Mekhahlelo ea phaello ea lefatše ea polyethylene le propylene e tla lula e le tlase

1.Asia March litheko tsa petrochemical li tsoakane

Ho ea ka ICIS Singapore, ka March, lihlahisoa tsa petrochemical ka liketane tse fapaneng tsa boleng Asia li bontšitse mekhoa e fapaneng ea theko ka lebaka la liphetoho ho leka-lekana ha phepelo le tlhokahalo.Ho tloha nakong ea khatiso, halofo ea lihlahisoa tse 31 tsa petrochemical tse koahetsoeng ke ICIS Asia Price Forecast li ne li e-na le litheko tse tlaase ka March ho feta ka Hlakola.

Tlhokahalo e akaretsang China e qalile ho hlaphoheloa ka Hlakubele, ICIS e boletse.Mesebetsi ea Chaena e ikemiselitse ho tsoela pele ho ea pele ha lithibelo tsa seoa li ntse li fokotseha.Litheko tsa polyester Chaena li bone ho phahama ho matla ka Hlakubele, ho matlafalitsoe ke ts'ebetso e matla ea bohahlauli le mesebetsi ea kantle, mme ho koaloa ho sa reroang kotareng ea pele le hona ho tla nyolla theko e tloaelehileng ea acrylic acid ka Hlakubele.Ho feto-fetoha ha litheko tsa oli e sa tsoakoang ho ka eketsa ho hloka botsitso mabapi le maemo a litheko.Litheko tsa US benchmark crude West Texas Intermediate (WTI) li ile tsa theoha, li hatella litheko tsa naphtha ka tlase ho $ 700 / mt bohareng ba khoeli.

Ka nako e ts'oanang, tlhokahalo ea likarolo tse ling tse kang thekiso ea matlo le likoloi tsa Asia e ka bontša ntlafatso e nyenyane, empa e ke ke ea lekana ho kokobetsa matšoenyeho.Karolelano ea theko ea diisononyl phthalate (DINP) le joala ba oxo, tse amanang haufi-ufi le indasteri ea kaho, li theohile ka Hlakubele.Litheko tsa lihlahisoa tse ling, tse kang propylene le polypropylene (PP), li tla lula li imetsoe haholo ke matla a macha.Litheko tsa ethylene le tsona li ile tsa fokola ka Hlakubele, empa litheko tse tloaelehileng ka Hlakubele li ne li ntse li phahame ho feta ka Hlakola ka lebaka la sebaka se phahameng sa ho qala qalong ea Hlakubele.

Kakaretso ea tlhokahalo ea China kotareng ea pele e ne e fapane ka sebopeho, ka ho hlaphoheloa ka potlako ha thepa e sa tšoarellang nako e telele, empa thepa e tšoarellang nako e telele le matsete a khutla butle.Indastering ea lijo le bohahlauli, ho latela lintlha tse tsoang Lefapheng la Lipalangoang la China, ka Pherekhong, litoropo tse 54 tsa China tse nang le lipalangoang tsa literene tsa litoropong le metro e tsamaeang ka tlas'a lefatše li tsamaisitse bapalami ba limilione tse likete tse 2.18, keketseho ea selemo le selemo ea 39.6%, e phahameng ho feta karolelano ea palo ea bapalami ba khoeli le khoeli ka 2019 9.6%.Keketseho ea sephethephethe sa literene likhoeling tse peli tse fetileng tsa 2023 e boetse e bonts'a pholiso e matla maetong a maeto a lipakeng tsa China.FMCG Asia e tla susumetsoa ka matla ke ho eketseha ha mesebetsi ea kantle mme e tla eketsa tlhokahalo ea li-polymers.Ho paka lijo le ho noa lino ho tla tšehetsa PP le litheko tsa botlolo tsa polyethylene terephthalate (PET)."Ho eketseha ha theko ea liaparo ho tla tsoela indasteri ea polyester molemo," ho boletse mohlahlobi e moholo oa ICIS Jenny Yi.

Ho na le lipelaelo tse kholo libakeng tse ling tsa tšebeliso ea basebelisi ba ho qetela, e leng se lebisang ho maikutlo a hlokolosi a mmaraka.Lefapheng la likoloi, thekiso ka Pherekhong le Hlakola 2023 e ile ea fokotseha selemo le selemo ha khefutso ea lekhetho la ho reka likoloi tsa China le lithuso tsa likoloi tsa motlakase li felloa ke nako qetellong ea 2022. Litlhoko tse tsoang indastering ea kaho Asia li ile tsa tsoela pele ho fokola.Ho feta moo, diyantle di ile tsa dula di fokola hara ditheolelo tsa lefatshe le kgatello ya tlhokeho ya polyolefin.

ICIS e lumela hore bokhoni bo bocha ba tlhahiso e tla ba taba e 'ngoe ea bohlokoa e tobaneng le khatello e tlase ea litheko tsa lihlahisoa tse ling tsa petrochemical Asia selemong sena.Ho fana ka lisebelisoa tse peli tse kholo tsa li-naphtha crackers le li-derivatives bohareng ba February ho tla eketsa ho feta lihlahisoa tse ling tse kang polyethylene (PE) le PP.Ha ho bapisoa le ketane ea indasteri ea ethylene, liketane tsa indasteri ea propylene le PP li angoa haholo ke matla a macha a tlhahiso.Sena se bakoa ke taba ea hore merero e mengata e mecha ea propane dehydrogenation (PDH) e tla etsoa selemong sena.Ho tloha ka March ho ea ho April selemong sena, Asia e tla ba le lithane tse limilione tse 2.6 / selemo sa matla a macha a tlhahiso ea propylene a reretsoeng ho kenngoa ts'ebetsong.Ha re tobane le tlhoro e ka bang teng ea kholo ea bokhoni, litheko tsa Asia PP li lebelletsoe ho theoha ka Hlakubele le Mmesa.

"Ho lebeletsoe hore lithane tse fetang 140,000 tsa ethylene li romelloe ho tloha US ho ea Asia karolong ea bobeli, e leng se tla etsa hore maikutlo a 'maraka a be hlokolosi haholoanyane," ho boletse Amy Yu, mohlahlobi e moholo oa ICIS.Hape, phano ea phepelo e tsoang libakeng tse ling e ka boloka Asia e fanoa hantle kamora Hlakubele.PP, PE le thepa ea ethylene Middle East butle-butle e ntse e hlaphoheloa ha nako ea selemo e ntse e putlama ho elella bofelong ba Hlakubele.Ka phepelo e ntseng e eketseha 'marakeng oa lehae oa China le litheko tse batlang li le holimo libakeng tse ling, bahlahisi ba bang ba PP ba tla tsoelapele ho romella thepa e ngata ea PP libakeng tse ling, ho kenyeletsoa Asia Boroa-bochabela, Asia Boroa le Afrika Boroa.Phallo ena ea khoebo e thehiloeng fensetereng ea arbitrage e ka boela ea ama mekhoa ea theko libakeng tse ling.

2.S&P Global: Mekhahlelo ea phaello ea lefatše ea polyethylene le propylene e tla lula e le tlase

Haufinyane tjena, lihlooho tse 'maloa tsa S&P Global Commodity Insights li boletse Sebokeng sa Lefatše sa Petrochemical se neng se tšoaretsoe Houston hore liindasteri tsa polyethylene le propylene li tla ba le phaello e tlase ka lebaka la ho se leka-lekane lipakeng tsa phepelo le tlhoko.

Jesse Tijelina, hlooho ea li-polymers tsa lefats'e ho S&P Global, o boletse hore ho se leka-lekane ho hoholo lipakeng tsa phepelo le tlhoko ho kentse 'maraka oa lefats'e oa polyethylene ka sekoting, mme phaello ea indasteri ea polyethylene e kanna ea se ke ea hlaphoheloa ho fihlela 2024 qalong, mme lifeme tse ling li tla ba teng. e tlameha ho koaloa ruri.

Tijelina o boletse hore ho tloha 2012 ho isa 2017, sekhahla sa kholo ea phepelo le tlhoko ea resin ea polyethylene e batla e ts'oana, empa matla a tlhahiso a feta tlhoko ea lithane tse ka bang limilione tse 10 ka selemo.Ka 2027, matla a macha a tla feta tlhoko e ncha ka lithane tse limilione tse 3 / selemo.Ha nako e ntse e ea, 'maraka oa polyethylene o ntse o hōla ka tekanyo ea lithane tse ka bang limilione tse 4 ka selemo.Haeba litlatsetso tsa matla li emisoa hona joale, 'maraka o ntse o tla nka lilemo tse ka bang 3 ho leka-lekana."Ha re hetla morao ho 2022, ho na le bahlahisi ba bangata ba koetse thepa ea theko e phahameng ka nakoana, 'me re lumela hore boholo ba matla a koetsoeng ka nakoana a tla koaloa ka ho sa feleng nakong e tlang," ho boletse Tijelina.

Larry Tan, hlooho ea sebaka sa Asia-Pacific, o boletse hore ho eketseha ha matla a propane dehydrogenation (PDH) ho lebisitse ho feteletseng ho feteletseng 'marakeng oa propylene, e leng ho tla boloka phaello ea phaello ea indasteri ea propylene e le tlaase ho fihlela 2025. Indasteri ea lefats'e ea propylene ha joale e se e le boemong bo botle, 'me menyetla ea phaello e ke ke ea ntlafala ho fihlela 2025 qalong.Ka 2022, litšenyehelo tse ntseng li phahama tsa tlhahiso le tlhokahalo e fokolang li tla boloka phaello ea phaello e le tlase kapa e fetohe e mpe ho bahlahisi ba bangata ba propylene ba Asia le Europe.Ho tloha ka 2020 ho isa ho 2024, kholo ea kholo ea propylene ea polymer le lik'hemik'hale e lebelletsoe ho ba makhetlo a 2.3 ho feta kholo ea tlhokeho.

Leha ho le joalo, Tan o ile a boela a re margins e lokela ho ba "e batlang e le ntle" bakeng sa bahlahisi bohle ntle le li-crackers tsa naphtha Europe Bophirimela ka 2028. Mehloli e 'meli e meholo ka ho fetisisa ea propylene indastering ea petrochemical ke PDH le refinery catalytic cracking.S&P Global e lebelletse hore phetoho ea matla e tla theola tlhoko ea peterole ea enjene, e 'ngoe ea litlamorao tsa eona e tla ba phokotso ea ts'ebetso ea ho phatloha ho hoholo."Kahoo ha tlhoko ea lefats'e ea propylene e ntse e tsoela pele, khaello ea propylene e tlameha ho tlatsoa kae-kae," ho boletse Tan.Lihlopha tsa PDH li ke ke tsa bona phaello e kholo ho fihlela ka nako eo.

3.Ho fokotsa tlhahiso e sa lebelloang ea OPEC ho hlohlelletsa ho phahama ho hoholo ha litheko tsa oli tsa machabeng

Ha litho tsa Mokhatlo oa Linaha tse Rekisang Petroleum (OPEC) li phatlalalitse ka tšohanyetso phokotso e matla ea tlhahiso, litheko tsa machaba tsa bokamoso ba oli e tala li ile tsa nyoloha haholo ka ho feta 6% qetellong ea la 3.

Ho elella bofelong ba letsatsi, theko ea bokamoso ba oli e tala bakeng sa phano ea Mots'eanong ho New York Mercantile Exchange e nyolohile ka $ 4.75 ho koala $80.42 barrel, keketseho ea 6.28%.Bokamoso ba London Brent crude bakeng sa phano ea Phuptjane bo nyolohile ka $ 5.04, kapa 6.31%, ho koala ka $84.93 barrel.

OPEC e phatlalalitse ka la 3 hore Komiti e Kopaneng ea Tekheniki ea OPEC le linaha tseo e seng tsa OPEC tse hlahisang oli li hlokometse kopanong e neng e tšoaretsoe ka letsatsi le le leng leo litho tsa OPEC li phatlalalitseng ka la 2 hore li tla qala moralo oa boithaopo oa ho fokotsa tlhahiso ka sekhahla sa letsatsi le letsatsi. ea libarele tse limilione tse 1.157 ho qala ka Mots'eanong.Ke mehato ea boits'ireletso ho tsitsisa 'maraka oa oli.Hammoho le phokotso ea letsatsi le letsatsi ea Russia ea libarele tse 500,000 ho fihlela bofelong ba selemo sena, kakaretso ea ho fokotsa tlhahiso ea boithaopo ke linaha tse kholo tse hlahisang oli e tla fihla ho libarele tse ka bang limilione tse 1.66 ka letsatsi.

Vivek Dahl, mohlahlobi oa thepa ea matla ho Commonwealth Bank of Australia, o boletse hore qeto ea morao-rao ea litho tsa OPEC e bontša hore phello ea ho fokotsa tlhahiso e ka ba matla ho feta pele.

Sehlopha sa UBS se ntse se tsoela pele ho boloka pono e ntle ka litheko tsa oli, ho bolela esale pele hore litheko tsa oli tsa Brent li tla fihla ho $ 100 barrel ka Phuptjane selemong sena.

JIN DUN CHEMICALe hahile setsi se khethehileng (meth) sa tlhahiso ea acrylic monomer profinseng ea ZHEJIANG.Sena se etsa bonnete ba hore phepelo e tsitsitseng ea HEMA, HPMA, HEA, HPA, GMA e nang le boleng bo phahameng.Li-acrylate monomers tsa rona tse khethehileng li sebelisoa haholo bakeng sa li-resin tsa thermosetting acrylic, li-polymers tsa crosslinkable emulsion, sekhomaretsi sa acrylate anaerobic, sekhomaretsi sa likarolo tse peli tsa acrylate, sekhomaretsi sa solvent acrylate, sekhomaretsi sa emulsion acrylate, sekhomaretsi sa ho qeta pampiri le ho penta li-resin tse ncha tsa acrylic. le khethehileng (meth) acrylic monomers le derivatives.Joalo ka li-acrylate monomers tse nang le fluorinated, E ka sebelisoa haholo ho li-coating agent, lipente, li-inks, li-resin tse hlakileng, lisebelisoa tsa optical, kalafo ea fiber, modifier bakeng sa lebala la polasetiki kapa la rabara.Re ikemiselitse ho ba mofani oa thepa ea ka holimo lefapheng lali-monomers tse khethehileng tsa acrylate, ho arolelana phihlelo ea rona e ruileng ka lihlahisoa tsa boleng bo botle le tšebeletso ea litsebi.