Ukusukela oko kwaqhambuka ungquzulwano phakathi kweRussia neUkraine, iYurophu ibijongene nengxaki yamandla.Ixabiso leoli kunye negesi yendalo linyuke kakhulu, nto leyo ekhokelele ekunyukeni okukhulu kweendleko zemveliso yemathiriyeli ekrwada yeekhemikhali ehambelana nomlambo.
Ngaphandle kokunqongophala kwezibonelelo zoncedo, Ishishini lemichiza laseYurophu lisathatha ipesenti ze-18 zentengiso yeekhemikhali zehlabathi (malunga ne-4.4 yetriliyoni ye-yuan), ibekwe kwindawo yesibini kuphela kwi-Asia, kwaye likhaya le-BASF, umvelisi omkhulu wemichiza wehlabathi.
Xa unikezelo lomlambo lusemngciphekweni, iindleko zeenkampani zeekhemikhali zaseYurophu zonyuka kakhulu.I-China, uMntla Melika, uMbindi Mpuma kunye namanye amazwe athembele kwimithombo yawo kwaye akachatshazelwa kangako.
Ngexesha elifutshane, amaxabiso amandla aseYurophu kusenokwenzeka ukuba ahlale ephezulu, ngelixa iinkampani zeekhemikhali zaseTshayina ziya kuba nenzuzo entle yeendleko njengoko ubhubhani eTshayina uphucuka.
Ke, kumashishini ekhemikhali aseTshayina, zeziphi iikhemikhali eziya kuzisa amathuba?
I-MDI: Umsantsa weendleko wandiswa ukuya kwi-1000 CNY/MT
Amashishini e-MDI onke asebenzisa inkqubo efanayo, inkqubo ye-phosgene yolwelo, kodwa ezinye iimveliso eziphakathi zinokuveliswa ngentloko yamalahle kunye nentloko yegesi iinkqubo ezimbini.Ngokumalunga nemithombo ye-CO, i-methanol kunye ne-synthetic ammonia, i-China isebenzisa ikakhulu ukuveliswa kweekhemikhali zamalahle, ngelixa iYurophu kunye ne-United States zisebenzisa kakhulu imveliso yegesi yendalo.
Okwangoku, umthamo we-MDI waseTshayina wenza i-41% yomthamo wehlabathi uphelele, ngelixa iYurophu ithatha i-27%.Ekupheleni kukaFebruwari, iindleko zokuvelisa i-MDI ngegesi yendalo njengento ekrwada eYurophu iye yanda malunga ne-2000 CNY / MT, ngelixa ekupheleni kuka-Matshi, iindleko zokuvelisa i-MDI ngamalahle njengento eluhlaza yanda malunga ne-1000 CNY / MT.I-gap yeendleko malunga ne-1000 CNY / MT.
Idatha yengcambu ibonisa ukuba ukuthunyelwa kwe-MDI ye-MDI ye-polymerized yase-China kubalele ngaphezu kwe-50%, kubandakanywa ukuthunyelwa kwempahla ngaphandle ngo-2021 ukuya kwi-1.01 yezigidi ze-MT, ukukhula konyaka-ngonyaka ngama-65%.I-MDI yimpahla yorhwebo yehlabathi, kwaye ixabiso lehlabathi linxulunyaniswe kakhulu.Iindleko eziphezulu zaphesheya kulindeleke ukuba zinyuse ngakumbi ukhuphiswano lokuthumela ngaphandle kunye nexabiso leemveliso zaseTshayina.
TDI: Umsantsa weendleko wandiswa ukuya kwi-1500 CNY/MT
Njenge-MDI, amashishini ehlabathi jikelele e-TDI onke asebenzisa inkqubo ye-phosgene, ngokubanzi amkele inkqubo ye-phosgene ye-liquid, kodwa ezinye iimveliso eziphakathi zinokuveliswa ngentloko yamalahle kunye nentloko yegesi iinkqubo ezimbini.
Ekupheleni kukaFebruwari, iindleko zokuvelisa i-MDI ngegesi yendalo njengento eluhlaza eYurophu yanda malunga ne-2,500 CNY / MT, ngelixa ekupheleni kuka-Matshi, iindleko zokuvelisa i-MDI ngamalahle njengento eluhlaza yanda malunga ne-1,000 CNY / MT.I-gap yeendleko yanda malunga ne-1500 CNY / MT.
Okwangoku, amandla e-TDI yaseTshayina enza i-40% yomthamo uwonke wehlabathi, kwaye iYurophu yenza i-26%.Ngoko ke, ukunyuka kwexabiso eliphezulu legesi yendalo eYurophu kuya kukhokelela ngokuqinisekileyo ekonyusweni kweendleko ze-TDI malunga ne-6500 CNY / MT.
Kwihlabathi jikelele, i-China lelona lizwe lithumela ngaphandle kwe-TDI.Ngokwedatha yecustom, i-China ye-TDI ye-exports i-akhawunti malunga ne-30%.
I-TDI ikwayimveliso yorhwebo lwehlabathi, kwaye amaxabiso ehlabathi anxibelelene kakhulu.Iindleko eziphezulu zaphesheya zilindeleke ukuba zikhulise ngakumbi ukhuphiswano lokuthumela ngaphandle kunye nexabiso leemveliso zaseTshayina.
I-asidi ye-Formic: Ukusebenza okuqinileyo, ixabiso eliphindwe kabini.
I-asidi ye-Formic yenye yeekhemikhali ezinamandla kakhulu ezenza kulo nyaka, zinyuka ukusuka kwi-4,400 CNY / MT ekuqaleni konyaka ukuya kwi-9,600 CNY / MT kutshanje.Ukuveliswa kwe-asidi ye-formic ikakhulu iqala kwi-methanol carbonylation ukuya kwi-methyl formate, kwaye emva koko i-hydrolyzes ukuya kwi-asidi ye-formic.Njengoko i-methanol ijikeleza rhoqo kwinkqubo yokusabela, izinto eziluhlaza ze-formic acid yi-syngas.
Okwangoku, i-China kunye neYurophu zithatha i-57% kunye ne-34% yomthamo wehlabathi wemveliso ye-asidi ye-formic ngokulandelelana, ngelixa iimveliso zangaphakathi zithatha ngaphezu kwe-60%.NgoFebruwari, imveliso yasekhaya ye-asidi ye-acid yehla, kwaye ixabiso lenyuka kakhulu.
Ukusebenza kwexabiso olomeleleyo lwe-asidi ye-Formic ebusweni bemfuno yokunqongophala kubangelwa ubukhulu becala kwiingxaki zokubonelela zombini e-China nakwamanye amazwe, isiseko sayo yingxaki yegesi yaphesheya, kwaye okona kubaluleke kakhulu, ukucutha kwemveliso yaseChina.
Ukongeza, ukukhuphisana kweemveliso ezisezantsi zeshishini lemichiza yamalahle nako kunethemba.Iimveliso zeekhemikhali zamalahle ziyi-methanol kunye ne-synthetic ammonia, enokwandiswa ngakumbi kwi-acetic acid, i-ethylene glycol, i-olefin kunye ne-urea.
Ngokwezibalo, inzuzo yeendleko zenkqubo yokwenza amalahle e-methanol ingaphezulu kwe-3000 CNY/MT;Inzuzo yeendleko zenkqubo yokwenza amalahle e-urea imalunga ne-1700 CNY/MT;Inzuzo yeendleko zenkqubo yokwenza amalahle e-acetic acid malunga ne-1800 CNY / MT;Ukungalungi kweendleko ze-ethylene glycol kunye ne-olefin kwimveliso yamalahle kupheliswa ngokusisiseko.
Ixesha lokuposa: Oct-19-2022