Intsimbi isebenza njengesiseko esibalulekileyo esixhasa yonke imisebenzi yokwakha yanamhlanje kunye nemveliso yeemoto kunye nemisebenzi yokwakha iinqanawa kunye nophuhliso lweziseko zamandla kunye nomsebenzi onzima wemizi-mveliso. Ishishini lentsimbi lehlabathi ngo-2024 liphuhliswa ngenxa yezinto ezimbini eziquka ukwanda kweemfuno zemarike kunye neemfuno zeendlela ezizinzileyo. Ihlabathi livelise malunga neetoni ze-1.9 zeebhiliyoni ze-metric zentsimbi eluhlaza ngo-2022, kunye ne-China ebangela ngaphezulu kwesiqingatha saloo mveliso iyonke. Eli nqaku libonelela ngolwazi malunga nabavelisi bentsimbi abakhulu kwihlabathi ngelixa lichaza uphuhliso lwemarike ebalulekileyo yeshishini kwaye libonisa imingeni yangoku kunye namathuba eshishini elizayo aza kuyila uphuhliso oluzayo lweshishini.
Izibalo eziphambili ngokukhawuleza
1.9B
Iitoni zeMetric eziveliswe (2022)
I-50% +
Isabelo seTshayina kwiMiphumo yeHlabathi
3-5%
Ukukhula kweMarike okulindelweyo ngo-2024
I-30% +
Ukunyuka koPhando lweNsimbi eluhlaza (YoY)
Intshayelelo kwiMveliso yeNsimbi
Ukubaluleka kweNsimbi kwiMizi-mveliso yeHlabathi
Intsimbi isebenza njengesixhobo esiphambili kwiiprojekthi zophuhliso lwedolophu kunye nemisebenzi yokuvelisa enzima kunye nobuchwepheshe obutsha obuzinzileyo kokusingqongileyo. Imfuno yesinyithi kwimizi-mveliso ikhulile kuba ikhonza iinjongo ezahlukeneyo ekwakheni iinqaba ze-wind turbine kunye neefreyimu zezithuthi zombane. Uqoqosho olusakhulayo - ngakumbi iTshayina neIndiya - luyaqhubeka nokuqhuba uninzi lwemveliso kunye nokusetyenziswa, luqinisa indima yentsimbi njengesiseko sezinto zokukhula koqoqosho lwanamhlanje.
Iindlela zeMarike yeNsimbi zika-2024
Imakethi yentsimbi ka-2024 ikho kuba abaqhubi bayo kufuneka bazalisekise iimfuno zemarike ezikhulayo ngelixa begcina izibophelelo zabo zokukhusela okusingqongileyo. Ngoku eli shishini kufuneka lamkele iindlela zemveliso ezisekelwe kwi-hydrogen njengendlela yalo ephambili yokwenza intsimbi ekhupha umbane omncinci nto leyo edala utshintsho olubalulekileyo kwisakhiwo. Iindlela zemveliso ye-iron ore kunye ne-coking coal ngoku zijongene notshintsho ngenxa yemigaqo-nkqubo emitsha yorhwebo kunye nemizamo yokwandisa uthungelwano lokubonelela. Eli shishini liqikelela ukukhula kwe-3 ukuya kwi-5 yeepesenti ngo-2024 kuba imisebenzi yecandelo lokwakha kunye nelamandla iya kusebenza njengeenjini eziphambili zokukhula.
Imboniselo Insight
Ukwenziwa kwentsimbi esekwe kwi-hydrogen kutshintsha ngokukhawuleza ukusuka kwiiprojekthi zovavanyo ukuya kutyalo-mali lwezorhwebo, apho abavelisi abakhulu babelane ngohlahlo-lwabiwo mali olukhulu lwe-R&D ukuze kufezekiswe imveliso engenazo iikhabhoni ngo-2030.
Iimpawu eziphambili kwiMveliso yeNsimbi eKrwada
Ishishini lesinyithi lifuna uvavanyo lokusebenza ngokubeka esweni izalathisi zokusebenza ezidibeneyo. Amazwe aseAsia avelise i-70% yeetoni ze-metric eziyi-1.9 yeebhiliyoni, nto leyo eyenza imveliso yentsimbi eluhlaza kwihlabathi liphela ngo-2023. Inkqubo yokulinganisa ukusebenza kakuhle isebenzisa iitoni ze-metric ngeyure nganye yomsebenzi kunye nokusetyenziswa kwezinto eziluhlaza, ngelixa ukulandelwa kwenkqubela phambili yozinzo kuxhomekeke ekukhutshweni kwekhabhoni ngetoni nganye kunye nesabelo semveliso yesithando sombane se-arc. Eli shishini lihlengahlengisa imisebenzi yalo ukuze lihlangabezane neemfuno zemarike ngelixa ligcina izibophelelo zalo zokukhusela okusingqongileyo.
Abavelisi beNtsimbi abaPhambili kwihlabathi liphela
Ukubeka Amazwe Akhulu Avelisa Intsimbi
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iTshayina
Inkokeli yehlabathi engenakuphikiswa, evelisa ngaphezulu kwe-50% yemveliso yentsimbi yehlabathi. Ixhaswa ziziseko zoshishino ezinkulu kunye nemfuno yasekhaya ephezulu kakhulu kulwakhiwo, iziseko zophuhliso, kunye nemveliso.
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Indiya
Ukwandisa ngokukhawuleza amandla emveliso okuqhutywa kukukhula kwezixeko, utyalo-mali kwiziseko zophuhliso, kunye necandelo lokwakha elikhulayo.
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Japhan
Idume ngokuvelisa intsimbi ekhethekileyo yodidi oluphezulu. Abavelisi baseJapan ngababoneleli abaphambili kwicandelo leemoto zehlabathi kunye neletekhnoloji ephezulu.
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eunited States
Indawo yesine enamandla, iqhutywa lutyalo-mali kwii-oven zombane kunye nemfuno eqinileyo evela kumashishini eemoto kunye nokwakha. Iinkampani ezifana neNucor kunye ne-US Steel zikhokela uphuhliso lwasekhaya.
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Rhashiya
Ixhaswa zizinto ezininzi zendalo kunye neziseko zophuhliso zemveliso eziphuhlileyo. Iinkampani ezifana ne-Evraz kunye ne-NLMK zigcina indawo ephezulu ezintlanu eRashiya.
Abadlali abaphambili kuShishino lweNsimbi lweHlabathi
Inani elincinci leenkampani zamazwe ngamazwe kunye namashishini karhulumente aqhuba uninzi lwemveliso yentsimbi yehlabathi. I-POSCO yaseMzantsi Korea ithumela intsimbi yexabiso eliphezulu kwiimarike zehlabathi zeemoto kunye nokwakha iinqanawa. I-Nucor kunye ne-US Steel zikhokela imizamo yophando lwemveliso ezinzileyo kulo lonke elase-United States. I-Tata Steel kunye ne-JSW Steel ezivela eIndiya ziqhuba iifektri zazo ezinobuhlobo nokusingqongileyo ngokupheleleyo. Inkqubo yovavanyo lokhuphiswano ngoku isebenzisa imilinganiselo yokususa icarbonization njengomgangatho omtsha kunye neendlela zemveli zokuvavanya iindleko kunye nemveliso.
Ulwazi ngabavelisi bentsimbi abali-10 abaphambili
Abavelisi bentsimbi abali-10 abaphambili xa bebonke benza ngaphezulu kwesiqingatha semveliso iyonke yehlabathi. Le theyibhile ingezantsi ishwankathela amandla abo okuvelisa kunye nezinto eziza kuqala kwisicwangciso-qhinga.
| Uhlu | inkampani | ilizwe | Ubungakanani obuqikelelweyo (MT/ngonyaka) | UkuGqalisela kwiQhinga |
|---|---|---|---|---|
| 1 | China Baowu Group | iTshayina | 120M + | Ukuhlanganiswa kunye nokuthengwa, isikali |
| 2 | ArcelorMittal | Laksembheg | 88M | Isinyithi esomeleleyo, uzinzo |
| 3 | Intsimbi yeNippon | Japhan | 50M | Intsimbi esemgangathweni ophezulu, ukunciphisa ikhabhoni |
| 4 | I-POSCO | emaznstie ekorea | 43M | Uphando noPhuhliso lokwenza intsimbi yeHydrogen |
| 5 | Iqela le-HBIS | iTshayina | ~ 40M | Imfuno yangaphakathi, ukukhula kokuthunyelwa kwamanye amazwe |
| 6 | Iqela le-Ansteel | iTshayina | ~ 38M | Ikhonkco lobonelelo lweziseko zophuhliso |
| 7 | Tata Steel Group | Indiya | ~ 35M | Ukuhlanganiswa kwamandla acocekileyo |
| 8 | Intsimbi yeJSW | Indiya | ~ 30M | Amaziko e-Eco-friendly |
| 9 | NLMK | Rhashiya | ~ 18M | Ukuveliswa okuxhaswe zizixhobo |
| 10 | Evraz | Rhashiya | ~ 15M | Ukuhlanganiswa ngokuthe nkqo |
Isabelo seMarike kunye nobuchule bokuvelisa
Uhlalutyo lweSabelo seMarike phakathi kwabavelisi bentsimbi
Inani elincinci leenkampani ezinkulu lilawula isabelo esikhulu somthamo wentsimbi yehlabathi. Imveliso yeChina Baowu Steel Group idlule kwi-119 yezigidi zeetoni zeemetric kwixesha lakutshanje lokunika ingxelo nto leyo eqinisa isikhundla sayo phezulu kuluhlu lwehlabathi. IChina ivelisa ngaphezulu kwe-50% yentsimbi ekrwada yehlabathi ngelixa iIndiya Japan kunye neManyano yaseYurophu zimele inqanaba elilandelayo. Iimarike zaseAsia zihlala ziyinjini ephambili yemveliso nokusetyenziswa kwehlabathi kwaye oku akulindelekanga ukuba kutshintshe kwixesha elifutshane. Ukusasazwa kwesabelo semarike kuya kutshintsha kwixesha elizayo ngokwendlela yokwamkelwa kwetekhnoloji yentsimbi eluhlaza kunye nokufumaneka kwezinto eziluhlaza kunye neemeko zoqoqosho ezikhoyo.
Igalelo labenzi bentsimbi abaphambili kuqoqosho lwehlabathi
Uphuhliso lwezoqoqosho lwabavelisi bentsimbi abaphambili kwihlabathi ludlula amandla abo okuvelisa. Iinkampani i-ArcelorMittal HBIS Group kunye ne-Nippon Steel zisebenza njengabaqeshi abakhulu kumazwekazi ahlukeneyo ngelixa imixokelelwane yazo yokubonelela isanda iye kwimigodi kunye nemisebenzi yokuhambisa kunye nokugqiba. Utyalo-mali lwabo olukhulu lwe-R&D lukhawulezisa ukuthengiswa kwetekhnoloji eluhlaza kwaye izivumelwano zabo zorhwebo zenza utshintsho kwezoqoqosho oluchaphazela iindawo apho baqhuba khona ishishini. Ezi nkampani zizimisela njengeenkokheli zozinzo ukuze zizalisekise uxanduva lwazo lokusingqongileyo ngelixa zakha isikhundla sazo semarike kwixesha elizayo.
Iindlela kunye nemingeni kwiShishini leNsimbi
Iindlela zangoku
- →
Ukwamkelwa ngokubanzi kwee-oven zombane kunye nokwenza intsimbi esekelwe kwi-hydrogen - →
I-AI kunye ne-automation ephucukileyo edityaniswe kwimisebenzi yemveliso - →
Imfuno ekhulayo yentsimbi enamandla aphezulu, ekhaphukhaphu kwiimoto ze-EV kunye nezakhiwo eziluhlaza - →
Ukukhula konyaka ngama-30% nangaphezulu ekukhangelweni "kwemveliso yentsimbi eluhlaza"
Iingxaki eziphambili
- ✕
Ukuguquguquka kwexabiso lezinto eziluhlaza (i-iron ore, amalahle acokisayo) ukucinezela imida - ✕
Utyalo-mali olusebenzisa ubuchwepheshe obuluhlaza olusebenzisa imali eninzi phantsi komthetho ongqongqo wokusingqongileyo - ✕
Ukunqongophala kwabasebenzi kunye neendleko zamandla ezikhulayo ezinciphisa amathuba okusebenza - ✕
Ukhuphiswano oluvela kwiimarike ezisakhulayo ezingabizi kakhulu kunye nezinye izixhobo (i-aluminium, izinto ezidityanisiweyo)
Iindlela ezilungileyo zokumelana noxinzelelo kwishishini
Iingcali zoshishino zihlala zikhomba kwiintsika ezintathu zokukhuphisana ixesha elide: utyalo-mali oluhlala luhleli kwimveliso entsha, ukuthatha inxaxheba ngokukhutheleyo kwizakhelo zozinzo ezisebenzisanayo, kunye nobuchule bombutho bokuphendula kwiilindelo zabathengi kunye nemithetho ezitshintsha ngokukhawuleza. Abavelisi abadibanisa ukwenziwa kwezinto ngobuchule kunye nokubeka esweni okusekelwe kwi-AI kwangethuba baya kuba kwindawo engcono yokunciphisa iindleko zokusebenza ngelixa begcina umgangatho kunye nemigangatho yokuthobela imithetho.
Imbono Yekamva Yoshishino Lwentsimbi Yehlabathi
Ishishini lesinyithi lehlabathi liza kufumana isantya sokukhula esidibeneyo sonyaka phakathi kwe-3 kunye ne-4 ekhulwini ukuya kutsho ngo-2030 kuba amazwe asakhasayo aza kwakha iziseko zophuhliso ezintsha kwaye icandelo lamandla ahlaziyekayo liza kufuna isinyithi kwimisebenzi yalo. Abavelisi abaphambili kwihlabathi liphela ngoku bacinga ukuba imveliso yesinyithi eluhlaza esebenzisa iindlela zokuvelisa ezisekelwe kwi-hydrogen kunye nombane yeyona njongo yabo iphambili kuba imithetho yokusingqongileyo iba ngqongqo kwaye abatyali-mali bezikhungo bafuna ukusebenza okuzinzileyo kweenkampani.
Utshintsho lwedijithali luya kusebenza njengento ebalulekileyo kuba amaqonga okuvelisa akrelekrele kunye neenkqubo zokubeka esweni ezisebenzisa i-AI ziya kubonelela amashishini ngezakhono zokwenza uvavanyo lomgangatho ngexesha langempela kunye nokugcinwa kwangaphambili kunye nokonga iindleko ngemisebenzi yawo. Iinkampani zentsimbi ezilungelelanisa imisebenzi yazo neenjongo ezibanzi zophuhliso lwedolophu oluzinzileyo kunye notshintsho lwamandla acocekileyo ziya kuba zezona zichaza isahluko esilandelayo soshishino.
Imibuzo ebuzwa qho
Zeziphi iinkampani ezivelisa intsimbi eninzi ehlabathini?
Abavelisi abakhulu ngo-2024 baquka iChina Baowu Group, iArcelorMittal, iNippon Steel, iPOSCO, iTata Steel, kunye neJSW Steel, kunye neenkampani ezininzi ezinkulu ezidibene norhulumente eTshayina. Zizonke, ezi nkampani zivelisa ngaphezulu kwesiqingatha seetoni ze-1.9 yeebhiliyoni zeetoni zesinyithi esikrwada emhlabeni jikelele esilandelwa yiWorld Steel Association minyaka le.
Ngawaphi amazwe akhokela ukuveliswa kwentsimbi eluhlaza?
I-China ivelisa intsimbi eluhlaza ngaphezu kwamanye amazwe aquka i-India Japan United States kunye ne-Russia. UMzantsi Korea kunye ne-Germany nazo zivela rhoqo kuluhlu lwehlabathi. Iingxelo ze-World Steel Association's World Steel in Figures ziqokelela idatha yemveliso ebonisa imveliso yentsimbi eluhlaza kwiitoni ezizizigidi.
Ilinganiswa njani imveliso yentsimbi ekrwada yehlabathi?
Imveliso ilinganiswa ngeetoni okanye izigidi zeetoni zentsimbi eluhlaza. Iziphumo zesizwe zihlanganiswa ngezibalo ezisemthethweni kunye neengxelo zombutho wentsimbi ngelixa ubungakanani beetoni zenkampani buqinisekiswa ngokutyhilwa kweenkampani. La manani agubungela imveliso yentsimbi eluhlaza eyintloko kwaye ahlukile kwiinkcukacha-manani zentsimbi egqityiweyo kunye neemveliso ezisezantsi.
Amanani emveliso anje “ngezigidi zeetoni zentsimbi” asixelela ntoni malunga nomthamo wayo?
Imveliso efikelela kwizigidi zeetoni inika umlinganiselo othe ngqo wamandla okusebenza kunye nempembelelo yemarike. La manani avumela abachaphazelekayo ukuba bavavanye amanqanaba emveliso kazwelonke, bathelekise imisebenzi yenkampani kwaye bajonge iipateni zophuhliso lweshishini ezibandakanya ukunyuka kwemisebenzi yesithando sombane kunye notshintsho kwimisebenzi yorhwebo lwentsimbi.
Ithini indima edlalwa nguMzantsi Korea phakathi kwamazwe aphambili avelisa isinyithi?
UMzantsi Korea uphakathi kwamazwe avelisa intsimbi ephezulu kuba ubonelela ngentsimbi eluhlaza kunye neemveliso ezigqityiweyo eziphezulu ezisetyenziswa ekwakheni iinqanawa kunye nokwakha iimoto. Ihlabathi liyayiqaphela iPOSCO ngokuzinikela kwayo kuphando lokwenza intsimbi yehydrogen kunye noluhlu lwayo lweemveliso ezikumgangatho ophezulu.
Ukungeniswa kunye nokuthunyelwa kwentsimbi kwamanye amazwe kuyichaphazela njani imakethi yentsimbi yehlabathi?
Ukuhamba korhwebo kudala iziphumo ezithe ngqo ezichaphazela iindlela zokuxabisa kunye nokusetyenziswa kwamandla kunye nokukwazi kwezizwe ukukhuphisana kwimveliso. Abathengisi abakhulu bathumela iimveliso zentsimbi ezigqityiweyo kunye neemveliso ezikhethekileyo kwiimarike apho imveliso yasekhaya ingasebenzi kakuhle. Ukufunyanwa kwentsimbi kunye nemisebenzi yeenkampani kuxhomekeke kwizinto ezintathu eziquka imigaqo-nkqubo yorhwebo kunye nemisebenzi yokulwa nokulahla inkunkuma kunye notshintsho lwezopolitiko.
Imithombo yoReferensi
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IMarike yeNsimbi kunye neeNdlela zeHlabathi zabadlali abaPhambili bezeNdawo-kwezoQoqosho
Ihlola iindlela zentsimbi zehlabathi kunye neendlela zokuvelisa intsimbi kwiindawo eziphambili ezivelisa intsimbi.
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Ishishini leNsimbi neNsimbi: Imbono yeMarike yeHlabathi
Ibonelela ngengqiqo kwimarike yentsimbi yehlabathi, kuquka ukudibana kunye neendlela zokuthengwa kwempahla phakathi kwabavelisi abaphambili.
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Izinto ezichonga uqoqosho kunye nomgangatho wemveliso yentsimbi yehlabathi
Uhlalutya izinto zoqoqosho kunye neempawu ezichaphazela imveliso yentsimbi yehlabathi.