Engxenyeni yokuqala ka-2022, imakethe yase-Ethlycol yasekhaya izoshintshana nomdlalo wezindleko eziphakeme kanye nesidingo esiphansi. Ngokwesimo sengxabano phakathi kweRussia ne-Ukraine, intengo kawoyela ongahluziwe yaqhubeka nokukhuphuka engxenyeni yokuqala yonyaka, okuholela entengo ekhulayo yezinto zokwakha kanye ne-ethylene glycol.
Yize ngaphansi kwengcindezi yezindleko, amafektri amaningi e-ethylene glycol anciphise umthwalo wabo, okuqhubekayo kobhubhane lwe-Covid-19 kuholele ekutheni isidingo esikhulu sesidingo esibulalayo, ukuqhubeka nokuqongelela kwe-port ngonyaka phezulu. Intengo ye-ethylene glycol iguqulwe kumdlalo phakathi kwengcindezi yezindleko nokuhlinzekwa okubuthakathaka kanye nesidingo, futhi ngokushintshashintsha phakathi kwe-4500-5800 yuan / i-tyfu yokuqala yonyaka. Ngokuvutshelwa okuqhubekayo kwenhlekelele yokwehla komnotho womhlaba, ukuguquguquka kwentengo kwamafutha e-crude kawoyela kuncishisiwe, kanti izindleko eziseceleni kwezindleko zibuthaka. Kodwa-ke, isidingo se-Downtream Polyester saqhubeka nokuvilapha. Ngokucindezela kwemali, imakethe ye-ethylene glycol yaqinisa ukwehla kwayo engxenyeni yesibili yonyaka, futhi intengo ishaye kaninginingi. Ekuqaleni kukaNovemba 2022, intengo ephansi kakhulu yawela ku-3740 yuan / ton.
Ukwethulwa okuqhubekayo kobutha obusha bokukhiqiza kanye nokunikezwa kwasekhaya okukhuphukayo
Kusukela ngo-2020, imboni ye-ethylene glycol yaseChina ingene kumjikelezo omusha wokukhiqiza. Amadivaysi ahlanganisiwe angamandla amakhulu okukhula umthamo wokukhiqiza we-ethylol glycol. Kodwa-ke, ngo-2022, ukukhiqizwa kwamayunithi ahlanganisiwe kuzohlehliswa kakhulu, futhi kuphela isigaba se-zhenhai petrochemical II ne-zhejiang petrochemical unit 3 sizosetshenziswa. Ukukhula kwamakhono okukhiqiza ngo-2022 kuzovela ikakhulu izitshalo zamalahle.
Ekupheleni kukaNovemba 2022, umthamo wokukhiqiza we-Ethylene Glycol usufinyelele amathani ayizigidi ezingama-24,585, ukunyuka konyaka angama-27%, kufaka phakathi amathani acishe abe yizigidi eziyi-3.7 zamathani amasha okukhiqiza amalahle.
Ngokwemininingwane yokuqapha yemakethe yoMnyango Wezentengiso, kusukela ngoJanuwari kuya ku-Novemba 2022, intengo yansuku zonke yamalahle kagesi ezweni lonke izohlala ngaphakathi kwebanga le-891-1016 yuan / ton. Intengo yamalahle yashintsha kakhulu engxenyeni yokuqala yonyaka, futhi umkhuba wawusefulethini ngesigamu sesibili.
Ubungozi be-Geopolitical, Inqubomgomo Yezezimali ye-Federary Reserve yabusa umthelela oqinile wamafutha angu-2022 athinteka kakhulu amanani entengo yamalahle, izinzuzo zezomnotho ze-glycol kufanele zithuthukiswe, kepha isimo sangempela anethemba. Ngenxa yokufunwa okubuthakathaka kanye nomthelela wokukhiqizwa okuphakathi kwe-inthanethi kwamandla amasha kulo nyaka, izinga lokusebenza kwezitshalo zamalahle asekhaya lafika cishe ku-30% kwikota yesithathu, futhi inzuzo yokusebenza yonyaka yayiphansi kakhulu kunokulindelwe kwemakethe.
Ukukhishwa okuphelele kwamakhono okukhiqiza amalahle owethulwe engxenyeni yesibili ka-2022 kukhawulelwe. Ngaphansi kwesisekelo sokusebenza okuzinzile, ingcindezi ohlangothini lwamalahle lwamalahle ingaphinde yajula ngo-2023.
Ngaphezu kwalokho, amayunithi amaningi amasha e-ethylene glycol ahlelelwe ukuthi asetshenziswe ngo-2023, futhi kulinganiselwa ukuthi izinga lokukhula le-Ethylene Glycol Production Poliction eChina lizohlala licishe libe ngu-20% ngo-2023.
Izikhungo zezezimali zomhlaba wonke zibikezela ukuthi intengo kawoyela ye-International Crude izohlala ezingeni eliphakeme ngo-2023, ingcindezi yezindleko eziphakeme isazoba khona, futhi umthwalo wokuqala we-ethylene glycol kungaba nzima ukwanda, okuzonciphisa ukukhula kokutholakala kwasekhaya ngezinga elithile.
Kunzima ukukhulisa ivolumu yokungenisa, nokungenisa ukuthembela noma ukwehla okwengeziwe
Kusukela ngoJanuwari kuya ku-Novemba 2022, ivolumu yokungenisa yase-Ethylene Glycol izoba ngamathani ayizigidi eziyi-6.96, 10% aphansi kunesikhathi esifanayo ngonyaka owedlule.
Bheka ngokucophelela imininingwane yokungenisa. Ngaphandle kweSaudi Arabia, eCanada nase-United States, umthamo wokungenisa eminye imithombo yokungenisa usunqabile. Ivolumu yokungenisa laseTaiwan,
I-Singapore nezinye izindawo zehle kakhulu.
Ngakolunye uhlangothi, ukwehla kokungeniswa kwempahla kungenxa yengcindezi yezindleko, futhi iningi lemishini liqala ukwehla. Ngakolunye uhlangothi, ngenxa yokwehla okuqhubekayo ngamanani ama-Chinese, intshiseko yabahlinzeki ngokuthumela ngaphandle eChina ihlehlise kakhulu. Okwesithathu, ngenxa yobuthakathaka bemakethe ye-polyester yaseChina, ukuqaliswa kwemishini kwehle, kanye nesidingo sokwenziwa okuluhlaza kube buthaka.
Ngo-2022, ukuthembela kwaseChina ku-Ethylene Glycol ukungenisa kuzokwehla ku-39.6%, futhi kulindeleke ukuthi kuphinde kwehle ngo-2023.
Kubikwa ukuthi i-OPEC + ingaqhubeka nokunciphisa ukukhiqizwa ngokuhamba kwesikhathi, futhi ukuhlinzekwa kwezinto ezingavuthiwe eMiddle East ngeke kunganele. Ngaphansi kwengcindezi yezindleko, ukwakhiwa kwezitshalo zakwamanye amazwe ze-ethlycol, ikakhulukazi lezo ezise-Asia, kunzima ukwenza ngcono kakhulu. Ngaphezu kwalokho, abahlinzeki basazobekwa kuqala kwezinye izifunda. Kuthiwa abanye abahlinzeki bazonciphisa izinkontileka zabo namakhasimende aseChina ngesikhathi sokuxoxisana ngenkontileka ngo-2023.
Mayelana nekhono elisha lokukhiqiza, i-India kanye ne-Iran Plan ukwethula imakethe ngasekupheleni kuka-2022 kanye nokuqala kwe-2023
Isidingo esibuthakathaka eYurophu nase-United States sinqande amathuba okuthumela ngaphandle
Ngokwemininingwane evela ku-ICIS Supply kanye ne-database yesidingo, kusukela ngoJanuwari kuya ku-Novemba 2022, ivolumu ye-ethylene glylobal yokuthumela kwelinye izwe izoba ngamathani angama-38500, phansi ama-69% aqhathaniswa nesikhathi esifanayo ngonyaka owedlule.
Uma ubhekisisa imininingwane yokuthumela ngaphandle, ngo-2022, iChina yandisa ukuthunyelwa kwayo eBangladesh, kwathi ngo-2021, ukuthunyelwa kwamanye amazwe eYurophu naseTürkiye, izindawo zokuthumela eziphambili, kuzokwenqaba kakhulu. Ngakolunye uhlangothi, ngenxa yobuthakathaka obuphelele bokufunwa phesheya, ngakolunye uhlangothi, ngenxa yekhono lokuhamba eliqinile, izimpahla ziphakeme.
Ngokwanda okwengeziwe kwemishini yaseChina, kubalulekile ukuphuma ekuhambeni. Ngokunciphisa ukugcwala kanye nokwanda kwekhono lokuhamba, izinga lezimpahla lingaqhubeka nokwehla ngo-2023, okuzosiza emakethe yokuthumela ngaphandle.
Kodwa-ke, lapho umnotho wembulunga yonke engena emjikelezweni we-dection, ukufunwa kweYurophu ne-United States kungaba nzima ukuthuthukisa kakhulu futhi uqhubeke nokuvimbela ama-ethylol athundwa nge-ethlycol. Abathengisi baseChinese badinga ukubheka amathuba okuthumela kwezinye izifunda ezivelayo.
Izinga lokukhula liphansi liphansi kunokuhlinzekwa
Ngo-2022, inani elisha le-polyester lizoba cishe amathani ayizigidi ezingama-4,55, ngokukhula konyaka ocishe kube ngu-7%, okusaphethwe ukwanda kwamabhizinisi aholayo e-polyester. Kubikwa ukuthi imishini eminingi eyayihlelelwe ukukhiqizwa kulo nyaka ibambezelekile.
Isimo sonke semakethe ye-polyester ngo-2022 asigculisi. Ukuqubuka okuqhubekayo kobhubhane kunomthelela omkhulu esifungweni esibulalayo. Isidingo esisemakhaya esibuthakathaka kanye nokuthumela ngaphandle senze ukuthi isitshalo se-polyester sikhungathekile. Ukuqala kwephrojekthi kuphansi kakhulu kunesikhathi esifanayo ngonyaka owedlule.
Esimweni sezomnotho samanje, ababambiqhaza bemakethe abanawo ukuzethemba ekubuyiselweni kabusha. Ukuthi umthamo omusha we-polyester ungafakwa ekusebenzeni ngesikhathi kungukuhluka okukhulu, ikakhulukazi kwemishini ethile emincane. Ngo-2023, umthamo omusha we-polyester ungahlala ngamathani / ngonyaka wezigidi ezingama-4-5, futhi izinga lokukhula kwamandla lingase lihlale cishe ngo-7%.
Ikheminyinkampani yamakhemikhali yokuhweba eluhlaza e-China, etholakala eShanghai Pudong Indawo entsha, enethiwekhi yamachweba, ama-terminals, izikhungo zezindiza kanye namasheya amakhemikhali eShanghai, Guangzhou, Jiangginin, Dalian , ukugcina amathani angaphezu kuka-50 000 wezinto zokusetshenziswa kwamakhemikhali unyaka wonke, ngokuthola okwanele, wamukelekile ukuthenga futhi ubuze. I-imeyili ye-ChemWin:service@skychemwin.comI-WhatsApp: 19117288062 Tel: +86 4008620777 +86 191117288062
Isikhathi sePosi: Jan-06-2023