Ibhulogi yemboni

Imboni Yensimbi yenza izinguquko ezinkulu ngo-2026. I-Nippon Steel ithole i-US Steel, isinyathelo esithole ukunakwa okukhulu kosopolitiki. Lokhu kutholwa kuholele esivumelwaneni seNational Security Agreement, esivumela uhulumeni wase-US ukuthi angamele inkampani.

Ubona imboni yensimbi ishintsha ngokushesha njengoba izindleko zekhabhoni zikhuphuka. Imithetho emisha efana ne-EU's Carbon Border Adjustment Mechanism ikwenza kube nzima ukuthi izindawo ezikhiqiza imikhiqizo yensimbi ekhishwa kakhulu ziqhudelane.Amaphethini okuhweba ayashintsha ngoba amanani ekhabhoni aletha izingozi nezinzuzo.

I-Global Steel Market iyaqhubeka nokubonisa izimpawu zoshintsho. Imikhiqizo yensimbi idlala indima ebalulekile ezimbonini eziningi emhlabeni jikelele. Ngo-2021, izintengo zafinyelela irekhodi eliphezulu eduze kwama-Yuan ayi-6,200 ngethani. Eminyakeni emibili eyalandela, amanani axazululiwe futhi azinza kakhulu. Ngo-2024, izifunda zibonisa izinga lokukhula elihlukile.

Isidingo sensimbi emhlabeni wonke sizohlala sizinzile ngo-2025 kumathani ayizigidi eziyizinkulungwane eziyi-1.75 ensimbi. Imakethe icabanga ukuthi isidingo semikhiqizo yensimbi sizokhuphuka ngo-1.3% siye kumathani ayizigidi eziyi-1,773 ngo-2026. Izindawo eziningi zisiza ukwenza lolu shintsho lwenzeke. I-Afrika kanye neMelika Ephakathi neseNingizimu ikhula ngo-5.5% unyaka ngamunye.

I-Digitalization manje iguqula indlela okhiqiza ngayo insimbi ngo-2026. Cishe u-65% wabakhi bensimbi batshala imali ekuguquleni kwedijithali. Izinkampani eziningi zenza amasu amasha okusebenzisa amathuluzi edijithali nokuthuthukisa ukusebenza kwazo. Insimbi ERP, MES,

Ungalindela i-China ukuthi ithengise imikhiqizo eminingi yensimbi ngo-2026. Amazinga okuthunyelwa kwensimbi yaseShayina cishe azohlala eduze kwamathani ayizigidi eziyi-110. Leli lingaphansi kwephuzu eliphakeme kakhulu ngo-2025, kodwa kuseyinombolo ebalulekile. Lolu shintsho lwenzeka ngoba abantu baseShayina badinga insimbi encane. Ngenxa yalokho, izimboni zifuna

Usiza ekulolongeni ikusasa uma usebenzisa imikhiqizo yensimbi. Lokhu kuhlanganisa izinsimbi ezakhiwe ngothayela kanye nensimbi ye-galvalume yophahla. Imboni yensimbi yenza cishe u-8% wokukhishwa kwekhabhoni emhlabeni. Eminye imibiko ithi ingase ifike ku-11%.

Izintengo zensimbi nokuvikela kushintsha indlela ophatha ngayo amaketanga okunikezela. Uma amanani entengo efakwa emikhiqizweni yensimbi efana nensimbi ewuthayela kanye nensimbi ye-galvalume, izindleko ziyakhuphuka. Uphinde ubhekane nezinkinga ezintsha zohwebo.NgoNdasa wezi-2018, intela engu-25% yengezwe ezinsimbini ezivela kwamanye amazwe. Lokhu kuthinte u-$29.4 billion ekuthengisweni kwensimbi kwamanye amazwe.

Ubona izinguquko ezinkulu ekuhwebeni kwensimbi njengoba i-CBAM iqala. I-EU ithumela kwamanye amazwe insimbi nensimbi okubiza amabhiliyoni angama-77.8 futhi ingenisa ama-euro ayizigidi eziyizinkulungwane ezingama-73.1. Uqaphela imali enqwabelene yohwebo namanani akhuphukayo. I-CBAM ikwenza ukuthi ukhokhe imisebenzi yemikhiqizo yensimbi engenisiwe njengensimbi yamagalazi kanye nensimbi ye-galvalume.