Kupinda kweUkraine kunoreva kuti vatengi vesimbi vachafanira kutarisana nekusagadzikana kwemitengo mumwedzi iri kuuya.Getty Images
Zvino zvinoita sekuti mhashu dzose dzakasviba. Chekutanga idenda. Hondo ikozvino. Hauchada Simbi Market Update (SMU) kuti ikuyeuchidze nezvekutambudzika kunotyisa kwevanhu kwakakonzerwa nemunhu wese.
Ndakataura mumharidzo paTampa Steel Conference pakati paKukadzi kuti izwi risati ramboitika rinoshandiswa zvakanyanyisa.Sezvineiwo, ndakanganisa.Kugadzira kungangove kwakakunda iyo yakaipisisa yeCOVID-19 denda, asi mhedzisiro yehondo muUkraine inogona kurova misika senge denda.
Chii chiri kukanganisa mitengo yesimbi? Tichitarisa kumashure pane chimwe chinhu chatakanyora nguva yakare — zvinoita sekunge chiri mune rimwe boka renyeredzi izvozvi — mitengo iri kuderera nekukurumidza, asi zvine njodzi kunyora pamusoro pechinhu chero chipi zvacho nekutya kuti panozoburitswa chinyorwa chave chekare.
Izvo zvakafanana ndezvechokwadi ikozvino - kunze kwekuti mutengo unowira unotsiviwa nemutengo unokwira.Kutanga pane zvakasvibiswa, ikozvino zvakare padivi resimbi.
Usatora shoko rangu nokuda kwaro.Ingobvunza vagadziri vesimbi veEurope kana veTurkey kana vagadziri vemotokari zvavanoona iye zvino: kuperevedza uye kunonoka nekuda kwemari yakawandisa yemagetsi kana kushayikwa kwekupa kwezvinhu zvinokosha.Nemamwe mazwi, kuwanikwa kuri kuva chinhu chinonyanya kukosha, asi mutengo muEurope neTurkey chinhu chechipiri.
Tichaona maitiro muNorth America, asi seCCIDID, pane zvishoma.
Kutaura zvazviri, takatoona zvimwe zvezviya zvinogogodza.Pakatumirwa chinyorwa ichi pakati paKurume, mutengo wedu wazvino weHRC waive $1,050/t, uchikwira $50/t kubva pasvondo rapfuura uye kutyora 6-mwedzi wemitengo yakadzika kana inodonha kubva kutanga kwaGunyana kutevedzana (ona Mufananidzo 1).
Chii chachinja?Nucor yakazivisa kuwedzera kwemutengo we $100/ton mukutanga kwaKurume mushure mekuzivisa kumwe kuwedzera kwemutengo kwemadhora makumi mashanu/tani mukupera kwaFebruary.Mamwe magiyo akatevera pachena kana kukwidza mitengo chinyararire pasina tsamba yepamutemo kuvatengi.
Nezvekutaurwa, takarekodha zvimwe zvekutengesa pamutengo we "yekare" usati wasimudza we $ 900 / t. Takatonzwa nezve mamwe madhiri - mauto eRussia asati apinda muUkraine - pamadhora mazana masere / t.Tiri kuona budiriro nyowani inosvika $1,200/t.
Ungave sei ne$300/ton kusvika ku $400/ton yakapararira muchikamu chimwe chemitengo?Ko musika mumwechetewo wakanyomba kukwira kwemutengo weCleveland-Cliffs'$50/tani musi waKukadzi 21 wakatora Nucor zvakakomba mavhiki maviri gare gare?
Vagadziri vesimbi vanoita sevari kunakidzwa nekuputika kwemitengo yesimbi, iyo yanga ichidzika kubva munaGunyana, asi zvese zvakachinja apo Russia yakapinda muUkraine.Aguirre/Getty Images
Sezvineiwo, mhinduro kumubvunzo uyu yakanyatsojeka: Mauto eRussia akapinda muUkraine muna Kukadzi 24. Iye zvino tine hondo yakareba pakati pemarudzi maviri anokosha anogadzira simbi.
Imwe nzvimbo mune yakanyatsopindirana yekugovera cheni yeUS, Russia neUkraine inguruve iron.EAF mapepa ezvigayo muNorth America, kufanana neaya muTurkey, anovimba zvakanyanya neakaderera-phosphorus nguruve simbi kubva kuUkraine neRussia.The chete imwe iri pedyo-nguva sarudzo iBrazil.Nenguruve simbi ishoma, mitengo yakakwira nekukurumidza zvekuti ndinozeza kutaura nhamba idzi pano dzinenge dzapera.
Kutaura zvazviri, mutengo wesimbi yenguruve (uye slab) inoswedera pedyo nesimbi yakapedzwa.Kunewo kushayikwa kweferroalloys, uye haisi kungova nemitengo yesimbi iri kuwedzera.Izvo zvakafanana zvinoenda kumatengo emafuta, gasi uye magetsi.
Kana dziri nguva dzekutungamira, dzakadonha kusvika pasi pemavhiki e4 pakati paJanuary. Vakabata kusvika February uye vakaputika zvakare kwemavhiki mana musi waMarch 1. Ndakanzwa munguva pfupi yapfuura kuti mamwe mafekitari ave akazaruka kwemavhiki mashanu. Handingashamisi kana nguva dzekutumira dzichiramba dzichitambanudzwa sezvo makambani anopinda zvakare mumusika kuti atenge.
Sei ndiine chokwadi?Chokutanga, mitengo yeUS yakabva kumusoro-soro munyika kuenda kune yakaderera.Uyewo, vanhu vakanyanya kurega kutenga zvinhu zvinobva kunze kwenyika vachifungidzira kuti mitengo yemumba icharamba ichidonha uye nguva dzekutumira dzinoramba dziri pfupi.Izvi zvinoreva kuti pamwe hapazove nezvakawanda zvekuwedzera.Ko kana US yakatanga kutumira simbi kunze kwenyika?Mwedzi wapfuura, ichi chaive chinhu chinonakidza chave kuitika munguva refu.
Imwe nyasha dzinoponesa ndedzekuti zvinyorwa hazvina kuderera sezvazvaive mumazuva ekutanga edenda apo kudiwa kwakatorwa (ona Mufananidzo 2) Takabva pamazuva angangoita makumi matanhatu nemashanu pakupera kwegore rapfuura (pamusoro) kusvika kumazuva angangoita makumi mashanu neshanu munguva pfupi yapfuura. zvichiita kuti mitengo yesimbi ikwire.
Saka ipa zvinhu zvako hug huru. Zvinogona kukupa chidziviriro chechinguvana pakusagadzikana kwatingazosangana nako mumwedzi iri mberi.
Kwakasira kuisa SMU Steel Summit inotevera pakarenda yako.The Steel Summit, North America hombe pagore flat flat and steel gathering, yakarongerwa Nyamavhuvhu 22-24 muAtlanta.Unogona kudzidza zvakawanda nezvechiitiko pano.
Kuti uwane rumwe ruzivo nezve SMU kana kusaina kune yemahara bvunzo kunyoreswa, ndapota email info@steelmarketupdate.
FABRICATOR ndiyo magazini inotungamira kuNorth America kugadzira simbi nekugadzira. Magazini iyi inopa nhau, zvinyorwa zvehunyanzvi uye nhoroondo dzenyaya dzinogonesa vanogadzira kuita mabasa avo nemazvo.FABRICATOR yagara ichishandira indasitiri kubva 1970.
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