Tsis muaj Tshuag rau 2-3 xyoos, BASF, Covestro thiab lwm lub Hoobkas loj tso tseg kev tsim khoom thiab txo qis kev tsim khoom!
Raws li cov peev txheej, kev muab peb yam khoom siv raw tseem ceeb hauv Tebchaws Europe, suav nrog roj av, thee thiab roj av nyoos, tau poob qis, uas tau cuam tshuam loj heev rau lub zog thiab kev tsim khoom. EU kev rau txim thiab kev tsis sib haum xeeb tseem txuas ntxiv mus, Everbright Securities kwv yees tias Tebchaws Europe yuav tsis muaj khoom siv rau 2-3 xyoos.
Cov roj av: "Beixi-1" tau raug txiav tawm mus tas li, ua rau muaj kev tsis txaus ntawm 1/5 hluav taws xob thiab 1/3 qhov kev muab cua sov hauv EU, cuam tshuam rau kev tsim khoom ntawm cov lag luam.
Cov thee: Qhov kub thiab txias siab, kev thauj mus los ntawm cov thee hauv Tebchaws Europe qeeb, ua rau tsis muaj hluav taws xob txaus los ntawm cov thee. Kev tsim hluav taws xob los ntawm cov thee yog qhov chaw tseem ceeb ntawm hluav taws xob rau lub tebchaws Yelemes, lub tebchaws tshuaj lom neeg loj hauv Tebchaws Europe, uas yuav ua rau muaj ntau lub Hoobkas hauv lub tebchaws Yelemes tsis ua haujlwm. Tsis tas li ntawd, kev tsim hluav taws xob los ntawm dej hauv Tebchaws Europe kuj tau poob qis heev.
Roj av nyoos: Cov roj av nyoos European feem ntau yog los ntawm Russia thiab Ukraine. Sab Lavxias hais tias txhua yam khoom siv hluav taws xob raug txiav tawm, thaum sab Uzbek tab tom ua tsov rog thiab kev muab khoom tau txo qis heev.
Raws li cov ntaub ntawv los ntawm kev ua lag luam hluav taws xob Nordic, tus nqi hluav taws xob siab tshaj plaws hauv cov tebchaws European tau tshaj 600 euros thaum Lub Yim Hli, mus txog qhov siab tshaj plaws, nce 500% txhua xyoo. Kev nce ntxiv ntawm cov nqi tsim khoom yuav ua rau cov chaw tsim khoom hauv Tebchaws Europe txo qis kev tsim khoom thiab nce tus nqi, uas yog qhov kev sib tw loj rau kev ua lag luam tshuaj lom neeg.
Cov ntaub ntawv txiav ntau lawm loj heev:
▶BASF: tau pib yuav ammonia es tsis txhob tsim nws los txo kev siv roj ntawm nws lub Hoobkas Ludwigshafen, 300,000 tons / xyoo TDI peev xwm kuj tseem yuav 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 tus nqi hluav taws xob siab hauv Fabkis.
▶ Tag Nrho Lub Zog: kaw nws lub Fabkis Feyzin 250,000 tons / xyoo cracker rau kev saib xyuas;
▶ Covestro: cov chaw tsim khoom hauv lub teb chaws Yelemees yuav ntsib kev pheej hmoo ntawm kev kaw cov chaw tsim tshuaj lom neeg lossis txawm tias tag nrho lub Hoobkas;
▶Wanhua Chemical: Lub chaw MDI 350,000-ton/xyoo thiab lub chaw TDI 250,000-ton/xyoo hauv Hungary tau raug kaw rau kev kho txij li Lub Xya Hli xyoo no;
▶ Alcoa: Cov zis ntawm cov chaw ua hlau txhuas hauv Norway yuav raug txiav ib feem peb.
Cov ntaub ntawv txog kev nce nqi ntawm cov khoom siv raw:
▶▶Ube Kosan Co., Ltd.: Txij lub Cuaj Hlis 15, tus nqi PA6 resin ntawm lub tuam txhab yuav raug nce 80 yen / ton (kwv yees li RMB 3882 / ton).
▶▶Trinseo: tau tshaj tawm daim ntawv ceeb toom nce nqi, hais tias txij li lub Kaum Hli 3, tus nqi ntawm txhua qib ntawm PMMA resin hauv North America yuav raug nce ntxiv 0.12 US dollars / phaus (kwv yees li 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 nce txij li lub Cuaj Hlis 19. Cov kev nce tshwj xeeb yog raws li nram no:
▶ Lub tsheb thauj roj 35 yen/kg (kwv yees li RMB 1700/tuj);
▶ Muab ntim rau hauv cov thawv thiab thoob 40 yen/kg (kwv yees li RMB 1943/tuj).
▶▶Denka Co., Ltd. tshaj tawm tias tus nqi ntawm styrene monomer nce 4 yen/kg (kwv yees li RMB 194/ton)
▶ Kev lag luam tshuaj lom neeg hauv tsev loj hlob zuj zus! Ua tib zoo saib 20 yam khoom no!
Teb chaws Europe yog lub chaw tsim tshuaj loj thib ob hauv ntiaj teb tom qab Suav teb. Tam sim no ntau lub tuam txhab tshuaj loj tau pib txo kev tsim khoom, peb yuav tsum ceev faj txog qhov kev pheej hmoo ntawm kev tsis txaus cov khoom siv raw!
| Lub npe khoom | Kev faib tawm tseem ceeb ntawm cov peev xwm tsim khoom hauv Tebchaws Europe |
| Cov kua qaub Formic | BASF (200,000 tons, Qing Dynasty), Yizhuang (100,000 hmos, Finn), BP (650,000 tons, UK) |
| Ethyl acetate qhuav | Celanese (305,000, Frankfurt, Lub Tebchaws Yelemees), Wacker Chemicals (200,000. Burg Kingsen ntawm Qing Dynasty) |
| EVA | Belgium (369,000 tons), Fabkis (235,000 tons), Lub Tebchaws Yelemees (750,000 tons), Spain (85,000 tons), Ltalis (43,000 tons), BASF (640,000 lub khw muag khoom, Ludwig, Lub Tebchaws Yelemees & Antwerp, Belgium), Dow (350,000 tons, Lub Tebchaws Yelemees Marr) |
| PA66 | BASF (110,000 tons, Lub Tebchaws Yelemees), Dow (60,000 tons, Lub Tebchaws Yelemees), INVISTA (60,000 tons, Netherlands), Solvay (150,000 tons, Fabkis/Lub Tebchaws 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: 200,000 tons, Portugal), Wanhua Tshuaj (350,000 tons, nuv Yuli) |
| TDI | BASF (300,000 tons, Lub teb chaws Yelemees), Covestro (300,000 tons, Dezhao), Wanhua Chemical (250,000 tons, Goyali) |
| VA | Diesel (07,500 tons, Portugal), Bath (6,000, Lub Tebchaws Yelemees Lujingyanxi), Adisseo (5,000, Fabkis) |
| VE | DSM (30,000 tons, Switzerland), BASF (2. Ludwig) |
Cov ntaub ntawv Longzhong qhia tau hais tias: xyoo 2022, lub peev xwm tsim khoom thoob ntiaj teb ntawm cov tshuaj European yuav suav nrog ntau dua 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, thiab silicone.
▶ Vitamin: Cov tuam txhab tsim cov vitamin thoob ntiaj teb feem ntau nyob hauv Tebchaws Europe thiab Tuam Tshoj. Yog tias lub peev xwm tsim khoom hauv Tebchaws Europe poob qis thiab qhov xav tau vitamin tig mus rau Tuam Tshoj, kev tsim cov vitamin hauv tsev yuav ua rau muaj kev vam meej.
▶ Polyurethane: Tebchaws Europe MDI thiab TDI suav txog 1/4 ntawm lub peev xwm tsim khoom thoob ntiaj teb. Kev cuam tshuam ntawm kev muab roj av ncaj qha ua rau cov tuam txhab poob lossis txo qis kev tsim khoom. Txij li Lub Yim Hli 2022, European MDI muaj peev xwm tsim khoom yog 2.28 lab tons / xyoo, suav txog 23.3% ntawm tag nrho lub ntiaj teb. TDI Lub peev xwm tsim khoom yog kwv yees li 850,000 tons ib xyoos, suav txog 24.3% ntawm lub hli thoob ntiaj teb.
Tag nrho cov peev xwm tsim khoom ntawm MDI thiab TDI yog nyob rau hauv tes ntawm cov tuam txhab nto moo thoob ntiaj teb xws li BASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, thiab lwm yam. Tam sim no, tus nqi roj av thiab cov khoom siv tshuaj lom neeg nce siab yuav thawb tus nqi tsim khoom ntawm MDI thiab TDI hauv Tebchaws Europe, thiab cov chaw tsim khoom hauv tebchaws Juli Chemical Yantai Base, Gansu Yinguang, Liaoning Lianshi Chemical Industry, thiab Wanhua Fujian Base kuj tau nkag mus rau kev ncua kev tsim khoom. Vim yog qhov xwm txheej txij nkawm, lub peev xwm tsav tsheb hauv tebchaws tsuas yog suav rau tsawg dua 80%, thiab tus nqi MDI thiab TDI thoob ntiaj teb yuav muaj chav loj rau kev loj hlob.
▶Methionine: Lub peev xwm tsim cov methionine hauv Tebchaws Europe muaj ze li ntawm 30%, feem ntau yog nyob rau hauv cov chaw tsim khoom xws li Evonik, Adisseo, Novus, thiab Sumitomo. Xyoo 2020, feem ntawm kev ua lag luam ntawm plaub lub tuam txhab tsim khoom saum toj kawg nkaus yuav ncav cuag 80%, kev lag luam muaj kev sib sau ua ke siab heev, thiab tag nrho cov nqi ua haujlwm qis. Cov neeg tsim khoom hauv tsev tseem ceeb yog Adisseo, Xinhecheng thiab Ningxia Ziguang. Tam sim no, lub peev xwm tsim cov methionine uas tab tom tsim kho feem ntau yog nyob rau hauv Suav teb, thiab qhov kev hloov pauv hauv tsev ntawm methionine hauv kuv lub tebchaws tau nce qib tas li.
▶Propylene oxide: Txij li Lub Yim Hli 2022, peb lub teb chaws yog lub ntiaj teb tus tsim khoom loj tshaj plaws ntawm propylene oxide, suav txog li 30% ntawm lub peev xwm tsim khoom, thaum lub peev xwm tsim khoom ntawm propylene oxide hauv Tebchaws Europe suav txog li 25%. Yog tias qhov kev txo qis ntawm kev tsim khoom tom qab lossis kev ncua ntawm propylene oxide tshwm sim hauv cov chaw tsim khoom European, nws tseem yuav cuam tshuam loj heev rau tus nqi ntshuam ntawm propylene oxide hauv kuv lub teb chaws, thiab nws xav tias yuav thawb tus nqi tag nrho ntawm propylene oxide hauv kuv lub teb chaws los ntawm cov khoom xa tuaj.
Qhov saum toj no yog qhov xwm txheej ntawm cov khoom lag luam uas muaj feem cuam tshuam hauv Tebchaws Europe. Nws yog ob qho tib si yog lub cib fim thiab kev sib tw!
Lub sijhawm tshaj tawm: Kaum Ib Hlis-11-2022