1.Asian March mitengo ya petrochemical yosakanikirana
Malinga ndi ICIS Singapore, m'mwezi wa Marichi, zinthu za petrochemical pamaketani osiyanasiyana amtengo wapatali ku Asia zidawonetsa kusintha kwamitengo chifukwa chakusintha kwazomwe zimaperekedwa komanso kufunikira.Pofika nthawi yosindikizira, theka la zinthu 31 za petrochemical zomwe zidapangidwa ndi ICIS Asia Price Forecast zinali ndi mitengo yotsika mu Marichi kuposa mu February.
Kufuna konse ku China kudayamba kuchira mu Marichi, ICIS idatero.Zochita ku China zikuyenera kuyambiranso ngati zoletsa miliri zikuchepa.Mitengo ya polyester ku China idakwera kwambiri m'mwezi wa Marichi, yolimbikitsidwa ndi ntchito zokopa alendo ndi zochitika zakunja, ndipo kuzimitsa kosakonzekera m'gawo loyamba kudzakwezanso mtengo wapakati wa acrylic acid mu Marichi.Kusasinthika kwamitengo yamafuta kungapangitsenso kusatsimikizika pamitengo yamitengo.Mitengo ya US benchmark crude West Texas Intermediate (WTI) inagwa, kukankhira mitengo ya naphtha pansi pa $ 700 / mt pakati pa mwezi.
Nthawi yomweyo, kufunikira m'magawo ena monga malo ogulitsa nyumba ndi magalimoto ku Asia kungawonetse kusintha pang'ono, koma sikungakhale kokwanira kuthetsa nkhawa.Mtengo wapakati wa diisononyl phthalate (DINP) ndi mowa wa oxo, zomwe zimagwirizana kwambiri ndi zomangamanga, zidagwa mu Marichi.Mitengo yazinthu zina, monga propylene ndi polypropylene (PP), ikhalabe yolemedwa kwambiri ndi mphamvu zatsopano.Mitengo ya ethylene idakhalanso yofooka mu Marichi, koma mitengo yapakati mu Marichi idakwerabe kuposa mu February chifukwa choyambira kwambiri kumayambiriro kwa Marichi.
Kubwezeretsanso kwakufunika kwa China m'gawo loyamba kunali kosiyana, ndikuchira mwachangu kwa zinthu zosakhalitsa, koma kubweza pang'onopang'ono kwa katundu wokhazikika komanso ndalama.M'makampani operekera zakudya ndi zokopa alendo, malinga ndi zomwe Unduna wa Zamalonda ku China ukunena, mu February, mizinda 54 yaku China yokhala ndi masitima apamtunda ndi masitima apamtunda idanyamula anthu okwana 2.18 biliyoni, kuwonjezeka kwa chaka ndi 39.6%, kuposa kuchuluka kwa okwera pamwezi mu 2019 9.6%.Kuwonjezeka kwa kuchuluka kwa magalimoto a njanji m'miyezi iwiri yapitayi ya 2023 kukuwonetsanso kuchira kwamphamvu pamaulendo apakatikati ku China.FMCG ku Asia idzayendetsedwa kwambiri ndi kuchuluka kwa ntchito zakunja ndipo ikulitsa kufunikira kwa ma polima.Kupaka zakudya ndi kumwa zakumwa zimathandizira PP ndi mitengo ya polyethylene terephthalate (PET) ya botolo."Kuwonjezeka kwa kugula zovala kudzapindulitsa makampani a polyester," adatero katswiri wamkulu wa ICIS Jenny Yi.
Kusatsimikizika kwakukulu kumakhalabe m'malo ena ogwiritsira ntchito omaliza, zomwe zimapangitsa kuti msika ukhale wosamala.M'gawo la magalimoto, malonda mu Januwale ndi February 2023 adachepa chaka ndi chaka pamene msonkho wogula galimoto ku China ndi ndalama zothandizira galimoto yamagetsi zimatha kumapeto kwa 2022. Zofuna kuchokera ku makampani omangamanga ku Asia zinapitirizabe kukhala zofooka.Kuphatikiza apo, kugulitsa kunja kunakhalabe kofooka pakati pa kukwera kwa mitengo yapadziko lonse komanso kukakamizidwa kwa polyolefin.
ICIS ikukhulupirira kuti kupanga kwatsopano kudzakhala nkhani ina yofunika kwambiri yomwe ikukumana ndi kutsika kwamitengo yamafuta amafuta ku Asia chaka chino.Kukhazikitsidwa kwa magawo awiri akuluakulu a naphtha crackers ndi zotumphukira mkati mwa February kudzawonjezeranso zinthu zina monga polyethylene (PE) ndi PP.Poyerekeza ndi unyolo wamakampani a ethylene, maunyolo a propylene ndi PP amakhudzidwa kwambiri ndi mphamvu zatsopano zopangira.Izi zili choncho chifukwa chakuti ntchito zambiri zatsopano za propane dehydrogenation (PDH) zidzatumizidwa chaka chino.Kuyambira March mpaka April chaka chino, Asia idzakhala ndi matani 2.6 miliyoni / chaka cha mphamvu zatsopano zopangira propylene zomwe zikukonzekera kuti ziyambe kugwira ntchito.Poyang'anizana ndi chiwopsezo chomwe chikuyembekezeka kukula, mitengo ya Asia PP ikuyembekezeka kutsika mu Marichi ndi Epulo.
"Kuposa matani a 140,000 a ethylene akuyembekezeka kutumizidwa kuchokera ku US kupita ku Asia m'gawo lachiwiri, zomwe zidzapangitsa kuti msika ukhale wosamala kwambiri," anatero Amy Yu, katswiri wamkulu wa ICIS.Komanso, zobwera kuchokera kumadera ena zitha kupangitsa kuti Asia iperekedwe bwino pambuyo pa Marichi.Katundu wa PP, PE ndi ethylene ku Middle East akuchira pang'onopang'ono pamene kutsekedwa kwa nyengo m'derali kukucheperachepera kumapeto kwa Marichi.Chifukwa chakuchulukirachulukira pamsika waku China komanso mitengo yokwera m'magawo ena, opanga ena a PP apitilizabe kutumiza katundu wambiri wa PP kumadera ena, kuphatikiza Southeast Asia, South Asia ndi Southern Africa.Kuyenda kwamalonda kumeneku kutengera zenera la arbitrage kungakhudzenso mitengo yamitengo m'madera ena.
2.S&P Global: Padziko lonse lapansi polyethylene ndi propylene profit margins adzakhalabe otsika
Posachedwapa, atsogoleri angapo a S&P Global Commodity Insights adanena pa Msonkhano Wadziko Lonse wa Petrochemical ku Houston kuti mafakitale onse a polyethylene ndi propylene azikhala ndi phindu lochepa chifukwa cha kusalinganika pakati pa kupezeka ndi kufunikira.
Jesse Tijelina, wamkulu wa ma polima padziko lonse lapansi ku S&P Global, adati kusalinganika kwakukulu pakati pa kupezeka ndi kufunikira kwapangitsa msika wapadziko lonse wa polyethylene kukhala modyeramo, ndipo phindu lamakampani a polyethylene silingabwerere mpaka 2024 koyambirira, ndipo mafakitale ena atha. ziyenera kutsekedwa kwamuyaya.
Tijelina adanena kuti kuyambira 2012 mpaka 2017, kuchuluka kwa kuchuluka kwa chakudya ndi kufunikira kwa utomoni wa polyethylene kunali kofanana, koma mphamvu yopanga idaposa matani pafupifupi 10 miliyoni pachaka.Pofika chaka cha 2027, mphamvu zatsopanozi zidzapitirira zomwe zimafunidwa ndi matani 3 miliyoni / chaka.M'kupita kwanthawi, msika wa polyethylene ukukulirakulira pafupifupi matani 4 miliyoni pachaka.Ngati zowonjezera zayimitsidwa pano, msika utengabe pafupifupi zaka 3 kuti ubwererenso."Tikayang'ana mmbuyo ku 2022, pali opanga ambiri omwe adatseka kwakanthawi katundu wamtengo wapatali, ndipo tikukhulupirira kuti zambiri zomwe zidatsekedwa kwakanthawi zidzatsekedwa kwamuyaya," adatero Tijelina.
Larry Tan, wamkulu wa dera la Asia-Pacific, adati kuchuluka kwa propane dehydrogenation (PDH) kwadzetsa kuchulukirachulukira pamsika wa propylene, zomwe zipangitsa kuti phindu lamakampani a propylene likhale lotsika mpaka 2025. Bizinesi yapadziko lonse ya propylene pakadali pano ili pachiwopsezo, ndipo phindu silingayende bwino mpaka 2025 koyambirira.Mu 2022, kukwera kwamitengo yopangira ndi kufunikira kofooka kumapangitsa kuti phindu likhale lotsika kapena kusasintha kwa opanga ma propylene ambiri ku Asia ndi Europe.Kuchokera mu 2020 mpaka 2024, kukula kwa mphamvu ya polima ndi mankhwala a propylene kukuyembekezeka kuchulukitsa nthawi 2.3 kuposa kukula komwe kumafunikira.
Komabe, Tan adanenanso kuti malire ayenera kukhala "abwino pang'ono" kwa onse opanga kupatulapo naphtha crackers ku Western Europe ndi 2028. Magwero awiri akuluakulu a propylene mu mafakitale a petrochemical ndi PDH ndi refinery catalytic cracking.S&P Global ikuyembekeza kusintha kwamphamvu kuti kugwetse kufunikira kwa mafuta agalimoto, chimodzi mwazotsatira zake kukhala kuchepetsedwa kwa ntchito zosokoneza."Chifukwa chake kufunikira kwa propylene padziko lonse lapansi kukupitilira, kuchepa kwa propylene kuyenera kudzazidwa kwinakwake," adatero Tan.Magawo a PDH sawona phindu lalikulu mpaka pamenepo.
3.OPEC kuchepetsa kupanga kosayembekezereka kumapangitsa kukwera kwakukulu kwamitengo yamafuta padziko lonse lapansi
Pomwe mamembala a Organisation of the Petroleum Exporting Countries (OPEC) adalengeza mosayembekezereka kutsika kwakukulu pakupanga, mitengo yamtsogolo yamafuta amafuta padziko lonse lapansi idakwera kwambiri ndi 6% kumapeto kwa 3.
Pofika kumapeto kwa tsikulo, mtengo wa tsogolo la mafuta opepuka a Meyi pa New York Mercantile Exchange unakwera $ 4.75 kutseka $80.42 mbiya, kuwonjezeka kwa 6.28%.London Brent crude future for June delivery idakwera $5.04, kapena 6.31%, kutseka $84.93 mbiya.
OPEC idalengeza pa 3 kuti Joint Technical Committee ya OPEC ndi mayiko omwe si opanga mafuta a OPEC adazindikira pamsonkhano womwe udachitika tsiku lomwelo lomwe mamembala a OPEC adalengeza pa 2nd kuti ayambitsa dongosolo lochepetsera kupanga modzifunira ndi pafupifupi tsiku lililonse. ya migolo 1.157 miliyoni kuyambira Meyi.Ndi njira yodzitetezera kukhazikika msika wamafuta.Pamodzi ndi kutsika kwapakati pa tsiku ndi tsiku kwa Russia kwa migolo 500,000 mpaka kumapeto kwa chaka chino, kuchuluka kwa kuchepetsa kupanga modzifunira ndi mayiko akuluakulu omwe amapanga mafuta kudzafikira migolo pafupifupi 1.66 miliyoni patsiku.
Vivek Dahl, katswiri wazinthu zamagetsi ku Commonwealth Bank of Australia, adati lingaliro laposachedwa la mamembala a OPEC likuwonetsa kuti zotsatira zakuchepetsa kupanga zitha kukhala zamphamvu kuposa kale.
Gulu la UBS likupitilizabe kukhala ndi malingaliro abwino pamitengo yamafuta, kuneneratu kuti mitengo yamafuta a Brent idzafika $100 mbiya mu June chaka chino.
Malingaliro a kampani JIN DUN CHEMICALwapanga maziko apadera (meth) opanga ma acrylic monomer m'chigawo cha ZHEJIANG.Izi zimaonetsetsa kuti kukhazikika kwa HEMA, HPMA, HEA, HPA, GMA ndipamwamba kwambiri.Ma acrylate monomers athu apadera amagwiritsidwa ntchito kwambiri popangira ma thermosetting acrylic resins, crosslinkable emulsion polima, acrylate anaerobic zomatira, zomatira zamagulu awiri acrylate, zomatira zosungunulira, zomatira za emulsion acrylate, zomatira zamapepala ndi utoto wa acrylic. ndi apadera (meth) acrylic monomers ndi zotumphukira.Monga fluorinated acrylate monomers, Angagwiritsidwe ntchito ❖ kuyanika ❖ kuyanika wothandizila, utoto, inki, utomoni photosensitive, zipangizo kuwala, CHIKWANGWANI mankhwala, zosintha pulasitiki kapena munda mphira.Tikufuna kukhala ogulitsa kwambiri m'munda wawapadera acrylate monomers, kugawana zomwe takumana nazo ndi zinthu zabwino kwambiri komanso ntchito zamaluso.
Nthawi yotumiza: Apr-07-2023