Iphelile esitokweni iminyaka engu-2-3, i-BASF, i-Covestro nezinye izimboni ezinkulu zimisa ukukhiqiza futhi zinciphisa ukukhiqizwa!
Ngokwemithombo, ukulethwa kwezinto ezintathu eziphambili eYurophu, okuhlanganisa igesi yemvelo, amalahle kanye nowoyela ongahluziwe, sekunciphe, osekuphazamise kakhulu amandla nokukhiqiza.Ukujeziswa kwe-EU kanye nezingxabano kuyaqhubeka, i-Everbright Securities ibikezela ukuthi i-Europe ingase iphele iminyaka engu-2-3.
Igesi yemvelo: "I-Beixi-1" inqanyulwe unomphela, okubangele ukushoda kukagesi ongu-1/5 kanye nokunikezwa kokushisa okungu-1/3 e-EU, okuthinta ukukhiqizwa kwamabhizinisi.
Amalahle: Umthelela ophezulu wokushisa, ukubambezeleka kokuthuthwa kwamalahle e-Europe, okuholela ekunikezeni kwamandla amalahle okwanele.Ukuphehlwa kukagesi wamalahle kuwumthombo oyinhloko kagesi eJalimane, izwe elikhulu laseYurophu lamakhemikhali, okuzokwenza inani elikhulu lamafekthri eJalimane lintengantenge.Ngaphezu kwalokho, ukukhiqizwa kukagesi ngamanzi eYurophu nakho kwehle kakhulu.
Uwoyela ongahluziwe: Uwoyela ongahluziwe waseYurophu uvela ikakhulukazi eRussia nase-Ukraine.Uhlangothi lwaseRussia lwathi zonke izinsiza zamandla zinqanyuliwe, kanti uhlangothi lwase-Uzbek lwalumatasa nempi futhi ukunikezwa kwancipha kakhulu.
Ngokusho kwedatha evela emakethe kagesi yaseNordic, inani eliphakeme kakhulu likagesi emazweni aseYurophu lidlule ama-euro angama-600 ngo-Agasti, lafinyelela inani eliphakeme, lenyuka ngo-500% unyaka nonyaka.Ukwenyuka kwezindleko zokukhiqiza kuzodala ukuthi amafekthri aseYurophu ehlise umkhiqizo futhi anyuse amanani, okuyinto ngokungangabazeki inselele enkulu emakethe yamakhemikhali.
Ulwazi olubalulekile lomkhiqizo:
▶BASF: isiqalile ukuthenga i-ammonia esikhundleni sokuyikhiqizela ukunciphisa ukusetshenziswa kwegesi endaweni yayo yaseLudwigshafen, amathani angu-300,000/ngonyaka umthamo we-TDI nawo ungase uthinteke.
▶I-Dunkirk Aluminium: Ukukhiqizwa kwehliswe ngo-15%, futhi ukukhiqizwa kungase kwehliswe ngo-22% esikhathini esizayo, ikakhulukazi ngenxa yokushoda kokuphakelwa kukagesi nezintengo eziphezulu zikagesi eFrance.
▶Ingqikithi Yamandla: Vala i-French Feyzin engamathani angu-250,000/ngonyaka ukuze ilungiswe;
▶ I-Covestro: amafekthri eJalimane angase abhekane nengozi yokuvala izindawo zokukhiqiza amakhemikhali noma imboni yonke;
▶ I-Wanhua Chemical: Iyunithi ye-MDI engamathani angu-350,000/ngonyaka kanye neyunithi ye-TDI engu-250,000/ngonyaka e-Hungary yavalwa ukuze ilungiswe kusukela ngoJulayi walo nyaka;
▶I-Alcoa: Ukukhishwa kwezincibilikisi ze-aluminium e-Norway kuzoncishiswa ngengxenye eyodwa kwezintathu.
Ulwazi lokwenyuka kwentengo yezinto ezingavuthiwe:
▶▶Ube Kosan Co., Ltd.: Kusukela ngomhlaka-15 Septhemba, intengo ye-PA6 yenkampani izokhushulwa ngo-80 yen/ton (cishe i-RMB 3882/ton).
▶▶I-Trinseo: ikhiphe isaziso sokukhushulwa kwentengo, ithi kusukela ngomhla ka-3 Okthoba, intengo yawo wonke amabanga e-PMMA resin eNyakatho Melika izokwenyuka ngo-0.12 US dollar / pound (cishe i-RMB 1834 / ton) uma inkontileka yamanje ivuma..
▶▶DIC Co., Ltd.: Intengo ye-epoxy-based plasticizer (ESBO) izokhushulwa kusukela ngo-September 19. Ukwenyuka okuqondile kungokulandelayo:
▶ Umkhumbi kawoyela ongu-35 yen/kg (cishe u-RMB 1700/ton);
▶ Ikheniwe futhi ifakwe emgqonyeni 40 yen/kg (cishe i-RMB 1943/ton).
▶▶ I-Denka Co., Ltd. imemezele ukwenyuka kwentengo ye-styrene monomer ngo-4 yen/kg (cishe i-RMB 194/ton)
▶ Imboni yamakhemikhali yasekhaya ithuthuka kancane kancane!Gxila kule mikhiqizo engama-20!
I-Europe iyisizinda sesibili esikhulu kunazo zonke sokukhiqiza amakhemikhali emhlabeni ngemuva kweChina.Manje njengoba imidondoshiya eminingi yamakhemikhali isiqalile ukunciphisa ukukhiqizwa, kudingeka siyiqaphele ingozi yokuntuleka kwezinto zokusetshenziswa!
| Igama lomkhiqizo | Ukusatshalaliswa okuyinhloko kwamandla okukhiqiza aseYurophu |
| I-Formic acid | I-BASF (200,000 tons, Qing Dynasty), Yizhuang (100,000 nights, Finn), BP (650,000 tons, UK) |
| I-Ethyl acetate yomile | Isi-Celanese (305,000, Frankfurt, Germany), Wacker Chemicals (200,000. Burg Kingsen of Qing Dynasty) |
| EVA | IBelgium (369,000 tons), France (235,000 tons), Germany (750,000 tons), Spain (85,000 tons), Italy (43,000 tons), BASF (640,000 store, Ludwig, Germany & Antwerp, Belgium), Dow (350,000 tons, Germany) Marr) |
| PA66 | BASF (110,000 amathani, Germany), Dow (60,000 amathani, Germany), INVISTA (60,000 amathani, Netherlands), Solvay (150,000 amathani, France/Germany/Spain) |
| I-MDI | UCheng Sichuang (amathani angama-600,000, ama-dexiang: amathani angama-170,000, iSpain), i-BA Duangguang (amathani we-belgian (amathani angu-470, amakhemikhali angu-200,000, amakhemikhali e-Wanhua), amathoni angama-350,000 , hook Yuli) |
| TDI | BASF (300,000 amathani, Germany), Covestro (300,000 amathani, Dezhao), Wanhua Chemical (250,000 amathani, Goyali) |
| VA | Idizili (07,500 amathani, Portugal), Bath (6,000, Germany Lujingyanxi), Adisseo (5,000, French) |
| VE | I-DSM (30,000 tons, Switzerland), BASF (2. Ludwig) |
Ulwazi lwe-Longzhong lubonisa: ngo-2022, amandla okukhiqiza amakhemikhali ase-Europe emhlabeni jikelele azobiza ngaphezu kwama-20%: i-octanol, i-phenol, i-acetone, i-TDI, i-MDI, i-propylene oxide, i-VA, i-VE, i-methionine, i-monoammonium phosphate, ne-silicone.
▶Amavithamini: Amabhizinisi womhlaba wonke wokukhiqiza amavithamini agxile kakhulu eYurophu naseChina.Uma amandla okukhiqiza aseYurophu ehla futhi isidingo samavithamini siphendukela eShayina, ukukhiqizwa kwamavithamini ekhaya kuzoletha intuthuko.
▶I-Polyurethane: I-MDI yaseYurophu kanye ne-TDI yenza i-1/4 yomthamo wokukhiqiza womhlaba wonke.Ukuphazamiseka kokunikezwa kwegesi yemvelo kubangela ukuthi izinkampani zilahlekelwe noma zehlise ngisho nokukhiqiza.Kusukela ngo-Agasti 2022, umthamo wokukhiqiza we-MDI wase-Europe ungamathani ayizigidi ezingu-2.28/ngonyaka, okubalelwa ku-23.3% wengqikithi yomhlaba.I-TDI Amandla okukhiqiza angaba amathani ayi-850,000 ngonyaka, okwenza ama-24.3% emali yanyanga zonke emhlabeni jikelele.
Wonke amandla okukhiqiza ama-MDI kanye ne-TDI asezandleni zezinkampani ezidumile emhlabeni wonke njenge-BASF, i-Huntsman, i-Covestro, i-Dow, i-Wanhua-BorsodChem, njll. ukukhuphula izindleko zokukhiqiza ze-MDI ne-TDI eYurophu, kanye ne-Juli Chemical Yantai Base yasekhaya, i-Gansu Yinguang, i-Liaoning Lianshi Chemical Industry, kanye ne-Wanhua Fujian Base nazo zingenele ukumiswa kokukhiqiza.Ngenxa yesimo sokunakekela, amandla okushayela avamile asekhaya afinyelela kuphela ngaphansi kuka-80%, futhi amanani entengo ye-MDI ne-TDI yomhlaba wonke angase abe negumbi elikhulu lokukhula.
▶I-Methionine: Amandla okukhiqiza i-methionine eYurophu afinyelela cishe ku-30%, ikakhulukazi ezimbonini ezifana ne-Evonik, i-Adisseo, i-Novus, ne-Sumitomo.Ngo-2020, isabelo semakethe samabhizinisi amane aphezulu azofinyelela ku-80%, ukugxilwa kwemboni kuphezulu kakhulu, futhi izinga lokusebenza liphansi.Abakhiqizi abakhulu basekhaya yi-Adisseo, i-Xinhecheng ne-Ningxia Ziguang.Njengamanje, umthamo wokukhiqiza we-methionine esakhiwayo ugxile kakhulu eShayina, futhi ijubane lokushintshwa kwe-methionine ekhaya ezweni lami liya ngokuya lithuthuka.
▶I-Propylene oxide: Kusukela ngo-August 2022, izwe lethu lingumkhiqizi omkhulu kunayo yonke emhlabeni we-propylene oxide, ethatha cishe u-30% wamandla okukhiqiza, kuyilapho amandla okukhiqiza e-propylene oxide eYurophu enza cishe u-25%.Uma ukuncishiswa okulandelayo kokukhiqizwa noma ukumiswa kwe-propylene oxide kwenzeka kubakhiqizi baseYurophu, kuzophinde kuthinte kakhulu intengo yokungenisa ye-propylene oxide ezweni lami, futhi kulindeleke ukuthi inyuse inani lentengo ye-propylene oxide ezweni lami ngemikhiqizo engenisiwe.
Okungenhla yisimo somkhiqizo esihilelekile eYurophu.Kokubili kuyithuba kanye nenselelo!
Isikhathi sokuthumela: Nov-11-2022