I-Gazprom Neft (ngemuva kwalokhu ebizwa ngokuthi “i-Gazprom”) ngoSepthemba 2 yathi ngenxa yokutholwa kokuhluleka kwemishini eminingi, ipayipi legesi le-Nord Stream-1 izovalwa ngokuphelele kuze kube yilapho ukwehluleka sekuxazululiwe.I-Nord Stream-1 ingelinye lamapayipi abaluleke kakhulu okuphakela igesi yemvelo eYurophu.Ukunikezwa nsuku zonke kwe-33 million cubic metres yegesi yemvelo eYurophu kubalulekile ukuze kusetshenziswe izakhamuzi zegesi zaseYurophu kanye nokukhiqizwa kwamakhemikhali.Ngenxa yalokhu, ikusasa legesi laseYurophu muva nje livale izinga eliphezulu, okuholele emthelela omkhulu emananini wamandla omhlaba.

Onyakeni odlule, amanani entengo yegesi yemvelo yaseYurophu akhuphuke kakhulu ngenxa yengxabano yaseRussia-Ukraine, ekhuphuka isuka kwephansi ka-$5-6 ngesigidi ngasinye esishisayo saseBrithani yaya ngaphezu kwe-$90 ngesigidi ngasinye esishisayo saseBrithani, okuwukunyuka ngo-1,536%.Izintengo zegesi yemvelo yaseShayina nazo zenyuka kakhulu ngenxa yalesi senzakalo, lapho imakethe yezindawo ze-LNG yaseChina, amanani emakethe akhuphuka esuka ku-$16/MMBtu aya ku-$55/MMBtu, nawo akhuphuke ngaphezu kuka-244%.

Intengo yegesi yemvelo yase-Europe-China onyakeni ongu-1 wokugcina (iyunithi: USD/MMBtu)

Igesi yemvelo ibaluleke kakhulu eYurophu.Ngaphezu kwegesi yemvelo esetshenziswa ekuphileni kwansuku zonke eYurophu, ukukhiqizwa kwamakhemikhali, ukukhiqizwa kwezimboni, nokukhiqizwa kwamandla konke kudinga igesi yemvelo eyengeziwe.Ngaphezu kuka-40% wezinto zokusetshenziswa ezisetshenziswa ekukhiqizeni amakhemikhali eYurophu zivela kugesi yemvelo, kanti amandla angama-33% asetshenziswa ezinqubweni zokukhiqiza amakhemikhali nawo ancike kugesi yemvelo.Ngakho-ke, imboni yamakhemikhali yaseYurophu incike kakhulu egesini yemvelo, ephakathi kwemithombo ephakeme kakhulu yamandla ezinsalela ezimbiwa phansi.Umuntu angacabanga ukuthi kusho ukuthini ukuhlinzekwa kwegesi yemvelo embonini yamakhemikhali yaseYurophu.

Ngokusho kwe-European Chemical Industry Council (CEFIC), ukuthengiswa kwamakhemikhali ase-Europe ngo-2020 kuzoba ngama-euro ayizigidi eziyizinkulungwane ezingama-628 (ama-euro ayizigidi eziyizinkulungwane ezingama-500 e-EU kanye nama-euro ayizigidi eziyizinkulungwane ezingama-128 kulo lonke elaseYurophu), okwesibili ngemuva kweChina njengendawo ebaluleke kakhulu yokukhiqiza amakhemikhali. emhlabeni.I-Europe inezinkampani eziningi zamakhemikhali ezinkulu zamazwe ngamazwe, inkampani yamakhemikhali enkulu kunazo zonke emhlabeni i-BASF, etholakala eYurophu naseJalimane, kanye neShell, Inglis, Dow Chemical, Basel, ExxonMobil, Linde, France Air Liquide nezinye izinkampani ezihamba phambili ezidumile emhlabeni.

Imboni yamakhemikhali yaseYurophu embonini yamakhemikhali yomhlaba wonke

Ukushoda kwamandla kuzothinta kakhulu ukusebenza okuvamile kokukhiqizwa kochungechunge lwemboni yamakhemikhali yaseYurophu, kukhuphule izindleko zokukhiqizwa kwemikhiqizo yamakhemikhali yaseYurophu, futhi ngokungaqondile kulethe izingozi ezinkulu ezingase zibe khona embonini yamakhemikhali yomhlaba wonke.

1. Ukwenyuka okuqhubekayo kwentengo yegesi yemvelo yaseYurophu kuzonyusa izindleko zokusebenza, okuzoholela esimeni esibucayi semali yezimali futhi kuthinte ngokuqondile ukuthengwa kwezimali kochungechunge lwemboni yamakhemikhali.

Uma izintengo zegesi yemvelo ziqhubeka nokukhuphuka, abahwebi begesi yemvelo baseYurophu bazodinga ukuqhubekela phambili nokwandisa ama-margins abo, okuholela ngisho nokuqhuma kwamadiphozi angaphandle.Njengoba iningi labahwebi ekuhwebeni kwegesi yemvelo livela kubakhiqizi bamakhemikhali, njengabakhiqizi bamakhemikhali abasebenzisa igesi yemvelo njengesiphakeli kanye nabakhiqizi bezimboni abasebenzisa igesi yemvelo njengowokubasa.Uma amadiphozithi eqhuma, izindleko ze-liquidity zabakhiqizi zizokhuphuka nakanjani, okungaholela ngqo enkingeni ye-liquidity yeziqhwaga zamandla zaseYurophu futhi zize zibe umphumela onzima wokuqothuka kwezinkampani, ngaleyo ndlela kuthinte yonke imboni yamakhemikhali yaseYurophu ngisho nawo wonke umnotho waseYurophu.

2. Ukwenyuka okuqhubekayo kwentengo yegesi yemvelo kuholela ekwenyukeni kwezindleko ze-liquidity kubakhiqizi bamakhemikhali, okubuye kube nomthelela ezindlekweni zokusebenza zamabhizinisi.

Uma intengo yegesi yemvelo iqhubeka nokukhuphuka, ukwanda kwezindleko zempahla eluhlaza ezinkampanini zaseYurophu zokukhiqiza amakhemikhali ezithembele kugesi wemvelo njengento eluhlaza kanye nophethiloli kuzokwandisa kakhulu izindleko zabo zokuthengwa kwezinto ezingavuthiwe, okuholela ekwandeni kokulahlekelwa kwezincwadi.Iningi lezinkampani zamakhemikhali zaseYurophu zingabakhiqizi bamakhemikhali bamazwe ngamazwe abanezimboni ezinkulu, izisekelo zokukhiqiza kanye nezindawo zokukhiqiza ezidinga imali eyengeziwe ukuze zibasekele ngenkathi beqhuba ibhizinisi labo.Ukwenyuka okuqhubekayo kwentengo yegesi yemvelo kuye kwaholela ekwenyukeni kwezindleko zokuyithwala, okuzoba nemiphumela emibi kakhulu ekusebenzeni kwabakhiqizi abakhulu.

3. Ukunyuka okuqhubekayo kwamanani egesi yemvelo kuzokwandisa izindleko zikagesi eYurophu kanye nezindleko zokusebenza zezinkampani zamakhemikhali zaseYurophu.

Ukukhuphuka kwamanani entengo kagesi negesi yemvelo kuzophoqa izinsiza zaseYurophu ukuthi zinikeze ama-euro angaphezulu kwezigidi eziyizinkulungwane eziyi-100 ukuze akhokhe ezinye izinkokhelo ze-margin.Ihhovisi lezikweletu laseSweden liphinde lathi umkhawulo we-Nasdaq clearing house ukhuphuke ngamaphesenti ayi-1,100 njengoba amanani kagesi enyuka.

Imboni yamakhemikhali yaseYurophu ingumthengi omkhulu kagesi.Nakuba imboni yamakhemikhali yaseYurophu isithuthuke kakhulu futhi idla amandla amaningi kunawo wonke umhlaba, isengumthengi ophakeme kagesi embonini yaseYurophu.Amanani entengo yegesi yemvelo azokhuphula izindleko zikagesi, ikakhulukazi embonini yamakhemikhali esetshenziswa kakhulu amandla, okungangabazeki ukuthi izonyusa izindleko zokusebenza kwamabhizinisi.

4. Uma inkinga yamandla aseYurophu ingatholakali esikhathini esifushane, izothinta ngqo imboni yamakhemikhali yomhlaba wonke.

Njengamanje, imikhiqizo yamakhemikhali ekuhwebeni komhlaba iphezulu.Ukukhiqizwa kwemikhiqizo yamakhemikhali e-Europe kugeleza ikakhulukazi eNyakatho-mpumalanga ye-Asia, eNingizimu-mpumalanga ye-Asia, eMpumalanga Ephakathi naseNyakatho Melika.Amanye amakhemikhali anendima enkulu emakethe yomhlaba, njenge-MDI, TDI, phenol, octanol, i-polyethylene ephezulu, i-polypropylene ephezulu, i-propylene oxide, i-potassium chloride A, i-vitamin E, i-methionine, i-butadiene, i-acetone, i-PC, i-neopenyl i-glycol, i-EVA, i-styrene, i-polyether polyol, njll.

Kunomkhuba wokwenza amanani emhlabeni jikelele kanye nokuthuthukiswa kwekhwalithi yomkhiqizo kulawa makhemikhali akhiqizwa eYurophu.Izintengo zomhlaba wonke zeminye imikhiqizo nazo zincike ezingeni lokuguquguquka kwentengo yaseYurophu.Uma izintengo zegesi yemvelo yaseYurophu zikhuphuka, izindleko zokukhiqiza amakhemikhali zizokhuphuka nakanjani futhi amanani emakethe yamakhemikhali azokhuphuka ngokufanele, okuthinta ngokuqondile amanani ezimakethe zomhlaba.

Ukuqhathaniswa kokushintsha kwentengo okumaphakathi emakethe yamakhemikhali evamile e-China kusukela ngo-Agasti kuya kuSepthemba

Enyangeni edlule, imakethe yaseShayina yahola emikhiqizweni eminingi yamakhemikhali enesisindo esikhulu sokukhiqiza embonini yamakhemikhali yaseYurophu ukukhombisa ukusebenza okuhambisanayo.Phakathi kwazo, iningi lentengo yesilinganiso sanyanga zonke lenyuka unyaka nonyaka, isibabule senyuke ngo-41%, i-propylene oxide ne-polyether polyols, i-TDI, i-butadiene, i-ethylene ne-ethylene oxide ikhuphuke ngaphezu kuka-10% njalo ngenyanga.

Nakuba amazwe amaningi aseYurophu aqala ukuqongelela futhi avundise "ibheyili" yenkinga yamandla aseYurophu Nokho, isakhiwo samandla saseYurophu asinakushintshwa ngokuphelele esikhathini esifushane.Kuphela ngokuncishiswa kwamazinga emali lapho izinkinga eziyinhloko zenkinga yamandla aseYurophu zingaxazululwa ngempela, ingasaphathwa yezinkinga eziningi ezibhekene nemboni yamakhemikhali yaseYurophu.Ulwazi kulindeleke ukuthi luqhubeke nokujulisa umthelela embonini yamakhemikhali yomhlaba wonke.

I-China njengamanje imatasa ihlela kabusha ukuhlinzekwa kanye nesidingo embonini yamakhemikhali.Eminyakeni yamuva nje, ukuncintisana komhlaba wonke kwezinkampani kuye kwashesha ngokukhula okukhulu, kunciphisa ukuncika kwamanye amazwe kwemikhiqizo yamakhemikhali aseShayina.Kodwa-ke, i-China isancike kakhulu eYurophu, ikakhulukazi emikhiqizweni ye-polyolefin esezingeni eliphezulu ethengwa eChina, imikhiqizo ye-polymer esezingeni eliphezulu, imikhiqizo yepulasitiki eyehliswayo ethunyelwa ngaphandle isuka e-China, imikhiqizo yepulasitiki yezingane ethobela i-EU kanye nemikhiqizo yansuku zonke yepulasitiki.Uma inkinga yamandla aseYurophu iqhubeka nokukhula, umthelela embonini yamakhemikhali yaseChina uzobonakala kancane kancane.

I-Chemwinyinkampani ehweba ngamakhemikhali aluhlaza eShayina, etholakala eShanghai Pudong New Area, enoxhaxha lwamachweba, izikhumulo zezindiza, izikhumulo zezindiza nezokuthutha ngololiwe, kanye nezindawo zokugcina amakhemikhali nayingozi eShanghai, eGuangzhou, eJiangyin, eDalian naseNingbo Zhoushan, eChina. , egcina amathani angaphezu kuka-50,000 ezinto zokusetshenziswa zamakhemikhali unyaka wonke, nokutholakala okwanele, wamukelekile ukuthenga nokubuza.chemwinii-imeyili:service@skychemwin.comwhatsapp: 19117288062 Ucingo: +86 4008620777 +86 19117288062