Kukwera 500%! Kupezeka kwa zinthu zopangira zakunja kungalephereke kwa zaka zitatu, ndipo makampani akuluakulu ambiri achepetsa kupanga ndi kukweza mitengo! China yakhala dziko lalikulu kwambiri la zinthu zopangira?

Kwa zaka 2-3, BASF, Covestro ndi mafakitale ena akuluakulu asiya kupanga zinthu ndikuchepetsa kupanga!

Malinga ndi magwero, kupezeka kwa zinthu zitatu zapamwamba kwambiri ku Europe, kuphatikizapo gasi wachilengedwe, malasha ndi mafuta osakonzedwa, kwakhala kukuchepa, zomwe zakhudza kwambiri magetsi ndi kupanga. Zilango ndi mikangano ya EU zikupitirira, Everbright Securities ikuneneratu kuti Europe ikhoza kutha kwa zaka 2-3.

Gasi wachilengedwe: "Beixi-1" yatsekedwa kwamuyaya, zomwe zachititsa kuti pakhale kusowa kwa 1/5 yamagetsi ndi 1/3 ya kutentha ku EU, zomwe zakhudza kupanga mabizinesi.

Malasha: Kutentha kwambiri, kuchedwa kwa mayendedwe a malasha ku Europe, zomwe zimapangitsa kuti magetsi a malasha asakwanire. Kupanga magetsi a malasha ndiye gwero lalikulu la magetsi ku Germany, dziko lalikulu la mankhwala ku Europe, zomwe zipangitsa kuti mafakitale ambiri ku Germany aime. Kuphatikiza apo, kupanga magetsi amadzi ku Europe nakonso kwatsika kwambiri.

Mafuta osakonzedwa: Mafuta osakonzedwa aku Europe makamaka amachokera ku Russia ndi Ukraine. Mbali ya Russia inati magetsi onse atsekedwa, pomwe mbali ya Uzbekistan inali yotanganidwa ndi nkhondo ndipo mafutawo achepa kwambiri.

Malinga ndi deta yochokera kumsika wamagetsi wa ku Nordic, mtengo wapamwamba kwambiri wamagetsi m'maiko aku Europe unadutsa ma euro 600 mu Ogasiti, kufika pachimake, chokwera ndi 500% pachaka. Kukwera kwa ndalama zopangira kudzapangitsa mafakitale aku Europe kuchepetsa kupanga ndikukweza mitengo, zomwe mosakayikira ndi vuto lalikulu pamsika wa mankhwala.

Zambiri zodula zopangira zazikulu:

▶BASF: yayamba kugula ammonia m'malo moipanga kuti ichepetse kugwiritsa ntchito gasi ku fakitale yake ya Ludwigshafen, mphamvu ya TDI yokwana matani 300,000 pachaka nayonso ingakhudzidwe.

▶Dunkirk Aluminiyamu: Kupanga kwachepetsedwa ndi 15%, ndipo kupanga kungachepetsedwe ndi 22% mtsogolo, makamaka chifukwa cha kusowa kwa magetsi komanso mitengo yamagetsi yokwera ku France.

▶Mphamvu Yonse: tseka chitoliro chake cha French Feyzin cholemera matani 250,000 pachaka kuti chikonzedwe;

▶Covestro: mafakitale ku Germany angakumane ndi chiopsezo chotseka malo opangira mankhwala kapena ngakhale fakitale yonse;

▶Wanhua Chemical: Galimoto ya MDI yolemera matani 350,000 pachaka ndi galimoto ya TDI yolemera matani 250,000 pachaka ku Hungary yatsekedwa kuti ikonzedwe kuyambira Julayi chaka chino;

▶Alcoa: Mphamvu ya zosungunulira zitsulo zopangidwa ndi aluminiyamu ku Norway idzachepetsedwa ndi gawo limodzi mwa magawo atatu.

Zambiri zokhudza kukwera kwa mitengo ya zinthu zopangira:

▶▶Ube Kosan Co., Ltd.: Kuyambira pa 15 Seputembala, mtengo wa utomoni wa PA6 wa kampaniyo udzakwezedwa ndi 80 yen/tani (pafupifupi RMB 3882/tani).

▶▶Trinseo: yapereka chidziwitso chokweza mitengo, ponena kuti kuyambira pa Okutobala 3, mtengo wa mitundu yonse ya utomoni wa PMMA ku North America udzakwezedwa ndi madola 0.12 aku US / paundi (pafupifupi RMB 1834 / tani) ngati mgwirizano wapano ulola. .

▶▶DIC Co., Ltd.: Mtengo wa epoxy-based plasticizer (ESBO) udzakwezedwa kuyambira pa 19 Seputembala. Kukwera kwake ndi motere:

▶ Sitima yamafuta ya 35 yen/kg (pafupifupi RMB 1700/tani);

▶ Yopakidwa m'zitini ndi kuyikidwa m'migolo ya 40 yen/kg (pafupifupi RMB 1943/tani).

▶▶Denka Co., Ltd. yalengeza kukwera kwa mtengo wa styrene monomer ndi 4 yen/kg (pafupifupi RMB 194/ton)

▶ Makampani opanga mankhwala m'nyumba akupita patsogolo pang'onopang'ono! Yang'anani kwambiri pazinthu 20 izi!

Europe ndi dziko lachiwiri padziko lonse lapansi lomwe limapanga mankhwala ambiri pambuyo pa China. Tsopano popeza makampani ambiri opanga mankhwala ayamba kuchepetsa kupanga, tiyenera kukhala maso kuti tipewe kusowa kwa zinthu zopangira!

Zambiri za Longzhong zikusonyeza kuti: mu 2022, mphamvu yapadziko lonse yopangira mankhwala aku Europe idzakhala yoposa 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, ndi silicone.

▶Vitamini: Makampani opanga mavitamini padziko lonse lapansi ali makamaka ku Europe ndi China. Ngati mphamvu zopangira mavitamini ku Europe zichepa ndipo kufunikira kwa mavitamini kutembenukira ku China, kupanga mavitamini m'dziko muno kudzabweretsa chitukuko.

▶Polyurethane: MDI ndi TDI ku Europe zimayimira gawo limodzi mwa magawo anayi a mphamvu zopangira padziko lonse lapansi. Kusokonekera kwa mpweya wachilengedwe kumapangitsa makampani kutaya kapena kuchepetsa kupanga. Pofika mu Ogasiti 2022, mphamvu zopangira MDI ku Europe ndi matani 2.28 miliyoni pachaka, zomwe zimapangitsa 23.3% ya mphamvu zonse padziko lonse lapansi. TDI Mphamvu zopangira ndi pafupifupi matani 850,000 pachaka, zomwe zimapangitsa 24.3% ya ndalama zomwe zimaperekedwa pamwezi padziko lonse lapansi.

Mphamvu zonse zopangira MDI ndi TDI zili m'manja mwa makampani odziwika padziko lonse lapansi monga BASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, ndi zina zotero. Pakadali pano, kukwera kwakukulu kwa mitengo ya gasi wachilengedwe ndi zinthu zina zokhudzana ndi mankhwala kudzakweza mtengo wopanga MDI ndi TDI ku Europe, ndipo Juli Chemical Yantai Base, Gansu Yinguang, Liaoning Lianshi Chemical Industry, ndi Wanhua Fujian Base nawonso ayimitsidwa kupanga. Chifukwa cha momwe zinthu zilili, mphamvu yoyendetsera galimoto yapakhomo ndi yochepera 80%, ndipo mitengo ya MDI ndi TDI yapadziko lonse lapansi ikhoza kukhala ndi malo akuluakulu okulira.

▶Methionine: Mphamvu yopangira methionine ku Europe ndi pafupifupi 30%, makamaka m'mafakitale monga Evonik, Adisseo, Novus, ndi Sumitomo. Mu 2020, gawo la msika la makampani anayi apamwamba opanga lidzafika pa 80%, kuchuluka kwa mafakitale kuli kwakukulu kwambiri, ndipo kuchuluka kwa ntchito yonse ndi kochepa. Opanga akuluakulu am'nyumba ndi Adisseo, Xinhecheng ndi Ningxia Ziguang. Pakadali pano, mphamvu yopangira methionine yomwe ikumangidwa ikupezeka kwambiri ku China, ndipo liwiro la kusintha methionine m'dziko langa likupita patsogolo pang'onopang'ono.

▶Propylene oxide: Pofika mu Ogasiti 2022, dziko lathu ndi lomwe limapanga propylene oxide yayikulu kwambiri padziko lonse lapansi, yomwe imapanga pafupifupi 30% ya mphamvu zopangira, pomwe mphamvu zopangira propylene oxide ku Europe zimakhala pafupifupi 25%. Ngati kuchepetsa kupanga kapena kuyimitsa kwa propylene oxide kukuchitika mwa opanga aku Europe, zidzakhudzanso kwambiri mtengo wa propylene oxide wolowetsedwa mdziko langa, ndipo akuyembekezeka kukweza mtengo wonse wa propylene oxide mdziko langa kudzera muzinthu zotumizidwa kunja.

Zomwe zili pamwambapa ndi momwe zinthu zilili ku Ulaya. Ndi mwayi komanso vuto!