Msika wa zitsulo wapadziko lonse unakwera mu February. Munthawi yopereka malipoti, chiŵerengero cha mitengo ya zitsulo padziko lonse cha Steel House pa mapointi 141.4 chinakwera ndi 1.3% (kuchokera pakutsika mpaka kukwera) sabata iliyonse, 1.6% (monga kale) mwezi uliwonse, ndi 18.4% (monga kale) mwezi uliwonse. Pakati pawo, chiŵerengero cha zinthu zosanjikiza chinali mapointi 136.5, kukwera ndi 2.2% sabata iliyonse (kukwera kunakulitsidwa); chiŵerengero cha mitengo yayitali chinali mapointi 148.4, kukwera ndi 0.2% sabata iliyonse (kukwera mpaka kukwera); chiŵerengero cha ku Asia chinali mapointi 138.8, kukwera ndi 0.4% (kukwera mpaka kukwera) mwezi uliwonse. Ku Asia, chiŵerengero cha ku China chinali mapointi 132.4, kukwera ndi 0.8% (kukwera mpaka kukwera); chiŵerengero cha ku America chinali mapointi 177.6, kukwera ndi 3.7% mwezi uliwonse (kukwera kunakulitsidwa); Chiwerengero cha ku Ulaya chinali chokwera ndi mapointi 134.5 ndi 0.8% (kuchokera pansi mpaka pamwamba).
Pambuyo pokonza mwachidule, mtengo wachitsulo padziko lonse lapansi unabwereranso kukwera kwake, zomwe zikutsimikizira zomwe zidanenedweratu kale. Kuchokera pamalingaliro oyambira, misika m'madera onse nthawi zambiri ikukwera, zomwe zimapatsa makampani chiyembekezo chomwe sichikwanira. Kuchokera pamalingaliro a njira yogwirira ntchito, zomwe zimachitika pambuyo pa kuphatikizana ndi kusonkhanitsa ma relay zitha kukhala zamphamvu kwambiri. Makamaka pansi pa kufunikira kwachitsulo "chowawa" chobwezeretsa pambuyo pa mliri, kumanganso pambuyo pa masoka ndi kuchepetsa kupezeka, msika ungapitirire, ndipo malo okwera pang'onopang'ono angawonetsedwe posachedwa.
Malinga ndi momwe zinthu zikuyendera komanso momwe zinthu zilili, msika wapadziko lonse wa zitsulo ukhoza kupitirira kusinthasintha ndikukwera mu Marichi. (Onani Chithunzi 1)
Kupanga zitsulo padziko lonse lapansi m'mwezi woyamba: kunachepa ndi 3.3%;Kupatula China Mainland, idatsika ndi 9.3%. Malinga ndi deta ya World Steel Association, mu Januwale 2023, kutulutsa kwa chitsulo chosakonzedwa m'maiko akuluakulu 64 ndi madera omwe adaphatikizidwa mu ziwerengero za World Steel Association kunali matani 145 miliyoni, kutsika ndi 3.3% pachaka, ndi kutsika kwa matani 4.95 miliyoni; Kupanga kwa chitsulo padziko lonse lapansi (kupatula China Mainland) kudafika matani 65.8 miliyoni, kutsika ndi 9.3% pachaka, ndipo kutulutsa kudatsika ndi matani 6.72 miliyoni.
ArcelorMittal akukonzekera kuyambitsanso ng'anjo yoyaka moto ku fakitale yachitsulo yaku France.ArcelorMittal adati chifukwa cha kukwera kwa mitengo ya ma plate aku Europe komanso kusintha kwa makampani opanga magalimoto aku Europe m'miyezi ikubwerayi, adaganiza zoyambitsanso uvuni wachiwiri wophulika wa fakitale yachitsulo ya ku France ya Binhai Foss Steel Plant mu Epulo.
POSCO ikukonzekera kumanga matani 2.5 miliyoni a zitofu zamagetsi.POSCO ikukonzekera kuyika ndalama zokwana 600 biliyoni kuti imange ng'anjo yatsopano yamagetsi ndi zida zothandizira zomwe zimabala matani 2.5 miliyoni a chitsulo chosungunuka pachaka ku fakitale yake yachitsulo ya Guangyang.
Kampani ya JFE Steel ya ku Japan yapitiriza kupanga zitsulo zamagetsi zambiri.Kampani ya JFE Steel yati mzere watsopano wopanga chitsulo cha nyumba yake yosungiramo zinthu udzayamba kupangidwa mu theka loyamba la chaka chachuma cha 2024, pomwe kupanga chitsulo chamagetsi chosagwiritsa ntchito magetsi kudzawirikiza kawiri. Akuluakulu a JFE ati akukonzekeranso kuyika ndalama zokwana 50 biliyoni yen mu 2026 kuti apititse patsogolo mphamvu yachitsulo chamagetsi cha nyumba yosungiramo zinthu.
Kuyambiranso kwachuma mwachangu kuposa momwe ankayembekezera kunakweza mitengo ya zitsulo zachitsulo.Goldman Sachs adati kukwera kwaposachedwa kwa mitengo ya zitsulo zachitsulo kudachitika makamaka chifukwa cha kusintha kwa ogulitsa kuti ayambenso kugulitsa zinthu mwachangu kuposa momwe amayembekezera. Goldman Sachs adatinso amalonda ayenera kukonzekera kukwera kwa mitengo ya zitsulo zachitsulo mu kotala lachiwiri la 2023.
Miyala yachitsulo yapamwamba kwambiri ya Anglo American ku South Africa inawonjezeka kwambiri.Kunba Iron Mine, kampani yothandizana ndi kampani ya Anglo American ku South Africa, inati mavuto a sitima ndi doko akulepheretsa kunyamula zitsulo zachitsulo, zomwe zapangitsa kuti kampaniyo ikule kwambiri. Pofika pa Disembala 31, zitsulo zachitsulo zawonjezeka kuchoka pa matani 6.1 miliyoni nthawi yomweyi chaka chatha kufika pa matani 7.8 miliyoni.
BHP Billiton ali ndi chiyembekezo pa chiyembekezo cha kufunikira kwa zinthu.BHP Billiton yati ngakhale phindu lake mu theka loyamba la chaka chachuma cha 2023 (kuyambira kumapeto kwa Disembala 2022) linali lotsika kuposa momwe amayembekezera, inali ndi chiyembekezo cha chiyembekezo cha kufunikira kwa chaka chachuma cha 2024.
FMG inalimbikitsa kukwezedwa kwa pulojekiti yachitsulo ya Belinga ku Gabon.FMG Group ndi Gabonese Republic asayina mgwirizano wa migodi wa polojekiti yachitsulo ya Belinga ku Gabon. Malinga ndi Msonkhanowu, Belinga Project iyamba kukumba mu theka lachiwiri la chaka cha 2023 ndipo ikuyembekezeka kukhala imodzi mwa malo akuluakulu opangira miyala yachitsulo padziko lonse lapansi.
Nippon Iron idzayika ndalama zambiri m'makampani amigodi aku Canada.Nippon Iron yati idzayika ndalama zokwana 110 biliyoni yen (pafupifupi 5.6 biliyoni yuan) m'makampani opanga malasha osaphika aku Canada kuti apeze magawo ofanana 10%. Nthawi yomweyo, khazikitsani ndikuchepetsa mpweya wa carbon dioxide popanga zitsulo pogwiritsa ntchito ufulu ndi zofuna za malasha osaphika apamwamba.
Mtengo wofunikira wa miyala yachitsulo ya Rio Tinto ndi US $21.0-22.5/tani yonyowa.Rio Tinto yatulutsa lipoti lake la zachuma la 2022, ponena kuti phindu la Rio Tinto Group lisanapereke chiwongola dzanja, msonkho, kuchepa kwa mtengo ndi kubweza ngongole mu 2022 linali USD 26.3 biliyoni, kutsika ndi 30% pachaka; Cholinga chotsogolera pakupanga chitsulo mu 2023 ndi matani 320-335 miliyoni, ndipo cholinga chotsogolera pamtengo wachitsulo ndi madola 21.0-22.5 pa tani imodzi.
Dziko la South Korea lakhazikitsa thumba la ndalama zochepetsera mpweya woipa kuti lithandize makampani opanga zitsulo m'dzikomo kuchotsa mpweya woipa woipa.Unduna wa Zamalonda, Mafakitale ndi Mphamvu ku Republic of Korea unati udzakhazikitsa ndalama zokwana 150 biliyoni won (pafupifupi 116.9 miliyoni madola aku US) zothandizira opanga zitsulo zapakhomo pochotsa mpweya woipa pakupanga zitsulo.
Vale ikuthandiza kukhazikitsidwa kwa labotale yopangira zitsulo zotsika mpweya ndi haidrojeni ku Central South University.Vale adati ipereka $5.81 miliyoni kuti ithandizire labotale yatsopano yachitsulo chotsika mpweya ndi hydrogen ("labotale yatsopano") ya Central South University. Labotale yatsopanoyi ikuyembekezeka kugwiritsidwa ntchito mu theka lachiwiri la 2023, ndipo idzakhala yotseguka kwa ofufuza onse asayansi m'mafakitale a migodi ndi zitsulo.
Msika wa zitsulo ku Asia: wokhazikika komanso wokwera.Mtengo wa zitsulo wa Steel House pa mfundo 138.8 m'derali wakwera ndi 0.4% mwezi uliwonse (YoY), 0.6% mwezi uliwonse (YoY) ndi 16.6% mwezi uliwonse (YoY). (Onani Chithunzi 2)
Malinga ndizipangizo zosalala,Mtengo wamsika ukukwera kwambiri. Ku India, ArcelorMittal Nippon Steel India (AM/NS India) ndi JSW Steel onse adakweza mtengo wa hot coil ndi cold coil ndi INR 500/ton (US $6/ton), zomwe zidayamba kugwira ntchito pa February 20 ndi February 22, motsatana. Pambuyo pa kusintha kwa mtengo, mtengo wa hot roll (2.5-8mm, IS 2062) ndi 60000 rupees/ton ($724/ton) EXY Mumbai, cold roll (0.9mm, IS 513 Gr O) ndi 67000 rupees/ton ($809/ton) EXY Mumbai, ndipo medium plate (E250, 20-40mm) ndi 67500 rupees/ton ($817/ton) EXY Mumbai, zonse zomwe sizikuphatikiza 18% GST. Ku Vietnam, mtengo wolowera kunja wa hot coil ndi 670-685 US dollars/ton (CFR), womwe ndi wofanana ndi mtengo wakale. Hejing Iron and Steel yalengeza kuti ikweza mtengo wa hot coil wapakhomo pa nthawi yotumizira mu Epulo ndi $60/tani. Pambuyo pa kusintha kwa mtengo, mtengo wake ndi: kutsitsa SAE1006 hot coil $699/tani (CIF), SAE1006 hot coil yosatsitsa ndi SS400 hot coil $694/tani (CIF). Ku United Arab Emirates, mtengo wowunikira wa hot coil wotumizidwa kunja ndi 680-740 US dollars/ton (CFR), womwe ndi wofanana ndi mtengo wakale. Malinga ndi nkhani zamsika, hot roll yaku China ndi 680-690 dollars/ton (CFR), ndipo hot roll yaku India ndi 720-750 dollars/ton (CFR). Mtengo wolowera kunja wa coil wozizira ku United Arab Emirates unali 740-760 US dollars/ton (CFR), kukwera ndi 10-40 US dollars/ton. Mtengo wogulira zinthu kuchokera kunja kwa pepala lokhala ndi ma galvanized lotentha ndi madola 870-960 aku US/tani (CFR), zomwe ndi zofanana ndi mtengo wakale. Kumapeto kwa mwezi wa February, mtengo wapakati wogulira zinthu kuchokera kunja kwa SS400 3-12mm ku China unali madola 650 aku US/tani (FOB), kukwera ndi madola 15 aku US/tani kuchokera pa mtengo wakale. Mtengo wapakati wogulira zinthu kuchokera kunja kwa SPCC 1.0mm cold rolled sheet ndi coil unali madola 705/tani (FOB), kukwera ndi madola 5/tani. DX51D+Z 1.0mm hot-dip galvanized coil unali madola 775 aku US/tani (FOB), kukwera ndi madola 10 aku US/tani.
Malinga ndimatabwa aatali: mtengo wamsika ndi wokhazikika ndipo ukukwera.Ku United Arab Emirates, mtengo wogulira zinthu zogulitsa zinthu zogulitsa ndi madola aku US 622-641 pa tani (CFR), womwe ndi wofanana ndi mtengo wakale. Mtengo wogulira zinthu zogulitsa ... Ku Singapore, mtengo wogulira zitsulo zopindika ndi madola aku US 650-660 pa tani (CFR), kukwera ndi madola aku US 10 pa tani kuchokera pa mtengo wakale. Ku Taiwan, China, China Steel Group idakweza mtengo wa mbale zapakati ndi zolemera komanso ma coil otentha opindika omwe adaperekedwa mu Marichi ndi NT $900-1200/tani (US $30-39.5/tani), ndi mtengo wa ma coil ozizira opindika ndi ma coil otentha opindika ndi NT $600-1000/tani (US $20-33/tani). Anthu oyenerera adati kukwera kwa mitengo kudachitika makamaka chifukwa cha kukwera kosalekeza kwa mitengo ya zinthu zopangira, makamaka kukwera kwa chitsulo kuchokera ku US $2.75 kufika ku US $128.75 pa tani (CFR) pamwezi, komanso kukwera kwa malasha aku Australia ophikira kuchokera ku US $80 pa tani kufika ku US $405 pa tani (FOB), kotero kukwera kwa mtengo kunali kofunikira. Kumapeto kwa mwezi wa February, mtengo wapakati wotumizira kunja kwa zitsulo zopunduka za B500 ku China unali madola 625 aku US/ton (FOB), zomwe zinakwera ndi madola 5 aku US/ton kuchokera pamtengo wakale.
Maubwenzi amalonda.Pa 13 February, bungwe loona za kutayira zinthu ku Indonesia linati lidzawunikanso nthawi yomwe ntchito yotayira zinthu ku China inali yotha.
Kafukufuku wachidule:Malinga ndi momwe zinthu zilili komanso momwe zinthu zilili, msika wa zitsulo ku Asia mu Marichi ukhoza kupitirira kusinthasintha ndikukwera.
Msika wa zitsulo ku Ulaya:idapitilira kukwera. Chiyerekezo cha mitengo yachitsulo cha Steel House pa mfundo 134.5 m'derali chinakwera ndi 0.8% (kuchokera pakutsika mpaka kukwera) mwezi ndi mwezi, 3% (kuchokera pakulumikizana) mwezi ndi mwezi, ndi 18.8% (kuchokera pakukulitsa) mwezi ndi mwezi. (Onani Chithunzi 3)
Ponena za zipangizo zosalala,Mtengo wamsika unakwera kwambiri kuposa kutsika. Kumpoto kwa Europe, mtengo wakale wa coil yachitsulo chotenthedwa ndi kutentha ndi madola 840/tani, kukwera ndi madola 20/tani kuchokera pamtengo wakale. Mtengo wakale wa coil yotenthedwa ndi kuzizira ndi madola 950 aku US/tani, zomwe ndi zofanana ndi mtengo wakale. Coil ya galvanized ndi madola 955/tani, kutsika ndi madola 10/tani kuchokera pamtengo wakale. Malinga ndi nkhani zamsika, mtengo wakale wa coil yotenthedwa ya Nordic Steel Plant mu Epulo ndi Meyi ndi ma euro 800-820/tani, zomwe zawonjezeka ndi ma euro 30/tani poyerekeza ndi mtengo wapano, koma mtengo wamaganizo wa ogula ndi ma euro 760-770/tani okha. Makampani ena opanga zitsulo adati maoda a coil yotenthedwa mu Epulo nthawi yotumizira anali odzaza. Omwe akutenga nawo mbali pamsika akuyembekeza kuti mtengo wa coil yotenthedwa ku Europe udzakwera pang'ono mu Marichi. Chifukwa chake ndikuti maoda a coil yotenthedwa m'mafakitale achitsulo aku Europe nthawi zambiri amakhala abwino, ndipo amakhulupirira kuti ogula adzakhala ndi kufunikira kowonjezera mu Marichi, ndipo mafakitale achitsulo ali okonzeka kukweza mitengo. Komabe, anthu ena anati kufunika kwa terminal sikunakwere kwambiri, ndipo panalibe chifukwa choti mtengo ukwere kwambiri. Kum'mwera kwa Europe, mtengo wakale wa ma hot rolls aku Italy unali 769.4 euros/ton, kukwera ndi 11.9 euros/ton kuchokera pamtengo wakale. Mtengo wakale wa hot coil ku fakitale ndi tsiku lotumizira chitsulo cha ku Italy mu Meyi ndi 780-800 euros/ton, zomwe zikufanana ndi mtengo wofika wa 800-820 euros/ton, kukwera ndi 20 euros/ton. Makampani ena opanga zitsulo adati maoda a hot coil a opanga mapaipi ena mu Epulo anali abwino kwambiri, ndipo msika unapitiliza kukhala wabwino. Mu CIS, mtengo wotumizira kunja wa hot coil ndi 670-720 US dollars/ton (FOB, Black Sea), womwe ndi wokwera ndi 30 US dollars/ton kuposa mtengo wakale (FOB, Black Sea). Mtengo wotumizira kunja wa coil yozizira unali madola 780-820 aku US/tani (FOB, Black Sea), womwe unakweranso ndi madola 30 aku US/tani (FOB, Black Sea). Ku Türkiye, mtengo wotumizira kunja wa coil yotentha ndi madola 690-750/tani (CFR), kukwera ndi madola 10-40/tani. Mtengo wotumizira kunja wa coil yotentha kuchokera ku China kupita ku Türkiye mu Epulo ndi madola 700-710 aku US/tani (CFR). Kuphatikiza apo, ArcelorMittal yalengeza kuti yasintha mtengo wa zinthu za mbale ndi coil m'madera asanu aku Europe mu Meyi kufika pa ma euro 20/tani, ndipo mtengo watsopano unali makamaka: ma euro 820/tani wa mbale yozungulira yotentha ndi coil; ma euro 920/tani wa pepala lozungulira lozizira ndi coil; coil yachitsulo yotenthedwa ndi galvanized ndi ma euro 940/tani, ndipo mitengo yomwe ili pamwambapa ndi mtengo wofika. Pali ziyembekezo zamakampani. Mafakitale ena opangira zitsulo ku Europe nawonso atsatira kukwera kwa mitengo.
Matabwa aatali:Mitengo yamsika ikupitirira kukwera. Kumpoto kwa Europe, mtengo wakale wa zitsulo zopindika zomwe zinali ku fakitale ndi madola 765/tani, zomwe ndi zofanana ndi mtengo wakale. Ku Türkiye, mtengo wogulitsa kunja wa zitsulo zopindika zomwe zinali ku fakitale ndi madola 740-755/tani (FOB), zomwe ndi zokwera ndi madola 50-55/tani kuposa mtengo wakale. Mtengo wogulitsa kunja wa waya (low carbon network grade) unali madola 750-780 aku US pa tani (FOB), kukwera ndi madola 30-50 aku US pa tani. Akuti chifukwa chachikulu chomwe mafakitale achitsulo awonjezere mtengo wogulitsa kunja wa zinthu zazitali ndikuti kukonzanso malo omwe akhudzidwa ndi ngozi pambuyo pa chivomerezi kudzawonjezera kufunikira kwa zinthu zazitali m'nyumba, komanso kudzakweza mtengo. Ndipotu, pambuyo pa chivomerezi, mafakitale achitsulo a ku Türkiye nthawi zambiri adakweza mitengo yawo ya rebar m'nyumba: mtengo wa fakitale ya rebar m'nyumba unali madola 885-900/tani, kukwera ndi madola 42-48/tani; Mtengo wa waya womwe unkagwiritsidwa ntchito ku fakitale unali pakati pa madola 911-953 pa tani, womwe unakwera ndi madola 51-58 pa tani.
Kafukufuku wachidule:Malinga ndi momwe zinthu zilili komanso momwe zinthu zilili, msika wa zitsulo ku Ulaya mu Marichi ukhoza kupitirira kusinthasintha ndikukwera.
Msika wa zitsulo ku America: wawonjezeka kwambiri.Mtengo wa zitsulo wa Steel House pa mfundo 177.6 m'derali wakwera ndi 3.7% mwezi uliwonse (YoY), 2% mwezi uliwonse (YoY), ndi 21.6% mwezi uliwonse (YoY). (Onani Chithunzi 4)
Ponena za zipangizo zosalala, mtengo wamsika wakwera kwambiri.Ku United States, mtengo wakale wa pepala lopindidwa ndi coil lotenthedwa ndi fakitale ndi madola 1051 aku US/tani, kukwera ndi madola 114 aku US/tani kuchokera pa mtengo wakale. Mtengo wakale wa pepala lopindidwa ndi coil lotenthedwa ndi fakitale unali madola 1145 aku US/tani, kukwera ndi madola 100 aku US/tani. Mbale yapakati ndi yolemera ndi madola 1590 aku US/tani, zomwe ndi zofanana ndi mtengo wakale. Kutenthetsa kwa galvanizing kunali madola 1205 aku US/tani, kukwera ndi madola 80 aku US/tani. Pambuyo pa kukwera kwa mtengo woyambira wa zinthu za mbale ndi madola 50 aku US/tani yochepa (US $55.13/tani) ndi Cleveland - Cleves, kampani yothandizana ndi NLMK ku US, yalengezanso kukwera kwa mtengo woyambira wa pepala lotenthedwa ndi madola 50 aku US/tani yochepa. Anthu ena odziwa bwino msika adati maoda a hot coil omwe amalandiridwa ndi makampani ambiri opanga zitsulo aku America mu Epulo ndi Meyi ndi abwino kwambiri, ndipo zinthu zomwe zili mufakitaleyi zikuchepanso, kotero kufunitsitsa kupitiriza kukweza mitengo kuli kolimba. Ku South America, mtengo wotumizira kunja kwa hot coil ndi madola aku US 690-730/tani (CFR), zomwe ndi zokwera ndi madola aku US 5/tani kuposa mtengo wakale. Mtengo waukulu wotumizira kunja kuchokera ku hot roll yaku China kupita kumayiko a m'mphepete mwa nyanja ya Pacific ku South America ndi madola aku US 690-710/tani (CFR). Mtengo wotumizira kunja kwa mitundu ina ya mbale ku South America: coil yozizira 730-770/tani (CFR), kukwera ndi madola aku US 10-20/tani; Hot-dip galvanized sheet ndi madola aku US 800-840/tani (CFR), aluminiyamu-zinc sheet ndi madola aku US 900-940/tani (CFR), ndipo mbale yokhuthala yapakatikati ndi madola aku US 720-740/tani (CFR), zomwe zili pafupifupi zofanana ndi mtengo wakale.
Matabwa aatali:Mtengo wamsika nthawi zambiri umakhala wokhazikika. Ku United States, mtengo wakale wa zitsulo zopindika ndi $995/tani, zomwe ndi zofanana ndi mtengo wakale. Mtengo wolowera kunja wa zitsulo zopindika ndi madola 965 aku US/tani (CIF), waya wa netiweki ndi madola 1160 aku US/tani (CIF), ndipo chitsulo chaching'ono ndi madola 1050 aku US/tani (CIF), zomwe ndi zofanana ndi mtengo wakale.
Maubwenzi amalonda.Dipatimenti ya Zamalonda ku United States yalengeza kuti yaganiza zokhazikitsa msonkho wotsutsana ndi ma plates okhazikika ku China ndi South Korea ndikusunga msonkho wotsutsana ndi 251% ndi 4.31%, womwe udzayamba kugwira ntchito pa February 15, 2023.
Kafukufuku wachidule:Malinga ndi momwe zinthu zilili komanso momwe zinthu zilili, msika wa zitsulo ku America ukhoza kupitilira kukhala wamphamvu mu Marichi.
Nthawi yotumizira: Mar-03-2023
