Muva nje, abahlanganyeli bemakethe babikezele ukuthi okuyisisekelo sokuhlinzekwa kanye nesidingo semakethe ye-polypropylene (PP) yomhlaba wonke izobhekana nezinselelo eziningi engxenyeni yesibili ka-2022, ikakhulukazi okubandakanya ubhubhane olusha lwe-pneumonia e-Asia, ukuqala kwenkathi yesiphepho emazweni aseMelika, kanye nokungqubuzana phakathi kweRussia ne-Ukraine.Ngaphezu kwalokho, ukusetshenziswa kwamandla amasha okukhiqiza e-Asia kungase futhi kuthinte ukwakheka kwemakethe ye-PP.
Ukukhathazeka ngokweqile kwe-PP yase-Asia.Abahlanganyeli be-Market abavela ku-S&P Global bathi ngenxa yokugcwala ngokweqile kwe-polypropylene resin emakethe yase-Asia, umthamo wokukhiqiza uzoqhubeka nokukhula engxenyeni yesibili ka-2022 nangale kwalokho, futhi lolu bhubhane lusathinta isidingo.Imakethe ye-PP yase-Asia ingase ibhekane nezinselele.
Emakethe yaseMpumalanga Asia, i-S&P Global ibikezela ukuthi engxenyeni yesibili yalo nyaka, ingqikithi yamathani ayizigidi ezingu-3.8 omthamo omusha wokukhiqiza we-PP azosetshenziswa eMpumalanga Asia, kanye namathani ayizigidi ezingu-7.55 amandla amasha okukhiqiza azokwengezwa 2023.
Imithombo yemakethe iveze ukuthi phakathi nokuqhubeka kwesiminyaminya echwebeni esifundeni, izitshalo eziningi zokukhiqiza zibambezelekile ngenxa yemikhawulo yobhubhane, okuphakamisa ukungabaza ngokuthembeka kokunikezwa kwamandla.Abadayisi baseMpumalanga Asia bazoqhubeka nokubona amathuba okuthekelisa eNingizimu ye-Asia naseNingizimu Melika uma amanani kawoyela ehlala eqinile, kusho imithombo.Phakathi kwazo, imboni ye-PP yaseChina izoshintsha iphethini yokuphakelwa komhlaba jikelele esikhathini esifushane nesimaphakathi, futhi isivinini sayo singase sisheshe kunalokho obekulindelwe.I-China ingagcina idlule iSingapore njengomthengisi wesithathu omkhulu we-PP e-Asia naseMpumalanga Ephakathi, njengoba iSingapore ayinazo izinhlelo zokwandisa umthamo kulo nyaka.
INyakatho Melika ikhathazekile ngokwehla kwamanani e-propylene.Imakethe ye-PP yase-US engxenyeni yokuqala yonyaka yayikhungethwe kakhulu yizinkinga eziqhubekayo zezokuthutha zangaphakathi nezwe, ukuntuleka kwezindawo ezinikezwayo kanye namanani entengo yokuthekelisa ngaphandle kokuncintisana.Imakethe yasekhaya yase-US kanye ne-PP yangaphandle izobhekana nokungaqiniseki engxenyeni yesibili yonyaka, futhi abahlanganyeli bemakethe nabo bagxile emthelela ongase ube khona wenkathi yesiphepho esifundeni.Khonamanjalo, nakuba isidingo sase-US sigaye kancane kancane ama-resin amaningi e-PP futhi sagcina amanani enkontileka ezinzile, ababambiqhaza bemakethe basaxoxa ngokulungiswa kwamanani njengamanani atholakalayo e-polymer-grade propylene slip kanye nabathengi beresin baphusha ukwehliswa kwentengo.
Noma kunjalo, abahlanganyeli bemakethe yaseNyakatho Melika bahlala beqaphile mayelana nokwanda kokuhlinzekwa.Ukukhiqizwa okusha eNyakatho Melika ngonyaka odlule akuzange kwenze isifunda siqhudelane kakhulu nezifunda zokungenisa ezivamile ezifana neLatin America ngenxa yokwehla kwamanani entengo ye-PP yangaphandle.Engxenyeni yokuqala yalo nyaka, ngenxa ye-force majeure kanye nokulungiswa kabusha kwamayunithi amaningi, kube khona okunikezwayo okumbalwa okuvela kubahlinzeki.
Imakethe ye-European PP ishaywe wumfula
Emakethe ye-European PP, i-S&P Global ithe ukucindezela kwentengo ephezulu kubonakala kuqhubeka kubangela ukungaqiniseki emakethe ye-European PP engxenyeni yesibili yonyaka.Abahlanganyeli bemakethe ngokuvamile bakhathazekile ngokuthi isidingo esingaphansi komfula singase sibe sivilapha, nesidingo esibuthakathaka embonini yezimoto nemishini yokuzivikela.Ukukhuphuka okuqhubekayo kwentengo yemakethe ye-PP egaywe kabusha kungase kuzuze isidingo se-PP resin, njengoba abathengi bevame ukuphendukela ezintweni ezishibhile ze-virgin resin.Imakethe ikhathazeke kakhulu ngokukhuphuka kwezindleko zomfula kunokwehla nomfula.EYurophu, ukuguquguquka kwentengo yenkontileka ye-propylene, impahla eluhlaza eyinhloko, yakhuphula intengo ye-PP resin phakathi nengxenye yokuqala yonyaka, futhi izinkampani zenza imizamo yokudlulisela ukwenyuka kwamanani ezinto zokusetshenziswa kwezansi nomfula.Ukwengeza, ubunzima bokusebenza kanye namanani aphezulu wamandla nakho kuqhuba amanani.
Abahlanganyeli bemakethe bathi ukungqubuzana kweRussia-Ukraine kuzoqhubeka nokuba yisici esibalulekile ekushintsheni emakethe ye-PP yaseYurophu.Engxenyeni yokuqala yonyaka, kwakungekho ukunikezwa kwempahla ye-resin ye-PP yaseRussia emakethe yaseYurophu, eyanikeza indawo ethile kubathengisi abavela kwamanye amazwe.Ngaphezu kwalokho, i-S&P Global ikholelwa ukuthi imakethe ye-PP yaseTurkey izoqhubeka nokubhekana nezivunguvungu ezinzima engxenyeni yesibili yonyaka ngenxa yokukhathazeka kwezomnotho.
Isikhathi sokuthumela: Sep-28-2022