Njengekhemikhali esetshenziswa kakhulu, i-methanol isetshenziselwa ukukhiqiza izinhlobo eziningi zemikhiqizo yamakhemikhali, njengama-polymers, izinyibilikisi kanye namafutha.Phakathi kwazo, i-methanol yasekhaya yenziwa ngokuyinhloko ngamalahle, futhi i-methanol engenisiwe ihlukaniswa kakhulu ngemithombo yase-Iranian kanye nemithombo engeyona yase-Iranian.Idrayivu ye-supply side incike emjikelezweni we-inventory, ukwanda kokuhlinzeka nokunye ukuhlinzeka.Njengokwehla okukhulu kwe-methanol, isidingo se-MTO sinomthelela obalulekile ekushayeleni amanani e-methanol.

I-1.Isici senani lentengo ye-Methanol

Ngokwezibalo zedatha, ekupheleni konyaka odlule, amandla onyaka emboni ye-methanol ayengaba amathani ayizigidi ezingu-99.5, futhi ukukhula kwamandla onyaka kwehla kancane kancane.Umthamo omusha we-methanol owawuhleliwe ngo-2023 wawungaba amathani ayizigidi ezi-5, futhi umthamo wangempela wangempela wawulindeleke ukuthi uphendule cishe u-80%, ufinyelele amathani angaba yizigidi ezi-4.Phakathi kwabo, engxenyeni yokuqala yalo nyaka, i-Ningxia Baofeng Phase III enamandla onyaka angamathani ayizigidi ezingu-2.4 inethuba elikhulu lokufakwa ekukhiqizeni.
Kunezici eziningi ezinquma inani le-methanol, okuhlanganisa ukuhlinzeka nokufunwa, izindleko zokukhiqiza kanye nezimo zomnotho zomhlaba.Ngaphezu kwalokho, intengo kawoyela ongahluziwe osetshenziselwa ukukhiqiza i-methanol izophinde ibe nomthelela entengo yekusasa le-methanol, kanye nemithethonqubo yezemvelo, inqubekelaphambili yezobuchwepheshe kanye nemicimbi ye-geopolitical.
Ukushintshashintsha kwentengo yekusasa le-methanol nakho kuveza ukujwayelekile okuthile.Ngokuvamile, intengo ye-methanol ngoMashi nango-Ephreli wonyaka ngamunye yakha ingcindezi, ngokuvamile okuyinkathi engekho yesidingo.Ngakho-ke, ukulungiswa kabusha kwesitshalo se-methanol nakho kuyaqalwa kancane kancane kulesi sigaba.UJuni noJulayi izinga eliphezulu lesizini lokunqwabelana kwe-methanol, futhi intengo ye-off-season iphansi.I-Methanol yawa kakhulu ngo-Okthoba.Ngonyaka odlule, ngemva koSuku Lukazwelonke ngo-Okthoba, i-MA yavula phezulu futhi yavalwa kancane.

2.Ukuhlaziya kanye nesibikezelo sezimo zemakethe

Ikusasa le-methanol lisetshenziswa yizimboni ezihlukahlukene, okuhlanganisa amandla, amakhemikhali, amapulasitiki nezindwangu, futhi ahlobene eduze nezinhlobonhlobo ezihlobene.Ngaphezu kwalokho, i-methanol iyisakhi esiyinhloko semikhiqizo eminingi efana ne-formaldehyde, i-acetic acid ne-dimethyl ether (DME), enezinhlobonhlobo zezinhlelo zokusebenza.

Emakethe yamazwe ngamazwe, i-China, i-United States, i-Europe kanye ne-Japan ingabasebenzisi abakhulu be-methanol.I-China ingumkhiqizi omkhulu nomthengi we-methanol, futhi imakethe yayo ye-methanol inethonya elibalulekile emakethe yamazwe ngamazwe.Isidingo saseChina se-methanol siqhubekile nokukhula eminyakeni embalwa edlule, okuqhubekisela phambili intengo yemakethe yamazwe ngamazwe.

Kusukela ngoJanuwari walo nyaka, ukungqubuzana phakathi kokunikezwa kwe-methanol nokufunwa kube kuncane, futhi umthwalo wenyanga wokusebenza we-MTO, i-acetic acid ne-MTBE ukhuphuke kancane.Umthwalo oqalayo usuwonke ekupheleni kwe-methanol wezwe wehlile.Ngokwemininingwane yezibalo, umthamo wanyanga zonke wokukhiqiza i-methanol ohilelekile ungamathani ayizigidi eziyi-102, okuhlanganisa amathani angu-600000/ngonyaka we-Kunpeng e-Ningxia, amathani angu-250000/ngonyaka we-Juncheng e-Shanxi kanye namathani angu-500000/ngonyaka we-Anhui Carbonxin ngoFebhuwari.
Ngokuvamile, esikhathini esifushane, i-methanol ingase iqhubeke nokuguquguquka, kuyilapho imakethe yendawo kanye nemakethe yediski isebenza kahle kakhulu.Kulindeleke ukuthi ukunikezwa kwe-methanol kanye nokufunwa kuzoqhutshwa noma kwenziwe buthaka engxenyeni yesibili yalo nyaka, futhi inzuzo ye-MTO kulindeleke ukuthi ilungiswe phezulu.Ngokuhamba kwesikhathi, ukunwebeka kwenzuzo kweyunithi ye-MTO kunomkhawulo futhi ingcindezi ekunikezeni nesidingo se-PP inkulu esikhathini esimaphakathi.