Zatha zaka 2-3, BASF, Covestro ndi mafakitale ena akuluakulu amasiya kupanga ndikuchepetsa kupanga!
Malinga ndi magwero, kuperekedwa kwa zida zitatu zapamwamba kwambiri ku Europe, kuphatikiza gasi, malasha ndi mafuta osapsa, kwakhala kukucheperachepera, zomwe zakhudza kwambiri mphamvu ndi kupanga.Zilango ndi mikangano ya EU ikupitilirabe, Everbright Securities ikuneneratu kuti Europe ikhoza kutha kwa zaka 2-3.
Gasi wachilengedwe: "Beixi-1" idadulidwa mpaka kalekale, zomwe zidapangitsa kuti magetsi a 1/5 asakhale ndi 1/3 kutentha ku EU, zomwe zimakhudza kupanga mabizinesi.
Malasha: Kutentha kwakukulu, kuchedwa kwa kayendedwe ka malasha ku Ulaya, zomwe zimapangitsa kuti magetsi a malasha asakwane.Kupanga magetsi a malasha ndiye gwero lalikulu la magetsi ku Germany, dziko lalikulu lamankhwala ku Europe, zomwe zipangitsa kuti mafakitale ambiri ku Germany asayime.Kuphatikiza apo, kupanga mphamvu zamagetsi ku Europe kwatsikanso kwambiri.
Mafuta akuda: Mafuta a ku Ulaya amachokera makamaka ku Russia ndi Ukraine.Mbali ya Russia inanena kuti mphamvu zonse zatha, pamene mbali ya Uzbek inali yotanganidwa ndi nkhondo ndipo zoperekazo zinachepetsedwa kwambiri.
Malingana ndi deta yochokera ku msika wamagetsi wa Nordic, mtengo wapamwamba wa magetsi m'mayiko a ku Ulaya unadutsa ma euro 600 mu August, kufika pachimake, mpaka 500% pachaka.Kukwera kwamitengo yopangira zinthu kudzapangitsa kuti mafakitale aku Europe achepetse kupanga ndikukweza mitengo, zomwe mosakayikira ndizovuta kwambiri pamsika wama mankhwala.
Zidziwitso zazikulu zodula kupanga:
▶BASF: yayamba kugula ammonia m'malo moipanga kuti ichepetse kugwiritsidwa ntchito kwa gasi pafakitale yake ya Ludwigshafen, matani 300,000 / chaka mphamvu ya TDI ingakhudzidwenso.
▶Dunkirk Aluminium: Kupanga kwachepetsedwa ndi 15%, ndipo kupanga kungachepetse ndi 22% m'tsogolomu, makamaka chifukwa cha kusowa kwa magetsi komanso kukwera mtengo kwa magetsi ku France.
▶Nthawi Zonse: azimitsa chophwanyira chake cha French Feyzin 250,000/chaka kuti chizikonza;
▶ Covestro: mafakitale ku Germany akhoza kukumana ndi chiopsezo chotseka malo opangira mankhwala kapena fakitale yonse;
▶Wanhua Chemical: Gawo la MDI la matani 350,000/chaka ndi gawo la TDI la 250,000/chaka la TDI ku Hungary zatsekedwa kuti zikonzedwe kuyambira July chaka chino;
▶Alcoa: Kutulutsa kwa aluminiyamu ku Norway kuchepetsedwa ndi gawo limodzi mwa magawo atatu.
Zambiri zokhuza mitengo yamafuta:
▶▶Ube Kosan Co., Ltd.: Kuyambira pa Seputembala 15, mtengo wa PA6 wa kampaniyo udzakwezedwa ndi 80 yen/ton (pafupifupi RMB 3882/ton).
▶▶Trinseo: adapereka chidziwitso chokweza mitengo, ponena kuti kuyambira pa Okutobala 3, mtengo wa magiredi onse a PMMA resin ku North America udzakwezedwa ndi 0.12 US dollars/pound (pafupifupi RMB 1834/tani) ngati mgwirizano wapano ulola..
▶▶DIC Co., Ltd.: Mtengo wa epoxy-based plasticizer (ESBO) udzakwezedwa kuyambira pa Seputembara 19. Kukwezeka kwake ndi motere:
▶ Ngalawa yamafuta 35 yen/kg (pafupifupi RMB 1700/tani);
▶ Zazitini ndi mipiringidzo 40 yen/kg (pafupifupi RMB 1943/tani).
▶▶Denka Co., Ltd. yalengeza za kukwera kwa mtengo wa styrene monomer ndi 4 yen/kg (pafupifupi RMB 194/ton)
▶ Makampani opanga mankhwala apakhomo akupita patsogolo pang'onopang'ono!Yang'anani pazinthu izi 20!
Europe ndi dziko lachiwiri lalikulu padziko lonse lapansi popanga mankhwala pambuyo pa China.Tsopano popeza kuti zimphona zambiri zamakemikolo zayamba kuchepetsa kupanga, tiyenera kukhala tcheru ndi kuopsa kwa kusowa kwa zinthu zopangira!
| Dzina la malonda | Kugawa kwakukulu kwa mphamvu zopangira ku Europe |
| Formic acid | BASF (200,000 matani, Qing Dynasty), Yizhuang (100,000 usiku, Finn), BP (650,000 matani, UK) |
| Ethyl acetate youma | Celanese (305,000, Frankfurt, Germany), Wacker Chemicals (200,000. Burg Kingsen of Qing Dynasty) |
| EVA | Belgium (369,000 matani), France (235,000 matani), Germany (750,000 matani), Spain (85,000 matani), Italy (43,000 matani), BASF (640,000 masitolo, Ludwig, Germany & Antwerp, Belgium), Dow (350,000 tons, Germany) Marr) |
| PA66 | BASF (matani 110,000, Germany), Dow (matani 60,000, Germany), INVISTA (matani 60,000, Netherlands), Solvay (matani 150,000, France / Germany / Spain) |
| MDI | Cheng sichoang (matani 600,000, dexiang: Spain), alengezo, a Betherlands), Porthegal), Portugal), Truacal), matani 350,000 , hook Yuli) |
| TDI | BASF (300,000 matani, Germany), Covestro (300,000 matani, Dezhao), Wanhua Chemical (250,000 matani, Goyali) |
| VA | Dizilo (matani 07,500, Portugal), Bath (6,000, Germany Lujingyanxi), Adisseo (5,000, French) |
| VE | DSM (30,000 tons, Switzerland), BASF (2. Ludwig) |
Zambiri za Longzhong zikuwonetsa: mu 2022, mphamvu yapadziko lonse lapansi yopanga mankhwala aku Europe idzapitilira 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, ndi silikoni.
▶Vitamini: Makampani opanga mavitamini padziko lonse lapansi akhazikika ku Europe ndi China.Ngati kuchuluka kwa ku Europe kwachepa ndipo kufunikira kwa vitamini kutembenukira ku China, kupanga mavitamini apakhomo kudzadzetsa mpumulo.
▶Polyurethane: MDI ndi TDI yaku Europe zimatengera 1/4 ya mphamvu zopanga padziko lonse lapansi.Kusokonezeka kwa gasi wachilengedwe kumapangitsa makampani kutaya kapena kuchepetsa kupanga.Pofika mu Ogasiti 2022, mphamvu yopangira MDI yaku Europe ndi matani 2.28 miliyoni / chaka, zomwe zimawerengera 23.3% yapadziko lonse lapansi.TDI Mphamvu yopanga ndi pafupifupi matani 850,000 pachaka, zomwe zimawerengera 24.3% yapadziko lonse lapansi pamwezi.
Mphamvu zonse zopanga za MDI ndi TDI zili m'manja mwa makampani odziwika padziko lonse lapansi monga BASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, ndi zina zotero. kukweza mtengo wopangira MDI ndi TDI ku Europe, ndi zoweta Juli Chemical Yantai Base, Gansu Yinguang, Liaoning Lianshi Chemical Viwanda, ndi Wanhua Fujian Base nawonso alowa kuyimitsidwa kwa kupanga.Chifukwa cha kukonza, kuyendetsa bwino kwapanyumba kumangokhala osakwana 80%, ndipo mitengo yapadziko lonse ya MDI ndi TDI ikhoza kukhala ndi chipinda chachikulu chokulirapo.
▶Methionine: Kuchuluka kwa methionine ku Ulaya kumapanga pafupifupi 30%, makamaka kumafakitale monga Evonik, Adisseo, Novus, ndi Sumitomo.Mu 2020, gawo lamsika pamabizinesi anayi apamwamba kwambiri lifika 80%, kuchuluka kwamakampani ndikokwera kwambiri, ndipo magwiridwe antchito onse ndi otsika.Opanga kwambiri apakhomo ndi Adisseo, Xinhecheng ndi Ningxia Ziguang.Pakalipano, mphamvu yopangira methionine yomwe ikumangidwa imakhazikika kwambiri ku China, ndipo mayendedwe a m'malo mwa methionine m'dziko langa akupita patsogolo.
▶Propylene oxide: Pofika mu Ogasiti 2022, dziko lathu ndilomwe limapanga propylene oxide padziko lonse lapansi, lomwe limapanga pafupifupi 30% ya mphamvu zopangira, pomwe mphamvu yopanga propylene oxide ku Europe ndi pafupifupi 25%.Ngati kuchepetsa kupanga kapena kuyimitsidwa kwa propylene oxide kukuchitika kwa opanga ku Ulaya, kudzakhudzanso kwambiri mtengo wa propylene oxide m'dziko langa, ndipo akuyembekezeka kukankhira mtengo wonse wa propylene oxide m'dziko langa kudzera muzogulitsa kunja.
Zomwe zili pamwambazi ndizomwe zikuchitika ku Ulaya.Ndi mwayi komanso zovuta!
Nthawi yotumiza: Nov-11-2022