Tawm ntawm Tshuag rau 2-3 xyoos, BASF, Covestro thiab lwm lub tuam txhab loj nres thiab txo cov khoom tsim tawm!
Raws li cov peev txheej, cov khoom ntawm peb cov khoom siv raw saum toj kawg nkaus hauv Tebchaws Europe, suav nrog cov nkev, roj av thiab roj av, tau poob qis, uas tau cuam tshuam loj rau lub zog thiab kev tsim khoom.EU kev nplua thiab kev tsis sib haum xeeb txuas ntxiv mus, Everbright Securities kwv yees tias Tebchaws Europe tuaj yeem tawm ntawm 2-3 xyoos.
Natural gas: "Beixi-1" tau raug txiav tawm tsis tu ncua, ua rau muaj kev tsis txaus ntawm 1/5 hluav taws xob thiab 1/3 cov khoom siv hluav taws xob hauv EU, cuam tshuam rau kev tsim khoom lag luam.
Coal: Kub kub cuam tshuam, qeeb hauv European thee tsheb thauj mus los, ua rau cov roj hluav taws xob tsis txaus.Kev tsim hluav taws xob thee yog lub hauv paus tseem ceeb ntawm hluav taws xob rau lub teb chaws Yelemees, lub teb chaws loj nyob sab Europe chemical, uas yuav ua rau muaj ntau lub tsev lag luam hauv lub teb chaws Yelemees kom stagnate.Tsis tas li ntawd, kev tsim hluav taws xob hauv Tebchaws Europe tau poob qis heev.
Roj Crude: European crude roj tsuas yog los ntawm Russia thiab Ukraine.Lavxias teb sab hais tias tag nrho cov khoom siv hluav taws xob raug txiav tawm, thaum Uzbek sab tsis khoom nrog kev ua tsov ua rog thiab cov khoom siv tau txo qis heev.
Raws li cov ntaub ntawv los ntawm Nordic hluav taws xob ua lag luam, tus nqi hluav taws xob siab tshaj plaws hauv cov teb chaws Europe tau tshaj 600 euros thaum Lub Yim Hli, mus txog qhov siab tshaj plaws, nce 500% xyoo-rau-xyoo.Kev nce nqi ntawm cov nqi tsim khoom yuav ua rau cov chaw tsim khoom nyob sab Europe txo qis kev tsim khoom thiab nce tus nqi, uas yog undoubtedly ib qho kev sib tw loj rau kev lag luam tshuaj.
Giant ntau lawm txiav cov ntaub ntawv:
▶ BASF: tau pib yuav ammonia es tsis txhob tsim nws los txo cov roj noj ntawm nws cov nroj tsuag Ludwigshafen, 300,000 tons / xyoo TDI muaj peev xwm kuj raug cuam tshuam.
▶ Dunkirk Aluminium: Kev tsim khoom tau raug txo los ntawm 15%, thiab kev tsim khoom yuav raug txo los ntawm 22% yav tom ntej, feem ntau yog vim tsis muaj hluav taws xob txaus thiab cov nqi hluav taws xob siab hauv Fabkis.
▶ Tag Nrho Zog: kaw nws Fabkis Feyzin 250,000 tons / xyoo cracker rau kev kho;
▶ Covestro: cov chaw tsim khoom hauv tebchaws Yelemes tuaj yeem ntsib txoj kev pheej hmoo ntawm kev kaw cov chaw tsim tshuaj lom neeg lossis txawm tias tag nrho lub Hoobkas;
▶ Wanhua Chemical: Lub 350,000-tuj / xyoo MDI chav tsev thiab 250,000-tuj / xyoo TDI chav nyob hauv Hungary tau raug kaw txij li lub Xya Hli xyoo no;
▶ Alcoa: Cov zis ntawm aluminium smelters hauv Norway yuav raug txiav los ntawm ib feem peb.
Raw khoom nqi nce cov ntaub ntawv:
▶▶ Ube Kosan Co., Ltd.: Txij lub Cuaj Hlis 15th, lub tuam txhab PA6 resin nqi yuav raug tsa los ntawm 80 yen / tuj (kwv yees RMB 3882 / ton).
▶▶Trinseo: tau tshaj tawm tsab ntawv ceeb toom nce nqi, hais tias pib txij lub Kaum Hli 3, tus nqi ntawm txhua qib ntawm PMMA resin nyob rau hauv North America yuav nce 0.12 US las / phaus (kwv yees RMB 1834 / ton) yog tias daim ntawv cog lus tam sim no tso cai..
▶▶ DIC Co., Ltd.: Tus nqi ntawm epoxy-based plasticizer (ESBO) yuav raug tsa los ntawm lub Cuaj Hli 19. Qhov tshwj xeeb nce yog raws li hauv qab no:
▶ Roj tanker 35 yen/kg (kwv yees RMB 1700/ton);
▶ Cov kaus poom thiab cov thoob 40 yen / kg (kwv yees li RMB 1943 / tuj).
▶▶ Denka Co., Ltd. tshaj tawm kev nce nqi ntawm styrene monomer los ntawm 4 yen / kg (kwv yees RMB 194 / tuj)
▶ Kev lag luam tshuaj hauv tsev tsim kho tsis tu ncua!Tsom ntsoov rau 20 cov khoom no!
Teb chaws Europe yog lub ntiaj teb thib ob loj tshaj plaws tshuaj ntau lawm puag tom qab Tuam Tshoj.Tam sim no tias ntau lub tuam txhab tshuaj lom neeg tau pib txo qis kev tsim khoom, peb yuav tsum tau ceev faj txog kev pheej hmoo ntawm cov khoom tsis txaus!
| Khoom npe | Lub ntsiab faib ntawm European ntau lawm muaj peev xwm |
| Formic acid | BASF (200,000 tons, Qing Dynasty), Yizhuang (100,000 hmo, Finn), BP (650,000 tons, UK) |
| Ethyl acetate qhuav | Celanese (305,000, Frankfurt, Lub teb chaws Yelemees), Wacker Chemicals (200,000. Burg Kingsen ntawm Qing Dynasty) |
| EVA | Belgium (369,000 tons), Fabkis (235,000 tons), Lub teb chaws Yelemees (750,000 tons), Spain (85,000 tons), Ltalis (43,000 tons), BASF (640,000 khw muag khoom, Ludwig, Lub teb chaws Yelemees & Antwerp, Belgium), Dow (350,000 tons, Lub teb chaws Yelemees) Marr) |
| PAB 66 | BASF (110,000 tons, Lub teb chaws Yelemees), Dow (60,000 tons, Lub teb chaws Yelemees), INVISTA (60,000 tons, Netherlands), Solvay (150,000 tons, Fabkis / Lub teb chaws Yelemees / Spain) |
| MDI | Cheng Sichuang (600,000 tons, Dexiang: 170,000 tons, Spain), Ba Duangguang (650,000 tons, Belgian Tshaj Tawm), Shishuangtong (470,000 tons, Netherlands) Taoshi (190,000 tons, ua yeeb yam Circumference: 20,000,000 tons), , nuv Yuli) |
| TDI | BASF (300,000 tons, Lub teb chaws Yelemees), Covestro (300,000 tons, Dezhao), Wanhua tshuaj (250,000 tons, Goyali) |
| VA | Diesel (07,500 tons, Portugal), Bath (6,000, Lub teb chaws Yelemees Lujingyanxi), Adisseo (5,000, Fabkis) |
| VE | DSM (30,000 tons, Switzerland), BASF (2. Ludwig) |
Longzhong cov ntaub ntawv qhia tau hais tias: nyob rau hauv 2022, lub ntiaj teb no tsim muaj peev xwm ntawm European tshuaj yuav suav rau ntau tshaj 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, thiab silicone.
▶Vitamin: Lub ntiaj teb vitamin ntau lawm tuam txhab uas muag yog concentrated nyob rau hauv cov teb chaws Europe thiab Tuam Tshoj.Yog hais tias European ntau lawm muaj peev xwm poob thiab vitamin xav tau tig mus rau Tuam Tshoj, domestic vitamin ntau lawm yuav ua rau ib tug boom.
▶ Polyurethane: Teb chaws Europe MDI thiab TDI tus account rau 1/4 ntawm lub ntiaj teb no ntau lawm muaj peev xwm.Kev cuam tshuam ntawm cov khoom siv roj av ncaj qha ua rau cov tuam txhab poob lossis txawm tias txo qis ntau lawm.Raws li lub Yim Hli 2022, European MDI muaj peev xwm tsim tau yog 2.28 lab tons / xyoo, suav txog 23.3% ntawm lub ntiaj teb tag nrho.TDI Lub peev xwm ntau lawm yog kwv yees li 850,000 tons hauv ib xyoos, suav txog 24.3% ntawm lub ntiaj teb txhua hli.
Tag nrho MDI thiab TDI muaj peev xwm tsim tau yog nyob rau hauv txhais tes ntawm cov tuam txhab nto moo thoob ntiaj teb xws li BASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, thiab lwm yam. Tam sim no, qhov nce siab ntawm tus nqi ntawm cov roj av thiab cov khoom siv tshuaj lom neeg hauv qab yuav thawb. nce tus nqi tsim khoom ntawm MDI thiab TDI hauv Tebchaws Europe, thiab cov khoom siv hauv tsev Juli Chemical Yantai Base, Gansu Yinguang, Liaoning Lianshi Tshuaj Kev Lag Luam, thiab Wanhua Fujian Base kuj tau nkag mus rau kev ncua ntawm kev tsim khoom.Raws li kev saib xyuas, lub peev xwm tsav tsheb hauv tsev tsuas yog qis dua 80%, thiab thoob ntiaj teb MDI thiab TDI tus nqi yuav muaj chav loj rau kev loj hlob.
▶ Methionine: Lub peev xwm tsim tau ntawm methionine hauv Tebchaws Europe suav txog ze li ntawm 30%, feem ntau yog siv rau hauv cov chaw tsim khoom xws li Evonik, Adisseo, Novus, thiab Sumitomo.Xyoo 2020, kev lag luam sib koom ntawm plaub lub tuam txhab tsim khoom sab saum toj yuav ncav cuag 80%, kev lag luam concentration siab heev, thiab tag nrho cov kev khiav hauj lwm qis.Cov neeg tsim khoom tseem ceeb hauv tsev yog Adisseo, Xinhecheng thiab Ningxia Ziguang.Tam sim no, lub peev xwm ntau lawm ntawm methionine nyob rau hauv kev tsim kho feem ntau yog nyob hauv Suav teb, thiab kev hloov pauv hauv tsev ntawm methionine hauv kuv lub tebchaws tau nce zuj zus mus.
▶ Propylene oxide: Raws li lub Yim Hli 2022, peb lub teb chaws yog lub ntiaj teb cov tsim khoom loj tshaj plaws ntawm propylene oxide, suav txog li 30% ntawm lub peev xwm tsim khoom, thaum lub peev xwm ntawm propylene oxide nyob hauv Europe suav txog li 25%.Yog tias qhov kev txo qis tom qab los yog ncua ntawm propylene oxide tshwm sim nyob rau hauv European manufacturers, nws tseem yuav cuam tshuam rau tus nqi ntawm propylene oxide nyob rau hauv kuv lub teb chaws, thiab nws yuav tsum thawb tag nrho cov nqi ntawm propylene oxide nyob rau hauv kuv lub teb chaws los ntawm imported khoom.
Cov saum toj no yog cov khoom teeb meem koom nrog hauv Tebchaws Europe.Nws yog ob qho tib si lub sijhawm thiab kev sib tw!
Post lub sij hawm: Nov-11-2022