Kusukela ngo-2021, isidingo somhlaba wonke se-polyvinyl chloride (PVC) sibone ukwanda okukhulu okungakaze kubonwe kusukela enkingeni yezezimali yomhlaba wonke ka-2008. Kodwa maphakathi no-2022, isidingo se-PVC siphola ngokushesha futhi amanani ehla ngenxa yokwenyuka kwezinga lenzalo kanye nokwehla kwamandla emali okuphezulu kakhulu emashumini eminyaka.
Ngo-2020, isidingo se-resin ye-PVC, esetshenziselwa ukwenza amapayipi, amaphrofayili eminyango namafasitela, i-vinyl siding kanye neminye imikhiqizo, sehle kakhulu ezinyangeni zokuqala zokuqubuka kwe-COVID-19 emhlabeni wonke njengoba umsebenzi wokwakha wehla. Idatha ye-S&P Global Commodity Insights ikhombisa ukuthi emasontweni ayisithupha kuya ekupheleni kuka-Ephreli 2020, intengo ye-PVC ethunyelwe kwamanye amazwe isuka e-United States yehle ngo-39%, kanti intengo ye-PVC e-Asia naseTurkey nayo yehle ngo-25% yaya ku-31%. Amanani e-PVC kanye nesidingo sakhuphuka ngokushesha maphakathi no-2020, ngokukhula okunamandla kuze kube sekuqaleni kuka-2022. Abahlanganyeli bemakethe bathi ohlangothini lwesidingo, ihhovisi lasekhaya elikude kanye nemfundo yezingane online yasekhaya ikhuthaze ukukhula kwesidingo se-PVC yezindlu. Ngasohlangothini lokuhlinzekwa, amazinga aphezulu okuthunyelwa kwamanye amazwe ase-Asia enze i-PVC yase-Asia ingancintisani njengoba ingena kwezinye izifunda cishe ngo-2021, i-United States inciphise ukuhlinzekwa ngenxa yezehlakalo zesimo sezulu esibi kakhulu, amayunithi amaningi okukhiqiza eYurophu aphazamisekile, futhi amanani kagesi aqhubeke. Ukwenyuka, ngaleyo ndlela kukhuphula kakhulu izindleko zokukhiqiza, okwenza amanani e-PVC omhlaba wonke akhuphuke ngokushesha.
Abahlanganyeli bemakethe babikezele ukuthi amanani e-PVC azobuyela esimweni esijwayelekile ekuqaleni kuka-2022, kanti amanani e-PVC omhlaba wonke ancipha kancane kancane. Kodwa-ke, izici ezifana nokwanda kwengxabano yaseRussia ne-Ukraine kanye nobhubhane e-Asia kube nomthelela omkhulu ekufuneni kwe-PVC, kanti ukukhuphuka kwamanani omhlaba wonke kubangele amanani aphezulu ezidingo eziyisisekelo njengokudla namandla, kanye nokwenyuka kwezinga lenzalo yomhlaba wonke kanye nokwesaba ukwehla komnotho. Ngemva kwesikhathi sokwenyuka kwamanani, isidingo semakethe ye-PVC saqala ukuncishiswa.
Emakethe yezindlu, ngokusho kwedatha evela kuFreddie Mac, isilinganiso semalimboleko yezindlu esilinganiselwe seminyaka engama-30 e-US sifinyelele ku-6.29% ngoSepthemba, sisuka ku-2.88% ngoSepthemba 2021 kanye no-3.22% ngoJanuwari 2022. Amanani emalimboleko yezindlu asephindwe kabili manje, ephinda kabili izinkokhelo zenyanga futhi enza buthaka ukukwazi ukuthenga imalimboleko yabathengi bezindlu, kusho uStuart Miller, usihlalo ophethe weLennar, umakhi wezindlu wesibili ngobukhulu e-US, ngoSepthemba. Amandla "okuthinta kakhulu" imakethe yezindlu yase-US nakanjani azonciphisa isidingo se-PVC ekwakheni ngesikhathi esifanayo.
Ngokuphathelene nentengo, izimakethe ze-PVC e-Asia, e-United States naseYurophu zihlukene kakhulu. Njengoba amazinga okuthutha ehla futhi i-PVC yase-Asia iphinda ikwazi ukuncintisana emhlabeni wonke, abakhiqizi base-Asia baqala ukunciphisa amanani ukuze bancintisane ngesabelo semakethe. Abakhiqizi base-US nabo baphendule ngokuncishiswa kwentengo, okwenza amanani e-PVC ase-US nase-Asia ehle kuqala. EYurophu, intengo yemikhiqizo ye-PVC eYurophu iphakeme kunangaphambili ngenxa yamanani aphezulu wamandla aqhubekayo kanye nokuntuleka kwamandla okungenzeka, ikakhulukazi ngenxa yokuntuleka kukagesi okungenzeka, okuholele ekwehleni kokukhiqizwa kwe-PVC embonini ye-chlor-alkali. Kodwa-ke, ukwehla kwamanani e-PVC ase-US kungavula iwindi le-arbitrage eYurophu, futhi amanani e-PVC aseYurophu ngeke aphume esandleni. Ngaphezu kwalokho, isidingo se-PVC saseYurophu naso sehlile ngenxa yokwehla komnotho kanye nokuxinana kwempahla.
Isikhathi sokuthunyelwe: Okthoba-26-2022