I-SAO PAULO (ICIS)–Amanani e-Polyvinyl chloride (PVC) angazinza afinyelele cishe ku-$800/tonne esikhathini eside uma uwoyela ongahluziwe uhlala ku-$70-90/barrel, njengoba ukushaqeka kwesakhiwo okubangelwa yimpi yase-Iran kuwukusiza abakhiqizi abanezisekelo zezindleko ze-US Gulf Coast ezifana ne-Orbia, kusho i-CEO enkampanini enkulu yamakhemikhali yaseMexico ngoLwesithathu.
USameer Bharadwaj uthe uma uwoyela ongahluziwe uhlala ungaphezu kuka-$60/umgqomo, amanani e-PVC “akunakwenzeka” ukuthi abuyele ekwehleni kwangaphambi kuka-$600/tonne, yize evumile ukuthi ukutholakala kwawo kuyaqhubeka nokuba kuningi emhlabeni jikelele.
Ekupheleni kuka-Ephreli, amanani e-PVC ayema cishe ku-$750/tonne. Ngaphambilini ngoLwesithathu, amanani e-Brent eluhlaza ayehweba ku-$117.55/barrel.
“Esikubonayo manje ukushaqeka kokunikezwa, futhi lokho kunyuka kwejika lokunikezwa yikona okunyuse amanani e-PVC. I-PVC itholakala ngobuningi obanele - inkinga akuyona ukuntuleka, yizindleko. Amanani aphezulu ngoba ijika lokunikezwa liphakeme. Ukuthi bahlala kuphi ekugcineni kuncike ekutheni uwoyela uzofika kuphi ezinyangeni ezizayo,” kusho uBharadwaj.
"Uma i-crude ihlala ingaphezu kuka-$60 ngomgqomo, amanani aphansi angu-$600-700/tonne cishe awabuyeli. Uma ifika ku-$70-90 ngomgqomo, ungalindela ukuthi i-PVC izinze cishe ku-$800 ngethoni esikhathini eside, empeleni okuwumphumela omuhle embonini."
“Kuyafaneleka futhi ukukhumbula ukuthi umehluko wesilinganiso sokusebenza phakathi kwephansi nephezulu lomjikelezo we-PVC awubanzi kangako: umgodi ucishe ube ngu-76% kanti iqophelo licishe libe ngu-82-83%,” wanezela, ekhuluma nezintatheli kanye nabahlaziyi bezimali zamakhemikhali ngemuva kokuba i-Orbia ishicilele imiphumela yayo yezezimali yekota yokuqala ekuqaleni kwaleli sonto.
Umkhiqiziukuthengisa okukhuphukile kanye nenzuzongesikhathi se-Q1, unyaka nonyaka, futhi yanciphisa ukulahlekelwa kwayo okuphelele ngenkathi iqinisekisa isiqondiso sayo semali engenayo sango-2026 - bheka ithebula elingezansi ukuthola ulwazi oluphelele lwezezimali.
UKUSHAQISA KWEMPI OKUHLE
Ngisho noma i-PVC isalokhu igcwele ngokweqile –futhiiyaqhubeka nokubaenye yezindawo ezithunyelwa ngaphandle ezihamba phambili eShayinaimikhiqizo yamakhemikhali kaphethroli ngenxa yokufunwa okuphansi ezweni - impi eMpumalanga Ephakathi isishintshe ngokuphelele isimo se-Orbia, lapho i-PVC ingumkhiqizo oyinhloko kuphothifoliyo yayo.
Le nkampani ibike ukuthuthuka okukhulu esigabeni sayo sezixazululo ze-polymer, okubangelwa ukuphazamiseka okukhulu kubakhiqizi be-PVC base-Asia abancintisanayo, ikakhulukazi abakhiqizi nabakhiqizi baseShayina abasekelwe e-ethylene eJapane, eNingizimu Korea, naseTaiwan, abahlinzeka nge-naphtha yabo yokudla okubalulekile okuphazamiseke kakhulu yingxabano.
“Umthelela ekuhlinzekweni kukawoyela, kanye nokunikezwa kwe-naphtha okuvela eMpumalanga Ephakathi, unzima kakhulu, maqondana nabakhiqizi base-Asia be-PVC,” kusho uBharadwaj.
"Lokhu kuholele ekutheni basebenze ngamanani aphansi. Net-net, esikubonayo ukuthi ukuthambekela kwejika lokuphakelwa kukhuphuke kakhulu, okuholele ekwenyukeni okukhulu kwamanani e-PVC, futhi sizoba abazuzi ababalulekile balokho kwikota yesibili."
I-CEO iphawule ukuthi inzuzo yezindleko zesakhiwo se-Orbia - njengoba isisekelo sayo sokukhiqiza sisekelwe kakhulu ku-ethane feedstock evela e-US Gulf Coast - ayizange ishintshe kakhulu ngesikhathi sengxabano, okwashiya inkampani ivikelekile ekuphazamisekeni kokunikezwa kwempahla okuhlasela izimbangi zase-Asia.
Ngisho noma impi ingaphela maduze nje, uthe, umonakalo wezokuthutha uchungechunge lokuhlinzeka uzothatha isikhathi ukuze ubuyele esimweni sawo.
“Iningi lochwepheshe lithi noma ngabe impi izophela maduze, ukuphazamiseka kwempahla okubangelwe yi-supply chain kungathatha okungenani izinyanga ezintathu kuya kweziyisithupha ukuthi kuphele,” enezela.
Isikhathi sokuthunyelwe: Ephreli-30-2026