ʻO ka hoʻouka kaua ʻana iā Ukraine ʻo ia ka mea e kūʻai aku nā mea kūʻai kila me ka volatility kumukūʻai nui aʻe i nā mahina e hiki mai ana.Getty Images
I kēia manawa, ʻeleʻele nā ​​swans a pau. ʻO ka mua ka maʻi maʻi. Kaua i kēia manawa. ʻAʻole pono ʻoe i ka Steel Market Update (SMU) e hoʻomanaʻo iā ʻoe i ka ʻeha weliweli o ke kanaka i hana ai nā mea a pau.
Ua ʻōlelo au ma kahi hōʻike ma ka Tampa Steel Conference i ka waena o Pepeluali ua hoʻohana nui ʻia ka huaʻōlelo i ʻike ʻole ʻia. ʻO ka mea pōʻino, ua hewa wau.
He aha ka hopena i nā kumukūʻai kila? Ke nānā nei i hope i kahi mea a mākou i kākau ai i kekahi manawa i hala - manaʻo ʻia aia ma kahi galaxy ʻē aʻe i kēia manawa - ke hāʻule wikiwiki nei nā kumukūʻai, akā pilikia ke kākau e pili ana i kekahi mea no ka makaʻu a hiki i ka manawa i paʻi ʻia ai ka ʻatikala ua pau ia.
Pēlā nō i kēia manawa - koe naʻe ke pani ʻia ke kumukūʻai hāʻule e ke kumukūʻai piʻi. ʻO ka mua ma ka ʻaoʻao maka, i kēia manawa ma ka ʻaoʻao kila.
Mai lawe i kaʻu ʻōlelo no ia.E nīnau wale aku i nā mea hana kila ʻEulopa a i ʻole Turkish a i ʻole nā ​​​​mea hana kaʻa i ʻike ʻia i kēia manawa: nā hemahema a me ka hana ʻole ʻana ma muli o ke kiʻekiʻe o ke kumukūʻai uila a i ʻole ka hemahema o ka hoʻolako ʻana i nā mea kumu.
E ʻike mākou i ka hopena ma ʻAmelika ʻĀkau, akā e like me COVID, aia kahi lag. Malia paha i kahi liʻiliʻi no ka mea ʻaʻole pili kā mākou kaulahao lako iā Russia a me Ukraine e like me ʻEulopa.
ʻOiaʻiʻo, ua ʻike mua mākou i kekahi o kēia mau hopena kīkēkē. I ka wā i waiho ʻia ai kēia ʻatikala i ka waena o Malaki, ʻo kā mākou kumukūʻai HRC hou loa he $ 1,050 / t, piʻi $ 50 / t mai ka pule ma mua a me ka haki ʻana i kahi 6 mau mahina o nā kumukūʻai pālahalaha a hāʻule paha mai ka hoʻomaka ʻana o Kepakemapa (e nānā i ke kiʻi 1).
He aha ka mea i hoʻololi? Ua hoʻolaha ʻo Nucor i ka piʻi ʻana o ke kumukūʻai o $100/ton i ka hoʻomaka ʻana o Malaki ma hope o ka hoʻolaha ʻana i kahi piʻi hou ʻana o ke kumukūʻai he $50/ton i ka hopena o Pepeluali.
Ma keʻano o nā kiko'ī, ua hoʻopaʻa mākou i kekahi mau kālepa lōʻihi ma ke kumukūʻai "kahiko" ma mua o $ 900 / t. Ua lohe pū mākou i kekahi mau hana - ma mua o ka hoʻouka kauaʻana o nā pūʻali Lūkini iā ​​Ukraine - ma $ 800 / t. Keʻike nei mākou i nā loaʻa hou e like me $ 1,200 / t.
Pehea ʻoe e loaʻa ai kahi $300/ton a i $400/ton i hoʻolaha ʻia i hoʻokahi kau kumu kūʻai?
ʻIke ʻia nā mea hana metala e hauʻoli ana i ka haki ʻana i nā kumukūʻai kila, kahi i emi iho mai ka mahina ʻo Kepakemapa, akā ua loli nā mea a pau i ka wā i hoʻouka ai ʻo Russia iā Ukraine.Aguirre/Getty Images
ʻO ka mea pōʻino, ua maopopo loa ka pane i kēia nīnau: Ua hōʻea nā pūʻali Lūkini iā ​​Ukraine ma Pepeluali 24. Ua loaʻa iā mākou kahi kaua lōʻihi ma waena o ʻelua mau aupuni hana kila nui.
ʻO kahi wahi ma ka laina hoʻolako pili pili loa o ka US, Russia a me Ukraine he puaʻa.
ʻO kaʻoiaʻiʻo, ke kokoke mai nei ke kumukūʻai o ka hao puaʻa (a me ka slab) i ke kila i hoʻopau ʻia. Aia kekahi hemahema o nā ferroalloys, ʻaʻole wale nā ​​kumukūʻai metala ke piʻi nei. Pela nō nā kumukūʻai o ka aila, ke kinoea a me ka uila.
No ka manawa alakaʻi, ua emi iho lākou ma lalo o 4 pule i ka waena o Ianuali. Ua paʻa lākou a hiki i Pepeluali a hoʻomaka hou no ʻehā pule i ka lā Malaki 1. Ua lohe au ua wehe ʻia kekahi mau hale hana no ʻelima pule.
No ke aha e maopopo ai iaʻu? ʻO ka mua, ua piʻi nā kumukūʻai US mai ka mea kiʻekiʻe loa o ka honua a i ka haʻahaʻa. Eia kekahi, ua hoʻōki ka nui o nā kānaka i ke kūʻai ʻana i nā waiwai i lawe ʻia mai me ka manaʻo e hāʻule mau ana nā kumukūʻai kūloko a pōkole ka manawa hoʻouna.
ʻO kekahi mea e hoʻopakele ai, ʻaʻole i haʻahaʻa nā waihona e like me nā lā mua o ka maʻi maʻi i ka wā i piʻi ai ka noi (e ʻike i ke Kiʻi 2). - ke kumu e piʻi ai ke kumukūʻai kila.
No laila, e hāʻawi i kāu waihona i kahi puʻupuʻu nui. E hāʻawi paha iā ʻoe i kahi pale no ka manawa pōkole e kūʻē i ka volatility a mākou e alo ai i nā mahina ma mua.
ʻAʻole hiki ke hoʻokomo i ka SMU Steel Summit aʻe ma kāu kalena. ʻO ka Steel Summit, ʻo ʻAmelika Hui Pū ʻIa nui loa o ʻAmelika Hui Pū ʻIa a me ka hui kila, ua hoʻonohonoho ʻia no ʻAukake 22-24 ma Atlanta. Hiki iā ʻoe ke aʻo hou e pili ana i ka hanana ma aneʻi.
No ka ʻike hou aku e pili ana i ka SMU a i ʻole ke kau inoa ʻana no kahi kau inoa hoʻāʻo manuahi, e leka uila iā info@steelmarketupdate.
ʻO FABRICATOR ka mea alakaʻi o ʻAmelika ʻAmelika i ka hana metala a me ka ʻoihana hana.
I kēia manawa me ke komo piha ʻana i ka paʻi kikohoʻe o The FABRICATOR, hiki ke maʻalahi i nā kumuwaiwai waiwai waiwai.
Loaʻa ka paʻi kikohoʻe o The Tube & Pipe Journal i kēia manawa, e hāʻawi maʻalahi ana i nā kumuwaiwai waiwai waiwai.
E hauʻoli i ke komo piha i ka paʻi kikohoʻe o STAMPING Journal, e hāʻawi ana i nā holomua ʻenehana hou, nā hana maikaʻi loa a me nā nūhou ʻoihana no ka mākeke stamping metal.
I kēia manawa me ke komo piha ʻana i ka paʻi kikohoʻe o The Fabricator en Español, hiki ke maʻalahi i nā kumuwaiwai waiwai waiwai.