Iphelile iminyaka engu-2-3, i-BASF, i-Covestro kanye nezinye izimboni ezinkulu ziyeka ukukhiqiza futhi zinciphise ukukhiqiza!
Ngokusho kwemithombo, ukuhlinzekwa kwezinto ezintathu eziphezulu zokusetshenziswa eYurophu, okuhlanganisa igesi yemvelo, amalahle kanye nowoyela ongahluziwe, kuye kwehla, okuye kwathinta kakhulu ugesi kanye nokukhiqizwa. Izijeziso kanye nezingxabano ze-EU ziyaqhubeka, kusho i-Everbright Securities.
Igesi yemvelo: I-"Beixi-1" inqanyuliwe unomphela, okuholele ekushodeni kukagesi ongu-1/5 kanye nokunikezwa kokushisa okungu-1/3 e-EU, okuthinta ukukhiqizwa kwamabhizinisi.
Amalahle: Umthelela ophakeme wokushisa, ukubambezeleka kokuthuthwa kwamalahle eYurophu, okuholela ekungatholakali kahle kukagesi wamalahle. Ukukhiqizwa kukagesi wamalahle kuwumthombo oyinhloko kagesi eJalimane, izwe elikhulu lamakhemikhali laseYurophu, okuzobangela inani elikhulu lamafektri eJalimane ukuthi lime. Ngaphezu kwalokho, ukukhiqizwa kukagesi ngamanzi eYurophu nakho kwehle kakhulu.
Uwoyela ongahluziwe: Uwoyela ongahluziwe waseYurophu uvela kakhulu eRussia nase-Ukraine. Uhlangothi lwaseRussia luthe konke ukuphakelwa kwamandla kunqanyuliwe, kanti uhlangothi lwase-Uzbek lumatasa nempi futhi ukuphakelwa kuncishiswe kakhulu.
Ngokusho kwedatha evela emakethe kagesi yaseNordic, intengo kagesi ephezulu kakhulu emazweni aseYurophu idlule ama-euro angu-600 ngo-Agasti, yafinyelela esicongweni, yakhuphuka ngo-500% unyaka nonyaka. Ukwanda kwezindleko zokukhiqiza kuzokwenza izimboni zaseYurophu zinciphise ukukhiqiza futhi zinyuse amanani, okungangabazeki ukuthi kuyinselele enkulu emakethe yamakhemikhali.
Ulwazi lokuncishiswa komkhiqizo omkhulu:
▶I-BASF: isiqalile ukuthenga i-ammonia esikhundleni sokuyikhiqiza ukuze inciphise ukusetshenziswa kwegesi esitshalweni sayo saseLudwigshafen, amandla e-TDI angamathani angu-300,000 ngonyaka nawo angathinteka.
▶I-Dunkirk Aluminium: Ukukhiqizwa kwehliswe ngo-15%, kanti ukukhiqizwa kungase kwehliswe ngo-22% esikhathini esizayo, ikakhulukazi ngenxa yokushoda kokunikezwa kukagesi kanye namanani aphezulu kagesi eFrance.
▶Ingqikithi Yamandla: vala i-cracker yayo yaseFrance i-Feyzin engamathani angu-250,000 ngonyaka ukuze ilungiswe;
▶Covestro: amafektri eJalimane angabhekana nengozi yokuvala izindawo zokukhiqiza amakhemikhali noma ngisho nefektri yonke;
▶I-Wanhua Chemical: Iyunithi ye-MDI engamathani angu-350,000 ngonyaka kanye neyunithi ye-TDI engamathani angu-250,000 ngonyaka eHungary ivaliwe ukuze ilungiswe kusukela ngoJulayi kulo nyaka;
▶I-Alcoa: Umkhiqizo wemishini yokuncibilikisa i-aluminium eNorway uzoncishiswa ngengxenye eyodwa kwezintathu.
Ulwazi lokwenyuka kwentengo yezinto ezingavuthiwe:
▶▶Ube Kosan Co., Ltd.: Kusukela mhla ziyi-15 kuMandulo, intengo ye-resin ye-PA6 yenkampani izokhushulwa ngama-yen angu-80/ton (cishe ama-RMB 3882/ton).
▶▶I-Trinseo: ikhiphe isaziso sokwenyuka kwentengo, ithi kusukela mhla zi-3 kuMfumfu, intengo yazo zonke izinhlobo ze-resin ye-PMMA eNyakatho Melika izokwenyuka ngamadola ase-US angu-0.12 / iphawundi (cishe i-RMB 1834 / ithani) uma inkontileka yamanje ivuma.
▶▶DIC Co., Ltd.: Intengo ye-epoxy-based plasticizer (ESBO) izokhushulwa kusukela mhla ziyi-19 kuMandulo. Ukwenyuka okuqondile kungokulandelayo:
▶ Ithangi likawoyela elingama-yen angu-35/kg (cishe ama-RMB angu-1700/ton);
▶ Kufakwe emathinini futhi kwafakwa emigodini engu-40 yen/kg (cishe i-RMB 1943/ton).
▶▶I-Denka Co., Ltd. imemezele ukwenyuka kwentengo ye-styrene monomer ngama-yen angu-4/kg (cishe ama-RMB angu-194/ton)
▶ Imboni yamakhemikhali yasekhaya ithuthuka kancane kancane! Gxila kule mikhiqizo engu-20!
IYurophu iyisizinda sesibili ngobukhulu emhlabeni sokukhiqizwa kwamakhemikhali ngemva kweShayina. Manje njengoba izinkampani ezinkulu zamakhemikhali seziqalile ukunciphisa ukukhiqizwa, kudingeka siqaphele ingozi yokuntuleka kwezinto zokusetshenziswa!
| Igama lomkhiqizo | Ukusatshalaliswa okuyinhloko kwamandla okukhiqiza aseYurophu |
| I-asidi ye-formic | I-BASF (amathani angu-200,000, i-Qing Dynasty), i-Yizhuang (ubusuku obungu-100,000, i-Finn), i-BP (amathani angu-650,000, i-UK) |
| I-ethyl acetate eyomile | I-Celanese (305,000, eFrankfurt, eJalimane), i-Wacker Chemicals (200,000. Burg Kingsen we-Qing Dynasty) |
| I-EVA | IBelgium (amathani angu-369,000), iFrance (amathani angu-235,000), iJalimane (amathani angu-750,000), iSpain (amathani angu-85,000), i-Italy (amathani angu-43,000), i-BASF (izitolo ezingu-640,000, iLudwig, iJalimane kanye ne-Antwerp, eBelgium), iDow (amathani angu-350,000, iJalimane Marr) |
| I-PA66 | I-BASF (amathani ayi-110,000, eJalimane), i-Dow (amathani ayi-60,000, eJalimane), i-INVISTA (amathani ayi-60,000, eNetherlands), i-Solvay (amathani ayi-150,000, eFrance/eJalimane/eSpain) |
| I-MDI | I-Cheng Sichuang (amathani angu-600,000, i-Dexiang: amathani angu-170,000, iSpain), i-Ba Duangguang (amathani angu-650,000, i-Belgian Announcement), i-Shishuangtong (amathani angu-470,000, iNetherlands) i-Taoshi (amathani angu-190,000, i-acting Circumference: amathani angu-200,000, iPortugal), i-Wanhua Chemical (amathani angu-350,000, i-hook Yuli) |
| I-TDI | BASF (300,000 amathani, Germany), Covestro (300,000 amathani, Dezhao), Wanhua Chemical (250,000 amathani, Goyali) |
| VA | Udizili (amathani angu-07,500, ePortugal), eBath (6,000, eJalimane iLujingyanxi), e-Adisseo (5,000, eFrance) |
| VE | I-DSM (amathani angu-30,000, eSwitzerland), i-BASF (2. Ludwig) |
Ulwazi lweLongzhong lubonisa ukuthi: ngo-2022, amandla okukhiqiza emhlabeni wonke amakhemikhali aseYurophu azobalelwa ngaphezu kuka-20%: i-octanol, i-phenol, i-acetone, i-TDI, i-MDI, i-propylene oxide, i-VA, i-VE, i-methionine, i-monoammonium phosphate, kanye ne-silicone.
▶Ivithamini: Amabhizinisi omhlaba wonke okukhiqiza amavithamini agxile kakhulu eYurophu naseShayina. Uma amandla okukhiqiza aseYurophu ehla futhi isidingo samavithamini siphendukela eShayina, ukukhiqizwa kwamavithamini asekhaya kuzoletha ukuchuma.
▶I-Polyurethane: I-MDI ne-TDI yaseYurophu zenza ingxenye eyodwa kwezine yamandla okukhiqiza emhlabeni jikelele. Ukuphazamiseka kokuhlinzekwa kwegesi yemvelo kubangela ngqo izinkampani ukuthi zilahlekelwe noma zinciphise umkhiqizo. Kusukela ngo-Agasti 2022, amandla okukhiqiza e-MDI yaseYurophu angamathani ayizigidi ezingu-2.28 ngonyaka, okwenza u-23.3% wenani eliphelele lomhlaba. I-TDI Amandla okukhiqiza angaba ngamathani angu-850,000 ngonyaka, okwenza u-24.3% wemali ekhishwa njalo ngenyanga emhlabeni jikelele.
Wonke amandla okukhiqiza e-MDI kanye ne-TDI asezandleni zezinkampani ezidumile emhlabeni jikelele njenge-BASF, i-Huntsman, i-Covestro, i-Dow, i-Wanhua-BorsodChem, njll. Njengamanje, ukwenyuka okukhulu kwentengo yegesi yemvelo kanye nezinto zokusetshenziswa zamakhemikhali ezihlobene kuzokhuphula izindleko zokukhiqiza ze-MDI kanye ne-TDI eYurophu, kanti i-Juli Chemical Yantai Base yasekhaya, i-Gansu Yinguang, i-Liaoning Lianshi Chemical Industry, kanye ne-Wanhua Fujian Base nazo sezingene ekumisweni kokukhiqiza. Ngenxa yesimo sokulungisa, amandla okushayela ajwayelekile asekhaya angaphansi kuka-80% kuphela, futhi amanani e-MDI kanye ne-TDI yomhlaba wonke angaba nendawo enkulu yokukhula.
▶I-Methionine: Amandla okukhiqiza e-methionine eYurophu acishe abe ngu-30%, ikakhulukazi agxile ezimbonini ezifana ne-Evonik, i-Adisseo, i-Novus, ne-Sumitomo. Ngo-2020, isabelo semakethe samabhizinisi amane aphezulu okukhiqiza sizofinyelela ku-80%, ukuhlushwa kwemboni kuphezulu kakhulu, futhi izinga lokusebenza lilonke liphansi. Abakhiqizi basekhaya abaphambili yi-Adisseo, i-Xinhecheng ne-Ningxia Ziguang. Njengamanje, amandla okukhiqiza e-methionine akhiwayo agxile kakhulu eShayina, futhi ijubane lokushintshaniswa kwe-methionine ezweni lakithi liyaqhubeka njalo.
▶I-Propylene oxide: Kusukela ngo-Agasti 2022, izwe lethu lingumkhiqizi omkhulu kunabo bonke emhlabeni we-propylene oxide, ebalelwa cishe ku-30% wamandla okukhiqiza, kanti amandla okukhiqiza e-propylene oxide eYurophu abalelwa cishe ku-25%. Uma ukwehla kokukhiqiza okulandelayo noma ukumiswa kwe-propylene oxide kwenzeka kubakhiqizi baseYurophu, kuzothinta kakhulu intengo yokungenisa ye-propylene oxide ezweni lakithi, futhi kulindeleke ukuthi inyuse intengo iyonke ye-propylene oxide ezweni lakithi ngemikhiqizo engenisiwe.
Lokhu okungenhla yisimo somkhiqizo esihilelekile eYurophu. Kuyithuba kanye nenselele!
Isikhathi sokuthunyelwe: Novemba-11-2022