Kasuwar karafa ta duniya ta tashi a watan Fabrairu. A lokacin rahoton, ma'aunin farashin karfe na duniya na Gidan Karfe a maki 141.4 ya tashi da kashi 1.3% (daga raguwar tashi) a mako-mako, 1.6% (daidai da a da) a wata-wata, da 18.4 % (kamar yadda ya gabata) akan wata-wata. Daga cikin su, ma'auni na kayan lebur ya kasance maki 136.5, sama da 2.2% akan mako-mako (an haɓaka haɓaka); Matsakaicin tsayin katako shine maki 148.4, sama da 0.2% akan mako-mako (daga ƙasa zuwa sama); Fihirisar Asiya ta kasance maki 138.8, sama da 0.4% (daga ƙasa zuwa sama) a kowane mako. A Asiya, ma'aunin China ya kasance maki 132.4, sama da 0.8% (daga ƙasa zuwa sama); Ma'auni na Amurka shine maki 177.6, sama da 3.7% akan kowane mako-mako (ƙara fadada); Ƙididdigar Turai ta kasance maki 134.5 mafi girma da 0.8% (daga ƙasa zuwa sama).
Bayan gyare-gyare na ɗan gajeren lokaci, farashin ƙarfe na duniya ya dawo da haɓakarsa, wanda ke tabbatar da hasashen da ya gabata. Daga mahimmin ra'ayi, kasuwanni a duk yankuna gabaɗaya suna tashi, wanda ke ba masana'antar tsammanin da bai isa ba. Daga mahangar dabaru na aiki, abin da ke faruwa bayan haɓakawar relay da tarawa na iya zama mafi muni. Musamman a ƙarƙashin buƙatar "ɗaucin" karfe na farfadowa bayan annoba, sake ginawa bayan bala'i da rage wadata, kasuwa na iya ci gaba, kuma za a iya nuna babban matsayi a nan gaba.
Dangane da yanayin ci gaba da yanayin asali, kasuwar karafa ta duniya na iya ci gaba da canzawa da tashi a cikin Maris. (Duba Hoto na 1)
Ƙarfe na duniya a cikin watan farko: ya ragu da 3.3%;Ban da babban yankin kasar Sin, ya ragu da kashi 9.3%. Bisa kididdigar da hukumar kula da karafa ta duniya ta fitar, a cikin watan Janairun shekarar 2023, yawan danyen karafa da manyan kasashe da yankuna 64 da ke cikin kididdigar kungiyar karafa ta duniya ya kai ton miliyan 145, wanda ya ragu da kashi 3.3 cikin dari a shekara, tare da raguwar raguwar karafa. 4.95 ton miliyan; Yawan karafa na duniya (ban da babban yankin kasar Sin) ya kai tan miliyan 65.8, wanda ya ragu da kashi 9.3 bisa dari a shekara, kuma adadin da aka samu ya ragu da tan miliyan 6.72.
ArcelorMittal na shirin sake kunna wutar makera a masana'antar karafa ta Faransa.ArcelorMittal ya ce, saboda ci gaba da koma bayan farashin faranti na Turai da kuma inganta masana'antar kera motoci ta Turai a cikin watanni masu zuwa, an yanke shawarar sake kunna wutar lantarki mai lamba 2 na shukar Karfe na kasar Faransa Binhai Foss a cikin watan Afrilu.
Kamfanin POSCO na shirin gina tan miliyan 2.5 na tanderun lantarki.Kamfanin POSCO na shirin zuba jarin biliyan 600 da aka samu don gina sabon tanderun lantarki da kayan tallafi tare da fitar da tan miliyan 2.5 na narkakkar karafa a duk shekara a kamfanin sarrafa karafa na Guangyang.
JFE Karfe na kasar Japan ya ci gaba da samar da karfen lantarki mai yawa.JFE Steel ya bayyana cewa, za a fara samar da sabon layin da za a yi na masana'antar sarrafa karafa ta masana'anta a farkon rabin kasafin kudin shekarar 2024, lokacin da yawan karfen da ba na wutar lantarki ba zai rubanya. Jami'an JFE sun ce sun kuma shirya zuba jarin yen biliyan 50 a shekarar 2026 domin kara inganta karfin karfen wutar lantarki na masana'antar karafa.
Sake kunna tattalin arziƙin fiye da yadda ake tsammani ya haɓaka farashin tama na ƙarfe.Goldman Sachs ya ce, hauhawar farashin ma'adanin ƙarfe na baya-bayan nan ya samo asali ne sakamakon yadda dillalai suka sake daidaitawa cikin sauri fiye da yadda ake tsammani na sake farfado da tattalin arzikin Sin. Goldman Sachs ya kuma ce ya kamata 'yan kasuwa su shirya don hauhawar farashin tama a cikin kwata na biyu na 2023.
Ƙarfe mai inganci na Anglo American a Afirka ta Kudu ya ƙaru sosai.Kunba Iron Minne, wani reshen kamfanin hakar karafa na Anglo American na Afirka ta Kudu, ya bayyana cewa, matsalar titin jirgin kasa da tashoshi na kawo cikas wajen safarar tama da tamanin, wanda hakan ya haifar da karuwa mai yawa a cikin kayayyakin karafa na kamfanin. Ya zuwa ranar 31 ga Disamba, yawan ma'adinan tama ya karu daga tan miliyan 6.1 a daidai wannan lokacin na bara zuwa tan miliyan 7.8.
BHP Billiton yana da kyakkyawan fata game da hasashen buƙatun kayayyaki.BHP Billiton ya ce duk da cewa ribar da ta samu a farkon rabin kasafin kudin shekarar 2023 (ya zuwa karshen Disamba 2022) ta yi kasa fiye da yadda ake tsammani, tana da kyakkyawan fata game da hasashen bukatu a cikin kasafin kudi na 2024.
FMG ya kara habaka aikin noman karfe na Belinga a Gabon.Kungiyar FMG da jamhuriyar Gabon sun rattaba hannu kan yarjejeniyar hako ma'adinai na Belinga a Gabon. Bisa ga yarjejeniyar, aikin Belinga zai fara aikin hakar ma'adinai a cikin rabin na biyu na 2023 kuma ana sa ran zai zama daya daga cikin manyan cibiyoyin samar da tama a duniya.
Nippon Iron zai zuba jari mai yawa a cikin kamfanonin hakar ma'adinai na Kanada.Nippon Iron ya ce zai zuba jarin yen biliyan 110 (kimanin yuan biliyan 5.6) a kamfanonin hakar kwal na Kanada don samun kashi 10% na hannun jari. A lokaci guda, aiwatar da rage fitar da iskar carbon dioxide yayin yin ƙarfe tare da haƙƙoƙi da buƙatun ɗanyen gawayi mai inganci.
Maƙasudin farashin ƙarfe na Rio Tinto shine US $21.0-22.5/rigar ton.Rio Tinto ya fitar da rahoton aikinsa na kudi na shekarar 2022, yana mai cewa ribar da Rio Tinto Group ya samu kafin riba, haraji, raguwar kima da rage darajar kudi a shekarar 2022 ya kai dala biliyan 26.3, ya ragu da kashi 30% a shekara; Manufar jagorar samar da taman ƙarfe a cikin 2023 shine tan miliyan 320-335, kuma manufar jagorar kuɗin kuɗin taman ƙarfe shine 21.0-22.5 dala/rigar ton.
Koriya ta Kudu ta kafa wani asusu mai karancin carbon don taimakawa masana'antar karafa ta cikin gida ta lalata carbon.Ma'aikatar ciniki, masana'antu da makamashi ta Jamhuriyar Koriya ta ce za ta kafa wani asusu na Won biliyan 150 (kimanin dalar Amurka miliyan 116.9) don tallafa wa masana'antun karafa na cikin gida wajen sarrafa karafa a lokacin samar da karafa.
Vale yana goyan bayan kafa ƙaramin carbon da dakin gwaje-gwajen ƙarfe na hydrogen a Jami'ar Kudu ta Tsakiya.Vale ta ce za ta ba da gudummawar dala miliyan 5.81 don tallafawa sabon dakin gwaje-gwajen karafa na carbon da hydrogen ("sabon dakin gwaje-gwaje") na Jami'ar Kudu ta Tsakiya. Ana sa ran za a yi amfani da sabon dakin gwaje-gwajen a cikin rabin na biyu na 2023, kuma za a bude shi ga duk masu binciken kimiyya a masana'antar hakar ma'adinai da karafa.
Kasuwancin karfe na Asiya: barga da tashi.Ma'aunin farashin ƙarfe na ƙarfe na Gidan Karfe a maki 138.8 a yankin ya tashi 0.4% kowane wata (YoY), 0.6% kowane wata (YoY) da 16.6% na wata-wata (YoY). (Dubi Hoto na 2)
Cikin sharuddanlebur kayan,a fili farashin kasuwa yana tashi. A Indiya, ArcelorMittal Nippon Karfe India (AM/NS India) da JSW Karfe duk sun kara farashin nada mai zafi da sanyin INR 500/ton (US $6/ton), wanda ya fara aiki a ranar 20 ga Fabrairu da 22 ga Fabrairu, bi da bi. Bayan daidaita farashin, farashin nadi mai zafi (2.5-8mm, IS 2062) shine 60000 rupees/ton ($ 724/ton) EXY Mumbai, mirgine sanyi (0.9mm, IS 513 Gr O) shine 67000 rupees/ton ($809/ton). EXY Mumbai, kuma matsakaicin farantin (E250, 20-40mm) shine 67500 rupees/ton ($ 817/ton) EXY Mumbai, duk waɗannan basu haɗa da 18% GST ba. A Vietnam, farashin shigo da na'ura mai zafi shine 670-685 dalar Amurka/ton (CFR), wanda yayi daidai da farashin baya. Hejing Iron da Karfe sun sanar da haɓaka farashin na'ura mai zafi na gida don lokacin bayarwa a cikin Afrilu da $60/ton. Bayan daidaitawar farashin, takamaiman farashin shine: ƙaddamar da SAE1006 zafi mai zafi $ 699 / ton (CIF), SAE1006 zafi mai zafi da SS400 mai zafi $ 694 / ton (CIF). A Hadaddiyar Daular Larabawa, farashin kima na shigo da na'ura mai zafi shine 680-740 dalar Amurka/ton (CFR), wanda yayi daidai da farashin baya. A cewar labarai na kasuwa, nadin na China mai zafi shine 680-690 dala / ton (CFR), kuma zafi na Indiya shine 720-750 dala / ton (CFR). Farashin shigo da coil mai sanyi a Hadaddiyar Daular Larabawa ya kasance 740-760 dalar Amurka/ton (CFR), sama da dalar Amurka 10-40/ton. Farashin shigo da gwal-tsoma mai zafi shine 870-960 dalar Amurka/ton (CFR), wanda yayi daidai da farashin baya. A ƙarshen Fabrairu, matsakaicin farashin fitarwa na China SS400 3-12mm zafi birgima ya kasance dalar Amurka 650/ton (FOB), sama da dalar Amurka 15/ton daga farashin baya. Matsakaicin farashin fitarwa na SPCC 1.0mm sanyi birgima da coil ya kasance dala 705/ton (FOB), sama da dala 5/ton. DX51D+Z 1.0mm nada mai zafi mai zafi ya kasance dalar Amurka 775/ton (FOB), sama da dalar Amurka 10/ton.
Cikin sharuddandogon katako: farashin kasuwa ya tabbata kuma yana tashi.A Hadaddiyar Daular Larabawa, farashin Rebar daga shigo da kaya ya kai dalar Amurka 622-641 kan kowace ton (CFR), wanda ya yi daidai da farashin baya. Farashin shigo da billet murabba'in UAE shine 590-595 dalar Amurka/ton (CFR), wanda shima yayi daidai da farashin baya. A cewar labarin, a halin yanzu, Kamfanin Ƙarfe na UAE yana da kyakkyawan tsari na hannu don sake sakewa, kuma masu sayar da billet na ketare suna jiran sabon zance na UAE Karfe Mill don sake sakewa. A Japan, Tokyo Iron da Karfe sun ce saboda karancin wadatar da ake samu a kasuwa, barasa (ciki har da karfe) zai karu da kashi 3% a cikin Maris. Bayan karuwar farashin, farashin ƙarfafawa zai karu daga 97000 yen/ton zuwa 100000 yen/ton (kimanin yuan 5110 / ton), kuma farashin sauran kayayyakin ba zai canza ba. Wasu manazarta sun ce, sakamakon kaddamar da ayyukan sake ginawa da dama, da zuba jari da suka shafi masana'antu da sauran manyan ayyuka, ana sa ran bukatar gine-ginen kasar Japan za ta ci gaba da yin karfi a farkon bazara da kuma bayan haka. A Singapore, farashin shigo da naƙasassun sandunan ƙarfe shine 650-660 dalar Amurka kan kowace ton (CFR), sama da dalar Amurka 10 akan kowace ton daga farashin baya. A cikin Taiwan, China, China Karfe Group ya tayar da farashin matsakaici da nauyi faranti da zafi birgima da aka kawo a watan Maris da NT $900-1200 / ton (US $ 30-39.5 / ton), da farashin sanyi birgima coils da zafi galvanized coils. ta NT $600-1000/ton (US $20-33/ton). Mutanen da abin ya shafa sun ce karin farashin ya samo asali ne sakamakon ci gaba da hauhawar farashin kayan masarufi, musamman karuwar tama daga dalar Amurka 2.75 zuwa dalar Amurka 128.75 kan kowace ton (CFR) a cikin wata guda, da kuma karin kwal da ake samu daga Ostiraliya daga dalar Amurka 80. kowace ton zuwa US $405 kowace ton (FOB), don haka karuwar farashin ya zama dole. A ƙarshen Fabrairu, matsakaicin farashin fitar da sandunan ƙarfe na B500 12-25mm na China ya kai dalar Amurka 625/ton (FOB), sama da dalar Amurka 5/ton daga farashin baya.
Alakar kasuwanci.A ranar 13 ga watan Fabrairu, hukumar hana zubar da shara ta kasar Indonesiya ta bayyana cewa, za ta yi nazari kan karewar wa'adin aikin jibge-buge na H-beams da I-beams da suka samo asali daga kasar Sin.
Takaitaccen bincike:bisa ga yanayin aiki da kuma ainihin halin da ake ciki, kasuwar karafa ta Asiya a cikin Maris na iya ci gaba da canzawa da tashi.
Kasuwar Karfe ta Turai:yacigaba da tashi. Ma'aunin farashin ƙarfe na ƙarfe na ƙarfe a maki 134.5 a yankin ya karu da kashi 0.8% (daga raguwar tashi) a kowane wata, 3% (daga haɗuwa) akan wata-wata, da 18.8% (daga fadada) a kowane wata-wata. (Dubi Hoto na 3)
Dangane da kayan lebur.Farashin kasuwa ya tashi fiye da faduwa. A Arewacin Turai, farashin tsohon masana'anta na naɗin ƙarfe mai zafi ya kai dala 840/ton, sama da dala 20/ton daga farashin baya. Farashin tsohon masana'anta na takarda da nada mai sanyi shine dalar Amurka 950/ton, wanda yayi daidai da farashin baya. Galvanized takardar shine dala 955/ton, ƙasa da dala 10/ton daga farashin baya. A cewar labarai na kasuwa, farashin tsohon masana'antar zafi mai zafi na Nordic Steel Plant a watan Afrilu da Mayu shine 800-820 Yuro / ton, wanda ya karu da Yuro 30 / ton idan aka kwatanta da farashin na yanzu, amma farashin tunani na masu siye. Yuro 760-770 ne kawai. Wasu masana'antun karafa sun ce odar zafi mai zafi a lokacin bayarwa na Afrilu sun cika. Masu shiga kasuwa suna tsammanin farashin mai zafi a Turai zai tashi kadan a cikin Maris. Dalili kuwa shi ne cewa umarni na zafi mai zafi a cikin masana'antar karafa ta Turai gabaɗaya tana da kyau, kuma sun yi imanin cewa masu siye za su sami buƙatu a cikin Maris, kuma masana'antar ƙarfe suna son ƙara farashin. Sai dai wasu sun ce bukatar tashar ba ta inganta sosai ba, kuma babu dalilin da zai sa farashin ya tashi sosai. A kudancin Turai, farashin tsohon masana'antar na Italiyanci mai zafi ya kasance Yuro 769.4/ton, sama da Yuro 11.9/ton daga farashin baya. Farashin tsohon masana'anta na nada mai zafi tare da ranar isar da injin ƙarfe na Italiya a watan Mayu shine Yuro 780-800 / ton, wanda yayi daidai da farashin shigowar Yuro 800-820 / ton, sama da Yuro 20/ton. Wasu masana'antun karafa sun ce umarnin mai zafi na wasu masu kera bututun a lokacin isar da bututun mai a watan Afrilu yana da kyau sosai, kuma kasuwar ta ci gaba da kasancewa cikin kyakkyawan fata. A cikin CIS, farashin fitarwa na zafi mai zafi shine 670-720 dalar Amurka / ton (FOB, Black Sea), wanda shine dalar Amurka 30 / ton sama da farashin baya (FOB, Black Sea). Farashin fitar da coil mai sanyi ya kai 780-820 US dollar/ton (FOB, Black Sea), wanda kuma ya karu da dalar Amurka 30/ton (FOB, Black Sea). A Turkiye, farashin shigo da na'ura mai zafi shine 690-750 dala/ton (CFR), sama da dala 10-40/ton. Farashin na yau da kullun na fitarwa na gada mai zafi daga China zuwa Turkiye a watan Afrilu shine dalar Amurka 700-710/ton (CFR). Bugu da ƙari, ArcelorMittal ya sanar da cewa ya daidaita farashin farantin karfe da kayan kwalliya a cikin yankuna biyar na Turai a watan Mayu zuwa 20 euro / ton, kuma sabon farashin ya kasance musamman: 820 euro / ton don faranti mai zafi da nada; Yuro 920 / ton don takardar sanyi da nada; Ƙarfe mai zafi mai tsomawa shine Yuro 940/ton, kuma farashin da ke sama shine farashin isowa. Akwai tsammanin masana'antu. Sauran masana'antun karafa a Turai su ma za su bi diddigin karin farashin.
Dogon katako:Farashin kasuwa na ci gaba da hauhawa. A Arewacin Turai, farashin naƙasasshen masana'anta ya kai dala 765 / ton, wanda yayi daidai da farashin baya. A Turkiye, farashin nakasassun sandunan karafa zuwa ketare ya kai 740-755 dala/ton (FOB), wanda ya kai dala 50-55/ton sama da farashin baya. Farashin fitar da sandar waya (ƙananan cibiyar sadarwar carbon) ya kasance dalar Amurka 750-780 akan kowace ton (FOB), sama da dalar Amurka 30-50 akan kowace ton. An bayyana cewa, babban dalilin da ya sa masana'antar karafa ke kara farashin dogayen kayayyakin da ake fitarwa zuwa kasashen waje, shi ne, sake gina yankin da bala'in ya afku bayan girgizar kasar, babu makawa zai kara habaka bukatar dogon kayayyakin da ake samu a cikin gida, sannan kuma zai kara farashin. A haƙiƙa, bayan girgizar ƙasa, masana'antun sarrafa ƙarfe na Turkiye gabaɗaya sun ɗaga ƙididdigansu na gida: farashin masana'anta na gida ya kai dala 885-900 dala, sama da dala 42-48/ton; Farashin tsohuwar masana'anta na sandar waya ya kasance dala 911-953 / ton, sama da dala 51-58/ton.
Takaitaccen bincike:bisa ga yanayin aiki da kuma ainihin yanayin, kasuwar karafa ta Turai a watan Maris na iya ci gaba da canzawa da tashi.
Kasuwancin karfe na Amurka: ya karu sosai.Ma'aunin farashin ƙarfe na ƙarfe na Gidan Karfe a maki 177.6 a yankin ya tashi 3.7% kowane mako (YoY), 2% wata-wata (YoY), da 21.6% na wata-wata (YoY). (Dubi Hoto na 4)
Dangane da kayan lebur, farashin kasuwa ya tashi sosai.A {asar Amirka, farashin tsohon masana'anta na zane-zane mai zafi da coil shine dalar Amurka 1051/ton, sama da dalar Amurka 114/ton daga farashin baya. Farashin tsohon masana'anta na takarda da nada mai sanyi ya kasance dalar Amurka 1145/ton, sama da dalar Amurka 100/ton. Matsakaici da faranti mai nauyi shine dalar Amurka 1590/ton, wanda yayi daidai da farashin baya. Hot galvanizing ya kasance 1205 US dollar/ton, sama da 80 dalar Amurka/ton. Bayan karuwar farashin kayan faranti da dalar Amurka 50/ton ton (US $55.13/ton) na Cleveland - Cleves, reshen Amurka na NLMK ya kuma sanar da karuwar farashin tushe na nada mai zafi da dalar Amurka 50/gajeren ton. Wasu ’yan kasuwan sun ce odar nada mai zafi da aka samu daga mafi yawan masana’antar sarrafa karafa ta Amurka a watan Afrilu da Mayu suna da kyau sosai, kuma kayan da ke cikin masana’antar su ma suna raguwa, don haka aniyar ci gaba da kara farashin yana da karfi. A Kudancin Amirka, farashin shigo da na'ura mai zafi shine 690-730 dalar Amurka/ton (CFR), wanda ya kai dalar Amurka 5/ton sama da farashin baya. Babban abin da ake fitar da shi daga kundi mai zafi na kasar Sin zuwa kasashen tekun Pasifik a Kudancin Amurka shine dalar Amurka 690-710/ton (CFR). Maganar shigo da wasu nau'ikan faranti a Kudancin Amurka: nada sanyi 730-770 dalar Amurka/ton (CFR), sama da dalar Amurka 10-20/ton; Zafin-tsoma galvanized takardar shine 800-840 dalar Amurka/ton (CFR), aluminum-zinc takardar shine 900-940 dalar Amurka/ton (CFR), kuma matsakaicin kauri farantin shine 720-740 dalar Amurka/ton (CFR), wanda kusan daidai yake da farashin baya.
Dogon katako:Farashin kasuwa gabaɗaya ya tabbata. A Amurka, farashin tsohon masana'anta na gurɓatattun sandunan ƙarfe shine $995/ton, wanda yayi daidai da farashin baya. Farashin shigo da gurɓataccen ƙarfe shine dalar Amurka 965/ton (CIF), sandar waya don cibiyar sadarwa shine dalar Amurka 1160 / ton (CIF), ƙaramin sashin ƙarfe kuma shine dalar Amurka 1050 / ton (CIF), wanda kusan kusan daidai da farashin baya.
Alakar kasuwanci.Ma'aikatar kasuwanci ta Amurka ta sanar da cewa, ta yanke shawarar sanya harajin haraji kan faranti masu girman gaske a kasashen Sin da Koriya ta Kudu tare da kiyaye yawan harajin da ya kai kashi 251% da 4.31%, wanda zai fara aiki a ranar 15 ga Fabrairu, 2023.
Takaitaccen bincike:bisa ga yanayin aiki da kuma ainihin halin da ake ciki, kasuwar karfen Amurka na iya ci gaba da kasancewa mai karfi a cikin Maris.
Lokacin aikawa: Maris-03-2023
