Izindaba Zemakethe | INingizimu Korea Ivala Unomphela Amandla E-Ethylene angu-1.39Mt; I-Surplus Capacity Yasekhaya Eyaphuma, I-PE Iyashintshashintsha RMB 50–200/MT, I-ABS Ikhuphuke RMB 130/MT

Iziphathimandla zaseNingizimu Korea zavuma uhlelo olukhulu lokulungisa kabusha ngoJulayi 22: Amayunithi amabili e-ethylene e-Yeosu e-YNCC (1.39Mt/ngonyaka) azovala unomphela. Ukuvalwa kwe-ethylene kunciphisa umthamo we-ethylene we-YNCC ngamaphesenti angaphezu kuka-60, kunciphisa cishe u-10% wamandla e-ethylene kazwelonke aseNingizimu Korea ngesikhathi esisodwa.

Cishe zonke izinkampani ezinkulu zamakhemikhali kaphethiloli zaseNingizimu Korea ziye zalahlekelwa eminyakeni emibili edlule. Izitshalo zazo zithembele kakhulu ku-naphtha engeniswa kwamanye amazwe futhi azinazo izinzuzo zezindleko.

Uhulumeni uhlose ukunciphisa ngokuzithandela umthamo we-ethylene ongu-2.7–3.7Mt/ngonyaka, cishe u-25% wenani lawo eliphelele lomthamo waminyaka yonke ongu-14.7Mt. Igebe eliqondiwe lisalokhu likhona; ama-cracker asebekhulile e-KPIC nase-SK Geocentric yiwona alandelayo okufanele avalwe.

Ekhaya, umthamo omusha we-PE ongu-1Mt kuphela owasetshenziswa ku-inthanethi e-H1, okuphansi kakhulu kunonyaka odlule. Ukuphazamiseka kokuthunyelwa kwemikhumbi eMpumalanga Ephakathi kanye nokugcinwa kwemishini yasekhaya okugxile kunciphise ukungezwani kwesidingo sokulethwa kwempahla.

I-H2 izobona ukwethulwa okukhulu kwe-PE entsha ye-5Mt eShayina: I-Tarim Phase II FDPE ingena ekuhlolweni kokuqala kukaJulayi kuya ku-Agasti; i-Shandong New Times LLDPE yakhiwe ngokugcwele futhi ilungele ukukhiqizwa. I-Huajin Aramco, i-Baofeng Phase IV, i-China Coal Yulin izokwethulwa ku-Q4.

Izingozi ezikhulayo zezombusazwe zikhuphule uwoyela ongahluziwe izinsuku ezine zilandelana, okunikeza ukwesekwa kwezindleko ze-PE. Kodwa-ke, ukwehla komfula kungena esizini yendabuko ephansi lapho kutholakala khona kabusha okubuthakathaka kwabasebenzisi bokugcina, okwakha impi "yezindleko ezinamandla, isidingo esibuthakathaka".

I-crude yomhlaba wonke iqhubekile nokwenyuka, iphakamisa wonke ama-chemical futures asekhaya namuhla: I-crude +4.14% (i-top gainer), i-styrene monomer +2.88%, amapulasitiki +2.15%, i-benzene +1.96%, i-PX & PP +1.86%, i-propylene +1.7%, izinhlobo zepulasitiki +0.64%. Ama-polyester chips, i-staple fiber kanye ne-PTA nakho kukhuphuke ngamazinga ahlukahlukene.