nguPınar Polat-ppolat@chemorbis.com
E-Asia, izintengo zamabhodlela e-PET zehle kuleli sonto ngemuva kokulandela inkambiso ezinzile kuya kokuqina kusukela ngasekupheleni kukaFebhuwari.I-ChemOrbis Price Index ikhombisa ukuthi izilinganiso zamasonto onke zamanani akhona zize zifike ku-5-izinyanga ukuphakamaengxenyeni yokuqala ka-April.Kodwa-ke, izindleko ezintekenteke ezikhuphuka nomfula phakathi nokuwa kwakamuva kukawoyela zenze izimakethe zehla kuleli sonto, kanye nomnikelo wokufuna ukuntenga okungapheli.
Idatha ye-ChemOrbis iphinda iphakamise ukuthi ukwehla kwakamuva kudonse isilinganiso samasonto onke se-FOB China/South Korea kanye ne-CIF SEA phansi ngo-$20/ton ukuze ime ku-$1030/ton, $1065/ton, kanye no-$1055/ton ngokulandelanayo.Ngaphambi kwalokhu, amanani entengo atholakale cishe ngo-11-12% phakathi nokukhuphuka kwezinyanga ezimbili.
Imakethe yendawo ye-PET yaseChina nayo yehla
Izintengo zamabhodlela e-PET ngaphakathi kwe-China nazo zahlolwa nge-CNY100/ton ephansi kusukela ngesonto eledlule e-CNY7500-7800/ton ($958-997/ton ngaphandle kwe-VAT) indawo yokugcina impahla, ukheshi okuhlanganisa ne-VAT.
“Amanani akuleli nawo ehlile kuleli sonto.Ukuthengwa kwempahla yasekhaya eChina akuhlali kahle ngenxa yokushintsha kwezitshalo,” kusho umhwebi.Mayelana nesidingo, omunye umhwebi ubike, “Nakuba izulu selifudumele, abadlali abasezansi nomfula bayaqhubeka nokuthenga ngesidingo kuphela.Asiboni zimpawu zokuthi sigcwalise izinto ezengeziwe ngaphambi kweholidi lezisebenzi.”
Khonamanjalo, iholide elizayo leGolden Week Labor eChina lizoqala ngomhlaka-29 Ephreli futhi liqhubeke kuze kube umhla zi-3 kuNhlaba.
I-Feedstocks inenanela amanani kawoyela
Njengoba isekelwe ukukhishwa okumangazayo komkhawulo we-OPEC+ ekuqaleni kuka-April, amanani wamandla abelokhu ebonisa ukusebenza okubuthakathaka muva nje ngokukhathazeka okujulile ngokuwohloka komnotho.Ngokungamangalisi, lokhu kuthole ukubonakaliswa okuqondile kwe-feedstocks ye-PET.
Idatha ye-ChemOrbis iphinde ibonise ukuthi amanani entengo ye-PX ne-PTA nawo awela ku-$ 1120 / ton kanye ne-$ 845, ngokulandelana, ngesisekelo se-CFR China, ehle ngo-$ 20 / ton ngesonto.Ngaleso sikhathi, izintengo ze-MEG zizinzile ku-$510/ton ngesisekelo esifanayo.
Abadlali be-PET manje sebebhekisisa ukunyakaza kwamanani kagesi, abhekene nezingcindezi eziphambene.Ngakolunye uhlangothi, isidingo sikaphethiloli eChina singakhuphuka phakathi nokukhuphuka kohambo phakathi neholide loSuku Lwabasebenzi oluzayo.Ngakolunye uhlangothi, kusenokukhathazeka okuthile ngokukhuphuka kwezinga lenzalo nokuthi isidingo sase-China singase sisilele kulokho okulindelekile.
Isikhathi sokuthumela: May-24-2023