Isidingo sasekhaya samayintshi e-PVC phezulu, ukukhulisa amanani okukhiqiza
Umkhiqizi we-PVC ozinze e-US kanye ne-polyethylene i-Westlake ibone ukuphakama okusesilinganisweni kwesidingo saleyo mikhiqizo ekuqaleni kuka-2023, okudala ithemba lokuqapha njengoba amazinga okwehla kwamandla emali kanye nezingcindezi eziqhubekayo zezwe zinesisindo ekusetshenzisweni kwabathengi, i-CEO u-Albert Chao uthe Feb. 21.
Izindleko ze-feedstock kanye nezamandla zase-US zehlile, uthe, kanti ngenkathi izindleko zamandla e-Europe zehlile zisuka kumarekhodi aphezulu, zihlala ziphakeme.
Ngenkathi izindlu zase-US ziqala ukwehla ngo-22% ngo-2022 uma kuqhathaniswa no-2021, okudala ukwehla kwesidingo se-PVC eyisisekelo yokwakha, u-Chao uthe i-Westlake izohlomula "ekululameni ekugcineni" lapho ukwakhiwa kwezindlu zase-US kubuyisela emuva ezinyangeni neminyaka ezayo.
I-PVC isetshenziselwa ukwenza amapayipi, amafreyimu amafasitela, i-vinyl siding neminye imikhiqizo.Phakathi naleso sikhathi, ukufunwa kwe-polyethylene kuye kwaqina kakhulu, njengoba kusetshenziselwa ukwenza ukusetshenziswa okukodwa, kunokuba kuhlale isikhathi eside, amapulasitiki.
URoger Kearns, isikhulu esisebenza eWestlake, uphawule ukuthi iWestlake ishintshele ekuthengisweni okwengeziwe kweresin kwamanye amazwe engxenyeni yesibili ka-2022 ngenxa yesidingo esithambile sasekhaya.Kodwa-ke, isidingo sasekhaya kuze kube manje ekuqaleni kuka-2023 sikhombise izimpawu zokuhlehla kancane, ngakho-ke ibhalansi yokuthengiswa kwasekhaya nokuthekelisa kungabuyela kulokho uKearns akubheka njengokujwayelekile ezinyangeni ezizayo, esho.
I-Platts igcine ukuhlola i-PVC yokuthekelisa ngo-$835/mt FAS Houston Feb. 15, ikhuphuke ngo-27% kusukela ekuqaleni kukaDisemba, ngokusho kwedatha evela ku-S&P Global Commodity Insights.
Izintengo ze-PE ezithunyelwa ngaphandle ezinomthamo ophansi we-US zigcine ukuhlolwa ku-$1,124/mt FAS Houston Feb. 17, zikhuphuke ngo-10.8% kusukela ngasekupheleni kukaJanuwari, kuyilapho izintengo ze-PE ezithunyelwa ngaphandle ze-US ezinomugqa ophansi we-PE zigcine ukuhlolwa ku-$992/mt FAS ngosuku olufanayo, phezulu. 4.6% kusukela ngasekupheleni kukaJanuwari.
Ngenkathi amanani entengo ye-PVC yokuthekelisa yase-US enyuke emasontweni asanda kwedlula, ame ngo-52% ngaphansi kwentengo ye-FAS engu-$1,745/mt ebonwe ngasekupheleni kukaMeyi 2022, idatha ye-S&P Global ibonisiwe.Izinga lenzalo elikhulayo kanye nokwehla kwamandla emali okuphakeme kwanciphisa isidingo se-PVC phakathi nengxenye yesibili ka-2022 njengoba isidingo sokwakhiwa kwezindlu sase-US sithamba.
Amashidi ePvc angaphandle epulasitiki
Izindlu zase-US ziqala ngoJanuwari zafinyelela kumayunithi ayizigidi eziyi-1.309, zehle ngo-4.5% zisuka kumayunithi ayizigidi eziyi-1.371 ngoDisemba kanye nama-21.4% aphansi kunezindawo eziyizigidi eziyi-1.666 ngoJanuwari 2022, ngokusho kwedatha ye-US Census Bureau.Izindlu eziphethwe ngasese ezigunyazwe izimvume zokwakha ngoJanuwari zifinyelele ezigidini eziyi-1.339, ngaphezudlwana kwezigidi eziyi-1.337 ngoDisemba, kodwa zingama-27.3% zehle kunezigidi eziyi-1.841 ngoJanuwari 2022.
I-US Mortgage Bankers Association nayo yabika ngoFebhuwari ukuthi nakuba izicelo zezindlu zokuthenga izindlu ngoJanuwari zehle ngo-3.5% onyakeni, zinyuke ngo-42% kusukela ngoDisemba.
I-CFO yaseWestlake uSteve Bender uthe ukunyuka kusuka ngoDisemba kukhombisa ukuthi abathengi sebeqiniseka kakhulu ukuthi ukwenyuka kwamanani kuyehla.
Ukunyuka kwesidingo se-PVC kucindezela amanani e-caustic soda
Abaphathi baphinde bathi ukunyuka kwesidingo se-PVC kuzonyusa amanani okukhiqiza, obekucindezela amanani entengo ye-caustic soda njengoba ukunikezwa kukhuphuka.
I-Caustic soda, i-feedstock eyinhloko yezimboni ze-alumina kanye ne-pulp nephepha, iwumphumela wokukhiqizwa kwe-chlorine, okuyisixhumanisi sokuqala ochungechungeni lokukhiqiza lwe-PVC.Ukwandisa okukhiphayo kwe-PVC ukuze kuhlangatshezwane nesidingo esikhulayo kuzonyusa amazinga e-chlor-alkali aphezulu.
UChao uthe izintengo ezimaphakathi ze-caustic soda ngo-2023 zaziphansi zafinyelela ku-2022, yize ukukhuphuka kwesidingo sasekhaya eChina kunganyusa amanani entengo ye-caustic soda.I-China yaxegisa imingcele yayo ehlobene ne-coronavirus ngasekupheleni kuka-2022, kanti isidingo esiphezulu sasekhaya se-caustic soda, i-PVC neminye imikhiqizo ngo-2023 sizonciphisa ukuthunyelwa kweChina kwamanye amazwe, kusho abaphathi baseWestlake.
"I-Caustic ilandela ngempela i-GDP," kusho uChao."Uma iChina ibuya, futhi i-India isengenye yezimakethe ezikhulayo eziqinile, silindele ukuthi i-caustic soda ibe ngcono."
Ukuze uthole imininingwane eyengeziwe, sicela uhlole isixhumanisi esilandelayo.
Isikhathi sokuthumela: Mar-20-2023