peji_bhena

nhau

Kukwira ne500%! Kuwanikwa kwezvinhu zvekunze kunogona kuvharwa kwemakore matatu, uye hofori zhinji dzakaderedza kugadzirwa uye mitengo yakakwira! China yava nyika huru yezvinhu zvekunze?

Kwapera makore maviri kusvika matatu, BASF, Covestro nedzimwe mafekitori makuru dzinomisa kugadzirwa kwezvigadzirwa uye dzinoderedza kugadzirwa kwezvigadzirwa!

Sekureva kwevasori, kuwanikwa kwezvinhu zvitatu zvepamusoro muEurope, zvinosanganisira gasi rechisikigo, marasha nemafuta asina kucheneswa, kwave kudzikira, izvo zvave kukanganisa zvakanyanya simba nekugadzirwa. Zvirango nekusawirirana kweEU zviri kuramba zvichienderera mberi, Everbright Securities inofanotaura kuti Europe inogona kunge isina zvigadzirwa kwemakore maviri kusvika matatu.

Gasi rechisikigo: "Beixi-1" yakamiswa zvachose, zvichikonzera kushomeka kwe 1/5 yemagetsi uye 1/3 yekupisa muEU, zvichikanganisa kugadzirwa kwemabhizinesi.

Marasha: Kukanganiswa kwakanyanya kwekupisa, kunonoka kwekutakurwa kwemarasha muEurope, zvichikonzera kushomeka kwemagetsi emarasha. Kugadzirwa kwemagetsi emarasha ndiko kunonyanya kupa magetsi kuGermany, nyika huru yemakemikari muEurope, izvo zvichaita kuti mafekitori akawanda muGermany amire. Pamusoro pezvo, kugadzirwa kwemagetsi emvura muEurope kwadererawo zvakanyanya.

Oiri isina kuchekwa: Oiri isina kuchekwa yekuEurope inonyanya kubva kuRussia neUkraine. Rutivi rweRussia rwakati magetsi ese akamiswa, ukuwo divi reUzbek rakabatikana nehondo uye mafuta akaderedzwa zvakanyanya.

Sekureva kwedata kubva kumusika wemagetsi weNordic, mutengo wemagetsi wakakwira zvikuru munyika dzeEurope wakadarika maeuro mazana matanhatu muna Nyamavhuvhu, zvichisvika pakakwirira, zvichikwira ne500% gore negore. Kuwedzera kwemitengo yekugadzira kuchaita kuti mafekitori ekuEurope aderedze kugadzirwa uye kuwedzera mitengo, izvo pasina mubvunzo zvinonetsa musika wemakemikari.

Ruzivo rwakakura rwekuchekwa kwekugadzirwa:

▶BASF: yatanga kutenga ammonia pachinzvimbo chekuigadzira kuti ideredze kushandiswa kwegasi pafekitori yayo yeLudwigshafen, huwandu hweTDI hunosvika matani 300,000 pagore hunogonawo kukanganiswa.

▶Dunkirk Aluminium: Kugadzirwa kwadzikiswa ne15%, uye kugadzirwa kwacho kunogona kudzikiswa ne22% mune ramangwana, kunyanya nekuda kwekushomeka kwemagetsi uye mitengo yakakwira yemagetsi muFrance.

▶Simba Rese: dzima chigubhu chayo cheFrench Feyzin chinosvika matani 250,000 pagore kuti chigadziriswe;

▶Covestro: mafekitori muGermany anogona kusangana nenjodzi yekuvharwa kwenzvimbo dzekugadzira mishonga kana kunyange fekitori yese;

▶Wanhua Chemical: Chiteshi cheMDI chinorema matani 350,000 pagore uye chiteshi cheTDI chinorema matani 250,000 pagore muHungary chakavharwa kuti chigadziriswe kubva muna Chikunguru gore rino;

▶Alcoa: Kubuda kwemidziyo yekunyungudutsa aruminiyamu muNorway kuchaderedzwa nechikamu chimwe muzvitatu.

Ruzivo rwekuwedzera kwemutengo wezvinhu zvisina kugadzirwa:

▶▶Ube Kosan Co., Ltd.: Kubva musi wa15 Gunyana, mutengo wePA6 resin wekambani uchakwidzwa ne80 yen/ton (inenge RMB 3882/ton).

▶▶Trinseo: yakaburitsa chiziviso chekukwidzwa kwemutengo, ichiti kutanga kubva Gumiguru 3, mutengo wemhando dzese dzePMMA resin kuNorth America uchawedzerwa ne0.12 US dollars / pound (inenge RMB 1834 / ton) kana chibvumirano chiripo chichibvumidza. .

▶▶DIC Co., Ltd.: Mutengo we epoxy-based plasticizer (ESBO) uchakwidzwa kubva munaGunyana 19. Kuwedzera kwacho ndekwekuti:

▶ Tanker yemafuta 35 yen/kg (inenge RMB 1700/tani);

▶ Yakaiswa mumagaba uye yakaiswa mumabhareni 40 yen/kg (inenge RMB 1943/tani).

▶▶Denka Co., Ltd. yakazivisa kuwedzera kwemutengo we styrene monomer ne 4 yen/kg (inenge RMB 194/ton)

▶ Bhizinesi remakemikari remuno riri kukura zvishoma nezvishoma! Tarisa pazvinhu izvi makumi maviri!

Europe ndiyo nzvimbo yechipiri pakukura kwekugadzirwa kwemakemikari pasi rose mushure meChina. Zvino sezvo hofori zhinji dzemakemikari dzatanga kuderedza kugadzirwa, tinofanira kungwarira njodzi yekushaikwa kwezvinhu zvakagadzirwa!

Zita rechigadzirwa

Kugoverwa kukuru kwesimba rekugadzira muEurope

Asidhi yefomu

BASF (matani 200,000, Qing Dynasty), Yizhuang (mausiku 100,000, Finn), BP (matani 650,000, UK)

Ethyl acetate yakaoma

Celanese (305,000, Frankfurt, Germany), Wacker Chemicals (200,000. Burg Kingsen weQing Dynasty)

Eva

Belgium (matani 369,000), France (matani 235,000), Germany (matani 750,000), Spain (matani 85,000), Italy (matani 43,000), BASF (zvitoro 640,000, Ludwig, Germany & Antwerp, Belgium), Dow (matani 350,000, Germany Marr)

PA66

BASF (matani 110,000, Germany), Dow (matani 60,000, Germany), INVISTA (matani 60,000, Netherlands), Solvay (matani 150,000, France/Germany/Spain)

MDI

Cheng Sichuang (matani 600,000, Dexiang: matani 170,000, Spain), Ba Duangguang (matani 650,000, Belgian Announcement), Shishuangtong (matani 470,000, Netherlands) Taoshi (matani 190,000, acting Circumference: matani 200,000, Portugal), Wanhua Chemical (matani 350,000, hook Yuli)

TDI

BASF (300,000 matani, Germany), Covestro (300,000 matani, Dezhao), Wanhua Chemical (250,000 matani, Goyali)

VA

Diziri (07,500 matani, Portugal), Bath (6,000, Germany Lujingyanxi), Adisseo (5,000, French)

VE

DSM (matani 30,000, Switzerland), BASF (2. Ludwig)

 

Ruzivo rweLongzhong runoratidza kuti: muna 2022, kugona kwepasi rose kwekugadzira makemikari ekuEurope kuchave neinopfuura 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, uye silicone.

▶Vhitamini: Makambani epasi rose ekugadzira mavhitamini akanyanya kuwanda muEurope neChina. Kana kugona kwekugadzira mavhitamini muEurope kukaderera uye kudiwa kwemavhitamini kukatendeukira kuChina, kugadzirwa kwemavhitamini mudzimba kuchaunza budiriro huru.

▶Polyurethane: MDI neTDI zvemuEurope zvinoita chikamu chimwe muzvina chesimba rekugadzira gasi repasi rose. Kukanganiswa kwegasi rechisikigo kunokonzera zvakananga makambani kurasikirwa kana kutoderedza simba rekugadzira. Kubva muna Nyamavhuvhu 2022, simba rekugadzira MDI muEurope raiva matani mamiriyoni 2.28 pagore, zvichiita 23.3% yesimba rese repasi rose. TDI Simba rekugadzira rinosvika matani zviuru mazana masere nemakumi mashanu pagore, zvichiita 24.3% yesimba repasi rose rekugadzira gasi repamwedzi.

Kugona kwese kugadzira MDI neTDI kuri mumaoko emakambani ane mukurumbira pasi rose akadai seBASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, nezvimwewo. Parizvino, kukwira kwakanyanya kwemutengo wegasi rechisikigo nezvimwe zvinhu zvemakemikari zvine chekuita nazvo kuchakwidza mutengo wekugadzira MDI neTDI muEurope, uye Juli Chemical Yantai Base, Gansu Yinguang, Liaoning Lianshi Chemical Industry, neWanhua Fujian Base zvavewo mukumiswa kwekugadzirwa. Nekuda kwemamiriro ekugadzirisa, kugona kwekutyaira kwemuno kunongova pasi pe80% chete, uye mitengo yepasi rose yeMDI neTDI inogona kunge iine nzvimbo yakakura yekukura.

▶Methionine: Kugona kugadzira methionine muEurope kunodarika 30%, kunyanya mumafekitori akadai seEvonik, Adisseo, Novus, neSumitomo. Muna 2020, musika wemakambani mana epamusoro ekugadzira uchasvika 80%, huwandu hweindasitiri hwakakwira zvikuru, uye mwero wekushanda wakaderera. Vagadziri vakuru vemuno ndiAdisseo, Xinhecheng naNingxia Ziguang. Parizvino, kugona kugadzira methionine kuri kugadzirwa kwakanyanya kuChina, uye kumhanya kwekutsiva methionine munyika yangu kuri kuramba kuchikura.

▶Propylene oxide: Kubva muna Nyamavhuvhu 2022, nyika yedu ndiyo inogadzira propylene oxide yakawanda pasi rose, ichitora chikamu chinosvika 30% chesimba rekugadzira, nepo simba rekugadzira propylene oxide muEurope richitora chikamu chinosvika 25%. Kana kudzikiswa kwekugadzirwa kana kumiswa kwepropylene oxide kukaitika muvagadziri vekuEurope, zvichakanganisawo zvakanyanya mutengo wekupinza propylene oxide munyika yangu, uye zvinotarisirwa kukwidza mutengo wese wepropylene oxide munyika yangu kuburikidza nezvigadzirwa zvinotengeswa kunze kwenyika.

Zviri pamusoro apa ndizvo zviri kuitika muEurope. Izvi zvinopa mukana uye zvinopa dambudziko!


Nguva yekutumira: Mbudzi-11-2022