Imakethe yensimbi yase-Indonesia okwamanje ibona ukwenyuka okukhulu kwentengo. Njengoba iqhutshwa ukushoda kwezinto zokusetshenziswa kanye nokuphazamiseka kwezepolitiki, amanani e-HRC akhuphuke kakhulu ngo-Ephreli 13, 2026. Kodwa naphezu kwezipesheli ezinamandla zefektri, abathengi bayahlehla, okuholela ekumeni kwentengo emakethe.
Amanani e-HRC: Umhlangano Uyaqhubeka
Umfutho emakethe ye-HRC yase-Indonesia usalokhu uphakeme ngokungenakuphikwa. Izinkampani ezinkulu zokukhiqiza izitofu zokuqhuma ziphakamise ngenkani izingcaphuno zazo zokuthunyelwa kwesikhathi esizayo.
I-SAE 1006/SS400 (3mm):Izipesheli zamanje zokuthunyelwa kukaJulayi zizungeze u-$605/t CFR Jakarta/Surabaya.
I-SPHC (2mm):Izimboni zendawo zihlose ukuletha i-CFR engu-$640 kuya ku-$670/t ngoJuni nangoJulayi.
Ukuze sikubeke kahle lokhu, la mazinga amelela ukwenyuka okukhulu kusukela ekupheleni kukaMashi, lapho ukuthengiselana kwakusaqedwa khona$580/t CFREnyangeni edlule nje, maphakathi noMashi, imakethe yayihweba eduze$560/t CFRLokhu kukhula okusheshayo kugqamisa isimo semakethe "esishisayo", yize amanani aphezulu eholele ekwehleni okuphawulekayo kwenani langempela lokuthengiselana.
Imbangela Eyinhloko: Ukuntuleka Kwezinsika Zomhlaba Wonke
Ukuphazamiseka kochungechunge lokuphakelwa kwempahla kufihla isidingo sendawo njengembangela eyinhloko yamanani aphezulu. I-Indonesia ibhekene nobunzima obukhulu ngemuva kokulahlekelwa yizimpahla ezingeniswa e-Iran. Ngenxa yezingozi zezwe, lezi zinkontileka ezibalulekile zokuphakelwa kwempahla ziye zachithwa noma zamiswa, okuphoqa abakhiqizi ukuthi bafune ezinye izindlela.
Izinkomba Zemakethe Yezinhlayiya Eziyinhloko:
Ukunikezwa Kwendawo/Kwesifunda Okungaguquki:Njengoba i-Indonesia neVietnam zibiza u-$540/t nge-FOB, amanani entengo yesifunda asalokhu ephezulu, okuphazamisa abathengi bendawo.
Ushintsho Lokuthola Imithombo Yamasu:Ukushoda kuphoqele ukushintshwa okukhulu kwezinsiza zaseShayina ukuze kugcinwe imigqa yokukhiqiza isebenza.
Umthamo Ophezulu Wokubhuka:Umsebenzi wemakethe ukhuphuke kakhulu emkhakheni waseShayina, ngamathani angaphezu kuka-100,000 e-SPHC slabs atholakale ku-$471–$475/t uhla lwe-FOB—ukwenyuka okukhulu kusukela ekuqaleni kukaMashi.
Njengoba izindleko zokuthutha impahla zisuka eShayina ziya e-Indonesia okwamanje zimi ku-$28–$30/ngesikwele, izindleko zokufika phansi zama-slab aseShayina manje seziphezulu kakhulu kunamazinga abonwe ekuqaleni kukaMashi ($465/t CFR).
| Umkhiqizo kanye neBanga | Ichweba | 13 Ephreli | Ushintsho Lwansuku Zonke | Ushintsho Lwamasonto Onke |
| I-HRC(SS400) | I-Tianjin | 483 | 0 | 0 |
| I-CRC(I-SPCC) | I-Tianjin | 545 | 0 | -2 |
| I-HDG(DX51D) | I-Tianjin | 591 | 0 | 0 |
| Ipuleti(SS400B) | I-Tianjin | 495 | 0 | 0 |
| I-Rebar(B500B) | I-Zhangjiagang | 481 | -1 | -1 |
| Induku Yocingo(SAE1008) | I-Zhangjiagang | 511 | 0 | 0 |
| I-H-Beam (A36) | I-Tianjin | 543 | 0 | +2 |
Izitayela Zokuthumela Ngaphandle kanye Nombono Wesifunda
Nakuba amanani asekhaya enyuka, ukusebenza kwe-Indonesia ekuthumeleni kwamanye amazwe kubonakale kwehla okwesikhashana. Idatha yokuhweba ngoFebhuwari ikhombisa ukwehla okukhulu ngo-60.2% inyanga nenyanga kokuthunyelwa kwamanye amazwe kwe-HRC (amathani angu-131,000). Nakuba amanani ehlala ephakeme ngo-10.2% kunonyaka odlule, ukwehla okungazelelwe kwanyanga zonke kugqamisa umkhankaso wokupholisa ukuthunyelwa kwamanye amazwe. Izimboni zendawo cishe ziya emakethe yasekhaya ngenkathi zibhekana nobunzima obukhulayo bentela yemingcele ye-carbon ye-EU.
Umongo Obanzi WaseNingizimu-mpumalanga Asia
Izitayela zemakethe zase-Indonesia ziyingxenye yokwanda okukhulu kwezimboni esifundeni sase-ASEAN:
IPhilippines:I-SteelAsia isondela ekuqedeni umshini wayo wesigaba seBatangas, okuzoba uphawu lokuqala ngqa lokukhiqizwa kwensimbi yokwakha ezweni.
IVietnam:Isitimela sejubane eliphezulu saseHanoi-Quang Ninh saqala ukusebenza ngokusemthethweni ngomhlaka-12 Ephreli, okubonisa isidingo sesikhathi eside sengqalasizinda yesifunda.
IYurophu:Isitshalo saseMardyck sika-ArcelorMittal eFrance sisanda kukhipha ikhoyili yaso yokuqala yensimbi kagesi, isinyathelo esingathinta ukugeleza kwensimbi okusezingeni eliphezulu emhlabeni jikelele.
Isifinyezo Sabahlanganyeli Bemakethe
Umkhakha wensimbi wase-Indonesia okwamanje uchazwa ngokukhuphuka kwentengo okukhushulwa yizindleko. Ngenkathi "intengo yesitikha" ye-HRC iphezulu, uketshezi lwangempela lwemakethe luvivinywa ukuntuleka kwama-slab angabizi. Kubathengisi nabaphathi bokuthenga, amasonto azayo azoba isenzo sokulinganisela phakathi kokuthola ukudla kwaseShayina okubiza kakhulu nokulinda ukuzinza okungenzeka kwezokuthutha emhlabeni jikelele.
Ukuqonda Kwemakethe:Lindela amanani e-HRC ukuthi ahlale esekelwa kula mazinga aphezulu uma nje ukuntuleka kwe-slab kuqhubeka. Kodwa-ke, qaphela indlela engaba khona "yokulinda nokubona" evela kubasebenzisi bokugcina abangase bamelane namanani adlula uphawu lwe-$650/t.
| Umkhiqizo kanye neBanga | Isifunda | Ephreli 13 | Ushintsho Lwansuku Zonke | Ushintsho Lwamasonto Onke |
| Imfucumfucu(HMS1&2 80:20) | Ukungenisa iTurkey | 403 | 0 | +5 |
| I-Billet(3SP) | Ukungenisa eShayina | 458 | 0 | +5 |
| I-HRC(SS400) | Ukungenisa e-SE Asia | 496 | 0 | 0 |
| I-HRC(S235JR) | Imisebenzi Yangaphambilini ye-EU | 839 | +2 | 0 |
| I-Rebar(B500B) | Ukungenisa eHong Kong | 510 | 0
| +5 |
| I-Rebar(B500B) | Ukuthunyelwa KweTurkey | 598 | 0 | 0 |
| I-CRC(I-SPCC) | Ukuthunyelwa kwe-CIS | 585 | 0 | 0 |
Isikhathi sokuthunyelwe: Ephreli-15-2026
