Txij li thaum muaj kev tsis sib haum xeeb ntawm Russia thiab Ukraine, Tebchaws Europe tau ntsib teeb meem ntawm lub zog.Tus nqi ntawm cov roj thiab cov roj ntuj tau nce siab, ua rau muaj kev nce ntxiv hauv cov nqi tsim khoom ntawm cov khoom siv tshuaj lom neeg hauv qab.
Txawm hais tias nws tsis muaj txiaj ntsig zoo, Kev lag luam tshuaj nyob sab Europe tseem suav txog 18 feem pua ntawm kev muag tshuaj hauv ntiaj teb (kwv yees li 4.4 trillion yuan), qeb thib ob rau Asia, thiab yog lub tsev rau BASF, lub ntiaj teb cov tshuaj loj tshaj plaws.
Thaum cov khoom siv hluav taws xob muaj kev pheej hmoo, European cov tuam txhab tshuaj 'cov nqi nce siab.Tuam Tshoj, North America, Middle East thiab lwm lub tebchaws vam khom rau lawv tus kheej cov peev txheej thiab tsis tshua muaj kev cuam tshuam.
Hauv lub sijhawm luv luv, cov nqi hluav taws xob nyob sab Europe yuav nyob twj ywm siab, thaum cov tuam txhab tshuaj suav hauv Suav yuav muaj tus nqi zoo dua vim tias muaj kev sib kis hauv Suav teb txhim kho.
Tom qab ntawd, rau cov tuam txhab tshuaj hauv Suav teb, cov tshuaj twg yuav coj mus rau hauv lub sijhawm?
MDI: Tus nqi sib txawv tau nthuav dav mus rau 1000 CNY / MT
MDI cov tuam txhab txhua tus siv cov txheej txheem tib yam, cov txheej txheem ua kua theem phosgene, tab sis qee cov khoom nruab nrab tuaj yeem tsim tau los ntawm cov thee taub hau thiab roj taub hau ob txheej txheem.Hais txog cov peev txheej ntawm CO, methanol thiab hluavtaws ammonia, Tuam Tshoj tsuas yog siv cov tshuaj siv hluav taws xob ntau lawm, thaum cov teb chaws Europe thiab Tebchaws Meskas tsuas yog siv cov roj av ntau lawm.
Tam sim no, Tuam Tshoj lub peev xwm MDI suav txog 41% ntawm lub ntiaj teb tag nrho lub peev xwm, thaum Europe suav txog 27%.Thaum kawg ntawm Lub Ob Hlis, tus nqi ntawm kev tsim MDI nrog cov roj av raws li cov khoom siv raw hauv Tebchaws Europe tau nce ze li ntawm 2000 CNY / MT, thaum lub Peb Hlis kawg, tus nqi tsim khoom MDI nrog cov thee li raw khoom tau nce ze li ntawm 1000 CNY / MT.Tus nqi sib txawv yog li 1000 CNY / MT.
Cov ntaub ntawv hauv paus qhia tau hais tias Tuam Tshoj cov khoom lag luam polymerized MDI suav nrog ntau dua 50%, suav nrog tag nrho cov khoom xa tawm xyoo 2021 siab txog 1.01 lab MT, kev loj hlob ib xyoos ib zaug ntawm 65%.MDI yog cov khoom lag luam thoob ntiaj teb, thiab tus nqi thoob ntiaj teb muaj kev sib raug zoo heev.Tus nqi siab txawv teb chaws xav kom ntxiv dag zog rau kev sib tw export thiab tus nqi ntawm cov khoom hauv Suav teb.
TDI: Tus nqi sib txawv dav mus rau 1500 CNY / MT
Zoo li MDI, cov tuam txhab TDI thoob ntiaj teb txhua tus siv cov txheej txheem phosgene, feem ntau siv cov txheej txheem ua kua theem phosgene, tab sis qee cov khoom nruab nrab tuaj yeem tsim tau los ntawm cov thee taub hau thiab roj taub hau ob txheej txheem.
Thaum kawg ntawm Lub Ob Hlis, tus nqi ntawm kev tsim MDI nrog cov roj av raws li cov khoom siv raw hauv Tebchaws Europe tau nce li ntawm 2,500 CNY / MT, thaum lub Peb Hlis kawg, tus nqi tsim khoom MDI nrog cov thee li raw khoom tau nce ze li 1,000 CNY / MT.Tus nqi sib txawv tau nthuav dav txog li 1500 CNY / MT.
Tam sim no, Tuam Tshoj lub peev xwm TDI suav txog 40% ntawm lub ntiaj teb tag nrho cov peev txheej, thiab Europe suav txog 26%.Yog li ntawd, tus nqi siab nce ntawm cov roj av hauv Tebchaws Europe yuav inevitably ua rau kev nce ntawm TDI tus nqi los ntawm 6500 CNY / MT.
Thoob ntiaj teb, Tuam Tshoj yog lub ntsiab exporter ntawm TDI.Raws li cov ntaub ntawv kev lis kev cai, Tuam Tshoj tus TDI exports account rau txog 30%.
TDI tseem yog cov khoom lag luam thoob ntiaj teb, thiab cov nqi thoob ntiaj teb muaj kev sib raug zoo heev.Cov nqi siab txawv teb chaws xav kom ntxiv dag zog rau kev sib tw export thiab tus nqi ntawm cov khoom hauv Suav teb.
Formic acid: kev ua tau zoo, ob tus nqi.
Formic acid yog ib qho ntawm cov tshuaj muaj zog tshaj plaws rau xyoo no, nce ntawm 4,400 CNY / MT thaum pib ntawm lub xyoo mus rau 9,600 CNY / MT tsis ntev los no.Formic acid ntau lawm mas pib los ntawm methanol carbonylation rau methyl formate, thiab ces hydrolyzes rau formic acid.Raws li methanol tas li ncig hauv cov txheej txheem tshuaj tiv thaiv, cov khoom siv raw ntawm formic acid yog syngas.
Tam sim no, Tuam Tshoj thiab Europe suav txog 57% thiab 34% ntawm lub ntiaj teb tsim muaj peev xwm ntawm formic acid feem, thaum cov khoom xa tawm hauv tsev muaj ntau dua 60%.Thaum Lub Ob Hlis, kev tsim tawm hauv tsev ntawm formic acid poob qis, thiab tus nqi nce siab heev.
Formic acid tus nqi zog ua tau zoo nyob rau hauv lub ntsej muag ntawm kev xav tsis thoob yog qhov loj heev vim muaj teeb meem ntawm cov khoom siv hauv Suav teb thiab txawv teb chaws, lub hauv paus ntawm cov roj av txawv teb chaws, thiab qhov tseem ceeb tshaj, kev cog lus ntawm Tuam Tshoj ntau lawm.
Tsis tas li ntawd, kev sib tw ntawm cov khoom lag luam qis ntawm kev lag luam thee chemical kuj yog qhov zoo.Cov khoom siv hluav taws xob hluav taws xob feem ntau yog methanol thiab hluavtaws ammonia, uas tuaj yeem txuas ntxiv mus rau acetic acid, ethylene glycol, olefin thiab urea.
Raws li kev suav, tus nqi kom zoo dua ntawm cov txheej txheem methanol thee yog tshaj 3000 CNY / MT;Tus nqi kom zoo dua ntawm cov txheej txheem thee ntawm urea yog txog 1700 CNY / MT;Tus nqi kom zoo dua ntawm acetic acid thee ua txheej txheem yog li 1800 CNY / MT;Tus nqi tsis zoo ntawm ethylene glycol thiab olefin hauv thee ntau lawm yog qhov pib tshem tawm.
Post lub sij hawm: Oct-19-2022