SAO PAULO (ICIS)–Tērā pea ka pumau ngā utu o te polyvinyl chloride (PVC) ki te $800/tēne mō te wā roa mena ka noho tonu te hinu mata ki te $70-90/peera, nā te mea ko te ohorere hanganga tuku i puta mai i te pakanga ki Iran ka pai ake ki ngā kaihanga me ngā turanga utu o te takutai moana o Amerika pērā i a Orbia, e ai ki te Tumu Whakarae o te kamupene matū nui o Mexico i te Wenerei.
I kī a Sameer Bharadwaj mēnā ka noho tonu te hinu mata ki runga ake i te $60/peera, kāore pea ngā utu PVC e hoki ki te $600/tana o mua, ahakoa i whakaae ia kei te nui tonu te tuku o te hinu puta noa i te ao.
I te mutunga o Paenga-whāwhā, ko te utu o te PVC i te $750/tēne. I mua ake o te Wenerei, ko te utu o te hinu mata Brent i hokohokohia i te $117.55/peera.
"Ko tā tātou e kite nei i nāianei ko te ohorere o te tuku, ā, ko te pikinga ake o te pihi tuku te take i piki ake ai ngā utu o te PVC. Kei te wātea te PVC i roto i ngā rahinga e tika ana – ehara i te koretake te take, engari ko te utu. He teitei ngā utu nā te mea he pari te pihi tuku. Ko te wāhi e tau ai rātou i te mutunga ka whakawhirinaki ki te wāhi e tau ai te hinu i ngā marama e haere ake nei," te kī a Bharadwaj.
"Ki te noho tonu te utu hinu mata ki runga ake i te $60/peera, kāore pea e hoki mai ngā utu iti o te $600-700/tēne. Ki te noho ki te awhe $70-90/peera, e matapaetia ana ka noho pumau te PVC ki te $800 ia tēne mō te wā roa, he hua pai tēnei mō te umanga."
"He mea tika hoki kia maumahara ko te rerekētanga o te reiti whakahaere i waenga i te raro me te tihi o te huringa PVC ehara i te mea whānui: ko te raro kei te 76%, ā, ko te tihi kei te 82-83%," tāna tāpiri, i tana kōrero ki ngā kairīpoata me ngā kaitātari hea matū whai muri i te whakaputanga a Orbia i ngā hua pūtea mō te hauwhā tuatahi i te tīmatanga o tēnei wiki.
Te kaihangate pikinga o ngā hoko me ngā whiwhinga monii te hauwhā tuatahi, i ia tau, ā, i whakawhāitihia tana mate kupenga me te whakaū anō i tana aratohu whiwhinga moni mō te tau 2026 – tirohia te ripanga o raro mō ngā pūrongo pūtea katoa.
TE WHAKAMĀTAURANGA O TE PAKANGA HE MEA PAI
Ahakoa kei te nui rawa te PVC –mekei te noho tonutētahi o ngā mea kaweake nui a Hainangā hua matū hinu nā te iti o te tono i roto i te whenua – kua tino hurihia e te pakanga i te Middle East te horopaki mō Orbia, ko PVC te hua matua o tana putea.
I pūrongo te kamupene i tētahi whakapainga nui i roto i tana wehenga otinga polymer, i hua ake i te raruraru nui ki ngā kaihanga PVC Āhia whakataetae, inā koa ko ngā kaihanga Hainamana e ahu mai ana i te ethylene me ngā kaihanga i Hapani, Kōrea ki te Tonga, me Taiwana, kua tino raruraru te tuku mai i te naphtha matua e te pakanga.
"He tino kino te pānga ki te tuku hinu, ā, nō reira, ki te tuku naphtha mai i te Middle East, e pā ana ki ngā kaihanga PVC o Āhia," te kī a Bharadwaj.
"Nā tēnei i iti ake ai ā rātou utu mahi. Mō te kupenga-kupenga, ko tā mātou e kite nei ko te pikinga tere o te pikinga o te pihi tuku, ā, ka piki ake ngā utu PVC, ā, ka tino whai hua mātou i tēnā i te hauwhā tuarua."
I kī te Tumu Whakahaere Matua kāore i tino rerekē te painga utu hanganga a Orbia – me tana turanga whakaputa e ahu mai ana i ngā rauemi kai ethane mai i te Takutai Moana o Amerika – i te wā o te pakanga, ā, i noho motuhake te kamupene mai i ngā raruraru tuku e pā kino ana ki ngā kaiwhakataetae o Āhia.
Ahakoa ka mutu te pakanga i roto i te wā poto, e ai ki tāna, ka roa pea te wā e hoki ai ki te āhua tika mō ngā kino ki ngā mahi kawe taonga i roto i te mekameka tuku.
"E ai ki te nuinga o ngā tohunga ahakoa ka mutu wawe te pakanga, ka roa pea te toru ki te ono marama te roa hei whakaora i ngā raruraru o te mekameka tuku taonga kua puta mai," tāna tāpiri.
Wā tuku: 30 Paenga-whāwhā 2026