I piki ake te mākete maitai o te ao i te marama o Pēpuere. I roto i te wā pūrongo, i piki ake te taupū utu maitai o te ao mō Steel House i te 141.4 ngā tohu mā te 1.3% (mai i te hekenga ki te pikinga) i ia wiki, 1.6% (pērā i mua) i ia marama, me te 18.4% (pērā i mua) i ia marama. I roto i ēnei, ko te taupū rauemi papatahi he 136.5 ngā tohu, he pikinga 2.2% i ia wiki (i whakawhānuihia te pikinga); Ko te taupū rakau roa he 148.4 ngā tohu, he pikinga 0.2% i ia wiki (mai i te hekenga ki te pikinga); Ko te taupū Āhia he 138.8 ngā tohu, he pikinga 0.4% (mai i te hekenga ki te pikinga) i ia marama. I Āhia, ko te taupū Haina he 132.4 ngā tohu, he pikinga 0.8% (mai i te hekenga ki te pikinga); Ko te taupū Amerika he 177.6 ngā tohu, he pikinga 3.7% i ia marama (i whakawhānuihia te pikinga); I piki ake te taupū Pākehā mā te 134.5 piro mā te 0.8% (mai i te heke ki te piki).
Whai muri i tētahi whakatikatika poto, ka hoki anō te utu maitai o te ao ki tōna ia pikinga, he mea whakaū i te matapae o mua. Mai i te tirohanga taketake, kei te piki haere ngā mākete i ngā rohe katoa, ā, he mea tēnei e kore e ranea te tumanako a te umanga. Mai i te tirohanga o te arorau mahi, tera pea ka kaha ake te ia i muri i te whakakotahitanga me te kohikohinga o te whakawhiti. Ina koa i raro i te tono "kawa" o te maitai o te whakaoranga i muri i te mate urutā, te hanga anō i muri i te āwangawanga me te whakaiti i te tuku, tera pea ka haere tonu te mākete, ā, tera pea ka whakaatuhia te taumata tiketike ā-wāhanga i roto i ngā rā tata nei.
E ai ki te ia o te whanaketanga me te āhua taketake, tera pea ka piki haere tonu te mākete maitai o te ao i te marama o Poutū-te-rangi. (Tirohia te Pikitia 1)
Te hanga maitai o te ao i te marama tuatahi: kua heke iho mā te 3.3%;I tua atu i te Whenua Tūroa o Haina, i heke iho i te 9.3%. E ai ki ngā raraunga a te World Steel Association, i te marama o Hānuere 2023, ko te putanga maitai mata o ngā whenua me ngā rohe nui e 64 i whakaurua ki ngā tatauranga a te World Steel Association he 145 miriona tana, he hekenga 3.3% ia tau, me te hekenga o te 4.95 miriona tana; Ko te hanga maitai o te ao (haunga te Whenua Tūroa o Haina) i eke ki te 65.8 miriona tana, he hekenga 9.3% ia tau, ā, i heke te putanga mā te 6.72 miriona tana.
Kei te whakamahere a ArcelorMittal ki te tīmata anō i tētahi oumu pupuhi i te wheketere maitai o Wīwī.I kī a ArcelorMittal, nā te pikinga tonu o ngā utu pereti o Ūropi me te whakapainga ake o te umanga motuka Ūropi i ngā marama e haere ake nei, i whakatauhia kia tīmata anō te oumu hau Nama 2 o te Wīwī Binhai Foss Steel Plant i te marama o Āperira.
Kei te whakamahere a POSCO ki te hanga i te 2.5 miriona tana o ngā oumu hiko.Kei te whakamahere a POSCO ki te haumi i te 600 piriona won hei hanga i tētahi oumu hiko hou me ngā taputapu tautoko me te putanga ā-tau o te 2.5 miriona tana o te maitai rewa i tana Whare Hanga Rino i Guangyang.
Kei te haere tonu te whakaputa a JFE Steel o Hapani i te nui o te maitai hiko.I kī a JFE Steel ka tīmata te hanga i te raina whakaputa hou o tana wheketere maitai whare putunga i te haurua tuatahi o te tau pūtea 2024, ina piki rua te putanga o te maitai hiko kore-arotahi. I kī ngā āpiha o JFE kei te whakamahere rātou ki te haumi i te 50 piriona yen i te tau 2026 hei whakapai ake i te kaha o te maitai hiko o te wheketere maitai whare putunga.
Nā te tīmatanga anō o te ōhanga, i tere ake i te mea i tumanakohia, i piki ake ngā utu o te rino.I kī a Goldman Sachs ko te pikinga hou o ngā utu rino i ahu mai i te nekehanga o ngā kaihokohoko kia tere ake ai te tīmatanga anō o te ōhanga o Haina i tērā i whakaarohia. I kī anō a Goldman Sachs me rite ngā kaihokohoko mō te pikinga o ngā utu rino i te hauwhā tuarua o te tau 2023.
I tino piki ake te kounga teitei o te rino a Anglo American i Āwherika ki te Tonga.I kī a Kunba Iron Mine, he apiti nō te kamupene rino o Awherika ki te Tonga a Anglo American, nā te arai o te rerewē me te tauranga i whakararu te kawe i te rino, ā, nā tēnei i piki ake ai te nui o ngā taonga rino kounga teitei a te kamupene. I te 31 o Tīhema, kua piki ake te nui o ngā taonga rino mai i te 6.1 miriona tana i taua wā anō i te tau kua hipa ki te 7.8 miriona tana.
Kei te tino tumanako a BHP Billiton mō te tirohanga whakamua mō te tono mō ngā taonga.I kī a BHP Billiton ahakoa he iti iho i te mea i tumanakohia tana hua i te haurua tuatahi o te tau pūtea 2023 (tae noa ki te mutunga o Hakihea 2022), i tino pai tana tumanako mō te tirohanga tono mō te tau pūtea 2024.
I whakaterea e FMG te whakatairanga i te kaupapa rino o Belinga i Gabon.Kua hainatia e te Rōpū FMG me te Repupirikana o Gabon te kawenata keri mō te kaupapa rino Belinga i Gabon. E ai ki te Whakaaetanga, ka tīmata te keri a te Kaupapa Belinga i te haurua tuarua o te tau 2023, ā, e matapaetia ana ka noho ko tētahi o ngā pokapū whakaputa rino nui rawa atu o te ao.
Ka nui te haumi a Nippon Iron ki ngā umanga maina o Kanata.I kī a Nippon Iron ka haumi i te 110 piriona yen (tata ki te 5.6 piriona yuan) ki ngā umanga keri waro mata o Kanata kia whiwhi ai i te 10% o ngā hea noa. I taua wā anō, ka whakatinanahia, ka whakaitihia hoki ngā tukunga hauhā waro i te wā e hanga ana i te rino me ngā tika me ngā pānga ki te waro mata kounga teitei.
Ko te utu whainga mō te rino o Rio Tinto he US $21.0-22.5/tēne mākū.I tukuna e Rio Tinto tana pūrongo mahi pūtea mō te tau 2022, e kī ana ko te hua o te Rōpū Rio Tinto i mua i te huamoni, te taake, te whakahekenga uara me te whakahekenga uara i te tau 2022 he USD 26.3 piriona, he hekenga 30% ia tau; Ko te whāinga ārahi mō te whakaputanga rino i te tau 2023 ko te 320-335 miriona tana, ā, ko te whāinga ārahi mō te utu moni takitahi o te rino ko te 21.0-22.5 tāra/tana mākū.
I whakatūria e Kōrea ki te Tonga tētahi pūtea iti-waro hei āwhina i te umanga maitai o te whare ki te tango i te waro.I kī te Manatū Tauhokohoko, Ahumahi me te Pūngao o te Repupirita o Korea ka whakatūria he pūtea $150 piriona won (tata ki te $116.9 miriona tāra US) hei tautoko i ngā kaihanga maitai o te motu ki te tango waro i te wā e hanga ana i te maitai.
E tautoko ana a Vale i te whakatūnga o tētahi taiwhanga whakarewa waro-iti me te hauwai ki Te Whare Wānanga o Central South.I kī a Vale ka kohaina e rātou te $5.81 miriona hei tautoko i te taiwhanga whakarewa waro iti me te hauwai hou ("te taiwhanga hou") o Te Whare Wānanga o Central South. E matapaetia ana ka whakamahia te taiwhanga hou i te haurua tuarua o te tau 2023, ā, ka tuwhera ki ngā kairangahau pūtaiao katoa i roto i ngā ahumahi keri me te maitai.
Mākete maitai Āhia: he pumau, he piki haere.Ko te taupū utu maitai paerewa o Steel House i te 138.8 ngā tohu i te rohe i piki ake mā te 0.4% ia marama (YoY), 0.6% ia marama (YoY) me te 16.6% ia marama (YoY). (Tirohia te Pikitia 2)
Mō ngāngā rauemi papatahi,Kei te piki haere te utu o te mākete. I Inia, i whakapiki ake a ArcelorMittal Nippon Steel India (AM/NS India) me JSW Steel i te utu o te koiri wera me te koiri makariri mā te INR 500/tana (US $6/tana), i tīmata i te 20 o Pēpuere me te 22 o Pēpuere. Whai muri i te whakatikatika utu, ko te utu o te roera wera (2.5-8mm, IS 2062) he 60000 rūpī/tana ($724/tana) EXY Mumbai, ko te roera makariri (0.9mm, IS 513 Gr O) he 67000 rūpī/tana ($809/tana) EXY Mumbai, ā, ko te pereti waenga (E250, 20-40mm) he 67500 rūpī/tana ($817/tana) EXY Mumbai, kāore i roto i ēnei katoa te 18% GST. I Vietnam, ko te utu kawemai o te koiri wera he 670-685 tāra US/tana (CFR), he rite tonu ki te utu o mua. I pānuitia e Hejing Iron and Steel te whakapiki i te utu mō ngā koiri wera ā-rohe mō te wā tuku i te marama o Āperira mā te $60/tana. Whai muri i te whakatikatika utu, ko te utu motuhake ko: te koiri wera SAE1006 tango-tauine $699/tana (CIF), te koiri wera SAE1006 kore-tango-tauine me te koiri wera SS400 $694/tana (CIF). I te United Arab Emirates, ko te utu aromatawai mō ngā koiri wera kawemai ko te 680-740 tāra US/tana (CFR), he rite tonu ki te utu o mua. E ai ki ngā purongo mākete, ko te koiri wera o Haina ko te 680-690 tāra/tana (CFR), ā, ko te koiri wera o Īnia ko te 720-750 tāra/tana (CFR). Ko te utu kawemai mō ngā koiri makariri i te United Arab Emirates ko te 740-760 tāra US/tana (CFR), he pikinga ake mā te 10-40 tāra US/tana. Ko te utu kawemai mō te pepa whakarewa wera-tuku ko te 870-960 tāra US/tana (CFR), he rite tonu ki te utu o mua. I te mutunga o Pēpuere, ko te utu kaweake toharite mō te koiri hurihuri wera SS400 3-12mm o Haina ko te 650 tāra US/tana (FOB), he pikinga 15 tāra US/tana mai i te utu o mua. Ko te utu kaweake toharite mō te pepa me te koiri hurihuri matao SPCC 1.0mm ko te 705 tāra/tana (FOB), he pikinga 5 tāra/tana. Ko te koiri whakarewa wera-tuku DX51D+Z 1.0mm ko te 775 tāra US/tana (FOB), he pikinga 10 tāra US/tana.
Mō ngārakau roa: he pumau te utu mākete, ā, kei te piki haere.I te United Arab Emirates, ko te utu kawemai o te rebar he 622-641 tāra US ia tana (CFR), he rite tonu ki te utu o mua. Ko te utu kawemai o te UAE square billet he 590-595 tāra US/tana (CFR), he rite tonu ki te utu o mua. E ai ki ngā purongo, i tēnei wā, he pai te tono a te UAE Steel Mill mō te rebar, ā, kei te tatari ngā kaiwhakarato billet o tāwāhi mō te utu hou a te UAE Steel Mill mō te rebar. I Hapani, i kī a Tokyo Iron and Steel nā te iti o te tuku i te mākete, ka piki ake te utu o tana pae (tae atu ki te pae maitai) mā te 3% i te marama o Poutū-te-rangi. Whai muri i te pikinga o te utu, ka piki ake te utu o te whakakaha mai i te 97000 yen/tana ki te 100000 yen/tana (tata ki te 5110 yuan/tana), ā, ka noho tonu te utu o ētahi atu hua. I kī ētahi kaitātari nā te whakarewatanga o ngā kaupapa hanga hou maha, ngā haumitanga e pā ana ki te hanga me ētahi atu kaupapa nui, e matapaetia ana ka kaha tonu te tono hanga o Hapani i te tīmatanga o te puna me tua atu. I Singapore, ko te utu kawemai o ngā pae rino kua whakapōturitia he 650-660 tāra US mō ia tana (CFR), he pikinga ake i te 10 tāra US mō ia tana mai i te utu o mua. I Taiwan, Haina, i whakapiki ake te China Steel Group i te utu o ngā pereti reo me te taumaha me ngā koiri hurihuri wera i tukuna i te marama o Poutū-te-rangi mā te NT $900-1200/tana (US $30-39.5/tana), ā, ko te utu o ngā koiri hurihuri matao me ngā koiri whakarewa wera mā te NT $600-1000/tana (US $20-33/tana). I kī ngā tāngata e pā ana ko te pikinga o te utu te take nui o te pikinga tonu o ngā utu rauemi mata, inā koa te pikinga o te rino mai i te US $2.75 ki te US $128.75 mō ia tana (CFR) i roto i te marama, me te pikinga o te waro kōkō o Ahitereiria mai i te US $80 mō ia tana ki te US $405 mō ia tana (FOB), nō reira he mea tika kia whakapiki ake i te utu. I te mutunga o Pēpuere, ko te utu kaweake toharite mō ngā pae maitai B500 12-25mm kua whakapōturitia o Haina he 625 tāra US/tana (FOB), he pikinga ake tēnei mā te 5 tāra US/tana mai i te utu o mua.
Ngā whanaungatanga hokohoko.I te 13 o Pēpuere, i kī te Komihana Ārai-Dumping o Indonesia ka arotakehia e rātou te paunga o te takoha ā-dumping mō ngā hihi-H me ngā hihi-I e ahu mai ana i Haina.
He rangahau poto:E ai ki te āhua o te mahi me te āhua taketake, tera pea ka piki haere tonu te mākete maitai o Āhia i te marama o Poutū-te-rangi.
Te mākete maitai o Ūropi:i piki tonu. Ko te taupū utu maitai paerewa o Steel House i te 134.5 ngā tohu i te rohe i piki ake mā te 0.8% (mai i te hekenga ki te pikinga) i ia marama, 3% (mai i te huihuinga) i ia marama, me te 18.8% (mai i te whakawhānui) i ia marama. (Tirohia te Pikitia 3)
Mō ngā rauemi papatahi,I piki ake te utu mākete i te hekenga. I Ūropi ki te Raki, ko te utu o mua o te wheketere mō te koiri rino hurihuri wera he 840 tāra/tana, he pikinga 20 tāra/tana mai i te utu o mua. Ko te utu o mua o te wheketere mō te pepa me te koiri hurihuri matao he 950 tāra US/tana, he rite tonu ki te utu o mua. Ko te pepa whakapūmau he 955 tāra/tana, he hekenga 10 tāra/tana mai i te utu o mua. E ai ki ngā purongo mākete, ko te utu o mua o te wheketere mō te koiri wera o te Nordic Steel Plant i Āperira me Mei he 800-820 euros/tana, kua piki ake mā te 30 euros/tana ki te utu o nāianei, engari ko te utu hinengaro o ngā kaihoko he 760-770 euros/tana anake. I kī ētahi mira rino kua kī ngā ota mō te koiri wera i te wā tuku o Āperira. E matapaetia ana e ngā kaiuru mākete ka piki ake te utu o te koiri wera i Ūropi i te marama o Poutū-te-rangi. Ko te take he pai te nuinga o ngā ota koiri wera i ngā mira rino Ūropi, ā, e whakapono ana rātou ka hiahiatia he whakakī anō mō ngā kaihoko i te marama o Poutū-te-rangi, ā, e pai ana ngā mira rino ki te whakapiki i ngā utu. Heoi, i kī ētahi kāore i tino piki ake te tono mō te taunga rererangi, ā, kāore he take e piki ake ai te utu. I te tonga o Ūropi, ko te utu o mua o te wheketere mō ngā rōra wera Itari he 769.4 euros/tēne, he pikinga 11.9 euros/tēne mai i te utu o mua. Ko te utu o mua o te wheketere mō te koiri wera me te rā tuku o te mira maitai Itari i te marama o Mei he 780-800 euros/tēne, he rite ki te utu taenga mai o te 800-820 euros/tēne, he pikinga 20 euros/tēne. I kī ētahi mira maitai he tino pai ngā ota koiri wera a ētahi kaihanga paipa i te wā tuku o Āperira, ā, i haere tonu te tumanako o te mākete. I te CIS, ko te utu kaweake o te koiri wera he 670-720 tāra US/tēne (FOB, Moana Pango), he 30 tāra US/tēne teitei ake i te utu o mua (FOB, Moana Pango). Ko te utu kaweake o te koiri matao he 780-820 tāra US/tana (FOB, Moana Pango), i piki ake hoki mā te 30 tāra US/tana (FOB, Moana Pango). I Türkiye, ko te utu kawemai o te koiri wera he 690-750 tāra/tana (CFR), he pikinga 10-40 tāra/tana. Ko te utu kaweake matua o ngā koiri wera mai i Haina ki Türkiye i te marama o Āperira he 700-710 tāra US/tana (CFR). Hei tāpiri, i kī a ArcelorMittal kua whakatikatikaina e ia te utu o ngā hua pereti me te koiri i roto i ngā rohe e rima o Ūropi i te marama o Mei ki te 20 euros/tana, ā, ko te utu hou koia tēnei: 820 euros/tana mō te pereti me te koiri hurihuri wera; 920 euros/tana mō te pepa hurihuri matao me te koiri; Ko te koiri maitai whakarewa wera he 940 euros/tana, ā, ko ngā utu i runga ake nei ko te utu taenga mai. He tumanakohanga ā-umanga anō kei reira. Ka whai ake anō hoki ētahi atu mira maitai i Ūropi i te pikinga o te utu.
Rakau roa:Kei te piki tonu ngā utu mākete. I Ūropi ki te Raki, ko te utu o ngā pae rino kua whakapōturi i mua i te wheketere he 765 tāra/tana, he rite tonu ki te utu o mua. I Türkiye, ko te utu kaweake o ngā pae rino kua whakapōturi he 740-755 tāra/tana (FOB), he 50-55 tāra/tana teitei ake i te utu o mua. Ko te utu kaweake o te tokotoko waea (te taumata whatunga waro iti) he 750-780 tāra US ia tāra (FOB), he pikinga 30-50 tāra US ia tāra. E ai ki ngā pūrongo ko te take matua mō ngā mira rino ki te whakapiki ake i te utu kaweake o ngā hua roa ko te hanga anō i te rohe āwhata i muri i te rū whenua ka tino whakanui ake i te tono ā-rohe mō ngā hua roa, ā, ka piki ake hoki te utu. Inaa, i muri i te rū whenua, i whakapiki ake ngā mira rino o Türkiye i ā rātou utu rebar ā-rohe: ko te utu wheketere ā-rohe mō te rebar he 885-900 tāra/tana, he pikinga 42-48 tāra/tana; Ko te utu ā-rohe o te rakau waea i hangaia i mua i te wheketere he 911-953 tāra/tana, he pikinga 51-58 tāra/tana.
He rangahau poto:E ai ki te āhuatanga o te mahi me te āhuatanga taketake, tera pea ka piki haere tonu te mākete maitai o Ūropi i te marama o Poutū-te-rangi.
Mākete maitai o Amerika: kua tino piki ake.Ko te taupū utu maitai paerewa o Steel House i te 177.6 ngā tohu i te rohe i piki ake mā te 3.7% i ia wiki (YoY), 2% i ia marama (YoY), me te 21.6% i ia marama (YoY). (Tirohia te Pikitia 4)
Mō ngā rauemi papatahi, kua piki ake te utu mākete.I te Hononga o Amerika, ko te utu o mua o te wheketere mō te pepa me te koiri hurihuri wera he 1051 tāra US/tana, he pikinga 114 tāra US/tana mai i te utu o mua. Ko te utu o mua o te wheketere mō te pepa me te koiri hurihuri matao he 1145 tāra US/tana, he pikinga 100 tāra US/tana. Ko te pereti waenga me te pereti taumaha he 1590 tāra US/tana, he rite tonu ki te utu o mua. Ko te whakawera wera he 1205 tāra US/tana, he pikinga 80 tāra US/tana. Whai muri i te pikinga o te utu turanga o ngā hua pereti mā te US $50/tana poto (US $55.13/tana) e Cleveland - Cleves, i panuitia hoki e te apiti o NLMK o Amerika te pikinga o te utu turanga o te koiri wera mā te US $50/tana poto. I kī ētahi o ngā kaimātakitaki mākete he tino pai ngā ota koiri wera i riro i te nuinga o ngā mira maitai o Amerika i te marama o Āperira me Mei, ā, kei te heke hoki te taonga i roto i te wheketere, nō reira he kaha te hiahia ki te whakapiki tonu i ngā utu. I Amerika ki te Tonga, ko te utu kawemai o te koiri wera he 690-730 tāra US/tana (CFR), he 5 tāra US/tana teitei ake i te utu o mua. Ko te utu kaweake matua mai i te koiri wera o Haina ki ngā whenua takutai moana o Amerika ki te Tonga he 690-710 tāra US/tana (CFR). Ko te utu kawemai o ētahi atu momo pereti i Amerika ki te Tonga: koiri makariri 730-770 tāra US/tana (CFR), he pikinga 10-20 tāra US/tana; ko te pepa whakarewa wera he 800-840 tāra US/tana (CFR), ko te pepa konumohe-konutea he 900-940 tāra US/tana (CFR), ā, ko te pereti matotoru-waenga he 720-740 tāra US/tana (CFR), he rite tonu ki te utu o mua.
Rakau roa:Ko te utu mākete he pumau tonu. I te Hononga o Amerika, ko te utu o mua o te wheketere mō ngā pae rino kua whakapōturitia he $995/tana, he rite tonu ki te utu o mua. Ko te utu kawemai mō te pae rino kua whakapōturitia he 965 tāra US/tana (CIF), ko te tokotoko waea mō te whatunga he 1160 tāra US/tana (CIF), ā, ko te maitai wāhanga iti he 1050 tāra US/tana (CIF), he rite tonu ki te utu o mua.
Ngā whanaungatanga hokohoko.I pānuitia e te Tari Tauhokohoko o te Hononga o Amerika kua whakatau rātou ki te whakatakoto i ngā takoha tauutuutu ki ngā pereti rahi pumau i Haina me Kōrea ki te Tonga, me te pupuri tonu i ngā reiti takoha tauutuutu o te 251% me te 4.31%, ka whai mana i te 15 o Pēpuere, 2023.
He rangahau poto:E ai ki te āhua o te mahi me te āhua taketake, tera pea ka kaha tonu te mākete maitai o Amerika i te marama o Poutū-te-rangi.
Wā tuku: Maehe-03-2023
