1.Saudi Aramco ya zuba jari mai yawa a ayyukan petrochemical a kasar Sin
Saudi Aramco, babbar mai samar da man fetur a duniya, ta kara zuba jari a kasar Sin: ta zuba hannun jari a kamfanin Rongsheng Petrochemical, wani babban kamfani mai zaman kansa na tace da sinadarai a kasar Sin, a kan wani adadi mai yawa, da zuba jari a aikin gina wani babban aikin matatar mai. A birnin Panjin, wanda ke nuna cikakkiyar amincewar Saudi Aramco kan bunkasuwar masana'antun sarrafa albarkatun mai na kasar Sin.
A ranar 27 ga watan Maris, Saudi Aramco ta sanar da cewa, ta rattaba hannu kan yarjejeniyar mallakar kaso 10% na hannun jarin Rongsheng Petrochemical akan dalar Amurka biliyan 3.6 (kimanin yuan biliyan 24.6).Ya kamata a lura cewa Saudi Aramco ta saka hannun jari a Rongsheng Petrochemical akan ƙimar kusan 90%.
An fahimci cewa Rongsheng Petrochemical da Saudi Aramco za su yi hadin gwiwa wajen sayan danyen mai, samar da danyen mai, sayar da sinadarai, da tace kayan sinadarai, ajiyar danyen mai da musayar fasahohi.
Bisa yarjejeniyar, Saudi Aramco za ta samar da gangar danyen mai 480,000 a kowace rana ga Zhejiang Petrochemical Co., Ltd. ("Zhejiang Petrochemical"), wani reshen Rongsheng Petrochemical, na tsawon shekaru 20.
Saudi Aramco da Rongsheng Petrochemical suna sama da ƙasa na juna a cikin sarkar masana'antu.A matsayinsa na daya daga cikin manyan kamfanonin samar da makamashi da sinadarai a duniya, Saudiyya Aramco ta fi yin aikin hako mai, raya kasa, samarwa, tacewa, sufuri da tallace-tallace.Bayanai sun nuna cewa a shekara ta 2022, danyen man da Saudiyyar ke hakowa zai kasance ganga miliyan 10.5239 a kowace rana, wanda ya kai kashi 14.12% na yawan danyen mai a duniya, haka kuma danyen mai na Saudiyya Aramco zai kai sama da kashi 99 cikin 100 na yawan danyen mai da Saudiyya ke hakowa.Rongsheng Petrochemical ya fi tsunduma cikin bincike da haɓakawa, samarwa da siyar da samfuran mai daban-daban, sinadarai da samfuran polyester.A halin yanzu, kamfanin yana gudanar da aikin tace matatun mai monomer mafi girma a duniya na Zhejiang Petrochemical na ton miliyan 40 a kowace shekara, kuma yana da ikon samar da mafi girma a duniya na terephthalic acid (PTA), paraxylene (PX) da sauran sinadarai.Babban danyen mai na Rongsheng Petrochemical shine danyen mai da Saudi Aramco ke samarwa.
Muhammad Qahtani, mataimakin shugaban zartarwa na kasuwanci na Saudi Aramco, ya bayyana cewa, wannan ciniki yana nuna dogon lokaci da kamfanin ya zuba jari a kasar Sin, da kuma amincewa da tushen masana'antar man petur ta kasar Sin, ya kuma yi alkawarin samar da Zhejiang Petrochemical, daya daga cikin manyan matatun mai na kasar Sin Amintacce. samar da danyen mai.
Jiya da ta gabata, a ranar 26 ga Maris, Saudi Aramco ta kuma ba da sanarwar kafa wani kamfani na hadin gwiwa a birnin Panjin na lardin Liaoning na kasata, tare da gina wani katafaren katafaren masana'antar tace da sinadarai.
An fahimci cewa, Saudi Aramco, tare da North Industries Group da Panjin Xincheng Industrial Group, za su gina wani katafaren sashen tacewa da hada sinadarai a arewa maso gabashin kasar Sin, tare da kafa wani kamfani na hadin gwiwa mai suna Huajin Aramco Petrochemical Co., Ltd. bangarorin uku. zai rike kashi 30% na hannun jari.%, 51% da 19%.Kamfanin na hadin gwiwa zai gina matatar mai mai karfin sarrafa ganga 300,000 a kowace rana, wata masana'antar sinadarai mai karfin tan miliyan 1.65 na ethylene a kowace shekara da tan miliyan 2 a kowace shekara na PX.Za a fara aikin ne a kashi na biyu na wannan shekara kuma ana sa ran kammala aikin a shekarar 2026.
Mohammad Qahtani ya ce: "Wannan muhimmin aiki zai tallafa wa karuwar bukatar man fetur da sinadarai na kasar Sin.Wannan duka wani muhimmin ci gaba ne a ci gaba da dabarun fadada hanyoyinmu na kasa da kasa a kasar Sin da kuma bayan haka, kuma wani bangare ne na karuwar bukatar sinadarin petrochemicals a duniya.muhimmancin tuki.”
A ranar 26 ga Maris, Saudi Aramco ta kuma rattaba hannu kan yarjejeniyar hadin gwiwa da gwamnatin jama'ar lardin Guangdong.Takardar ta ba da shawarar tsarin hadin gwiwa don gano damar zuba jari a bangarori daban-daban, ciki har da makamashi.
Amin Nasser, shugaban kasar Saudi Aramco, ya ce Saudi Aramco da Guangdong suna da sararin hadin gwiwa a fannin petrochemical, sabbin kayayyaki da masana'antu masu tasowa, kuma suna son karfafa hadin gwiwa a fannonin petrochemical, makamashin hydrogen, makamashin ammonia da sauran fannoni. Goyon bayan bunkasuwar Guangdong Masana'antar sinadarai ta zamani mai dorewa don samun moriyar juna da cin moriyar juna tsakanin Saudi Aramco, Sin da Guangdong.
2.Dusty hangen nesa ga US olefins kasuwa
Bayan tashin hankali ya fara zuwa 2023, yawan abin da ake samarwa ya ci gaba da mamaye kasuwannin ethylene, propylene da butadiene na Amurka.Da yake duba gaba, mahalarta kasuwar olefins na Amurka sun ce karuwar rashin tabbas a kasuwa ya ruguza hasashen.
Sarkar darajar olefins na Amurka tana cikin wani yanayi na rashin kwanciyar hankali yayin da tattalin arzikin ke tafiyar hawainiya, hauhawar farashin ruwa da hauhawar farashin kayayyaki na rage bukatar robobi masu dorewa.Wannan ya ci gaba da tafiya a cikin Q4 2022. Wannan rashin tabbas na gabaɗaya yana nunawa a cikin farashin tabo na Amurka don ethylene, propylene da butadiene a farkon 2023, waɗanda suke ƙasa a duk kasuwanni idan aka kwatanta da daidai wannan lokacin a cikin 2022, yana nuna ƙarancin buƙatun asali.Dangane da bayanan S&P Global Commodity Watch, a tsakiyar watan Fabrairu, farashin tabo na Amurka na ethylene ya kasance cents 29.25 / lb (FOB US Gulf of Mexico), sama da 3% daga Janairu, amma ƙasa da 42% daga Fabrairu 2022.
A cewar mahalarta kasuwar a Amurka, yanayin samar da shuka da kuma rufewar tsire-tsire ba tare da shiri ba sun kawo cikas ga tushen kasuwa, yana haifar da rashin daidaituwa tsakanin rage wadatar kayayyaki da buƙatu a wasu masana'antu.Wannan kuzarin ya bayyana musamman a cikin kasuwar propylene ta Amurka, inda aka rufe biyu daga cikin tsire-tsire na propane dehydrogenation (PDH) a cikin Amurka ba tare da shiri ba a cikin Fabrairu.Farashin tabo na Amurka na propylene-polymer ya tashi da kashi 23% a cikin wata zuwa 50.25 cents/lb tsohon-quad, Gulf of Mexico, wanda aka samu ta hanyar kayan masarufi.Rashin tabbas ba kawai ga Amurka ba ne, tare da rashin daidaituwa a cikin wadata da buƙatu na buƙatu kuma yana haifar da inuwa akan kasuwannin olefins na Turai da Asiya a farkon 2023. Masu halartar kasuwar Amurka suna tsammanin manyan canje-canje a tushen duniya don canza mummunan halin yanzu.
Duk da haka, kamfanoni na Amurka suna da ƙarin dalili na zama masu kyakkyawan fata fiye da takwarorinsu na ketare idan ana batun matsin lamba, kamar yadda ethane da propane, manyan kayan abinci don samar da olefins na Amurka, sun nuna ƙimar farashi fiye da naphtha.Naphtha ita ce babban abincin olefin a Asiya da Turai.Kamfanonin Asiya sun bayyana mahimmancin fa'idar kiwo na Amurka a cikin kasuwancin olefins na duniya, yana baiwa masu siyar da Amurka sassauci wajen fitarwa.
Baya ga matsalolin tattalin arziki da hauhawar farashin kayayyaki, ƙarancin buƙatu daga masu siye a kasuwannin polymer na ƙasa ya kuma ruɗe tunanin kasuwar olefin na Amurka, wanda ya ta'azzara yawaitar olefins.Yayin da ƙarfin polymer na duniya ke ci gaba da haɓaka, yawan abin da ake samarwa zai zama matsala na dogon lokaci ga kamfanonin Amurka.
Bugu da kari, matsanancin yanayin yanayi ya kuma sanya matsin lamba kan masana'antun Amurka, tare da takaitaccen sanyi a karshen watan Disamba da guguwar iska a tashar jiragen ruwa ta Houston a watan Janairu da ta shafi wuraren olefins da kuma samar da ruwa a gabar Tekun Amurka.A cikin yankin da guguwa ta yi fama da shi tsawon shekaru, irin wannan lamarin na iya haifar da rashin tabbas na kasuwa tare da kawo cikas ga wadatar kasuwa da kayayyakin more rayuwa.Duk da yake irin waɗannan abubuwan na iya iyakance tasiri nan da nan kan farashin, farashin makamashi na iya haɓaka bayan haka, matsi da rata da faɗaɗa rata tsakanin tsammanin farashi tsakanin masu siye da masu siyarwa a cikin masana'antar.Ganin yanayin rashin tabbas na ragowar 2023 da bayan haka, mahalarta kasuwar sun ba da haɓaka ƙima na haɓakar kasuwancin gaba.Yawan wadata a duniya na iya ta'azzara rashin gaskiya yayin da ake sa ran buƙatun masu siye za su kasance da rauni a cikin ɗan lokaci kaɗan.
A halin yanzu, Abokan Kayayyakin Kasuwancin Amurka suna yin la'akari da sabon bututun tururi na ton miliyan 2 / shekara a Texas, yayin da Canja wurin Makamashi yana tunanin gina ton miliyan 2.4 / shekara wanda zai yi amfani da catalytic mai saurin ruwa. .Babu wani kamfani da ya yanke shawarar saka hannun jari na ƙarshe akan ayyukan.Mahukuntan Canjin Makamashi sun ce masu yuwuwar kwastomomi sun ja baya a ‘yan watannin nan saboda matsalolin tattalin arziki.
Bugu da kari, masana'antar PDH mai nauyin ton 750,000 da ke karkashin ginawa ta hadin gwiwar Kayayyakin Kayayyakin Kasuwanci a Texas an shirya fara samarwa a kashi na biyu na 2023, wanda zai kara karfin PDH a Amurka zuwa tan miliyan 3 a kowace shekara.Kamfanin yana shirin fadada karfin fitar da ethylene miliyan 1 a kowace shekara da kashi 50% a cikin rabin na biyu na 2023 da wani 50% nan da 2025. Wannan zai kara tura ethylene na Amurka zuwa kasuwannin duniya.
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: Maris-30-2023