Isamba sokukhiqiza i-epoxy propane cishe amathani ayizigidi eziyi-10!

Eminyakeni emihlanu edlule, izinga lokusebenzisa amandla okukhiqiza e-epoxy propane e-China lihlale lingaphezu kwama-80%.Kodwa-ke, kusukela ngo-2020, isivinini sokuthunyelwa kwamandla okukhiqiza siye sakhula, okuye kwaholela ekwehleni kokuncika kwamanye amazwe.Kulindeleke ukuthi esikhathini esizayo, ngokwengezwa komthamo omusha wokukhiqiza e-China, i-epoxy propane izoqedela ukushintshwa kokungenisa futhi ingase ifune ukuthekelisa.

Ngokwemininingwane evela e-Luft nase-Bloomberg, ekupheleni kuka-2022, amandla okukhiqiza e-epoxy propane emhlabeni wonke angaba amathani ayizigidi eziyi-12.5, ikakhulukazi eNyakatho-mpumalanga ye-Asia, eNyakatho Melika naseYurophu.Phakathi kwazo, amandla okukhiqiza aseShayina afinyelele amathani ayizigidi ezingu-4.84, okwenza cishe ama-40%, akleliswe kuqala emhlabeni.Kulindeleke ukuthi phakathi kuka-2023 no-2025, amandla amasha okukhiqiza emhlabeni wonke we-epoxy propane azogxilwa e-China, ngezinga lokukhula lonyaka elingaphezu kwama-25%.Ekupheleni kuka-2025, umthamo wokukhiqiza waseShayina usuphelele uzobe ususondele kumathani ayizigidi eziyi-10, amandla okukhiqiza emhlabeni wonke azoba ngaphezu kwama-40%.

Ngokwesidingo, umfula ongezansi we-epoxy propane e-China usetshenziselwa ikakhulukazi ukukhiqizwa kwe-polyether polyols, ebalwa ngaphezu kuka-70%.Kodwa-ke, ama-polyether polyols angena esimweni somthamo oweqile, ngakho-ke ukukhiqizwa okwengeziwe kufanele kugaywe ngokuthunyelwa kwamanye amazwe.Sithole ukuhlobana okuphezulu phakathi kokukhiqizwa kwezimoto zamandla amasha, ukudayiswa kwefenisha nomthamo wokuthekelisa, kanye nesidingo esibonakalayo esikhulayo se-propylene oxide uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.Ngo-Agasti, ukuthengiswa kwefenisha okudayiswayo kanye nokukhiqizwa okunqwabelanayo kwezimoto ezintsha zamandla kusebenze kahle, kuyilapho inani lefenisha elithunyelwa kwamanye amazwe liqhubeka nokwehla unyaka nonyaka.Ngakho-ke, ukusebenza kahle kwesidingo sefenisha yasekhaya kanye nezimoto zamandla amasha kusazokhuthaza isidingo se-epoxy propane esikhathini esifushane.

Ukwanda okuphawulekayo kwamandla okukhiqiza ama-styrene kanye nokuncintisana okuqinile

Imboni ye-styrene e-China ingene esigabeni sokuvuthwa, ngezinga eliphezulu lokukhululeka kwemakethe futhi akukho zithiyo ezisobala zokungena embonini.Ukusatshalaliswa kwamandla okukhiqiza ikakhulukazi kwakhiwe amabhizinisi amakhulu afana neSinopec nePetroChina, kanye namabhizinisi azimele kanye nezinhlangano ezihlanganyelwe.NgoSepthemba 26, 2019, ama-styrene futures afakwa ohlwini ngokusemthethweni futhi adayiswa ku-Dalian Commodity Exchange.

Njengesixhumanisi esiyinhloko ochungechungeni lwezimboni ezikhuphuka nomfula, i-styrene idlala indima ebalulekile ekukhiqizeni uwoyela ongahluziwe, amalahle, irabha, amapulasitiki, neminye imikhiqizo.Eminyakeni yamuva, umthamo wokukhiqiza we-styrene waseShayina kanye nokuphumayo kukhule ngokushesha.Ngo-2022, umthamo wokukhiqiza we-styrene e-China ufinyelele amathani ayizigidi ezingu-17.37, okuwukunyuka kwamathani ayizigidi ezingu-3.09 uma kuqhathaniswa nonyaka odlule.Uma amadivaysi ahleliwe angasebenza ngesikhathi esimisiwe, umthamo wokukhiqiza uzofinyelela amathani ayizigidi ezingu-21.67, okuwukunyuka kwamathani ayizigidi ezingu-4.3.

Phakathi kuka-2020 no-2022, ukukhiqizwa kwe-styrene yaseChina kwafinyelela amathani ayizigidi ezingu-10.07, amathani ayizigidi ezingu-12.03, namathani ayizigidi ezingu-13.88, ngokulandelana;Umthamo wokungenisa ezweni ungamathani ayizigidi ezi-2.83, amathani ayizigidi eziyi-1.69, kanye namathani ayizigidi eziyi-1.14 ngokulandelana;Umthamo wokuthekelisa ungamathani angama-27000, amathani angama-235000, namathani angama-563000, ngokulandelana.Ngaphambi kuka-2022, i-China ibikade ingumthengisi we-styrene, kodwa izinga lokukwazi ukuzimela le-styrene e-China lafinyelela phezulu lafinyelela ku-96% ngo-2022. Kulindeleke ukuthi ngo-2024 noma 2025, umthamo wokungenisa nokuthekelisa uzofinyelela ibhalansi, futhi i-China izoba ngumkhiqizi ophelele we-styrene.

Mayelana nokusetshenziswa kwe-downstream, i-styrene isetshenziselwa ukukhiqizwa kwemikhiqizo efana ne-PS, EPS, ne-ABS.Phakathi kwazo, isilinganiso sokusetshenziswa kwe-PS, EPS, ne-ABS singama-24.6%, 24.3%, nama-21% ngokulandelana.Kodwa-ke, ukusetshenziswa kwamandla kwesikhathi eside kwe-PS ne-EPS akwanele, futhi amandla amasha anqunyelwe eminyakeni yamuva.Ngokuphambene, i-ABS ikhule kancane kancane ngenxa yokusabalalisa amandla okukhiqiza okugxilile kanye nenzuzo enkulu yezimboni.Ngo-2022, umthamo wokukhiqiza we-ABS wasekhaya ungamathani ayizigidi ezi-5.57.Eminyakeni elandelayo, i-ABS yasekhaya ihlela ukukhulisa umthamo wokukhiqiza cishe ngamathani ayizigidi ezi-5.16 ngonyaka, ifinyelele umthamo wokukhiqiza ophelele wamathani ayizigidi ezingu-9.36 ngonyaka.Ngokukhiqizwa kwalawa madivaysi amasha, kulindeleke ukuthi ingxenye yokusetshenziswa kwe-ABS ekusetshenzisweni kwe-styrene esezansi nomfula izokhula kancane kancane esikhathini esizayo.Uma ukukhiqizwa okuhleliwe komfula kungafinyelelwa ngempumelelo, kulindeleke ukuthi i-ABS idlule i-EPS njengomkhiqizo omkhulu waphansi womfula we-styrene ngo-2024 noma ngo-2025.

Kodwa-ke, imakethe yasekhaya ye-EPS ibhekene nesimo sokugcwala ngokweqile, enezici ezisobala zokuthengisa zesifunda.Ithintwe i-COVID-19, ukulawulwa kombuso kwemakethe yezindlu, ukuhoxiswa kwezabelo zenqubomgomo emakethe yezinto zikagesi zasekhaya, kanye nemvelo eyinkimbinkimbi yokungenisa nokuthumela ngaphandle, isidingo semakethe ye-EPS singaphansi kwengcindezi.Noma kunjalo, ngenxa yezinsiza eziningi ze-styrene kanye nesidingo esisabalele sezimpahla zekhwalithi ehlukahlukene, kuhambisana nezithiyo zokungena embonini eziphansi, amandla amasha okukhiqiza e-EPS ayaqhubeka nokwethulwa.Kodwa-ke, ngokumelene nesizinda sobunzima bokufanisa ukukhula kwesidingo esingaphansi komfula, isenzakalo "sokuguquguquka" embonini yasekhaya ye-EPS ingase iqhubeke nokukhula.

Ngokuqondene nemakethe ye-PS, nakuba umthamo ophelele wokukhiqiza usufinyelele amathani ayizigidi ezingu-7.24, eminyakeni ezayo, i-PS ihlela ukwengeza cishe amathani ayizigidi ezingu-2.41 / ngonyaka wamandla amasha okukhiqiza, afinyelele inani lokukhiqiza eliphelele lamathani ayizigidi ezingu-9.65 / ngonyaka.Kodwa-ke, uma kubhekwa ukusebenza kahle kwe-PS, kulindeleke ukuthi amandla amaningi amasha okukhiqiza azoba nzima ukuqala ukukhiqiza ngesikhathi, futhi ukusetshenziswa okuvilaphayo komfula kuzonyusa ingcindezi yokugcwala ngokweqile.

Ngokuphathelene nokugeleza kwezohwebo, esikhathini esidlule, i-styrene evela e-United States, eMpumalanga Ephakathi, e-Europe, naseNingizimu-mpumalanga ye-Asia yageleza eNyakatho-mpumalanga ye-Asia, e-India naseNingizimu Melika.Kodwa-ke, ngo-2022, kwaba khona izinguquko ezithile ekuhwebeni kwezentengiselwano, izindawo ezihamba phambili zokuthunyelwa kwempahla kwamanye amazwe zaba yiMpumalanga Ephakathi, eNyakatho Melika, naseNingizimu-mpumalanga ye-Asia, kuyilapho izindawo ezazingena kakhulu kwakuyiNyakatho-mpumalanga ye-Asia, i-India, i-Europe kanye neNingizimu Melika.Isifunda saseMpumalanga Ephakathi singumthengisi omkhulu kakhulu emhlabeni wemikhiqizo ye-styrene, enezikhombisi-ndlela eziyinhloko zokuthekelisa okuhlanganisa iYurophu, iNyakatho-mpumalanga ye-Asia, ne-India.INyakatho Melika iyindawo yesibili emhlabeni yokuthekelisa ngemikhiqizo ye-styrene, kanti iningi lemikhiqizo yase-US ithunyelwa eMexico naseNingizimu Melika, kanti eminye ithunyelwa e-Asia naseYurophu.Amazwe aseNingizimu-mpumalanga ye-Asia anjengeSingapore, i-Indonesia, neMalaysia nawo athumela imikhiqizo ethile ye-styrene, ikakhulukazi eNyakatho-mpumalanga ye-Asia, eNingizimu Asia naseNdiya.I-Northeast Asia iyizwe elingenisa kwamanye amazwe elikhulu kunawo wonke emhlabeni we-styrene, kanti i-China ne-South Korea amazwe aphambili angenisa kwamanye amazwe.Kodwa-ke, eminyakeni emibili edlule, ngokukhula okuqhubekayo kwesivinini esiphezulu somthamo wokukhiqiza we-styrene waseChina kanye nezinguquko ezinkulu umehluko wamanani wesifunda samazwe ngamazwe, ukukhula kweChina kwamanye amazwe kukhule kakhulu, amathuba okuhlehlisa i-arbitrage eNingizimu Korea, i-China yanda. , futhi ezokuthutha olwandle ziye zanda eYurophu, Türkiye nakwezinye izindawo.Nakuba kunesidingo esikhulu se-styrene ezimakethe zaseNingizimu Asia naseNdiya, okwamanje bangabathengi ababalulekile bemikhiqizo ye-styrene ngenxa yokuntuleka kwezinsiza ze-ethylene kanye nezitshalo ezimbalwa ze-styrene.

Ngokuzayo, imboni ye-styrene yaseChina izoqhudelana nezinto ezithengwayo ezivela eNingizimu Korea, Japan nakwamanye amazwe emakethe yasekhaya, bese iqala ukuncintisana neminye imithombo yezimpahla ezimakethe ezingaphandle kwe-China Mainland.Lokhu kuzoholela ekwabiweni kabusha emakethe yomhlaba.