Bukatar gida don inci PVC sama, don haɓaka ƙimar samarwa
Kamfanin PVC na Amurka da kera polyethylene Westlake ya ga matsakaicin haɓakar buƙatun waɗannan samfuran a farkon 2023, yana haifar da kyakkyawan fata kamar yadda hauhawar hauhawar farashin kayayyaki da ci gaba da matsin tattalin arziƙin ƙasa ke yin nauyi kan kashe kuɗin mabukaci, in ji Shugaba Albert Chao.
Hannun abinci na Amurka da farashin makamashi sun ragu, in ji shi, kuma yayin da farashin makamashi a Turai ya ragu daga matsayi mafi girma, suna ci gaba da karuwa.
Yayin da gidajen Amurka suka fara raguwa da kashi 22% a cikin 2022 idan aka kwatanta da 2021, abin da ya haifar da raguwar buƙatun ginin PVC, Chao ya ce Westlake zai ci gajiyar "murmurewa daga ƙarshe" lokacin da ginin gida na Amurka ya sake komawa cikin watanni da shekaru masu zuwa.
Ana amfani da PVC don yin bututu, firam ɗin taga, simintin vinyl da sauran samfuran.A halin yanzu, buƙatar polyethylene ya kasance mai juriya, kamar yadda ake amfani da shi don yin amfani guda ɗaya, maimakon dorewa, robobi.
Roger Kearns, babban jami'in gudanarwa na Westlake, ya lura cewa Westlake ya canza zuwa ƙarin tallace-tallace na resin na fitarwa a cikin rabin na biyu na 2022 don amsa buƙatun cikin gida.Koyaya, buƙatun cikin gida ya zuwa yanzu a farkon 2023 ya nuna alamun jinkirin sake dawowa, don haka ma'auni na tallace-tallace na gida da na fitarwa zai iya komawa ga abin da Kearns ya ɗauka na yau da kullun a cikin watanni masu zuwa, in ji shi.
Platts na ƙarshe ya kimanta fitarwa PVC a $835/mt FAS Houston 15 ga Fabrairu, sama da 27% daga farkon Disamba, bisa ga bayanai daga S&P Global Commodity Insights.
Farashin PE mai ƙarancin yawa na Amurka an ƙididdige shi a $1,124/mt FAS Houston a ranar 17 ga Fabrairu, sama da 10.8% tun daga ƙarshen Janairu, yayin da Amurka ta ƙididdige farashin PE mai ƙarancin ƙima a $ 992 / mt FAS a rana guda, sama 4.6% tun daga karshen Janairu.
Yayin da farashin PVC na Amurka ke fitarwa ya karu a cikin 'yan makonnin nan, sun tsaya 52% ƙasa da $1,745/mt farashin FAS da aka gani a ƙarshen Mayu 2022, bayanan S&P Global sun nuna.Haɓaka farashin ruwa da hauhawar hauhawar farashin kayayyaki ya haifar da buƙatun PVC a cikin rabin na biyu na 2022 yayin da buƙatar ginin gidaje na Amurka ya yi laushi.
Gidajen Amurka da aka fara a watan Janairu ya kai raka'a miliyan 1.309, ya ragu da kashi 4.5% daga raka'a miliyan 1.371 a watan Disamba da kashi 21.4% kasa da raka'a miliyan 1.666 a cikin Janairu 2022, bisa ga bayanan Ofishin Kididdiga na Amurka.Rukunin gidaje masu zaman kansu waɗanda aka ba da izini ta izinin gini a cikin Janairu sun kai miliyan 1.339, kaɗan sama da miliyan 1.337 a cikin Disamba, amma 27.3% ƙasa da miliyan 1.841 a cikin Janairu 2022.
Ƙungiyar Masu Bayar da Lamuni ta Amurka ita ma ta ba da rahoto a cikin Fabrairu cewa yayin da aikace-aikacen jinginar gidaje a watan Janairu ya ragu da kashi 3.5% a shekara, sun tashi da kashi 42% daga Disamba.
Westlake CFO Steve Bender ya ce karuwar da aka samu daga watan Disamba ya nuna masu sayayya sun kara kwarin gwiwa cewa karuwar farashin yana raguwa.
Haɓakar buƙatun PVC yana matsa lamba ga farashin soda
Shugabannin sun kuma ce karuwar bukatar PVC zai haifar da hauhawar farashin kayayyaki, wanda ke matsa lamba kan farashin caustic soda yayin da aka karu.
Caustic soda, maɓalli na abinci don alumina da ɓangaren litattafan almara da masana'antun takarda, wani samfurin samar da chlorine ne, wanda shine hanyar haɗin farko a cikin sarkar samar da PVC.Haɓaka fitowar PVC don biyan buƙatu mai girma zai haifar da haɓakar ƙimar chlor-alkali.
Chao ya ce matsakaicin farashin soda a cikin 2023 ya daidaita zuwa matakan 2022, kodayake sake komawa cikin buƙatun cikin gida a China na iya ba da farashin soda mai haɓaka.Kasar Sin ta sassauta takunkumin da ta shafi coronavirus a karshen shekarar 2022, kuma karuwar bukatar gida na soda caustic, PVC da sauran kayayyaki a shekarar 2023 zai rage fitar da kasar Sin zuwa kasashen waje, in ji shugabannin Westlake.
"Caustic da gaske yana bin GDP," in ji Chao."Idan kasar Sin ta dawo, kuma Indiya har yanzu tana daya daga cikin manyan kasuwanni masu tasowa, muna sa ran soda zai inganta."
Don ƙarin bayani, da fatan za a duba hanyar haɗin yanar gizon.
Lokacin aikawa: Maris 20-2023