1. Cov Khoom Siv Ua tiav Ib Nrab (Cov Billets & Slabs)
Qhov sib txawvIb qho "kev tiv thaiv" zoo tiv thaiv kev lag luam.
Kev Lag Luam Loj Hlob: ASEAN (Nyab Laj, Indonesia)thiabMENA (Middle East & North Africa).
Cov ntsiab lus: Cov chaw tsim khoom hauv Suav teb tau nce cov khoom xa tuaj ntawmcov ntawv ciyuav luag 2.6 npaug dhau lub voj voog dhau los kom zam kev rau txim rau cov se tiv thaiv kev pov tseg rau cov khoom tiav lawm. Cov neeg tsim khoom hauv zos hauv Southeast Asia tuaj yeem tsim cov khoom tiav lawm no mus ua cov khoom tiav lawm, yog li nws tuaj yeem hais tias Tuam Tshoj cov pa roj carbon dioxide tau kis mus rau lwm lub tebchaws, thiab tias muaj nyob hauv cov lag luam uas muaj teeb meem siab tau tswj hwm zoo.
2. Hlau Hluav Taws Xob (ES)
Qauv:Tus "Golden Child" ntawm kev hloov pauv zog.
Kev Lag Luam Loj Hlob: European Union (EU)thiabBrazil.
Cov ntsiab lus:Muaj ib qho kev nce siab ntawmCov Hlau Silicon Uas Tsis Yog-Oriented Kev xa khoom tawm ($ 42.8 $ txhiab tons) los ntawm cov ntaub ntawv Lub Peb Hlis 2026. Nrog rau Tebchaws Europe nce nws txoj kev tsim kho tshiab ntawm lub network thiab EV infrastructure build-out, Suav teb cov hlau hluav taws xob zoo tshaj plaws tseem yog lub hauv paus tseem ceeb, txawm tias muaj kev siv tag nrho ntawm CBAM (Carbon Border Adjustment Mechanism) ntawm lub qab ntuj khwb.
3. Cov Qauv Hlau & Cov Kav Dej Tsim Kho
Qauv:Kev koom ua ke nrog cov haujlwm "Belt and Road" 2.0 txawv teb chaws.
Kev Lag Luam Loj Hlob: Middle East (Saudi Arabia, UAE)thiabTeb chaws Africa (Ethiopia, Nigeria).
Cov ntsiab lus:Middle East uas tsav los ntawm qhov sib txawv ntawm kev muab khoom los ntawm thaj tsam geopolitical upheavals thaum ntxov xyoo 2026, cov mega-projects xws li Saudi Arabia "NEOM" tab tom sau qhov khoob rau cov neeg Suavqauv hlau thiab cov yeeb nkab lojCov yeeb nkab tshwj xeeb xa tawm tau ruaj khov nrog Tuam Tshoj tig mus rau kev sib koom ua ke "hlau + kev pabcuam" cov kev daws teeb meem rau txoj kev hauv zej zog hauv ntiaj teb.
4. Cov Hlau Phaj Thiab Cov Hlau Siv Hauv Tsev
Qauv:Kev muaj zog hauv kev tsim kho vaj tse hauv dej hiav txwv thiab kev hloov pauv huab cua.
Kev Lag Luam Loj Hlob: Sab Qab Teb Es Xias (Philippines, Malaysia)thiabNruab Nrab Tebchaws Asmeskas.
Cov ntsiab lus:Kev nce ntxiv ntawm cov xaj raucov hlau ntawv pawgrau kev tiv thaiv ntug dej hiav txwv thiab kev nthuav dav chaw nres nkoj hauv Philippines thiab Panama tau tshaj tawm hauv xyoo 2026. Txawm hais tias kev xa tawm rebar tsis tu ncua mus rau Tebchaws Meskas thiab Canada raug txwv ntau heev, cov kev tsim kho tshwj xeeb tab tom tshwm sim hauv kev tsim kho vaj tse uas tiv taus kev puas tsuaj hauv sab qab teb thoob ntiaj teb.
5. Cov Ces kaum thiab Cov seem tshwj xeeb
Qauv:Kev thov tsim khoom meej.
Kev Lag Luam Loj Hlob: Is Nrias tebthiabMexico.
Cov ntsiab lus:Txawm hais tias Is Nrias teb yog lub teb chaws xa tawm cov hlau tiav lawm, nws tseem yog lub teb chaws xa tawm qee hom hlau Suavcov hlau kaum sab xis thiab cov seem muaj zog siab, uas siv rau hauv nws cov lag luam tsheb thiab cov tshuab hnyav. Ib yam li ntawd, qhov kev thov muaj zog rau cov chaw lag luam hauv Suav teb los tsim cov chaw tsim khoom tshiab kuj tau txhawb nqa los ntawm kev nce qib "nyob ze" hauv Mexico.
