Muva nje, ababambiqhaza emakethe babikezele ukuthi izisekelo zokuhlinzekwa kanye nesidingo semakethe yomhlaba wonke ye-polypropylene (PP) zizobhekana nezinselelo eziningi engxenyeni yesibili ka-2022, ikakhulukazi okuhlanganisa ubhubhane olusha lwe-crown pneumonia e-Asia, ukuqala kwesizini yeziphepho eMelika, kanye nengxabano phakathi kweRussia ne-Ukraine. Ngaphezu kwalokho, ukuqaliswa kwamandla okukhiqiza amasha e-Asia kungathinta nesakhiwo semakethe ye-PP.
Ukukhathazeka ngokulethwa ngokweqile kwe-PP e-Asia. Abahlanganyeli bemakethe abavela ku-S&P Global bathi ngenxa yokunikezwa ngokweqile kwe-polypropylene resin emakethe yase-Asia, amandla okukhiqiza azoqhubeka nokukhula engxenyeni yesibili ka-2022 nangale kwalokho, futhi ubhubhane lusathinta isidingo. Imakethe ye-PP yase-Asia ingase ibhekane nezinselele.
Emakethe yaseMpumalanga Asia, i-S&P Global ibikezela ukuthi engxenyeni yesibili yalo nyaka, kuzosetshenziswa amathani ayizigidi ezingu-3.8 okukhiqiza i-PP eMpumalanga Asia, kanti amathani ayizigidi ezingu-7.55 okukhiqiza okusha azongezwa ngo-2023.
Imithombo yemakethe ikhombe ukuthi phakathi kokuminyana okuqhubekayo kwechweba esifundeni, izitshalo eziningana zokukhiqiza ziye zabambezeleka ngenxa yemikhawulo yobhubhane, okuphakamisa ukungabaza mayelana nokuthembeka kokuqalwa kwamandla. Abahwebi baseMpumalanga Asia bazoqhubeka nokubona amathuba okuthumela ngaphandle eNingizimu Asia naseNingizimu Melika uma amanani kawoyela ehlala eqinile, kusho imithombo. Phakathi kwazo, imboni ye-PP yaseShayina izoshintsha iphethini yokuphakelwa komhlaba wonke esikhathini esifushane nesiphakathi, futhi isivinini sayo singase sibe ngokushesha kunalokho obekulindelwe. IShayina ekugcineni ingadlula iSingapore njengomthengisi we-PP wesithathu ngobukhulu e-Asia naseMpumalanga Ephakathi, njengoba iSingapore ingenazo izinhlelo zokwandisa amandla kulo nyaka.
INyakatho Melika ikhathazekile ngokwehla kwentengo ye-propylene. Imakethe ye-US PP engxenyeni yokuqala yonyaka yayihlushwa kakhulu yizinkinga eziqhubekayo zokuthutha ngaphakathi ezweni, ukuntuleka kwezipesheli eziqondile kanye namanani okuthumela ngaphandle angancintisani. Imakethe yasekhaya yase-US kanye ne-PP yokuthumela ngaphandle izobhekana nokungaqiniseki engxenyeni yesibili yonyaka, futhi ababambiqhaza bemakethe nabo bagxile emthonjeni ongaba khona wesizini yesiphepho esifundeni. Okwamanje, ngenkathi isidingo sase-US siqhubeka nokugaya ama-resin amaningi e-PP futhi sagcina amanani enkontileka ezinzile, ababambiqhaza bemakethe basaxoxa ngokulungiswa kwentengo njengoba amanani aqondile abathengi be-propylene slip kanye ne-resin becindezela ukwehliswa kwentengo.
Noma kunjalo, abahlanganyeli bemakethe yaseNyakatho Melika bahlala beqaphele ngokwanda kokuhlinzekwa. Ukukhiqizwa okusha eNyakatho Melika ngonyaka odlule akwenzanga lesi sifunda sancintisana kakhulu nezifunda zokungenisa zendabuko ezifana neLatin America ngenxa yokwehla kwamanani e-PP angaphandle. Engxenyeni yokuqala yalo nyaka, ngenxa ye-force majeure kanye nokuguqulwa kwamayunithi amaningi, bekukhona okunikezwayo okumbalwa okuvela kubaphakeli.
Imakethe ye-PP yaseYurophu ithinteke kakhulu
Emakethe ye-European PP, i-S&P Global ithe ukucindezela kwentengo ephezulu kubonakala kuqhubeka nokudala ukungaqiniseki emakethe ye-European PP engxenyeni yesibili yonyaka. Abahlanganyeli bemakethe bavame ukukhathazeka ngokuthi isidingo esingezansi singase siqhubeke nokuba sibi, kanye nesidingo esibuthakathaka embonini yezimoto nemishini yokuzivikela yomuntu siqu. Ukwanda okuqhubekayo kwentengo yemakethe ye-PP ephinde yasetshenziswa kungase kuzuze isidingo se-PP resin, njengoba abathengi bevame ukuphendukela ezintweni ze-resin ezishibhile. Imakethe ikhathazeke kakhulu ngokukhuphuka kwezindleko ezingenhla kunezansi. EYurophu, ukuguquguquka kwentengo yenkontileka ye-propylene, into eluhlaza ebalulekile, kwanyusa intengo ye-PP resin engxenyeni yokuqala yonyaka, futhi izinkampani zenze imizamo yokudlulisela ukwanda kwamanani ezinto zokusetshenziswa phansi. Ngaphezu kwalokho, ubunzima bezokuthutha kanye namanani aphezulu amandla nakho kuqhuba amanani.
Abahlanganyeli bemakethe bathi ingxabano yaseRussia ne-Ukraine izoqhubeka nokuba yisici esibalulekile ezinguqukweni emakethe ye-PP yaseYurophu. Engxenyeni yokuqala yonyaka, bekungekho ukutholakala kwezinto ze-resin ze-PP zaseRussia emakethe yaseYurophu, okwanikeza indawo ethile kubahwebi abavela kwamanye amazwe. Ngaphezu kwalokho, i-S&P Global ikholelwa ukuthi imakethe ye-PP yaseTurkey izoqhubeka nokubhekana nezimo ezinzima engxenyeni yesibili yonyaka ngenxa yezinkinga zomnotho.
Isikhathi sokuthunyelwe: Septhemba-28-2022