Imfuno yasekhaya yePVC intshi phezulu, ukunyusa amazinga emveliso
I-US-based PVC kunye ne-polyethylene umvelisi we-Westlake uye wabona ukunyuka okuphakathi kwimfuno yezo mveliso ekuqaleni kwe-2023, ekhuthaza ithemba elilumkileyo njengamazinga okunyuka kwamaxabiso kunye noxinzelelo oluqhubekayo lwe-geopolitical lulinganisa inkcitho yabathengi, i-CEO u-Albert Chao uthe ngoFebruwari 21.
I-US feedstock kunye neendleko zamandla zehlile, utshilo, kwaye ngelixa iindleko zamandla eYurophu ziye zehla ukusuka kwirekhodi ephezulu, zihlala ziphakamileyo.
Ngelixa izindlu zase-US ziqala ukuhla nge-22% ngo-2022 xa kuthelekiswa ne-2021, ebangela ukuhla kwemfuno ye-PVC ye-staple yokwakha, u-Chao uthe i-Westlake iya kuzuza "ngokubuyisela ekugqibeleni" xa ukwakhiwa kwezindlu zase-US kubuyisela kwiinyanga nakwiminyaka ezayo.
I-PVC isetyenziselwa ukwenza imibhobho, iifreyimu zefestile, i-vinyl siding kunye nezinye iimveliso.Okwangoku, imfuno ye-polyethylene iye yaqina ngakumbi, njengoko isetyenziselwa ukwenza ukusetyenziswa okukodwa, kunokuba ihlale iplastiki.
URoger Kearns, igosa eliyintloko lokusebenza eWestlake, waphawula ukuba iWestlake itshintshele kwintengiso ye-resin engaphezulu kwisiqingatha sesibini sika-2022 ekuphenduleni imfuno yasekhaya ethambileyo.Nangona kunjalo, imfuno yasekhaya ukuza kuthi ga ngoku ekuqaleni kuka-2023 ibonise iimpawu zokubuya kancinci, ke ibhalansi yokuthengisa yasekhaya kunye nokuthumela ngaphandle inokubuyela kwinto uKearns ayijonga njengesiqhelo kwiinyanga ezizayo, utshilo.
I-Platts yokugqibela ivavanye ukuthumela i-PVC kwi-$ 835 / mt FAS Houston Feb. 15, i-27% ukususela ekuqaleni kukaDisemba, ngokwedatha evela kwi-S & P Global Commodity Insights.
Amaxabiso e-PE ase-US athumela ngaphandle kwe-low-density low-density kwi- $ 1,124 / mt FAS Houston Feb. 17, phezulu kwe-10.8% ukususela ekupheleni kukaJanuwari, ngelixa amaxabiso e-PE e-US athumela i-linear low-density low-density PE ekugqibeleni ahlolwe kwi $ 992 / mt FAS ngosuku olufanayo, phezulu. I-4.6% ukususela ekupheleni kukaJanuwari.
Ngelixa amaxabiso e-PVC athumela ngaphandle kwe-US anyukile kwiiveki zamva nje, bema i-52% ngaphantsi kwexabiso le-FAS le-1,745 / mt elibonwe ngasekupheleni kukaMeyi 2022, idatha ye-S&P Global ibonisiwe.Ukunyuka kwamazinga enzala kunye nokunyuka kwamaxabiso aphezulu kukhuphe imfuno yePVC kwisiqingatha sesibini sika-2022 njengoko imfuno yolwakhiwo lwezindlu zase-US iye yathamba.
Amaphepha ePvc angaphandle ePlastiki
Izindlu zase-US ziqala ngoJanuwari zifikelele kwi-1.309 yezigidi zeeyunithi, phantsi kwe-4.5% ukusuka kwi-1.371 yezigidi zeeyunithi ngoDisemba kunye ne-21.4% ephantsi kuneeyunithi ze-1.666 zezigidi ngoJanuwari 2022, ngokutsho kwe-US Census Bureau data.Iiyunithi zezindlu zabucala ezigunyaziswe ziimvume zokwakha ngoJanuwari zifikelele kwi-1.339 yezigidi, ngaphezulu kancinci kwe-1.337 yezigidi ngoDisemba, kodwa i-27.3% ingaphantsi kwe-1.841 yezigidi ngoJanuwari ka-2022.
I-US Mortgage Bankers Association nayo yabika ngoFebruwari ukuba ngelixa izicelo ze-mortgage ngoJanuwari zehla nge-3.5% ngonyaka, zenyuka nge-42% ukusuka ngoDisemba.
I-CFO yaseWestlake uSteve Bender uthe ukunyuka ukusuka ngoDisemba kubonisa ukuba abathengi baye baqiniseka ngakumbi ukuba ukunyuka kwesantya kuyacotha.
Ukunyuka kwemfuno yePVC kucinezela amaxabiso e-caustic soda
Abaphathi baphinde bathi ukunyuka kwemfuno ye-PVC kuya kubangela amaxabiso aphezulu emveliso, ebecinezela amaxabiso e-caustic soda njengoko unikezelo lusanda.
I-Caustic soda, i-feedstock engundoqo ye-alumina kunye ne-pulp kunye namashishini ephepha, i-byproduct yemveliso ye-chlorine, eyikhonkco lokuqala kwikhonkco lemveliso ye-PVC.Ukonyuka kwemveliso yePVC ukuze kuhlangatyezwane nemfuno ekhulayo kuya kuphakamisa amaxabiso e-chlor-alkali aphezulu.
U-Chao uthe amaxabiso aphakathi kwe-caustic soda ngo-2023 ayethe tyaba ukuya kumanqanaba angama-2022, nangona ukuphindaphindwa kwemfuno yasekhaya e-China kunokunyusa amaxabiso e-caustic soda.I-China yahlaziya izithintelo zayo ezinxulumene ne-coronavirus ngasekupheleni kuka-2022, kwaye imfuno ephezulu yasekhaya ye-caustic soda, i-PVC kunye nezinye iimveliso ngo-2023 iya kunciphisa ukuthunyelwa kwe-China kumazwe angaphandle, abaphathi baseWestlake batsho.
"I-Caustic ilandela i-GDP ngokwenene," utshilo uChao."Ukuba iChina iyabuya, kwaye iIndiya iseyenye yezona ntengiso zinamandla, silindele ukuba i-caustic soda iphucuke."
Ukufumana iinkcukacha ezithe vetshe, nceda ujonge ikhonkco elilandelayo.
Ixesha lokuposa: Mar-20-2023