Masana'antar karafa ta Kudancin Amurka ta tsaya a tsaka-tsaki a cikin 2025, tana gwagwarmaya tare da raguwar samarwa, canjin buƙatu, da haɓaka yanayin yanayin kasuwanci yayin sanya kanta a matsayin babban ɗan wasa a cikin canjin duniya zuwa koren ƙarfe . Kamar yadda tattalin arzikin yanki ke fuskantar ci gaban 2.4% na GDP - kasa da matsakaicin matsakaicin duniya - masu samar da karafa suna daidaita dabaru don yin amfani da fa'ida mai fa'ida a cikin ingantacciyar ma'adinan ƙarfe mai inganci da ci gaba mai dorewa .

Samar da danyen karafa a duk fadin Amurka ta Kudu ya samu gagarumin raguwa a shekarar 2025. A cewar kungiyar karafa ta duniya, yankin ya samar da tan miliyan 3.6 (mt) a watan Agustan 2025, wanda ke nuna raguwar kashi 5.0% a duk shekara. A cikin cikakken shekara, Ƙungiyar Ƙarfe ta Latin Amurka (Alacero) ta yi hasashen raguwar 2.5% na fitar da ɗanyen ƙarfe zuwa 55.39 mt, tare da ƙãre karfen da ake sa ran zai faɗi 3.5% zuwa kusan 50 mt. Brazil, cibiyar samar da wutar lantarki a yankin, ta ga raguwar samar da danyen karafa a watan Agusta da kashi 4.6% duk shekara zuwa 2.9 mt, duk da cewa kayan masarufi na wata-wata ya karu da kashi 6.1% a watan Oktoba yayin da masana'antun suka daidaita da yanayin kasuwa.

Wannan yanayin koma baya yana da alaƙa da haɗakar abubuwa: yawan kuɗin ruwa na gida, hauhawar farashi mai tsayi, da raunin buƙatu daga mahimman sassan amfani da ƙarshen kamar gini da kera motoci. Dogayen samfuran da aka yi amfani da su a cikin ayyukan farar hula da samfuran lebur don kera motoci sun faɗi da kashi 5.5% da 7.3% bi da bi a kasuwannin cikin gida na Brazil a watan Oktoba. Duk da haka, magance waɗannan ƙalubalen shine ci gaba da saka hannun jarin Brazil don haɓaka haɓakar ma'adinan ƙarfe , wanda shirin Vale's "Novo Carajás" ke misaltawa - wani shiri na dala biliyan 14 don haɓaka tamanin ƙarfe 产能 zuwa 200 mt kowace shekara nan da 2030, tare da mai da hankali kan ƙananan fasahar samar da carbon.

Siffar ma'anar kasuwar ƙarfe ta Kudancin Amurka ta 2025 ita ce bambance-bambance tsakanin ƙarancin buƙatun cikin gida da haɓakar haɓakar fitar da kayayyaki. A Brazil, tallace-tallace na cikin gida na Oktoba ya ragu da kashi 6.5% a shekara zuwa 1.81 mt, yayin da jigilar kayayyaki zuwa ketare ya karu da 28% zuwa tan 907,000 - wanda ya karu da kashi 29% na samfuran da aka kammala. Shekara-zuwa yau, fitar da karafa na Brazil ya karu da kashi 4.6% zuwa 8.74 mt, wanda ke nuna juriya duk da sabbin harajin da Amurka ta saka kan karafa da aluminium.

Filayen shigo da kaya yana ba da labari mai ma'ana. Jimlar shigo da karafa a Brazil ya ragu da kashi 21.4% a watan Oktoba, amma duk da haka bakin karfe na musamman ya ninka fiye da ninki biyu - daga 34,500 zuwa 77,400 - yana nuna rashin cika buƙatun samfuran ƙarfe masu daraja a sassa kamar injina da makamashi mai sabuntawa. Wannan gibin yana ba da damammaki ga masu kera yanki don saka hannun jari a cikin rarrabuwar kayayyaki da kama kasuwanni masu ƙima.

Bangaren ƙarfe na Kudancin Amurka yana ƙara daidaitawa tare da manufofin lalata carbon na duniya. Aikin Vale's Novo Carajás yana jaddada fasahar sarrafa bushewa da 尾矿再利用-kamar aikin Jirau, wanda zai samar da taman ƙarfe 6mt a kowace shekara daga wutsiya-don rage sawun carbon. Ta hanyar mai da hankali kan ayyukan hakar ma'adinai masu ɗorewa da kayan abinci mai koren ƙarfe, Brazil na da niyyar sanya kanta a matsayin jagora a cikin kasuwar ƙarancin carbon carbon ta duniya, tana ba da damar yawan ma'adinan tama mai daraja mai mahimmanci don samar da wutar lantarki (EAF).

Koyaya, ƙalubalen manufofin suna ci gaba. Alacero ya ambaci manyan mahalli na jadawalin kuɗin fito da batutuwan geopolitical da ba a warware su azaman iska na waje, yayin da shingen cikin gida ya haɗa da rashin tabbas game da farashin carbon. Don buɗe ci gaba, gwamnatoci da masu ruwa da tsaki na masana'antu dole ne su haɗa kai kan tsare-tsaren manufofin da ke ƙarfafa jarin kore yayin haɓaka haɗin gwiwar cinikayyar yanki.

Kamar yadda 2025 ke ci gaba, masana'antar ƙarfe ta Kudancin Amurka na fuskantar wajibci biyu: magance taushin buƙata nan take da aza harsashin ci gaba mai dorewa. Masu kera suna ƙara juyowa zuwa fitar da kayayyaki zuwa ketare, inganta hanyoyin samarwa, da saka hannun jari a fasahohin ƙarfe na kore don ci gaba da yin gasa. Ga masu zuba jari da 'yan kasuwa, manyan damammaki sun ta'allaka ne a cikin fadada tama na Brazil, ayyukan EAF na Argentina da ke tasowa, da yuwuwar yankin na samar da karancin karfen carbon zuwa kasuwannin duniya.

A ƙarshe, yayin da ƙalubalen raguwar samar da kayayyaki na ɗan gajeren lokaci da raunin buƙatun cikin gida ke ci gaba da wanzuwa, sashin ƙarfe na Kudancin Amurka yana shirye don cin gajiyar albarkatun ƙasa da jajircewarsa don dorewa. Ta hanyar ba da fifiko ga samar da taman ƙarfe mai inganci rarrabuwa fitarwa , da kore bidi'a , yankin na iya kewaya halin yanzu headwinds da kuma fito a matsayin mai muhimmanci player a gaba na duniya karfe.