Izimo zemakethe ezifundeni ezihlukahlukene azilingani, futhi kulindeleke ukuthi ukungaqiniseki kwe-PP kuzokwanda engxenyeni yesibili ka-2021. Izici ezisekela amanani engxenyeni yokuqala yonyaka (njengesidingo esinempilo somfula kanye nokutholakala okuqinile komhlaba jikelele) kulindeleke. ukuze iqhubeke engxenyeni yesibili yonyaka. Kodwa umthelela wabo ungase ube buthaka ngenxa yobunzima bezinto eziqhubekayo eYurophu, njengoba i-United States ilungiselela inkathi yesiphepho esizayo kanye namandla amasha okukhiqiza e-Asia.

Ngaphezu kwalokho, umjikelezo omusha wokutheleleka komqhele omusha usakazeka e-Asia, uphazamisa okulindelwe abantu mayelana nesidingo esithuthukisiwe se-PP esifundeni esikhathini esizayo.

Ukungaqiniseki kobhubhane lwase-Asia kuyenyuka, kunqanda isidingo esingezansi komfula

Engxenyeni yesibili yalo nyaka, imakethe ye-PP yase-Asia yaxutshwa, njengoba isidingo esinamandla sezinhlelo zokusebenza zezokwelapha nezokupakishwa ezisezingeni eliphansi singase sixazululwe ngokukhuphuka kokulethwa kwezidingo, ukuqubuka okusha kobhubhane olusha lomqhele kanye nezinkinga eziqhubekayo embonini yokuthumela amabhokisi.

Kusukela ngoJuni kuze kube sekupheleni kuka-2021, cishe amathani ayizigidi ezingu-7.04/ngonyaka womthamo wokukhiqiza we-PP e-Asia naseMpumalanga Ephakathi kulindeleke ukuthi asetshenziswe noma aqalwe kabusha. Lokhu kubandakanya umthamo waseShayina oyizigidi ezi-4.3 wamathani/ngonyaka kanye nomthamo wamathani ayizigidi ezi-2.74 ngonyaka kwezinye izifunda.

Kukhona ukungaqiniseki ekuqhubekeleni phambili kwangempela kwamanye amaphrojekthi okunwetshwa. Uma kucatshangelwa ukubambezeleka okungenzeka, umthelela wala maphrojekthi ekuhlinzekweni ngekota yesine ka-2021 ungase uhlehliselwe u-2022.

Imithombo ithe ngesikhathi sokushoda kwe-PP yomhlaba wonke ekuqaleni kwalo nyaka, abakhiqizi baseShayina babonise ukuthi kungenzeka ukuthumela i-PP, okusize ukwandisa iziteshi zokuthekelisa nokwandisa ukwamukelwa kwemakethe kwe-PP yaseShayina enenani lokuncintisana.

Nakuba ukuvulwa kwesikhathi eside kwamafasitela okukhishwa kwempahla eChina njengoFebhuwari kuya ku-April akuvamile, njengoba ijubane lokunwetshwa kwamandla likhula ngesivinini, abahlinzeki baseShayina bangase baqhubeke nokuhlola amathuba okuthekelisa, ikakhulukazi ezimpahla ze-polymer ezifanayo.

Nakuba isidingo sezicelo ezihlobene nezokwelapha, ukukhucululwa kwendle kanye nokupakishwa, ukugoma kanye nokusimama okuthile komnotho kuzosiza ukusekela isidingo se-PP, kunomjikelezo omusha e-Asia, ikakhulukazi i-India (isikhungo sesibili esikhulu kunazo zonke sokufunwa kwezwekazi) Ngemva kwalolu bhubhane, ukungaqiniseki. liya likhula ngokuba likhulu.

Ngokufika kwenkathi yesiphepho, ukunikezwa kwe-PP esifundeni sase-US Gulf kuzohlala kuqinile

Engxenyeni yesibili ka-2021, imakethe ye-PP yase-US kuzodingeka ibhekane nezinkinga ezithile ezibalulekile, kuhlanganise nokuphendula isidingo esinempilo, ukunikezwa okuqinile kanye nenkathi ezayo yeziphepho.

Abahlanganyeli bemakethe bazobhekana nokukhuphuka kwentengo okungu-8 cents/lb (US$176/ton) okumenyezelwe abahlinzeki ngo-June. Ngaphezu kwalokho, ngenxa yokuphinda kukhuphuke amanani entengo ye-monomer yezinto ezingavuthiwe, intengo ingase iqhubeke nokukhuphuka.

Ukwenyuka kokuhlinzekwa kulindeleke ukuthi kuhlangabezane nesidingo esiqinile sasekhaya se-resin, okwenza ukuthunyelwa kwamanye amazwe kube buthaka ngaphambi kuka-2021. Imakethe ibikezela ukuthi njengoba izinga lokusebenza libuyela esimweni esivamile ngoJuni, amanani azokwehla ngaphansi kwengcindezi, kodwa njengoba amanani enyuka ngekota yesibili. , lomuzwa nawo uzoba buthaka.

Intengo yohlu lwe-Platts FAS Houston ikhuphuke ngo-US$783/ton kusukela ngoJanuwari 4, okuwukunyuka ngo-53%. Ngaleso sikhathi, kwakulinganiselwa ku-US$ 1466/ton, njengoba isiphepho sasebusika endaweni savala izitshalo eziningi zokukhiqiza, sabhebhethekisa kakhulu isimo sokuhlinzekwa kwe-Tight. Idatha ye-Platts ibonisa ukuthi intengo ifinyelele irekhodi eliphezulu lika-US$2,734/ton ngoMashi 10.

Ngaphambi kobusika obubandayo, imboni ye-PP iye yathinteka iziphepho ezimbili ngo-Agasti no-Okthoba 2020. Lezi ziphepho ezimbili zathinta amafektri futhi zanciphisa ukukhiqizwa. Ababambiqhaza bemakethe bangase banake kakhulu isimo sokukhiqiza e-US Gulf, kuyilapho belawula ngokucophelela i-inventory ukugwema ukuncishiswa okwengeziwe kokunikezwayo.

Isizini yeziphepho zase-US iqala ngoJuni 1 futhi izohlala kuze kube nguNovemba 30.

Kukhona ukungaqiniseki ekuhlinzekweni kwe-Europe ngenxa yokuthi ukuthengwa kwempahla kwamanye amazwe kuphonselwa inselelo ukushoda kwamabhokisi emhlabeni jikelele

Ngenxa yokushoda komhlaba wonke kweziqukathi ezikhawulela ukungeniswa kwe-Asia, kulindeleke ukuthi ukuhlinzekwa kwe-PP eYurophu kuzobhekana nezici ezingezinhle. Kodwa-ke, ngokukhuthazwa ngempumelelo kwemithi yokugoma ezwenikazi lase-Afrika, ukususwa kwemikhawulo ehlobene nobhubhane kanye nezinguquko ekuziphatheni kwabathengi, izimfuno ezintsha zingase zivele.

Ama-oda e-Healthy PP engxenyeni yokuqala ka-2021 enze amanani eqophe umlando. Ngenxa yokushoda kwezinsiza, intengo yendawo yama-homopolymers e-PP eNyakatho-ntshonalanga ye-Europe yenyuka ngo-83%, yafinyelela inani eliphakeme lama-euro angu-1960/ton ngo-April. Abahlanganyeli bemakethe bavumile ukuthi amanani entengo e-PP engxenyeni yokuqala yonyaka kungenzeka afinyelele umkhawulo ongaphezulu futhi angase abuyekezwe phansi ngokuzayo.

Umkhiqizi uthe: “Ngokombono wamanani, imakethe isifinyelele umvuthwandaba, kodwa angicabangi ukuthi kuzoba nokwehla okukhulu kwesidingo noma intengo.”

Ngokuqondene nonyaka wonke, imakethe ye-PP yaseYurophu izodinga isilinganiso sokulungisa ukushoda kweziqukathi zomhlaba wonke, okubangele ukubambezeleka kochungechunge lokuhlinzekwa kwempahla engxenyeni yokuqala yonyaka kanye nezindleko ezengeziwe zezokuthutha ukuze kugcinwe imakethe ilingana.

Abakhiqizi nabacubungula bazosebenzisa isikhathi sokuthula sasehlobo esivamile ukuze bakhuphule izinga lempahla futhi balungiselele ukuphindaphindeka okulindelekile kwesidingo engxenyeni yesibili yonyaka.

Ukuxegiswa kwemikhawulo ye-blockade e-Europe kulindeleke ukuthi kufake isidingo esisha kuzo zonke izingxenye zemboni yesevisi, futhi ukwanda kwesidingo sokupakisha kungase kuqhubeke. Kodwa-ke, uma kubhekwa ukungaqiniseki ngezinga lokusimama kokudayiswa kwezimoto zaseYurophu, umbono wokufunwa kwemboni yezimoto awucacile.