Tsis ntev los no, cov neeg koom hauv kev lag luam tau kwv yees tias cov khoom siv thiab kev xav tau ntawm lub ntiaj teb polypropylene (PP) kev ua lag luam yuav ntsib ntau yam kev sib tw hauv ib nrab xyoo 2022, feem ntau suav nrog cov kab mob ntsws tshiab hauv Asia, pib lub caij nag xob nag cua hauv Asmeskas, thiab kev tsis sib haum xeeb ntawm Russia thiab Ukraine.Tsis tas li ntawd, kev ua haujlwm ntawm kev tsim khoom tshiab hauv Asia kuj tseem tuaj yeem cuam tshuam rau PP kev lag luam qauv.
Asia's PP oversupply kev txhawj xeeb. Cov neeg koom nrog kev lag luam los ntawm S&P Global tau hais tias vim muaj cov khoom siv polypropylene ntau dhau hauv cov khw Asian, cov peev txheej tsim khoom yuav txuas ntxiv mus ntxiv nyob rau ib nrab xyoo 2022 thiab dhau mus, thiab kev sib kis tseem cuam tshuam rau kev thov.Kev lag luam Asian PP tuaj yeem ntsib cov teeb meem.
Rau cov lag luam Esxias sab hnub tuaj, S&P Global kwv yees tias nyob rau hauv ib nrab ntawm lub xyoo no, tag nrho ntawm 3.8 lab tons ntawm PP tshiab muaj peev xwm yuav muab tso rau hauv East Asia, thiab 7.55 lab tons ntawm cov peev txheej tshiab yuav muab ntxiv rau hauv. 2023.
Kev lag luam cov peev txheej tau taw qhia tias thaum muaj qhov chaw nres nkoj txuas ntxiv hauv thaj av, ntau lub chaw tsim khoom tau raug ncua vim muaj kev txwv tsis pub muaj kev sib kis, ua rau muaj kev tsis ntseeg txog kev ntseeg siab ntawm kev muaj peev xwm ua haujlwm.Cov tub lag luam sab hnub tuaj Esxias tseem yuav pom kev xa tawm mus rau South Asia thiab South America yog tias cov nqi roj tseem ruaj khov, cov peev txheej tau hais.Ntawm lawv, Tuam Tshoj txoj kev lag luam PP yuav hloov pauv cov khoom siv thoob ntiaj teb nyob rau lub sijhawm luv thiab nruab nrab, thiab nws qhov nrawm yuav nrawm dua li qhov xav tau.Tuam Tshoj thaum kawg tuaj yeem hla Singapore ua tus thib peb loj tshaj plaws PP exporter nyob rau hauv Asia thiab Middle East, muab hais tias Singapore tsis muaj kev npaj yuav nthuav dav rau xyoo no.
North America txhawj xeeb txog kev poob nqi propylene.US PP kev ua lag luam nyob rau hauv thawj ib nrab ntawm lub xyoo yog heev plagued los ntawm cov tsis tu ncua inland logistics teeb meem, tsis muaj chaw muab kev pab thiab uncompetitive export pricing.Teb Chaws Asmeskas kev lag luam hauv tsev thiab xa tawm PP yuav ntsib qhov tsis paub meej nyob rau ib nrab xyoo ntawm lub xyoo, thiab cov neeg koom hauv kev lag luam kuj tseem tsom mus rau qhov muaj feem cuam tshuam rau lub caij nag xob nag cua hauv cheeb tsam.Lub caij no, thaum US xav tau tsis tu ncua zom cov PP resins feem ntau thiab khaws cov nqi cog lus ruaj khov, cov neeg koom hauv kev lag luam tseem tab tom tham txog kev hloov kho tus nqi raws li cov nqi ntawm cov khoom siv polymer-qib propylene slip thiab resin buyers thawb rau tus nqi txiav.
Txawm li cas los xij, North American cov neeg koom ua lag luam tseem ceev faj txog kev nce hauv cov khoom.Kev tsim khoom tshiab hauv North America xyoo tas los tsis ua rau thaj av sib tw nrog cov tsoos tuaj txawv teb chaws xws li Latin America vim qis qis sab nrauv PP.Nyob rau hauv thawj ib nrab ntawm lub xyoo no, vim yog quab yuam majeure thiab overhaul ntawm ntau chav nyob, muaj ob peb qhov chaw muab los ntawm lwm tus neeg.
European PP kev lag luam ntaus los ntawm cov dej ntws
Rau European PP kev ua lag luam, S&P Global tau hais tias cov nqi nce siab zoo li txuas ntxiv ua rau muaj kev tsis meej pem hauv European PP kev lag luam hauv ib nrab xyoo.Cov neeg koom nrog kev ua lag luam feem ntau txhawj xeeb tias qhov kev thov qis qis kuj tseem yuav qeeb, nrog kev thov tsis muaj zog hauv kev lag luam tsheb thiab cov cuab yeej tiv thaiv tus kheej.Kev nce ntxiv hauv kev lag luam tus nqi ntawm PP rov ua dua tuaj yeem muaj txiaj ntsig rau qhov kev thov rau PP resin, raws li cov neeg yuav khoom yuav tig mus rau cov khoom siv hluav taws xob pheej yig dua.Kev ua lag luam muaj kev txhawj xeeb txog kev nce nqi nce nqi dua li qis qis.Hauv Tebchaws Europe, kev hloov pauv ntawm daim ntawv cog lus tus nqi ntawm propylene, cov khoom siv tseem ceeb, thawb tus nqi ntawm PP resin thoob plaws hauv thawj ib nrab ntawm lub xyoo, thiab cov tuam txhab tau siv zog kom dhau qhov nce ntawm cov khoom siv raw khoom mus rau hauv qab.Tsis tas li ntawd, cov teeb meem logistical thiab cov nqi hluav taws xob siab kuj yog tus nqi tsav tsheb.
Cov neeg koom ua lag luam tau hais tias kev tsis sib haum xeeb ntawm Lavxias-Ukrainian yuav txuas ntxiv yog qhov tseem ceeb hauv kev hloov pauv hauv European PP kev ua lag luam.Nyob rau hauv thawj ib nrab ntawm lub xyoo, tsis muaj Lavxias teb sab PP resin khoom nyob rau hauv cov European ua lag luam, uas muab ib co chaw rau cov tub luam los ntawm lwm lub teb chaws.Tsis tas li ntawd, S&P Global ntseeg tias kev lag luam Turkish PP tseem yuav muaj kev kub ntxhov hnyav nyob rau ib nrab xyoo ntawm lub xyoo vim muaj kev txhawj xeeb txog nyiaj txiag.
Post lub sij hawm: Sep-28-2022