I-Outlook yemakethe ye-Chemical Raw Materials

I-Methanol Outlook

Imakethe yasekhaya ye-methanol kulindeleke ukuthi ibone izinguquko ezihlukene esikhathini esifushane. Ezikhumulweni zemikhumbi, okunye ukunikezwa kwangaphakathi nezwe kungase kuqhubeke nokungena ukuze kuxazululwe, futhi ngokufika okugxilile kokufika kwempahla ngeviki elizayo, ubungozi bokuqoqwa kwempahla busekhona. Phakathi kokulindelwe kokukhuphuka kwempahla evela kwamanye amazwe, ukuzethemba kwemakethe yesikhathi esifushane akunamandla. Kodwa-ke, ukumiswa kwe-Iran ukusebenzisana ne-UN nuclear watchdog kunikeza ukwesekwa okuthile kwezomnotho omkhulu. Izintengo ze-port methanol kungenzeka ziguquguquke phakathi kwezici ezixubile ze-bullish kanye ne-bearish. Phakathi nezwe, abakhiqizi be-methanol abakhuphuka nomfula banempahla elinganiselwe, futhi ukunakekelwa okugxilile kwakamuva ezimbonini zokukhiqiza kugcina ingcindezi yokuhlinzeka iphansi. Kodwa-ke, imikhakha eminingi ezansi nomfula—ikakhulukazi i-MTO—ibhekene nokulahlekelwa okukhulu ngamakhono alinganiselwe wokudlula. Ukwengeza, abasebenzisi abasezingeni eliphansi ezindaweni ezisetshenziswayo babamba uhlu lwempahla yokusetshenziswa ephezulu. Ngemuva kokukhuphuka kwentengo kwaleli sonto, abahwebi bayaqaphela ngokujaha ezinye izinzuzo, futhi ngaphandle kwegebe lokunikezwa kwempahla emakethe, amanani entengo ye-methanol emaphakathi nezwe kulindeleke ukuthi ahlangane phakathi kwemizwa exubile. Kufanele kubhekwe kakhulu i-port inventory, ukuthengwa kwe-olefin, kanye nentuthuko yezomnotho omkhulu.

I-Outlook ye-formaldehyde

Izintengo zasekhaya ze-formaldehyde kulindeleke ukuthi zihlanganiswe nokuchema okubuthakathaka kuleli sonto. Ukulungiswa kokunikezwayo kungenzeka kukhawulelwe, kuyilapho isidingo esivela emikhakheni engezansi efana namaphaneli ezinkuni, ukuhlobisa ikhaya, nezibulala-zinambuzane kuncipha ngezikhathi ezithile zonyaka, kuhlanganiswe izici zesimo sezulu. Ukuthenga kuzohlala kuncike ezidingweni. Njengoba amanani entengo e-methanol okulindeleke ukuthi alungise ngokwehlukana kanye nokuncipha kokuntengantenga, ukusekelwa kwezindleko ze-formaldehyde kuzokhawulwa. Ababambiqhaza bemakethe kufanele baqaphe ngokucophelela amazinga e-inventory ezitshalweni zephaneli yokhuni ezansi nomfula kanye namathrendi okuthengwa kwempahla kulo lonke uchungechunge lokunikezela.

I-Acetic Acid Outlook

Imakethe ye-acetic yasekhaya kulindeleke ukuthi ihlale ibuthakathaka kuleli sonto. Ukunikezwa kulindeleke ukuthi kukhule, kanti uphiko lwe-Tianjin cishe luzoqala kabusha ukusebenza futhi imboni entsha yase-Shanghai Huayi ingase iqale ukukhiqiza ngesonto elizayo. Kumbalwa ukuvalwa kokulungisa okuhleliwe okulindelekile, okugcina amanani okusebenza ewonke ephezulu kanye nokugcina ingcindezi yokuthengisa eqinile. Abathengi be-downstream bazogxila ekugayeni izinkontileka zesikhathi eside engxenyeni yokuqala yenyanga, ngesidingo sendawo esibuthakathaka. Abathengisi kulindeleke ukuthi balondoloze ukuzimisela okuqinile kokulayisha impahla, ngokunokwenzeka ngamanani anesaphulelo. Ukwengeza, izintengo ze-methanol feedstock zingase zehle ngesonto elizayo, kuqhubeke nokucindezela imakethe ye-acetic acid.

I-DMF Outlook

Imakethe yasekhaya ye-DMF kulindeleke ukuthi ihlangane nesimo sokulinda nokubona kuleli sonto, nakuba abakhiqizi basengazama ukusekela amanani, ngokukhuphuka okuncane okukodwa okungenzeka. Ngasohlangothini lokuhlinzekwa kwempahla, imboni ye-Xinghua isalokhu ivaliwe, kuyilapho uphiko lwe-Luxi's Phase II kulindeleke ukuthi luqhubeke nokukhula, okushiya ukunikezwa okuphelele kuzinzile. Isidingo sihlala sintenga, nabathengi abasezingeni eliphansi bagcina ukuthenga okusekelwe ezidingweni. Amanani e-methanol feedstock angase abone izinguquko ezihlukene, ne-port methanol eguquguqukayo phakathi kwezici ezixubile kanye namanani aphakathi nezwe ahlanganisayo. Ukuzizwa kwemakethe kuyaqaphile, abahlanganyeli ngokuvamile abalandela amathrendi emakethe futhi bagcina ukuzethemba okulinganiselwe ekubukekeni kwesikhathi esiseduze.

I-Propylene Outlook

Amandla akamuva esidingo sokuhlinzeka afiphazwe izinguquko ezivamile ezikhuphuka nomfula, ikakhulukazi ukuqala okugxilile nokuvalwa kwamayunithi e-PDH kule nyanga, kanye nokulungiswa okuhleliwe kwezinye izitshalo ezinkulu ezifika ezansi nomfula. Nakuba ukusekelwa kwe-supply-side kukhona, isidingo esibuthakathaka sikhawulela intengo phezulu, ukugcina umuzwa wemakethe uqaphile. Izintengo ze-propylene kulindeleke ukuthi zibe buthakathaka kuleli sonto, njengoba kudingeka ukunakwa okuseduze ekusebenzeni kweyunithi ye-PDH kanye namandla amakhulu ezitshalo eziwela phansi.

I-PP Granule Outlook

Ingcindezi ye-supply-side iyakhula njengoba izilinganiso zokukhiqiza zezinga elijwayelekile zincipha, kodwa amandla amasha—I-Zhenhai Refining Phase IV eMpumalanga China kanye nolayini wesine we-Yulong Petrochemical eNyakatho ne-China—aseqalile ukukhuphuka, akhuphula kakhulu ukunikezwa kwemakethe futhi acindezela amanani endawo e-homo- ne-copolymer. Kumbalwa ukuvalwa kokulungisa okuhleliwe kuleli sonto, okuqhubeka kwehlisa ukulahleka kokuhlinzeka. Imikhakha ephansi efana nezikhwama ezilukiweyo namafilimu asebenza ngamanani aphansi uma kuqhathaniswa, ikakhulukazi asebenzisa i-inventory ekhona, kuyilapho isidingo sokuthumela ngaphandle siyaphola. Isidingo esibuthakathaka sisonke siyaqhubeka nokuphoqa imakethe, ngokuntuleka kwezinto ezikhuthazayo ezigcina umsebenzi wokuhweba uphansi. Iningi labahlanganyeli linombono ongathembisi, lilindele ukuthi amanani e-PP anciphe ekuhlanganiseni.