Kudiwa kwepamba kwePVC inches kumusoro, kukwidza mitengo yekugadzira
US-based PVC uye mugadziri wepolyethylene Westlake akaona kukwira kuri pakati nepakati mukudiwa kwezvigadzirwa izvi kutanga kwa2023, zvichiita kuti kuve netarisiro yekuchenjerera sekukwira kwemitengo uye kuenderera mberi kwemamiriro ezvematongerwo enyika anoremerwa nekushandisa kwevatengi, CEO Albert Chao akadaro Kukadzi 21.
US feedstock uye mutengo wesimba wadzikira, akadaro, uye nepo mitengo yemagetsi muEurope yadzikira kubva pakakwirira, inoramba yakakwirisa.
Nepo dzimba dzeUS dzichitanga dzakadonha ne22% muna 2022 zvichienzaniswa ne2021, zvichikonzera kudzikira kwekudiwa kweiyo PVC yekuvaka, Chao akati Westlake ichabatsirwa ne "kuzopora" apo kuvakwa kweimba kweUS kuchadzoka mumwedzi nemakore ari kuuya.
PVC inoshandiswa kugadzira mapaipi, mahwindo mafuremu, vinyl siding uye zvimwe zvigadzirwa.Zvichakadaro, kudiwa kwe polyethylene kwave kuchinyanya kusimba, sezvo inoshandiswa kuita imwe chete-kushandiswa, panzvimbo yekugara, mapurasitiki.
Roger Kearns, mukuru anoshanda weWestlake, akacherekedza kuti Westlake yakachinjira kune mamwe mareshi ekutengesa kunze muhafu yechipiri ya2022 achipindura kupfava kwemba.Nekudaro, kudiwa kwepamba kusvika pari zvino mukutanga kwa2023 kwakaratidza zviratidzo zvekunonoka kudzoreredzwa, saka chiyero chekutengesa mudzimba uye kunze kwenyika kunogona kudzokera kune izvo Kearns anoona sezvakanaka mumwedzi iri kuuya, akadaro.
Platts akapedzisira kuongorora kunze kwePVC pa $ 835 / mt FAS Houston Feb. 15, kusvika 27% kubva pakutanga kwaDecember, maererano nemashoko kubva kuS & P Global Commodity Insights.
US export low-density PE mitengo yakapedzisira kuongororwa pa $1,124/mt FAS Houston Feb. 17, yakakwira 10.8% kubva mukupera kwaNdira, nepo US export linear low-density PE mitengo yakapedzisira kuongororwa pa $992/mt FAS pazuva rimwe chete, kumusoro. 4.6% kubva pakupera kwaNdira.
Nepo mitengo yePVC yekuUS yakakwira mumavhiki apfuura, yakamira 52% yakaderera pane iyo $1,745/mt FAS mutengo wakaonekwa mukupera kwaMay 2022, S&P Global data yakaratidza.Kukwira kwemitengo yemubereko uye kukwira kwemitengo kwakawedzera kudiwa kwePVC kuburikidza nehafu yechipiri ya2022 sezvo kudiwa kwekuvaka dzimba kweUS kwakapfava.
Dzimba dzeUS dzinotanga muna Ndira dzakasvika mamirioni 1.309, pasi ne4.5% kubva pamamiriyoni 1.371 muna Zvita uye 21.4% yakaderera pane 1.666 miriyoni mayunitsi muna Ndira 2022, sekureva kweUS Census Bureau data.Dzimba dzakazvimiririra dzakatenderwa nemvumo yekuvaka muna Ndira dzakasvika 1.339 miriyoni, zvishoma pamusoro pe1.337 miriyoni muna Zvita, asi 27.3% yakaderera pane 1.841 miriyoni muna Ndira 2022.
Sangano reUS Mortgage Bankers Association rakashumawo muna Kukadzi kuti nepo zvikumbiro zvembambi muna Ndira zvakadzikira 3.5% pagore, vakakwira 42% kubva muna Zvita.
Westlake CFO Steve Bender akati kuwedzera kubva muna Zvita kunoratidza kuti vatengi vari kuwedzera kuve nechivimbo chekuti kuwedzera kwemitengo kuri kuderera.
Kukwira kwePVC kunomanikidza mitengo ye caustic soda
Vatungamiri vakatiwo kukwidziridzwa kwePVC kudiwa kuchakurudzira mitengo yakakwira yekugadzira, iyo yanga ichimanikidza kukwira kwemitengo yecaustic soda sezvo kupihwa kuri kuwedzera.
Caustic soda, kiyi yekudyisa yealuminium uye pulp uye mapepa maindasitiri, ndeye byproduct yekugadzirwa kweklorini, inova yekutanga link muPVC yekugadzira cheni.Kuwedzera kuburitsa kwePVC kuzadzisa kudiwa kuri kukura kuchasimudzira kukwira kumusoro kwechlor-alkali mitengo.
Chao akati avhareji caustic soda mitengo muna 2023 yakadzika kusvika pamazinga 2022, kunyangwe kudzokororwa kwechido chepamba muChina kunogona kupa mitengo yecaustic soda kuwedzera.China yakadzoreredza zvirambidzo zvayo zvine chekuita nekoronavirus mukupera kwa2022, uye kudiwa kwepamusoro kwemba kwecaustic soda, PVC nezvimwe zvigadzirwa muna 2023 kwaizoderedza kutengesa kunze kwenyika kweChina, vakuru veWestlake vakadaro.
"Caustic inotevera GDP," akadaro Chao."Kana China ikadzoka, uye India ichiri imwe yemisika yakasimba, isu tinotarisira kuti caustic soda ichavandudza."
Kuti uwane rumwe ruzivo, ndapota tarisa iyi inotevera link.
Nguva yekutumira: Mar-20-2023