Izimo zemakethe ezifundeni ezahlukene azilingani, futhi kulindeleke ukuthi ukungaqiniseki kwe-PP kukhuphuke engxenyeni yesibili ka-2021. Izici ezisekela amanani engxenyeni yokuqala yonyaka (njengesidingo esinempilo kanye nokunikezwa okuqinile komhlaba wonke) kulindeleke ukuthi ziqhubeke kuze kube yingxenye yesibili yonyaka. Kodwa umthelela wazo ungase uncishiswe ubunzima bezokuthutha obuqhubekayo eYurophu, njengoba i-United States ilungiselela isizini ezayo yeziphepho kanye namandla okukhiqiza amasha e-Asia.

Ngaphezu kwalokho, umjikelezo omusha wokutheleleka okusha komqhele usakazeka e-Asia, okuphazamisa amathemba abantu okuthuthuka kwesidingo se-PP esifundeni esikhathini esizayo.

Ukungaqiniseki kobhubhane lwase-Asia kuyanda, okuvimbela isidingo esingezansi

Engxenyeni yesibili yalo nyaka, imakethe ye-Asian PP yayixubile, njengoba isidingo esinamandla sezicelo zezokwelapha nezokupakisha ezingezansi singase sincishiswe ukwanda kokuhlinzekwa, ukuqubuka okusha kobhubhane olusha kanye nezinkinga eziqhubekayo embonini yokuthumela amakhonteyina.

Kusukela ngoJuni kuya ekupheleni kuka-2021, kulindeleke ukuthi kusetshenziswe noma kuqalwe kabusha amathani angaba yizigidi ezingu-7.04 ngonyaka wokukhiqiza i-PP e-Asia naseMpumalanga Ephakathi. Lokhu kufaka phakathi amathani ayizigidi ezingu-4.3 ngonyaka waseShayina kanye namathani ayizigidi ezingu-2.74 ngonyaka kwezinye izifunda.

Kukhona ukungaqiniseki ngentuthuko yangempela yeminye imisebenzi yokwandisa. Uma kucatshangelwa ukubambezeleka okungenzeka, umthelela wale misebenzi ekuhlinzekweni kwempahla kwikota yesine ka-2021 ungase uhlehliselwe ku-2022.

Imithombo ithe ngesikhathi sokuntuleka kwe-PP emhlabeni wonke ekuqaleni kwalonyaka, abakhiqizi baseShayina babonise ukuthi kungenzeka ukuthumela i-PP kwamanye amazwe, okusize ekwandiseni iziteshi zokuthumela kwamanye amazwe futhi kwandise ukwamukelwa kwemakethe kwe-PP yaseShayina enentengo encintisanayo.

Nakuba ukuvulwa kwesikhathi eside kwamafasitela e-arbitrage okuthumela kwamanye amazwe aseShayina njengoFebhuwari kuya ku-Ephreli kungavamile, njengoba ijubane lokukhula kwamandla lishesha, abahlinzeki baseShayina bangaqhubeka nokuhlola amathuba okuthumela kwamanye amazwe, ikakhulukazi kwezimpahla ze-polymer ezifanayo.

Nakuba isidingo sezicelo ezihlobene nezokwelapha, ukuhlanzeka kanye nokupakisha, ukugoma kanye nokululama komnotho okuthile kuzosiza ekusekeleni isidingo se-PP, kukhona umjikelezo omusha e-Asia, ikakhulukazi eNdiya (isikhungo sesibili esikhulu sesidingo sezwekazi) Ngemva kwalesi sifo esiwumshayabhuqe, ukungaqiniseki kuya ngokuya kukhuphuka.

Ngokufika kwesizini yeziphepho, ukutholakala kwe-PP esifundeni sase-US Gulf kuzohlala kuqinile

Engxenyeni yesibili ka-2021, imakethe ye-US PP kuzodingeka ibhekane nezinkinga ezithile ezibalulekile, okuhlanganisa ukuphendula isidingo esinempilo, ukuntuleka kokunikezwa kanye nesizini ezayo yeziphepho.

Abahlanganyeli bemakethe bazobhekana nokwenyuka kwentengo okungu-8 cents/lb (US$176/ton) okwamenyezelwa ngabaphakeli ngoJuni. Ngaphezu kwalokho, ngenxa yokubuyela emuva kwamanani e-monomer yezinto zokusetshenziswa, intengo ingase iqhubeke nokukhuphuka.

Ukwanda kokunikezwa kulindeleke ukuthi kuhlangabeze isidingo esinamandla sasekhaya se-resin, okwenza ukunikezwa kokuthunyelwa kwamanye amazwe kube buthaka ngaphambi kuka-2021. Imakethe ibikezela ukuthi njengoba izinga lokusebenza libuyela esimweni esijwayelekile ngoJuni, amanani azokwehla ngaphansi kwengcindezi, kodwa njengoba amanani enyuka kwikota yesibili, lo mbono nawo uzoncipha.

Intengo yohlu lwePlatts FAS eHouston ikhuphuke ngama-US$783/ton kusukela ngoJanuwari 4, okuwukwenyuka kwama-53%. Ngaleso sikhathi, yayilinganiselwa kuma-US$1466/ton, njengoba isiphepho sasebusika endaweni sivale izimboni eziningi zokukhiqiza, okwenza isimo sokuphakelwa kwe-Tight saba sibi kakhulu. Idatha yePlatts ikhombisa ukuthi intengo ifinyelele phezulu kakhulu ngama-US$2,734/ton ngoMashi 10.

Ngaphambi kobusika obubandayo, imboni ye-PP ithinteke yiziphepho ezimbili ngo-Agasti nango-Okthoba 2020. Lezi ziphepho ezimbili zithinte amafektri futhi zanciphisa ukukhiqizwa. Abahlanganyeli bemakethe bangase banake kakhulu isimo sokukhiqiza e-US Gulf, ngenkathi bephatha ngokucophelela impahla ukuze bagweme ukwehla okwengeziwe kokutholakala.

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

Kukhona ukungaqiniseki ekutholakaleni kwezimpahla eYurophu ngoba ukungeniswa kwezimpahla kwamanye amazwe kubhekene nenselele yokushoda kweziqukathi emhlabeni jikelele.

Ngenxa yokuntuleka kweziqukathi emhlabeni wonke ezivimbela ukungeniswa kwempahla e-Asia, kulindeleke ukuthi ukunikezwa kwe-PP eYurophu kuzobhekana nezici ezingezinhle. Kodwa-ke, ngokukhuthazwa ngempumelelo kwemithi yokugoma ezwenikazi lase-Afrika, ukususwa kwemikhawulo ehlobene nobhubhane kanye nezinguquko ekuziphatheni kwabathengi, kungase kuvele izidingo ezintsha.

Ama-oda e-PP anempilo engxenyeni yokuqala ka-2021 enze amanani afinyelela phezulu kakhulu. Ngenxa yokushoda kokunikezwa, intengo ye-PP homopolymers eNyakatho-ntshonalanga yeYurophu ikhuphuke ngo-83%, yafinyelela inani eliphakeme lama-euro angu-1960/ithani ngo-Ephreli. Abahlanganyeli bemakethe bavumile ukuthi amanani e-PP engxenyeni yokuqala yonyaka kungenzeka ukuthi afinyelele umkhawulo ophezulu futhi angase abuyekezwe ehle esikhathini esizayo.

Umkhiqizi uthe: “Ngokombono wamanani, imakethe isifinyelele esicongweni sayo, kodwa angicabangi ukuthi kuzoba nokwehla okukhulu kwesidingo noma kwentengo.”

Ngokuphathelene nalo nyaka wonke, imakethe ye-European PP izodinga isinyathelo sokulungisa ukuze kulungiswe ukushoda kwama-container emhlabeni wonke, okubangele ukubambezeleka kochungechunge lokuhlinzeka ngempahla engxenyeni yokuqala yonyaka kanye nezindleko ezengeziwe zokuthutha ukuze kugcinwe imakethe ilinganisela.

Abakhiqizi nabaprosesa bazosebenzisa isikhathi sokuthula sasehlobo sendabuko ukukhulisa amazinga esitokwe futhi balungiselele ukubuya kwesidingo okulindelekile engxenyeni yesibili yonyaka.

Ukuhlehliswa kwemingcele yokuvimba eYurophu kulindeleke ukuthi kufake isidingo esisha kuzo zonke izingxenye zemboni yezinsizakalo, futhi ukwanda kwesidingo sokupakisha kungase kuqhubeke. Kodwa-ke, uma kucatshangelwa ukungaqiniseki kokukhula kokuthengiswa kwezimoto eYurophu, umbono wesidingo semboni yezimoto awucaci.