Kungena ngo-2023, ngenxa yesidingo esivilaphayo ezifundeni ezahlukahlukene, imakethe yomhlaba wonke ye-polyvinyl chloride (PVC) isabhekene nokungaqiniseki. Esikhathini esiningi se-2022, amanani entengo e-PVC e-Asia nase-United States abonise ukwehla okukhulu futhi aphuma phansi ngaphambi kokungena ku-2023. Ukungena ku-2023, phakathi kwezifunda ezihlukahlukene, ngemva kokuba i-China ilungise izinqubomgomo zayo zokuvimbela nokulawula ubhubhane, imakethe ilindele ukuphendula; i-United States ingase iqhubeke inyuse izilinganiso zenzalo ukuze ilwe nokwehla kwamandla emali futhi inqande isidingo sasekhaya se-PVC e-United States. I-Asia, eholwa yi-China, ne-United States ikhulise ukuthunyelwa kwe-PVC phakathi kwesidingo esibuthakathaka somhlaba wonke. Ngokuqondene neYurophu, lesi sifunda sisazobhekana nenkinga yamanani aphezulu kagesi kanye nokwehla kwamandla emali, futhi cishe ngeke kube khona ukusimama okusimeme emalini yenzuzo yezimboni.
IYurophu ibhekene nokuwohloka komnotho
Ababambiqhaza bemakethe balindele i-European caustic soda kanye nemakethe ye-PVC ngo-2023 ukuthi incike ebunzimeni bokuwohloka komnotho kanye nomthelela wako esidingweni. Ochungechungeni lwemboni ye-chlor-alkali, inzuzo yabakhiqizi iqhutshwa umphumela wokulinganisa phakathi kwe-caustic soda ne-PVC resin, lapho umkhiqizo owodwa ungabuyisela ukulahlekelwa komunye. Ngo-2021, yomibili imikhiqizo izoba nesidingo esinamandla, futhi i-PVC ibuse. Kepha ngo-2022, isidingo se-PVC sehla njengoba ukukhiqizwa kwe-chlor-alkali kwaphoqeleka ukuthi kwehlise umthwalo phakathi kwezintengo ezikhuphukayo ze-caustic soda ngenxa yobunzima bezomnotho nezindleko eziphezulu zamandla. Izinkinga zokukhiqiza igesi ye-Chlorine ziye zaholela ekunikezeni i-soda eqinile, eheha inani elikhulu lama-oda wezimpahla zase-US, ukuphusha amanani entengo yokuthekelisa yase-US ezingeni lawo eliphakeme kakhulu kusukela ngo-2004. Ngesikhathi esifanayo, amanani e-PVC spot e-Europe aye ehla kakhulu, kodwa azohlala. phakathi kweziphakeme kakhulu emhlabeni kuze kube sekupheleni kuka-2022.
Ababambiqhaza bemakethe balindele ubuthakathaka obengeziwe ezimakethe ze-European caustic soda kanye ne-PVC engxenyeni yokuqala ka-2023, njengoba isidingo sokugcina sabathengi sincipha ngenxa yokwehla kwamandla emali. Umhwebi we-caustic soda wathi ngoNovemba 2022: "Amanani aphezulu e-caustic soda adala ukucekelwa phansi kwesidingo." Kodwa-ke, abanye abathengisi bathi izimakethe ze-caustic soda kanye ne-PVC zizoba ngokwejwayelekile ngo-2023, futhi abakhiqizi baseYurophu bangazuza ngalesi sikhathi Ngamanani aphezulu e-caustic soda.
Ukwehla kwesidingo sase-US kukhulisa ukuthunyelwa kwamanye amazwe
Ngo-2023, abakhiqizi be-chlor-alkali abahlanganisiwe base-US bazogcina imithwalo ephezulu yokusebenza futhi bagcine amanani entengo e-caustic soda eqinile, kuyilapho amanani entengo e-PVC ebuthakathaka kanye nesidingo kulindeleke ukuthi kuqhubeke, kusho imithombo yemakethe. Kusukela ngoMeyi 2022, intengo yokuthekelisa ye-PVC e-United States yehle cishe ngo-62%, kuyilapho intengo yokuthekelisa ye-caustic soda ikhuphuke cishe ngama-32% kusukela ngoMeyi kuya kuNovemba 2022, yase iqala ukwehla. Umthamo we-caustic soda wase-US wehle ngo-9% kusukela ngoMashi 2021, ikakhulukazi ngenxa yochungechunge lokucisha e-Olin, ephinde yasekela amanani entengo e-caustic soda aqinile. Uma singena ngo-2023, amandla ezintengo ze-caustic soda nawo azoba buthaka, nakuba izinga lokwehla lingase lihambe kancane.
I-Westlake Chemical, omunye wabakhiqizi base-US be-PVC resin, iphinde yehlisa umthwalo wayo wokukhiqiza futhi yandisa ukuthunyelwa kwamanye amazwe ngenxa yesidingo esibuthakathaka samapulasitiki aqinile. Ngenkathi ukwehla kwezinga lenzalo yase-US kungaholela ekwenyukeni kwesidingo sasekhaya, ababambiqhaza bemakethe bathi ukubuyiselwa komhlaba wonke kuncike ekutheni isidingo sasekhaya eChina siyabuya yini.
Gxila ekubuyiseni isidingo esingase sibe khona e-China
Imakethe ye-PVC yase-Asia ingase iphinde ikhule ekuqaleni kuka-2023, kodwa imithombo yemakethe ithi ukubuyisela kuzohlala kunomkhawulo uma isidingo samaShayina singalulami ngokugcwele. Izintengo ze-PVC e-Asia zizokwehla kakhulu ngo-2022, izingcaphuno zikaDisemba walowo nyaka zifike ezingeni eliphansi kakhulu kusukela ngoJuni 2020. Lawo mazinga entengo abonakala egqugquzele ukuthengwa kwezindawo, okuphakamisa okulindelekile okungenzeka ukuthi isilayidi sehlile, kusho imithombo yemakethe.
Umthombo uphinde waveza ukuthi uma kuqhathaniswa no-2022, ukunikezwa kwendawo kwe-PVC e-Asia ngo-2023 kungase kuhlale kusezingeni eliphansi, futhi izinga lomthwalo wokusebenza lizoncishiswa ngenxa yomthelela wokukhiqizwa kokuqhekeka komfula. Imithombo yezohwebo ilindele ukugeleza kwempahla ye-PVC yase-US evela e-Asia ukuthi ihambe kancane ekuqaleni kuka-2023. Kodwa-ke, imithombo yase-US yathi uma isidingo samaShayina siphindaphinda, okuholela ekwehleni kokuthunyelwa kwe-PVC yaseShayina, kungase kubangele ukwanda kokuthunyelwa kwe-US.
Ngokusho kwedatha yamasiko, ukuthunyelwa kwe-PVC yase-China kwafinyelela irekhodi lamathani angama-278,000 ngo-Ephreli 2022. Ukuthunyelwa kwe-PVC yase-China kwehla ngokuhamba kwesikhathi ngo-2022, njengoba amanani okuthunyelwa kwe-PVC yase-US ehla, kuyilapho amanani e-PVC yase-Asia ehla kanye nezinga lempahla liyehla, ngaleyo ndlela kubuyisele ukuncintisana komhlaba wonke wase-Asia. I-PVC. Kusukela ngo-Okthoba 2022, umthamo wokuthunyelwa kwe-PVC wase-China wawungamathani angu-96,600, izinga eliphansi kakhulu kusukela ngo-Agasti 2021. Eminye imithombo yemakethe yase-Asia ithe isidingo saseShayina sizophinde sibe khona ngo-2023 njengoba izwe lilungisa izindlela zalo zokulwa nobhubhane. Ngakolunye uhlangothi, ngenxa yezindleko eziphakeme zokukhiqiza, izinga lokulayisha lokusebenza kwezimboni zePVC zaseChina lehlile lisuka ku-70% laya ku-56% ekupheleni kuka-2022.
Isikhathi sokuthumela: Feb-14-2023