Ngā Pūrongo Ahumahi
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Ngā Pūrongo Mākete | Ka Whakamutua e te Whakaeke te Matatini Matūriki o Ruhia, ka Whakamataku i te 2.5 Miriona Tana o te Kaha PE me te PP
I te pūrongo a Reuters, i pāngia a ZapSibNeftekhim, he whare matū hinu e te kamupene matū hinu nui rawa atu o Rūhia, e te kino nui i roto i te whakaekenga a te waka rererangi i te 10 o Ākuhata, ā, kua whakamutua ngā mahi mō ake tonu atu. E 6 miriona tāne mita te nui o te hau hinu wai (LPG) e whakaputaina ana e te whare i ia tau, e 40% o te katoa o te putanga LPG o Rūhia. Tata ki te haurua o tana putanga LPG e whakamahia ana hei rauemi whāngai mō ana waeine matū hinu o raro. Hei tāpiri, e whakamanamana ana te whare i te kaha polymer turanga ā-tau o te 2.5 miriona tāne mita, arā, 1.5 miriona tāne o te polyethylene (PE) me te 1 miriona tāne o te polypropylene (PP). Kei roto i ngā pokapū whakaputa polyolefin nui rawa atu o Rūhia. Kei te whakahaerehia e ZapSibNeftekhim he mekameka tukatuka hohonu tino whakauru e kapi ana i te whakaputa LPG o runga me... -
Whakahōutanga o te Mākete: Ka tōia ngā Matū e te Hūnga Hinu Mata; PA66 i heke ki te RMB 300, PS i heke ki te RMB 260. Ineos, Mitsubishi Chemical, SABIC Putanga o Key Ventures.
Kua whakarewahia e ngā kamupene matū nunui o te ao, tae atu ki a Ineos, SABIC me Mitsubishi Chemical, he rarangi o ngā hokonga rautaki i ēnei rā tata nei, i waenganui i te hekenga whānui o te mākete i puta mai i te hekenga o ngā utu hinu mata. Ka Puta a Ineos i te JV me Sinopec I te 3 o Ākuhata, i panuitia e te kamupene matū nui o te ao, a Ineos, tana wehenga katoa mai i te hononga tahi petrochemical me China Petroleum & Chemical Corporation (Sinopec) kei Tianjin. I hainatia e Ineos me Sinopec he whakaaetanga mahi tahi i te tīmatanga o Ākuhata 2023 hei whakatū i a Sinopec Ineos (Tianjin) Petrochemical Co., Ltd. i runga i te wehenga hea 50/50, e whakahaere tahi ana i te 1.2 miriona tana ia tau o te matatini ethylene i Nangang, Tianjin. Ka hinga te hononga i roto i te iti iho i te toru tau. Ka Oti te Hokonga a SABIC i te Pakihi ETP I te 3 o Ākuhata hoki, ko Saudi Basic Industries Corporation (SAB... -
Ngā Pūrongo Mākete | Kua Whakarewahia e te UK te Pūnaha Whakamātautau Ārai-Tuku ki roto i te PVC Hainamana; Kua Heke te Mākete Matū: Kua Heke te PC me te PA RMB 200 i roto i te Rā Kotahi, Kei te Heke Tonu te ABS me te PE.
I te 4 o Ākuhata, 2026, i tukuna e te Mana Whakaora Tauhokohoko o te UK (TRA) tētahi pānui mana hei whakarewa i tētahi rangahau ārai-tuku mō te polyvinyl chloride whakatārewatanga (S-PVC) i kawemai mai i Haina, Kōrea ki te Tonga me Mehiko. Whai muri i a Īnia, Pakitāne, Tairaina me Kōrea ki te Tonga, kua riro te UK hei mana whakahaere anō e uru atu ana ki te kaupapa here e aro ana ki ngā hua PVC Hainamana. Nā INOVYN ChlorVinyls Ltd, he apiti o te kaihanga S-PVC o INEOS i te UK, i tuku te tono rangahau. Kei te whakahaere a INEOS i tētahi tipu whakaputa S-PVC i Newton Aycliffe, ki te Tai Rāwhiti o Ingarangi, me ētahi wāhi hanga maha i Cheshire. Ngā Pānga Tika ki ngā Kaweake PVC o Haina E whakaatu ana ngā tatauranga kaweake i tukuna noa e Haina he 18,700 tana o te PVC ki te UK i te tau 2025, ki te whakaritea ki te 120 tana noa iho i te tau 2024, 238 tana i roto i ... -
Ngā Pūrongo Mākete | Kua piki ake ngā momo 16 katoa tae atu ki te PP, PE me te ABS i te marama o Hōngongoi; Kua tapahia e Chimei/Rongsheng ngā utu ABS o mua i hangaia i te wheketere mā te RMB 300/MT; Kua whakaranua i tēnei rā!
Tirohanga Whānui mō Hōngongoi I kitea ngā pikinga whānui o ngā rauemi matū i te marama o Hōngongoi i arahina e ngā taonga nui o te hinu. Ko ngā rauemi matua pēnei i te styrene, te bisphenol A, te benzene parakore me te butadiene, me ngā rauemi mata matua PU, i piki ake i runga ake i te 15%. I piki ake hoki te ahua o te bromine, te kakara me te waipiro. I piki ake ngā hua rapa me te kirihou. I roto i ngā momo 18 i whaihia, 16 ngā pikinga utu kua rēhitatia: PP raffia, LLDPE me te LDPE i piki ake i te 12%, ABS i piki ake i te 10.75% me PS i piki ake i te 10.43%, me ngā kirihou whānui katoa e piki ake ana. Whakahōu Mākete o te 3 o Ākuhata Me te pikinga ake pea o ngā taupatupatu US-Iran, i heke te hinu mata Brent me te WTI neke atu i te 6% i te tīmatanga o te hokohoko i te 3 o Ākuhata. I whai i te taua te pūngao ā-rohe me ngā mākete matū me ngā hekenga whānui: · Hinu mata: -3.58% · Benzene parakore: -1.... -
Neke atu i te 5% te hekenga o ngā tukunga kapia PVC o Hapani i te marama o Hune
Ngā Pūrongo Matū o Haina — Nō nā tata nei i tukuna e te Kaunihera Taiao Vinyl (VEC), he rōpū o ngā kaihanga kapia polyvinyl chloride (PVC) o Hapani, ngā raraunga e whakaatu ana i te tapeke o ngā tuku kapia PVC a Hapani i eke ki te 102,411 tāne mita i te marama o Hune, he hekenga tau-ki-te-tau o te 5.1%. Ko ngā kaweake, e 40% ki te 50% o ngā tuku katoa, kei te puhoi te ora. Kei te heke tonu ngā utu o te mākete kapia PVC o te ao i waenga i te hekenga o ngā utu rauemi mata me te ngoikore o te tono whānui. I whakapuaki a Hiroshi Yokota, Tiamana o VEC, i ngā āwangawanga mō te hekenga o te utu. "Ko ngā utu tauwhitinga o nāianei e tū ana i te $800 mō ia tāne mita, ā, he pōuri te tirohanga mākete," tana kī. I mua ake nei, ko ngā utu PVC i Āhia i noho tata ki te $1,100 mō ia tāne mita i waenga i ngā āwangawanga hoko taonga e puta mai ana i ngā taumahatanga i roto i te M... -
Ngā Pūrongo Mākete: Ka Whakatakoto Here a Īnia mō ngā Kawemai PVC; Ka Piki Ake Ngā Tuku a Formosa Plastics – Ka Pāngia Ngā Tukunga ā-Rohe e Ngā Hauātanga; Ka Heke te Ota Mata, Ka Heke te ABS me te PP RMB 200/MT I Tēnei Rā.
I whakatinanahia e te kāwanatanga o Īnia tētahi kaupapa here whakahaere kawemai mō te wā poto e aro ana ki te kapia PVC taumata-whakatārewatanga, ka mau tonu te mana mō ngā marama e ono. I raro i te ture hou, ka herea ngā kawemai o te kapia PVC whakatārewatanga me te utu CIF kei te USD 766 mō ia tana mita, kei raro iho rānei. Ka taea tonu te kawemai noa i ngā kaipuke e utu ana i runga ake i tēnei paepae, me te kore he here tāpiri. Kei roto i tētahi wāhanga whakakorenga mārama: kāore te kapia PVC whakatārewatanga i kawemaihia hei hanga i ngā taonga kaweake kua oti te hanga i roto i te mehua here utu. Kotahi wiki i mua i te ture here utu, i pau te whakakorenga utu katoa a Īnia e kapi ana i te 40 ngā hua matū hinu matua i te 15 o Hūrae. Kua hoki ngā kawemai PVC ki te reiti utu kawemai taketake 7.5%. I pāngia te tūnga kaupapa here o Īnia e tētahi U nui... -
Ngā Pūrongo Mākete | Ka Kati Tuturu a Kōrea ki te Tonga i te 1.39Mt te Kaha o te Ethylene; Ka Rawe te Kaha o te H2 ā-Rohe, Ka Piki te PE ki te RMB 50–200/MT, Ka Piki te ABS ki te RMB 130/MT
I whakaaetia e ngā mana whakahaere o Kōrea ki te Tonga tētahi mahere whakahou nui i te 22 o Hūrae: Ka kati tonu ngā waeine ethylene e rua a te YNCC i Yeosu (1.39Mt/tau). Mā te kati ka tapahia te kaha ethylene a te YNCC neke atu i te 60%, ka tapahia tata ki te 10% o te kaha ethylene ā-motu katoa o Kōrea ki te Tonga i te wā kotahi. Tata ki ngā kamupene matū hinu nui katoa o Kōrea ki te Tonga kua pāngia e ngā mate i ngā tau e rua kua pahure ake nei. He nui te whakawhirinaki o ā rātou tipu ki te naphtha kawemai, ā, kāore he painga utu. Ko te whāinga a te kāwanatanga ko te tapahi i te kaha ethylene tūao o te 2.7–3.7Mt/tau, tata ki te 25% o tōna kaha ā-tau katoa 14.7Mt. Kei te mau tonu te āputa whāinga; ko ngā pihikete tawhito i KPIC me SK Geocentric ngā kaitono e whai ake nei mō te kati. I roto i te motu, 1Mt anake te kaha PE hou i whakamahia i te H1, he iti iho i tērā tau. Ko ngā whakararuraru kaipuke o te Rawhiti o Waenganui me te... -
Ngā Pūrongo Mākete | Ka Piki Ake Ngā Mōrearea Ā-Ao Tōrangapū; Kua Heke te Rōrahi Tukunga i te Moana-a-Hormuz ki te Kore!
Kua whakapiki ake a Qimei Zhenjiang i ngā utu mā te RMB 900/MT; kua piki ake ngā utu o ABS me PP ki te RMB 400/MT, kua piki ake te PE ki te RMB 300/MT puta noa i te poari i tēnei rā… Kua mura anō ngā taupatupatu i waenganui i a US me Iran! E whakaatu ana ngā raraunga kaipuke kua tae te waka i roto i te Moana-a-Toi o Hormuz ki raro rawa. E whakaatu ana ngā tatauranga kāore anō kia kitea he kaipuke tāke LNG e whakawhiti ana i te moana mai i te 16 o Hūrae. I kī a Iran i te 19 kua heke te nui o ngā kaipuke i roto i te Moana-a-Toi o Hormuz ki te kore, ā, ko ngā kaipuke katoa e ngana ana ki te whiti ka whaia. E whā ngā kaipuke i ngana ki te whiti i taua rā: e rua i āraia, ā, i whakamutua e ētahi atu e rua tā rātou haerenga. Nā te kino haere o te raruraru moana kua tukuna he ngaru ohorere ki ngā mākete pūngao o te ao. Kua hoki mai te hinu mata o Brent mai i te USD 70 ki te tata ki te USD 90 i roto i ngā rā 20. I whakaputa a Capital Economics i tētahi matapae kaha ake… -
Pūrongo Mākete o te Polypropylene (PP) me te Polyethylene (PE)
Arotahi Matua I hainatia e te US me Iran tētahi whakaaetanga māramatanga mamao, e whakatuwhera ana i tētahi matapihi whiriwhiringa 60-rā. I oati te US ki te whakakore i ngā aukati moana i roto i ngā rā 30, ko Iran ia ka whiriwhiri i te whakahaere o te awaawa ki a Ōman. Heoi, i whakarewahia e te ope taua o Amerika ngā patu i taua rā anō, me te whakapae a ngā taha e rua tetahi ki tetahi mō te takahi i te whakaaetanga. I kī te Kaikōrero Paremata o Iran "e kore te awaawa e hoki ki tōna āhua o mua". I kī ngā kaitātari ko te hainatanga o te whakaaetanga he tohu i tētahi putanga nui, engari kei te tino pōuri tonu te tirohanga whakatinanatanga, ā, me āta whakaaro te tumanako o te mākete mō ngā kōrero hohou rongo. PP Supply Ko te tere whakahaere o ngā tipu pellet PP i te 66.25% (papatahi wiki-ki-te-wiki), ā, ko te tere whakahaere o ngā tipu paura PP i eke ki te 26.56% (papatahi wiki-ki-te-w... -
Kua whakarewahia e Kōrea ki te Tonga he rangahau ārai-para mō ngā PVC Hainamana; kua piki ake te ABS me te PP i te RMB 300/Tana i waenganui i ngā pikinga hokohoko.
Whai muri i a Īnia me Thailand, kua tīmata a Kōrea ki te Tonga i ngā mahi hokohoko e aro ana ki ngā kaweake PVC Hainamana. E ai ki ngā pūrongo pāpāho o Kōrea ki te Tonga i te 8 o Hūrae, 2026, i whakaputa te Komihana Tauhokohoko o Kōrea i te Pānui Nama 2026-13, e whakarewa ana i tētahi rangahau ārai-tukunga mō ngā kapia PVC taumata-whakatārewatanga i hangaia i Haina hei manatoko i ngā whakapae mō te tukunga me te whara o te umanga ā-rohe. E aro ana te rangahau ki ngā kaihanga matū nui e rua o Haina: Tianjin Bohua me Wanhua Chemical. E whakaatu ana ngā raraunga hokohoko mana kua tino piki ake te nui o ngā kaweake PVC a Haina ki Kōrea ki te Tonga: 10,900 tana i te tau 2023, 14,400 tana i te tau 2024, me te 40,400 tana i te tau 2025. Mena ka whakamanahia te tukunga i roto i te whakataunga whakamutunga, ka taea e Kōrea ki te Tonga te whakatakoto i ngā takoha ārai-tukunga ki ngā PVC Hainamana. I mua, i whakaputa a Kōrea ki te Tonga i tētahi whakataunga whakamutunga mō ngā kapia whakapiri PVC e hiahiatia ana... -
Ngā Pūrongo Mākete: Kua Whakarewahia e Thailand te Whakamātautau Ārai-Tukunga ki roto i te PVC Hainamana; Kua Hinga te ABS ki te 580 i tēnei Wiki, Kei te Paheke Tonu te PP me te PS!
Nō nā tata nei, i whakaputa te Tari Hokohoko o Tāwāhi i raro i te Manatū Hokohoko o Thailand i tētahi pānuitanga, e whakarewa ana i tētahi rangahau ārai-para mō te polyvinyl chloride (PVC) i ahu mai i te whenua nui o Haina me Taiwana o Haina, hei whakautu i ngā tono i tukuna e ngā umanga ā-rohe o Thailand. I ngā tau tata nei, ko ngā kaweake PVC a Haina kua rere te nuinga ki Āhia ki te Tonga-mā-rāwhiti me ngā rohe tata. Nā te tono ā-rohe pumau me te whanaketanga hanganga i Thailand, kua piki haere tonu ngā tuku PVC a Haina ki te whenua. I piki ake ngā rahinga kaweake mai i te 30,000 tana mita i te tau 2022 ki te tata ki te 120,000 tana mita i te tau 2025. Ahakoa rā, he iti noa te wāhanga o Thailand i roto i ngā kaweake PVC katoa o Haina, e tū ana i te 3% ki te 3.5%. Ina tirohia te mahi kaweake PVC a Haina mai i Hanuere ki Mei 2026, M... -
Tirohanga ki te Mākete o te Tīmatanga o Hōngongoi!
I te tīmatanga o Hōngongoi, i pā kino te hinu mata ki te mākete: I heke ngā utu o mua o te marama WTI mā te 2.03%, ā, i heke ngā utu o mua o te marama Brent mā te 1.00%. Mō te marama katoa o Hune, i heke te WTI mā te 18.52%, ā, he tata ki te 30% te mate i te hauwhā tuarua - ko tana mahi hauwhā kino rawa atu mai i te tau 2020. Nā te hekenga nui o te hinu mata i tōia te rāngai kirihou, ā, kāore i mau tonu. I kati katoa ngā hua kirihou ki raro puta noa i te poari i te marama o Hune me ngā mate nui. Ko te PP raffia te mea i eke ki te tūtohi hekenga o te marama me te hekenga o te 20.96%, he nui ake te pai ake i te ABS, PC, PET me ētahi atu momo. I roto noa i te kotahi marama, i heke te utu toharite o te motu mō te PP mai i te RMB 9,661/tana ki te RMB 7,954/tana, he hekenga o te RMB 1,707/tana, he hekenga whānui o te 17.67%. I Haina ki te Tonga te hekenga tino koi, w...