Kubva pakatanga Kusawirirana pakati peRussia neUkraine, Europe yakatarisana nedambudziko remagetsi.Mutengo wemafuta uye gasi rechisikigo wakakwira zvakanyanya, zvichikonzera kuwedzera kukuru kwemutengo wekugadzira wepasi zvine chekuita nemakemikari zvinhu.
Zvisinei nekushaikwa kwezviwanikwa zvekushandisa, Indasitiri yemakemikari yeEuropean ichiri kuverengera gumi nemasere muzana yekutengesa kemikari yepasi rose (inenge 4.4 matiriyoni yuan), iri pachinzvimbo chechipiri kuAsia, uye kumusha kune BASF, inogadzira makemikari makuru pasi rose.
Kana kuwanikwa kwepamusoro pemvura kuri panjodzi, mitengo yemakambani emakemikari eEurope inokwira zvakanyanya.China, North America, Middle East nedzimwe nyika dzinovimba nezviwanikwa zvavo uye hadzina kukanganiswa.
Munguva pfupi, mitengo yemagetsi eEurope inogona kuramba yakakwira, nepo makambani emakemikari echiChinese achave nemubhadharo wakanaka sezvo denda riri muChina rinowedzera.
Zvino, kumabhizinesi emakemikari eChinese, ndeapi makemikari achaunza mikana?
MDI: Mutengo wepakati wakawedzera kusvika ku1000 CNY/MT
MDI mabhizinesi ese anoshandisa maitiro akafanana, liquid phase phosgene process, asi zvimwe zvigadzirwa zvepakati zvinogona kugadzirwa nemarasha musoro uye gasi musoro maitiro maviri.Nezvekunobva CO, methanol uye synthetic ammonia, China inonyanya kushandisa marasha kugadzirwa kwemakemikari, nepo Europe neUnited States dzinonyanya kushandisa gasi rechisikigo kugadzira.
Parizvino, huwandu hweMDI hweChina hunoita makumi mana nerimwe muzana ehuwandu hwepasirese, ukuwo Europe ichitora makumi maviri nenomwe muzana.Pakupera kwaFebruary, mutengo wekugadzira MDI negasi rechisikigo seyakagadzirwa muEurope yakawedzera neanoda kusvika 2000 CNY/MT, nepo pakupera kwaKurume, mutengo wekugadzira MDI nemarasha seyakagadzirwa zvinhu yakawedzera neinosvika zana CNY/ MT.Mutengo wepakati ungangoita 1000 CNY/MT.
Midzi data inoratidza kuti China polymerized MDI inotengeswa kunze kwenyika yakadarika makumi mashanu muzana, kusanganisira iyo yakazara kunze kwenyika muna 2021 yakakwira kusvika 1.01 miriyoni MT, gore-pa-gore kukura kwe65%.MDI chinhu chekutengeserana chepasi rose, uye mutengo wepasi rose wakabatana zvakanyanya.Mutengo wepamusoro wekunze unotarisirwa kuwedzera kukwikwidza kunze kwenyika uye mutengo wezvigadzirwa zveChinese.
TDI: Mutengo wepakati wakawedzera kusvika ku1500 CNY/MT
Kufanana neMDI, mabhizinesi epasi rose eTDI ese anoshandisa phosgene maitiro, anowanzo tora yemvura chikamu phosgene process, asi zvimwe zvigadzirwa zvepakati zvinogona kugadzirwa nemarasha musoro uye gasi musoro maitiro maviri.
Pakupera kwaFebruary, mutengo wekugadzira MDI ine gasi rechisikigo seyakagadzirwa muEurope yakawedzera neinosvika zviuru zviviri nemazana mashanu CNY/MT, nepo pakupera kwaKurume, mutengo wekugadzira MDI nemarasha seyakagadzirwa wakawedzera neinosvika chiuru CNY/ MT.Mutengo wepakati wakawedzera kusvika pa1500 CNY/MT.
Parizvino, huwandu hweChina hweTDI hunoita makumi mana muzana ehuwandu hwepasi rose, uye Europe inotora 26%.Naizvozvo, kukwira kwemutengo kukwira kwegasi rechisikigo muEurope kunozotungamira mukuwedzera kwekugadzirwa kweTDI mutengo ungangoita 6500 CNY / MT.
Pasi rose, China ndiyo inonyanya kutengesa kunze kweTDI.Zvinoenderana nedata retsika, kuChina TDI inotengeswa kunze kwenyika inoita 30%.
TDI zvakare chigadzirwa chekutengeserana chepasirese, uye mitengo yepasi rose yakabatana zvakanyanya.Mitengo yakakwira yekunze inotarisirwa kuwedzera kukwikwidza kunze kwenyika uye mutengo wezvigadzirwa zveChinese.
Formic acid: Kuita kwakasimba, mutengo wakapetwa.
Formic acid ndiyo imwe yemakemikari akasimba anoita gore rino, achikwira kubva ku4,400 CNY / MT pakutanga kwegore kusvika ku9,600 CNY / MT munguva pfupi yapfuura.Kugadzirwa kweFormic acid kunonyanya kutangira kubva kumethanol carbonylation kuenda kumethyl formate, uyezve hydrolyzes kuita formic acid.Sezvo methanol inogara ichitenderera mukuita maitiro, iyo mbishi ye formic acid ndiyo syngas.
Parizvino, China neEurope dzinotora 57% uye 34% yepasi rose kugadzirwa kwefomic acid zvakateerana, nepo kutengeswa kunze kwenyika kunodarika makumi matanhatu%.MunaFebruary, kugadzirwa kwemukati kwefomic acid kwakadzikira, uye mutengo wakakwira zvakanyanya.
Kuita kwemutengo kwakasimba kweFormic acid mukutarisana nekushaikwa kwekuda kunonyanya kukonzerwa nematambudziko ekupa muChina nekune dzimwe nyika, hwaro hwayo dambudziko rekunze kwegasi, uye zvakanyanya kukosha, kuderera kwekugadzirwa kweChina.
Pamusoro pezvo, kukwikwidza kwezvigadzirwa zvepasi pemakemikari emarasha kune tariro zvakare.Zvigadzirwa zvemakemikari emarasha zvinonyanya methanol uye synthetic ammonia, inogona kuwedzerwa kuacetic acid, ethylene glycol, olefin uye urea.
Zvinoenderana nekuverenga, iyo mutengo mukana wemethanol marasha ekugadzira maitiro inopfuura 3000 CNY/MT;Mutengo wekushandisa marasha ekugadzira urea ndeye 1700 CNY/MT;Iyo mutengo mukana weacetic acid marasha ekugadzira maitiro ndeye 1800 CNY/MT;Iko kusakosha kwemutengo we ethylene glycol uye olefin mukugadzirwa kwemarasha kunobviswa.
Nguva yekutumira: Oct-19-2022