Kev txhawj xeeb txog kev xa khoom ntau dhau ntawm PP hauv Asia
Cov neeg lag luam sab hauv ntawm S&P Global tau hais tias vim muaj cov khoom siv polypropylene ntau dhau hauv kev ua lag luam Esxias, lub peev xwm yuav txuas ntxiv mus ntxiv nyob rau ib nrab xyoo 2022 thiab yav tom ntej, thiab qhov xwm txheej kis tau tseem cuam tshuam rau kev thov. Kev lag luam Asian PP yuav ntsib teeb meem. Rau cov lag luam Esxias sab hnub tuaj, S&P Global cia siab tias tag nrho ntawm 3.8 lab tons ntawm cov peev txheej PP tshiab yuav raug muab tso rau hauv East Asia nyob rau ib nrab xyoo no, thiab 7.55 lab tons ntawm cov peev txheej tshiab yuav muab ntxiv rau xyoo 2023. Kev ua lag luam cov peev txheej tau taw qhia tias nyob rau hauv qhov tsis tu ncua ntawm cov chaw nres nkoj hauv cheeb tsam, vim muaj kev txwv tsis pub muaj kev sib kis, ntau lub chaw tsim khoom tau ncua sijhawm los muab tso rau hauv kev tsim khoom, yog li tsis ntseeg qhov kev ntseeg siab ntawm kev tsim khoom. Lub hauv paus tau hais tias yog tias tus nqi roj tseem ruaj khov, cov neeg lag luam East Asian tseem yuav muaj kev cia siab rau kev xa tawm mus rau South Asia thiab South America. Ntawm lawv, Tuam Tshoj txoj kev lag luam PP yuav hloov pauv cov khoom siv thoob ntiaj teb nyob rau lub sijhawm luv mus rau nruab nrab, uas tej zaum yuav nrawm dua li qhov xav tau. Muab hais tias Singapore tsis muaj peev xwm nthuav dav rau xyoo no, Tuam Tshoj tuaj yeem hloov pauv Singapore ua tus thib peb loj tshaj plaws PP exporter hauv Asia thiab Middle East.
Nyob rau hauv ib nrab ntawm lub xyoo, Tuam Tshoj lub lag luam PP yuav txuas ntxiv mus ntxiv, vim tias lub zog yuav khoom tseem tsis muaj zog tom qab muaj kev sib kis. Tsis tas li ntawd, kev nce nqi kuj tseem yuav txo qis kev yuav khoom ntawm cov neeg siv khoom. Nws yog qhov nyuaj rau PP cov khoom lag luam kawg kom dhau cov nqi ntxiv rau cov neeg siv khoom. PP tus nqi siab nyob rau sab hnub tuaj Asia cia siab tias yuav txuas ntxiv mus. Tsis tas li ntawd, cov nqi sib tw hauv cheeb tsam hauv cheeb tsam, tus nqi qis ntawm kev xa tawm sab nraud thiab kev rov ua haujlwm ntawm qhov project load tus nqi hauv cheeb tsam no yuav cuam tshuam rau PP tus nqi nyob rau sab hnub tuaj Asia. Hais txog kev muaj peev xwm, PETRONAS 'PRefchem qhov project ntawm 450000 t / a PP project yog npaj yuav rov pib dua nyob rau hauv ib nrab ntawm lub xyoo; Nyab Laj lub Longshan Petrochemical Cog yog tseem npaj yuav muab tso rau hauv thawj peb lub hlis twg ntawm 2023, nrog rau cov txheej ntawm 400000 t / ib PP cog. S&P Global tau taw qhia tias vim qhov kev xav tau tsis muaj zog, Cov Neeg Esxias Qab Teb yuav nrhiav ntau txoj hauv kev xa tawm sab nraud ntawm cov teb chaws Asia, suav nrog rau cov teb chaws Europe, South America thiab South Asia, vim tias cov nyiaj tau los xa tawm mus rau cov cheeb tsam no ntau dua.
North America them sai sai rau qhov poob ntawm tus nqi propylene
Lub hauv paus tau hais tias kev ua lag luam PP hauv Tebchaws Meskas hauv thawj ib nrab ntawm lub xyoo tau muaj kev cuam tshuam loj heev los ntawm cov teeb meem kev thauj mus los hauv av tsis tu ncua, tsis muaj nqi ntawm qhov chaw thiab cov nqi xa tawm tsis sib xws. Tebchaws Asmeskas kev lag luam hauv tsev thiab xa tawm PP yuav ntsib qhov tsis paub tseeb nyob rau ib nrab xyoo ntawm lub xyoo, thiab cov neeg koom nrog kev lag luam kuj tau saib xyuas qhov cuam tshuam ntawm lub caij nag xob nag cua hauv cheeb tsam. Nyob rau tib lub sijhawm, txawm hais tias US xav tau tsis tu ncua zom feem ntau ntawm PP resin thiab khaws cov nqi cog lus ruaj khov, cov neeg koom hauv kev lag luam tseem tab tom tham txog kev hloov kho tus nqi vim qhov poob qis ntawm cov nqi ntawm cov khoom siv polymer qib propylene thiab txo cov resin buyers. S&P cov ntaub ntawv thoob ntiaj teb qhia tau hais tias txij Lub Ib Hlis 3 txog Lub Tsib Hlis 18, qhov chaw xa tawm tus nqi ntawm US PP resin tau nce los ntawm 507 US las / ton rau 1852 US las / ton, nce ntau dua 27 feem pua, thiab nce ntau dua 5 feem pua. txij thaum pib ntawm lub quarter thib ob. Nrog rau qhov nce ntawm tus nqi thauj khoom tshiab ntawm 450000 t / ib lub peev xwm ntawm ExxonMobil hauv Baton Rouge Complex hauv Louisiana los ntawm qhov kawg ntawm lub xyoo no, nws xav tias cov khoom siv ntawm PP hauv Tebchaws Meskas yuav nce ntxiv. Tsis tas li ntawd, InterPipeline Canada npaj yuav muab nws cov 525000 t/a PP cog hauv Alberta ua haujlwm hauv xyoo 2022. Txawm li cas los xij, North American cov neeg koom nrog kev lag luam tseem ceeb toom txog kev nce hauv cov khoom. Vim tias cov nqi PP qis dua, kev tsim khoom tshiab hauv North America xyoo tas los tsis ua rau thaj av sib tw ntau dua li cov cheeb tsam ntshuam ib txwm muaj xws li Latin America. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, vim yog quab yuam majeure thiab txij nkawm ntawm ntau yam khoom siv, cov neeg muag khoom yuav luag tsis muab cov lus hais.
European PP kev lag luam raug cuam tshuam los ntawm cov dej ntws
Rau European PP kev lag luam, S&P Global tau hais tias cov nqi nce siab zoo li txuas ntxiv ua rau muaj kev tsis txaus ntseeg hauv European PP kev lag luam nyob rau ib nrab xyoo. Cov neeg koom ua lag luam feem ntau txhawj xeeb tias qhov kev thov qis qis tseem yuav tsis muaj zog, thiab qhov kev thov ntawm kev lag luam tsheb thiab cov cuab yeej tiv thaiv tus kheej tsis muaj zog. Kev nce ntxiv ntawm tus nqi ntawm PP rov ua lag luam yuav muaj txiaj ntsig zoo rau cov khoom ntawm PP resin, vim tias cov neeg yuav khoom yuav tig mus rau cov khoom siv raw khoom pheej yig dua. Piv nrog rau qhov qis qis, kev ua lag luam them nyiaj ntau dua rau cov nqi nce toj. Hauv Tebchaws Europe, qhov hloov pauv ntawm daim ntawv cog lus tus nqi ntawm propylene, cov khoom siv tseem ceeb, thawb tus nqi ntawm PP resin nyob rau hauv thawj ib nrab ntawm lub xyoo, thiab lub tuam txhab tau sim kom dhau qhov nce ntawm cov khoom siv raw khoom mus rau hauv qab. Tsis tas li ntawd, cov teeb meem logistics thiab cov nqi hluav taws xob siab kuj yog qhov tseem ceeb ua rau tus nqi nce. Cov neeg lag luam sab hauv tau hais tias kev tsis sib haum xeeb ntawm Russia thiab Ukraine yuav txuas ntxiv yog qhov tseem ceeb hauv kev hloov pauv ntawm European PP kev ua lag luam. Nyob rau hauv thawj ib nrab ntawm lub xyoo, tsis muaj cov khoom ntawm Lavxias teb sab PP resin cov ntaub ntawv nyob rau hauv cov European ua lag luam, uas muab ib co chaw rau cov tub luam nyob rau hauv lwm lub teb chaws. Tsis tas li ntawd, vim muaj teeb meem kev lag luam, S&P Global ntseeg tias kev lag luam Turkish PP yuav txuas ntxiv mus ntsib teeb meem loj hauv ib nrab xyoo.