%, wanda zai fara aiki a ranar 15 ga Fabrairu, 2023.
Takaitaccen bincike:bisa ga yanayin aiki da kuma yanayin asali, kasuwar ƙarfe ta Amurka na iya ci gaba da ƙarfi a watan Maris.
Lokacin Saƙo: Maris-03-2023
