ʻO ke koi kūloko no PVC iniha i luna, e hoʻonui i nā uku hana
Ua ʻike ka mea hana PVC a me polyethylene Westlake ma US i ka piʻi haʻahaʻa o ka noi no kēlā mau huahana i ka hoʻomaka ʻana o 2023, e koi ana i ka manaʻo makaʻala e like me ka piʻi ʻana o ka hoʻonui ʻana a me ka hoʻomau ʻana o ka geopolitical i ka hoʻolilo ʻana, wahi a CEO Albert Chao i ka lā 21 Pepeluali.
Ua hōʻole ʻo US feedstock a me nā kumukūʻai ikehu, i ʻōlelo ai ʻo ia, a ʻoiai ua emi nā kumukūʻai o ka ikehu ma ʻEulopa mai nā kiʻekiʻe kiʻekiʻe, ua hoʻokiʻekiʻe lākou.
ʻOiai ka hoʻomaka ʻana o ka hale o US i hāʻule i 22% i ka makahiki 2022 i hoʻohālikelike ʻia me 2021, e koi ana i ka emi ʻana o ka noi no ke kūkulu ʻana i ka PVC staple, ua ʻōlelo ʻo Chao e pōmaikaʻi ʻo Westlake mai ka "hoʻihoʻi hope" i ka wā e hoʻi hou ai ke kūkulu hale o US i nā mahina a me nā makahiki e hiki mai ana.
Hoʻohana ʻia ʻo PVC no ka hana ʻana i nā paipu, nā puka makani, ka vinyl siding a me nā huahana ʻē aʻe.I kēia manawa, ua ʻoi aku ka maʻalahi o ka noi polyethylene, no ka mea, hoʻohana ʻia ia e hana i ka hoʻohana hoʻokahi, ma mua o ka lōʻihi, nā plastics.
Ua ʻike ʻo Roger Kearns, ka luna hoʻokele nui o Westlake, ua neʻe ʻo Westlake i ke kūʻai aku ʻana i ka resin i ka hapa lua o 2022 i pane i ka koi ʻana o ka home.Eia nō naʻe, ʻo ka noi kūloko i kēia manawa i ka hoʻomaka ʻana o 2023 ua hōʻike i nā hōʻailona o ka rebound lohi, no laila hiki ke hoʻihoʻi ke koena o nā kūʻai kūloko a me nā mea kūʻai aku i nā mea a Kearns i manaʻo maʻamau i nā mahina e hiki mai ana.
Ua helu hope ʻo Platts i ka export PVC ma $835/mt FAS Houston Feb. 15, piʻi 27% mai ka hoʻomaka ʻana o Dekemaba, e like me ka ʻikepili mai S&P Global Commodity Insights.
Ua helu hope ʻia nā kumukūʻai PE haʻahaʻa haʻahaʻa haʻahaʻa o US ma $1,124/mt FAS Houston Feb. 17, piʻi 10.8% mai ka hopena o Ianuali, ʻoiai ʻo US hoʻokuʻu aku i nā kumukūʻai PE linear haʻahaʻa haʻahaʻa haʻahaʻa i helu hope ʻia ma $992/mt FAS ma ka lā hoʻokahi, piʻi. 4.6% mai ka hopena o Ianuali.
ʻOiai ke piʻi aʻe nei nā kumukūʻai PVC e hoʻokuʻu aku iā ʻAmelika i nā pule i hala iho nei, ua kū lākou he 52% haʻahaʻa ma mua o ke kumukūʻai FAS $1,745/mt i ʻike ʻia ma ka hopena o Mei 2022, hōʻike ʻia ka ʻike S&P Global.ʻO ka piʻi ʻana o ka uku pānaʻi a me ka piʻi ʻana kiʻekiʻe i hoʻopiʻi i ka koi PVC ma ka hapa lua o 2022 ʻoiai ua palupalu ka noi hale hale o US.
Hoʻomaka ka hale o US ma Ianuali a hiki i ka 1.309 miliona mau ʻāpana, ma lalo o 4.5% mai ka 1.371 miliona mau ʻāpana i Dekemaba a me 21.4% haʻahaʻa ma mua o 1.666 miliona mau ʻāpana i Ianuali 2022, e like me ka ʻikepili US Census Bureau.ʻO nā hale noho pilikino i ʻae ʻia e nā ʻae kūkulu hale i Ianuali a hiki i 1.339 miliona, ma luna iki o 1.337 miliona i Dekemaba, akā 27.3% haʻahaʻa ma mua o 1.841 miliona i Ianuali 2022.
Ua hōʻike pū ʻia ka US Mortgage Bankers Association i Pepeluali ʻoiai ʻo nā noi moraki ma Ianuali ua emi iho ka 3.5% i ka makahiki, ua piʻi lākou he 42% mai Dekemaba.
Ua ʻōlelo ʻo CFO ʻo Westlake ʻo Steve Bender, ʻo ka piʻi ʻana mai Dekemaba e hōʻike ana i nā mea kūʻai aku e ʻoi aku ka hilinaʻi o ka piʻi ʻana o ka uku.
ʻO ka piʻi ʻana o ka koi PVC e koi ana i nā kumukūʻai soda caustic
Ua ʻōlelo pū nā luna hoʻokō ʻo ka piʻi ʻana o ka koi PVC e hoʻonui i nā kumukūʻai kiʻekiʻe, e koi ana i nā kumukūʻai o ka soda caustic i ka piʻi ʻana o ka lako.
ʻO ka soda Caustic, kahi kīʻaha kīʻaha no ka alumina a me ka pulp a me nā ʻoihana pepa, he hopena ia o ka hana ʻana o ka chlorine, ʻo ia ka loulou mua i ka kaulahao hana PVC.ʻO ka hoʻonui ʻana i ka puka PVC no ka hoʻokō ʻana i ka koi ulu e hoʻonui i ka nui o ka chlor-alkali kiʻekiʻe.
Ua ʻōlelo ʻo Chao, ʻo ka awelika kumu kūʻai o ka soda caustic ma 2023 he pālahalaha a hiki i 2022 pae, ʻoiai ʻo ka rebound o ka noi kūloko ma Kina hiki ke hāʻawi i nā kumukūʻai soda caustic i hoʻonui.Ua hoʻomaha ʻo Kina i kāna mau mea pili i ka coronavirus i ka hopena o 2022, a ʻoi aku ka kiʻekiʻe o ka noi kūloko no ka soda caustic, PVC a me nā huahana ʻē aʻe i ka makahiki 2023 e hōʻemi i nā hoʻoiho Kina, wahi a nā luna o Westlake.
"Ke hahai maoli nei ʻo Caustic i ka GDP," wahi a Chao."Inā hoʻi mai ʻo Kina, a ʻo India kekahi o nā mākeke e kū mai ana, manaʻo mākou e hoʻomaikaʻi ka soda caustic."
No nā kikoʻī hou aku, e ʻoluʻolu e nānā i ka loulou ma lalo nei.
Ka manawa hoʻouna: Mar-20-2023