1.Asia Maris farashin petrochemical gauraye
A cewar ICIS Singapore, a cikin Maris, samfuran petrochemical akan sarkar darajar daban-daban a Asiya sun nuna yanayin farashi daban-daban saboda canje-canjen ma'auni na samarwa da buƙata.Ya zuwa lokacin da aka buga, rabin samfuran petrochemical 31 da aka rufe da hasashen farashin ICIS Asiya ya kasance matsakaicin farashin ƙasa a cikin Maris fiye da na Fabrairu.
Bukatar gabaɗaya a China ta fara farfadowa a cikin Maris, in ji ICIS.Ana shirin ci gaba da gudanar da ayyuka a kasar Sin kamar yadda aka samu saukin hana yaduwar cutar.Farashin Polyester a kasar Sin ya yi tashin gwauron zabi a cikin watan Maris, wanda ya samu kwarin gwiwa a fannin yawon shakatawa da harkokin waje, da rufewar da ba a shirya ba a cikin kwata na farko, shi ma zai kara hauhawar farashin sinadarin acrylic acid a cikin Maris.Rashin daidaituwa a farashin danyen mai na iya ƙara ƙara rashin tabbas game da yanayin farashin.Farashin danyen mai na Amurka West Texas Intermediate (WTI) ya fadi, inda farashin naphtha ya kasa dala $700/mt a tsakiyar wata.
Har ila yau, buƙatu a wasu sassa kamar gidaje da motoci a Asiya na iya nuna ɗan ƙaramin ci gaba, amma ba zai isa ya kawar da damuwa ba.Matsakaicin farashin diisononyl phthalate (DINP) da oxo alcohols, waɗanda ke da alaƙa da masana'antar gine-gine, sun faɗi a cikin Maris.Farashin wasu samfuran, irin su propylene da polypropylene (PP), za su kasance masu nauyi da sabon ƙarfi.Hakanan farashin Ethylene ya yi rauni a cikin Maris, amma matsakaicin farashin a cikin Maris ya kasance sama da na Fabrairu saboda babban wurin farawa a farkon Maris.
Farfadowar bukatun kasar Sin a rubu'in farko ya sha banban da tsarin, tare da saurin farfadowar kayayyakin masarufi da ba su dorewa ba, amma sannu a hankali kan dawo da kayayyaki masu dorewa da zuba jari.A cikin masana'antar abinci da yawon bude ido, bisa kididdigar da ma'aikatar sufuri ta kasar Sin ta bayar, a watan Fabrairu, biranen kasar Sin 54 da ke da zirga-zirgar jiragen kasa na birane da na karkashin kasa, sun yi jigilar fasinjoji biliyan 2.18, adadin da ya karu da kashi 39.6 cikin dari a duk shekara, fiye da na birnin. matsakaicin adadin fasinja na wata-wata a cikin 2019 9.6%.Yawan zirga-zirgar jiragen kasa a cikin watanni biyun da suka gabata na shekarar 2023 ya kuma nuna cewa an samu farfadowa sosai a cikin zirga-zirgar jiragen kasa a kasar Sin.FMCG a Asiya za a yi ƙarfi da ƙarfi ta haɓaka ayyukan waje kuma zai haɓaka buƙatun polymers.Fakitin abinci da amfani da abin sha za su goyi bayan farashin PP da kwalban polyethylene terephthalate (PET)."Ƙara yawan sayayyar tufafi za su amfana da masana'antar polyester," in ji babban jami'in ICIS Jenny Yi.
Mahimman rashin tabbas ya kasance a wasu wuraren cin amfanin ƙarshen mai amfani, wanda ke haifar da tunanin kasuwa a hankali.A fannin kera motoci, tallace-tallace a watan Janairu da Fabrairu na shekarar 2023 ya ragu a kowace shekara, yayin da adadin harajin sayen motoci na kasar Sin ya kare, da tallafin motocin lantarki a karshen shekarar 2022. Bukatar masana'antar gine-gine a Asiya ta ci gaba da yin rauni.Bugu da ƙari, fitar da kayayyaki zuwa ketare ya kasance mai rauni a cikin hauhawar farashin kayayyaki a duniya da matsin buƙatar polyolefin.
ICIS ta yi imanin cewa sabon ƙarfin samar da kayayyaki zai zama wani muhimmin batu da ke fuskantar matsin lamba kan farashin wasu samfuran petrochemical a Asiya a wannan shekara.Aiwatar da manyan ɓangarorin naphtha crackers guda biyu a tsakiyar watan Fabrairu zai ƙara cika wasu kayayyaki kamar su polyethylene (PE) da PP.Idan aka kwatanta da sarkar masana'antar ethylene, sarƙoƙin masana'antar propylene da PP sun fi shafar sabbin ƙarfin samarwa.Wannan ya faru ne saboda gaskiyar cewa yawancin sabbin ayyukan samar da ruwa na propane (PDH) za a ƙaddamar da su a wannan shekara.Daga Maris zuwa Afrilu na wannan shekara, Asiya za ta sami tan miliyan 2.6 / shekara na sabon ƙarfin samar da propylene da aka tsara za a fara aiki.Fuskantar yuwuwar kololuwar haɓaka iya aiki, ana tsammanin farashin PP na Asiya zai yi ƙasa a cikin Maris da Afrilu.
"Fiye da tan 140,000 na ethylene ana sa ran za a jigilar su daga Amurka zuwa Asiya a cikin kwata na biyu, wanda zai sa tunanin kasuwa ya kasance mai hankali," in ji Amy Yu, babban manazarci a ICIS.Hakanan, shigowar wadatar kayayyaki daga wasu yankuna na iya kiyaye Asiya da kyau bayan Maris.Kayayyakin PP, PE da ethylene a Gabas ta Tsakiya suna murmurewa sannu a hankali yayin da yanayin rufe yanayi a yankin ke raguwa a ƙarshen Maris.Tare da karuwar samar da kayayyaki a kasuwannin gida na kasar Sin da kuma farashi mai yawa a wasu yankuna, wasu masu samar da PP za su ci gaba da fitar da kayayyaki da yawa na PP zuwa wasu yankuna, ciki har da kudu maso gabashin Asiya, Kudancin Asiya da Kudancin Afirka.Wannan tafiyar ciniki bisa tagar sasantawa kuma na iya shafar yanayin farashi a wasu yankuna.
2.S&P Global: Global polyethylene da propylene riba riba za su kasance ƙasa da ƙasa
Kwanan nan, da yawa shugabannin S&P Global Commodity Insights sun bayyana a taron duniya Petrochemical da aka gudanar a Houston cewa duka polyethylene da propylene masana'antu za su sami raguwar ribar riba saboda rashin daidaito tsakanin wadata da bukata.
Jesse Tijelina, shugaban masana'antar polymers na duniya a S&P Global, ya ce babban rashin daidaituwa tsakanin wadata da buƙatu ya jefa kasuwar polyethylene ta duniya cikin wani kunci, kuma ribar da masana'antar polyethylene ba za ta iya farfadowa ba har sai 2024 da farko, kuma wasu masana'antu za su sake dawowa. dole ne a rufe har abada.
Tijelina ya ce daga shekarar 2012 zuwa 2017, karuwar samar da kayayyaki da kuma bukatar resin polyethylene kusan iri daya ne, amma karfin samar da kayayyaki ya zarce bukatu da kusan tan miliyan 10 a kowace shekara.Nan da 2027, sabon ƙarfin zai wuce sabon buƙatu da tan miliyan 3 a kowace shekara.A cikin dogon lokaci, kasuwar polyethylene tana haɓaka da kusan tan miliyan 4 a kowace shekara.Idan aka dakatar da ƙarin ƙarfin aiki a yanzu, kasuwa za ta ɗauki kimanin shekaru 3 don sake daidaitawa."Idan muka waiwayi baya a shekarar 2022, akwai masu kera kayayyaki da yawa da suka rufe kadarori masu tsada na wani dan lokaci, kuma mun yi imanin cewa da yawa daga cikin ikon da aka rufe na wucin gadi za a rufe su na dindindin a nan gaba," in ji Tijelina.
Larry Tan, shugaban yankin Asiya-Pacific, ya ce karuwar karfin propane dehydrogenation (PDH) ya haifar da babbar matsala a kasuwar propylene, wanda zai sa ribar masana'antar propylene ta ragu zuwa 2025. A halin yanzu masana'antar propylene ta duniya tana cikin wani mawuyacin hali, kuma ribar riba ba za ta inganta ba har sai 2025 da farko.A cikin 2022, hauhawar farashin samarwa da ƙarancin buƙata zai sa ribar riba ta ragu ko kuma ta zama mara kyau ga yawancin masu kera propylene a Asiya da Turai.Daga 2020 zuwa 2024, ana sa ran haɓaka ƙarfin polymer da sinadarai na propylene zai kasance sau 2.3 sama da haɓakar buƙatu.
Duk da haka, Tan kuma ya ce ya kamata a yi amfani da barasa "ya zama mai kyau" ga duk masu kera in banda naphtha crackers a Yammacin Turai nan da 2028. Mafi girma tushen propylene guda biyu a cikin masana'antar petrochemical sune PDH da refinery catalytic cracking.S&P Global na tsammanin canjin makamashi don fitar da buƙatun iskar gas, ɗayan sakamakonsa zai kasance raguwar ayyukan fashewar kuzari."Don haka lokacin da bukatar propylene ta duniya ta ci gaba, dole ne a cike gibin propylene a wani wuri," in ji Tan.Rukunin PDH ba za su ga riba mai yawa ba har sai lokacin.
3. OPEC ta rage yawan hakoran da ba zato ba tsammani ya haifar da hauhawar farashin mai a duniya
Yayin da mambobin kungiyar kasashe masu arzikin man fetur ta OPEC suka sanar da rage yawan hako man ba zato ba tsammani, farashin danyen mai na duniya ya tashi matuka da sama da kashi 6% a karshen rana ta 3.
Ya zuwa karshen wannan rana, farashin danyen mai mai sauki na isar da sayayyar mai a watan Mayu a kasuwar hada-hadar hannayen jari ta New York ya tashi dala 4.75 inda aka rufe kan dala 80.42 kan ganga guda, wanda ya karu da kashi 6.28%.Farashin danyen mai na London Brent na jigilar kayayyaki a watan Yuni ya tashi dala 5.04, ko kuma kashi 6.31%, don rufewa kan dala 84.93 kan ganga guda.
OPEC ta sanar a ranar 3 ga wata cewa, kwamitin hadin gwiwa na kungiyar OPEC da kasashe masu arzikin man fetur sun bayyana a gun taron da aka gudanar a ranar 2 ga wata cewa, za su fara shirin rage yawan albarkatun man fetur na sa kai tare da matsakaita na yau da kullum. na ganga miliyan 1.157 da aka fara a watan Mayu.Mataki ne na riga-kafi don daidaita kasuwar man fetur.Tare da raguwar yawan ganga 500,000 da kasar Rasha ta yi a kowace rana har zuwa karshen wannan shekarar, jimillar rage yawan hako man da manyan kasashe masu arzikin man fetur za su yi zai kai kusan ganga miliyan 1.66 a kowace rana.
Vivek Dahl, wani manazarci kan kayayyakin makamashi a bankin Commonwealth na Australia, ya ce sabon matakin da mambobin kungiyar OPEC suka dauka, ya nuna cewa sakamakon raguwar samar da kayayyaki na iya yin karfi fiye da da.
Kungiyar UBS ta ci gaba da samun kyakkyawan hangen nesa kan farashin mai, inda ta yi hasashen cewa farashin mai na Brent zai kai dala 100 kan ganga a watan Yunin bana.
JIN DUN CHEMICALya gina wani tushe na musamman (meth) acrylic monomer masana'antu a lardin ZHEJIANG.Wannan yana tabbatar da ingantaccen samar da HEMA, HPMA, HEA, HPA, GMA tare da ingantaccen matakin inganci.Mu na musamman acrylate monomers ana amfani da ko'ina don thermosetting acrylic resins, crosslinkable emulsion polymers, acrylate anaerobic m, biyu-bangaren acrylate m, sauran ƙarfi acrylate m, emulsion acrylate adhesive, takarda karewa wakili da kuma zanen acrylic resins kuma muna da ɓullo da sabon acrylic resins. da na musamman (meth) acrylic monomers da abubuwan da aka samo asali.Irin su fluorinated acrylate monomers, Ana iya amfani da ko'ina a shafi matakin wakili, Paints, tawada, photosensitive resins, Tantancewar kayan, fiber magani, modifier ga filastik ko roba filin.Muna nufin zama manyan masu samar da kayayyaki a fagenmusamman acrylate monomers, don raba kwarewarmu mai albarka tare da ingantattun samfuran inganci da sabis na ƙwararru.
Lokacin aikawa: Afrilu-07-2023