Tlhokahalo ea lapeng ea lisenthimithara tsa PVC holimo, ho phahamisa litefiso tsa tlhahiso
PVC e thehiloeng US le moetsi oa polyethylene Westlake o bone keketseho e itekanetseng ea tlhokahalo ea lihlahisoa tseo mathoasong a 2023, e leng se ileng sa etsa hore ho be le tšepo e hlokolosi ha maemo a theko e tlaase le likhatello tse tsoelang pele tsa lipolotiki li le boima ba tšebeliso ea bareki, CEO Albert Chao o itse Feb. 21.
O boletse hore litšenyehelo tsa phepelo ea thepa le matla a US li theohile, 'me le ha litšenyehelo tsa matla Europe li theohile ho tloha holimo, li ntse li phahame.
Ha matlo a US a qala a theohile ka 22% ka 2022 ha a bapisoa le 2021, e leng se ileng sa baka ho fokotseha ha tlhokahalo ea PVC ea kaho, Chao o itse Westlake e tla rua molemo ho "pholiso ea ho qetela" ha kaho ea lehae ea US e tsosolosoa likhoeling le lilemo tse tlang.
PVC e sebelisetsoa ho etsa liphaephe, liforeimi tsa lifensetere, vinyl siding le lihlahisoa tse ling.Ho sa le joalo, tlhokahalo ea polyethylene e 'nile ea e-ba matla haholoanyane, kaha e sebelisetsoa ho etsa tšebeliso e le' ngoe, ho e-na le ho tšoarella, polasetiki.
Roger Kearns, ofisiri e ka sehloohong ea ts'ebetso ea Westlake, o hlokometse hore Westlake e fetohetse thekisong e eketsehileng ea resin ea kantle ho naha halofong ea bobeli ea 2022 ho latela tlhoko e bobebe ea lapeng.Leha ho le joalo, tlhokahalo ea malapeng ho fihlela joale mathoasong a 2023 e bontšitse matšoao a ho fokotseha butle, kahoo tekanyo ea thekiso ea malapeng le ea kantle ho naha e ka khutlela ho seo Kearns a se nkang e le ntho e tloaelehileng likhoeling tse tlang, o boletse joalo.
Platts o ile a qetella a hlahlobile PVC ea ho romela thepa ka $ 835 / mt FAS Houston Feb. 15, ho nyoloha ka 27% ho tloha qalong ea December, ho latela lintlha tse tsoang ho S&P Global Commodity Insights.
Litheko tsa PE tse tsoang linaheng tse ling tsa US li ile tsa hlahlojoa ho qetela ho $1,124/mt FAS Houston Feb. 17, ho nyoloha ka 10.8% ho tloha bofelong ba Pherekhong, ha litheko tsa US li ile tsa hlahlojoa ho qetela ho $992/mt FAS ka letsatsi lona leo. 4.6% ho tloha bofelong ba Pherekhong.
Ha litheko tsa US tsa kantle ho naha tsa PVC li nyolohile libekeng tse sa tsoa feta, li eme ka 52% tlase ho feta $1,745/mt FAS theko e bonoeng ho elella bofelong ba Mots'eanong 2022, data ea S&P Global e bonts'itsoe.Sekhahla se ntseng se phahama sa tsoala le ho phahama ha theko e phahameng ho ile ha fokotsa tlhokahalo ea PVC halofong ea bobeli ea 2022 ha tlhoko ea kaho ea matlo ea US e ntse e fokotseha.
Matlo a US a qala ka Pherekhong a fihlile ho li-unit tse limilione tse 1.309, ho theohile ka 4.5% ho tloha ho li-unit tse limilione tse 1.371 ka December le 21.4% ka tlase ho li-unit tse limilione tse 1.666 ka Pherekhong 2022, ho latela data ea US Census Bureau.Litsi tsa bolulo tse ikemetseng tse lumelletsoeng ka tumello ea ho aha ka Pherekhong li fihlile ho limilione tse 1.339, kaholimo ho limilione tse 1.337 ka December, empa 27.3% e tlase ho feta limilione tse 1.841 ka Pherekhong 2022.
Mokhatlo oa US Mortgage Bankers Association o boetse o tlaleha ka Hlakola hore ha likopo tsa mekoloto ea matlo ka Pherekhong li fokotsehile ka 3.5% ka selemo, li nyolohile ka 42% ho tloha ka December.
Westlake CFO Steve Bender o boletse hore keketseho ho tloha ka December e bontša hore bareki ba ntse ba e-ba le kholiseho e kholo ea hore keketseho ea litekanyetso e ne e fokotseha.
Tlhokahalo e ntseng e phahama ea PVC e hatella litheko tsa caustic soda
Baokameli ba boetse ba re ho phahama ha tlhokahalo ea PVC ho tla phahamisa litefiso tse phahameng tsa tlhahiso, tse neng li hatella litheko tsa soda le ho feta ha phepelo e ntse e eketseha.
Soda ea Caustic, sesebelisoa sa bohlokoa bakeng sa liindasteri tsa alumina le pulp le pampiri, ke sehlahisoa sa tlhahiso ea chlorine, e leng sehokelo sa pele sa ketane ea tlhahiso ea PVC.Ho eketsa tlhahiso ea PVC ho fihlela tlhoko e ntseng e hola ho tla etsa hore ho be le litheko tse phahameng tsa chlor-alkali.
Chao o re litheko tse tloaelehileng tsa soda ka 2023 li ne li bataletse ho isa maemong a 2022, leha ho eketseha ha tlhokahalo ea lehae China ho ka eketsa litheko tsa soda le ho feta.China e ile ea khutlisa lithibelo tsa eona tse amanang le coronavirus ho elella bofelong ba selemo sa 2022, mme tlhoko e phahameng ea lapeng ea caustic soda, PVC le lihlahisoa tse ling ka 2023 e tla fokotsa thepa ea kantle ho naha ea China, ho boletse batsamaisi ba Westlake.
"Caustic e hlile e latela GDP," ho boletse Chao."Haeba China e ka khutla, 'me India e ntse e le e' ngoe ea mebaraka e matla ka ho fetisisa e hlahang, re lebelletse hore soda ea caustic e tla ntlafala."
Bakeng sa lintlha tse ling, ka kopo sheba sehokelo se latelang.
Nako ea poso: Mar-20-2023