Chiyambireni Mkangano pakati pa Russia ndi Ukraine, Europe yakumana ndi vuto lamphamvu.Mtengo wamafuta ndi gasi wakwera kwambiri, zomwe zikupangitsa kuti pakhale kukwera kwakukulu kwamitengo yopangira zinthu zopangira mankhwala otsika.
Ngakhale kusowa kwazinthu zabwino, Makampani opanga mankhwala ku Europe akadali ndi 18 peresenti ya malonda a mankhwala padziko lonse lapansi (pafupifupi 4.4 thililiyoni yuan), yomwe ili yachiwiri ku Asia, ndipo ndi kwawo kwa BASF, wopanga mankhwala padziko lonse lapansi.
Pamene kutsika kwa mtsinje kuli pachiwopsezo, ndalama zamakampani opanga mankhwala ku Europe zimakwera kwambiri.China, North America, Middle East ndi mayiko ena amadalira chuma chawo ndipo sakhudzidwa kwambiri.
M'kanthawi kochepa, mitengo yamagetsi ku Europe ikuyembekezeka kukhalabe yokwera, pomwe makampani aku China aku China azikhala ndi mtengo wabwino pomwe mliri ku China ukukula.
Ndiye, kwa mabizinesi aku China, ndi mankhwala ati omwe angabweretse mwayi?
MDI: Kusiyana kwamitengo kumakula mpaka 1000 CNY/MT
Mabizinesi a MDI onse amagwiritsa ntchito njira yomweyo, njira yamadzimadzi ya phosgene, koma zinthu zina zapakatikati zimatha kupangidwa ndi mutu wa malasha ndi mutu wa gasi njira ziwiri.Ponena za magwero a CO, methanol ndi synthetic ammonia, China imagwiritsa ntchito kwambiri kupanga mankhwala a malasha, pamene Ulaya ndi United States amagwiritsa ntchito kwambiri gasi.
Pakali pano, mphamvu ya MDI ya China imapanga 41% ya mphamvu zonse zapadziko lonse, pamene Ulaya ndi 27%.Pofika kumapeto kwa February, mtengo wopangira MDI ndi gasi wachilengedwe ku Europe udakwera pafupifupi 2000 CNY/MT, pomwe kumapeto kwa Marichi, mtengo wopanga MDI ndi malasha monga zopangira zidakwera pafupifupi 1000 CNY/ MT.Kusiyana kwamitengo ndi pafupifupi 1000 CNY/MT.
Deta ya mizu ikuwonetsa kuti zotumiza kunja za China polymerized MDI zidapitilira 50%, kuphatikiza zomwe zidatumizidwa mu 2021 mpaka 1.01 miliyoni MT, kukula kwa chaka ndi 65%.MDI ndi katundu wamalonda wapadziko lonse, ndipo mtengo wapadziko lonse umagwirizana kwambiri.Kukwera kwamitengo yakunja kukuyembekezeka kupititsa patsogolo mpikisano wotumiza kunja komanso mtengo wazinthu zaku China.
TDI: Kusiyana kwamitengo kumakula mpaka 1500 CNY/MT
Monga MDI, mabizinesi apadziko lonse a TDI onse amagwiritsa ntchito phosgene, nthawi zambiri amatengera njira yamadzimadzi ya phosgene, koma zinthu zina zapakatikati zimatha kupangidwa ndi mutu wa malasha ndi mutu wa gasi njira ziwiri.
Pofika kumapeto kwa February, mtengo wopangira MDI ndi gasi wachilengedwe ku Europe udakwera pafupifupi 2,500 CNY/MT, pomwe kumapeto kwa Marichi, mtengo wopangira MDI ndi malasha monga zopangira zidakwera pafupifupi 1,000 CNY/ MT.Kusiyana kwamitengo kudakula mpaka pafupifupi 1500 CNY/MT.
Pakali pano, mphamvu ya TDI ya ku China ndi 40% ya mphamvu zonse zapadziko lonse, ndipo ku Ulaya ndi 26%.Chifukwa chake, kukwera kwamitengo yamafuta achilengedwe ku Europe kudzapangitsa kuti mtengo wa TDI ukhale wokwera pafupifupi 6500 CNY / MT.
Padziko lonse lapansi, China ndiye wogulitsa kunja kwambiri wa TDI.Malinga ndi zidziwitso zamakasitomu, zogulitsa kunja kwa TDI zaku China zimakhala pafupifupi 30%.
TDI ndi chinthu chamalonda padziko lonse lapansi, ndipo mitengo yapadziko lonse imagwirizana kwambiri.Zokwera mtengo zakunja zikuyembekezeka kupititsa patsogolo mpikisano wotumiza kunja komanso mtengo wazinthu zaku China.
Formic acid: Kuchita mwamphamvu, mtengo wapawiri.
Formic acid ndi imodzi mwa mankhwala amphamvu kwambiri omwe akuchita chaka chino, akukwera kuchokera ku 4,400 CNY / MT kumayambiriro kwa chaka mpaka 9,600 CNY / MT posachedwa.Kupanga kwa asidi kumayambira kuchokera ku methanol carbonylation kupita ku methyl formate, kenako hydrolyzes kukhala formic acid.Monga methanol imangozungulira nthawi zonse, zopangira za formic acid ndi syngas.
Pakali pano, China ndi Europe zimapanga 57% ndi 34% ya mphamvu yapadziko lonse yopanga formic acid motsatana, pomwe zogulitsa kunja zimaposa 60%.Mu February, kupanga kwapakhomo kwa formic acid kunatsika, ndipo mtengo unakwera kwambiri.
Kuchita kwamphamvu kwamitengo ya Formic acid poyang'anizana ndi kusowa kwamphamvu kumachitika makamaka chifukwa cha zovuta zoperekera ku China ndi kunja, zomwe maziko ake ndizovuta zakunja kwa gasi, komanso chofunikira kwambiri, kuchepa kwa kupanga kwa China.
Kuphatikiza apo, kupikisana kwazinthu zakutsika kwamakampani amafuta a malasha kulinso ndi chiyembekezo.Mankhwala a malasha amakhala makamaka methanol ndi synthetic ammonia, omwe amatha kupitilira mpaka acetic acid, ethylene glycol, olefin ndi urea.
Malinga ndi kuwerengera, mtengo wamtengo wapatali wopangira malasha a methanol ndi wopitilira 3000 CNY/MT;Mtengo wamtengo wapatali wopangira malasha urea ndi pafupifupi 1700 CNY/MT;Phindu la mtengo wa acetic acid kupanga malasha ndi pafupifupi 1800 CNY/MT;Kuwonongeka kwa mtengo wa ethylene glycol ndi olefin pakupanga malasha kumathetsedwa.
Nthawi yotumiza: Oct-19-2022