Izindaba Zemboni
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Isidingo se-PVC saseNdiya sizofinyelela amathani ayizigidi eziyi-6 ngo-2030, sibhekene nokushoda kokunikezwa kukagesi okungu-35%
Umbukiso kanye neNgqungquthela ye-13th VinylIndia ibibanjelwe eMumbai ngo-Ephreli 9-10, 2026. Abaphathi abaphezulu be-DCM Shriram Limited yaseNdiya bathi ngisho noma amandla amasha efika ku-inthanethi, i-India izohlala incike isikhathi eside ekuthengisweni kwe-PVC. Ngokusho kukaVinoo Mehta, uMqondisi Omkhulu kanye neNhloko Yebhizinisi ye-DCM Shriram, imboni ye-PVC yaseNdiya ikhule nge-CAGR engu-5.7% phakathi kuka-2020 no-2025. Isidingo kulindeleke ukuthi sikhuphuke sifinyelele kumathani ayizigidi eziyi-6 ngo-2030. Ngisho noma amandla amasha ahleliwe avela ku-Reliance Industries kanye ne-Adani Group ahlelelwe u-2027-2028, amandla okukhiqiza i-PVC aphelele e-India azofinyelela kuphela amathani ayizigidi eziyi-3.7 ngo-2030, okudala igebe lokufunwa kokunikezwa kwamathani ayizigidi eziyi-2.1—okulingana nokushoda kokunikezwa kwamathani angu-35%. Lokhu kushoda kuzodingeka kugcwaliswe ngokungeniswa kwamanye amazwe. Okuvelele Okubalulekile Kwemakethe I-PVC idlala indima... -
Ingxabano YaseMpumalanga Ephakathi Iphazamisa Imboni Ye-Ethylene; Umkhiqizo Womhlaba Wonke Ungase Wehle Ngamathani Angaphezu Kwezigidi Ezingama-22 ngo-2026
UWalter Hart, iNhloko Yomhlaba Wonke ye-Olefins e-S&P Global Energy CERA, uthe eNgqungqutheleni Yomhlaba Ye-Petrochemical ukuthi ukuvalwa ngokuphelele kweStrait of Hormuz kuzobathinta kakhulu abakhiqizi bamakhemikhali kaphethiloli base-Asia. Ama-crackers anomusi eMpumalanga Ephakathi azophoqeleka ukuvala, kanti ezinye izitshalo zase-Asia zizonciphisa ukusebenza ngenxa yokushoda kwezitshalo. Ukukhiqizwa kwe-ethylene emhlabeni wonke ngo-2026 kulindeleke ukuthi kwehle ngamathani angaba yizigidi ezingu-22, okulingana no-12% womkhiqizo ka-2025. Ukungezwani kwezempi eGulf kuphazamise ukuhlinzekwa kwezitshalo kaphethiloli. Cishe amathani ayizigidi ezingu-29 omthamo we-ethylene waminyaka yonke esifundeni saseGulf okwamanje awuxhunyiwe ku-inthanethi, kanti ukuvalwa okugcwele e-Iran, eKuwait naseQatar, nakwezinye izitshalo zaseMpumalanga Ephakathi kusebenza cishe ngamanani amancane. Lokhu sekuvele kunciphise umkhiqizo we-ethylene wesifunda cishe... -
Amathrendi Emakethe｜Kusukela ku-46,800 MT kuya ku-1.515 Million MT: Inqubomgomo Yentela Engakhokhisi Izindleko YaseNdiya Izoyishintsha Kanjani Imakethe Ye-PVC? Amanani Akhuphukela Ku-1,400! I-PA66 Izokwenyuka Kakhulu!
Ngomhlaka-1 kuMbasa, ngenxa yokwehla kwamandla emali okubangelwe yizingxabano zesifunda, i-India yamemezela ukuthi izonciphisa amanani okungenisa i-polyvinyl chloride (PVC), i-polypropylene (PP) kanye ne-polyethylene (PE) kusuka ku-7.5% kuya ku-0% isikhathi esilinganiselwe sezinyanga ezintathu. Lesi sinyathelo sizosebenza kusukela ngomhlaka-2 kuMbasa kuya kumhlaka-3 kuNhlangulana. I-India ingumthengisi omkhulu we-PVC emhlabeni, ebalelwa cishe ku-17% wempahla engeniswa emhlabeni jikelele. Isidingo sayo se-PVC sigxile kakhulu emkhakheni wezolimo, njengamapayipi okunisela, amapayipi okuhambisa amanzi kanye namanzi, kulandelwe imboni yokwakha ehilela amaphrofayili, amafilimu, izintambo kanye nezintambo, njll. Ngokuphathelene nemithombo yokungenisa i-India, izwekazi laseShayina selihlale lisendaweni yokuqala, kanti u-41% wempahla engeniswa yi-PVC yaseNdiya ivela ezwenikazi laseShayina ngo-2024. Umthamo wokuthumela i-PVC eShayina uhlanganise... -
Ukuphawula: Kuqiniswa Yizinqubomgomo Zasekhaya Nakwamanye Amazwe Ezinhle, Ukuthunyelwa Kwe-PVC KwaseShayina Kuqhakambisa Amathuba Amakhulu
Ngomhlaka-1 kuMbasa, uhulumeni waseNdiya wamemezela ukwehliswa kwentela yokungenisa impahla ku-polyvinyl chloride (PVC), i-polypropylene (PP) kanye ne-polyethylene (PE) kusuka ku-7.5% kuya ku-0%. Le nqubomgomo yaqala ukusebenza ngokusemthethweni ngomhlaka-2 kuMbasa isikhathi esingangezinyanga ezi-3, ihlose ukunciphisa ukwehla kwamandla emali kwasekhaya okubangelwa izingxabano zesifunda. (Lesi saziso sizoqala ukusebenza kusukela ngomhlaka-2 kuMbasa 2026 kuya kuJuni 30, 2026 kufaka phakathi.) Ukukhululwa Kwentela Yokungenisa Yesikhashana YaseNdiya: Iwindi Lokuthunyelwa Kwempahla Okusheshayo Liyavula I-China njengamanje ingumkhiqizi omkhulu nomhlinzeki we-PVC ozinzile kakhulu emhlabeni. Nakuba imboni izongena esikhathini esiphezulu sokugcinwa kwezitshalo kusukela ngoMbasa kuya kuJulayi kulo nyaka, ukuhlinzekwa kwemakethe kuzohlala kuzinzile kusekelwa yizinto eziphezulu zomphakathi. Imakethe ye-PVC yaseShayina isesimweni esihle sokudlala indima engenakuphikwa ekugcineni... -
I-PVC: Impendulo Ephakeme Engalungile, Ukuguquguquka Okuphezulu Okune-Bearish Bias
Ukuguquguquka kwezindleko zikawoyela ongahluziwe muva nje kuye kwaphazamisa imizwa yemakethe. Amanani kawoyela ongahluziwe wamazwe ngamazwe ehle ngemuva kokunyuka okuphazamisayo, okwenza ukusekelwa kwemizwa kube buthaka emakethe yamakhemikhali. Ngenkathi uchungechunge lokuhlinzekwa kwepulasitiki namakhemikhali lwesikhathi esifushane lubona ukuncipha okuncane, abasebenzisi bokugcina babonisa ukumelana okukhulu nezinto zokusetshenziswa ezibiza kakhulu. Ihlushwa ukucindezeleka okukhulu kwempahla, i-PVC yenza kabi uchungechunge lwezimboni lulonke. Impahla yezenhlalo ye-PVC imi kumathani ayizigidi ezingu-1.374, ikhuphuke ngo-0.20% inyanga nenyanga futhi ikhuphuke ngo-70.63% unyaka nonyaka. Ngokusho kwe-Longzhong Data, kusukela ngoMashi 26, izinsuku zokukhiqiza zempahla yabakhiqizi be-PVC baseShayina zehle ngo-6.67% inyanga nenyanga zaba yizinsuku ezingu-5.6, njengoba izimpahla ezisezingeni eliphezulu zithunyelwa kakhulu ezimakethe zasekhaya nezangaphandle. Imizwa yemakethe isalokhu... -
Ukuhweba kwe-PVC Kuqinile Ekushintsheni, Kubekwe Ngaphansi Kwesivikelo Esiphezulu; Ama-PP Polyolefins Anikeza Amathuba Okuthengisa Kafushane
I-PVC: Ukuzivumelanisa Okuqinile, Impahla Eningi Inciphisa Amandla Aphezulu Ngosuku lokuhweba olwedlule, inkontileka eyinhloko ye-PVC yesikhathi esizayo yehle ngo-1.48%, amanani aqondile eMpumalanga China ehla ngo-80 CNY/ton futhi isisekelo sihlala sizinzile. Umdlalo oyinhloko wemakethe ulele ekusebenzisaneni phakathi kokukhathazeka ngokuhlinzekwa kwezinto zokusetshenziswa okubangelwa yi-geopolitics yaphesheya kwezilwandle, ukuqaliswa kwesidingo sentwasahlobo yasekhaya kanye nempahla ephezulu. Isekelwa yizindleko zesikhashana eziqinile, amanani e-PVC ahwebelana kakhulu ngokuzivumelanisa ngenkathi amandla aphezulu evinjwe ngokuqinile yimpahla ephezulu. Ngasohlangothini lokunikezwa, izinga lokusebenza le-PVC esekelwe ku-ethylene lehle ngenxa yezindleko eziphezulu, okwenza amathemba okuqina kwesakhiwo. Amanani okusebenza kwamapayipi kanye nephrofayili aphansi aphinde akhuphuka ngokwezinkathi kodwa ahlala ephansi, ngokuthengwa okulinganiselwe ekudingweni okuqinile kanye nobunzima... -
Ukungezwani Kwezingxabano EMpumalanga Ephakathi Ukwanda Kwentengo Kaphethiloli Yepulasitiki | I-Chemdo Ivikela Amaketanga Omhlaba Wonke Okunikezela
Izingxabano zaseMpumalanga Ephakathi ezikhulayo, ukuthunyelwa kwe-Strait of Hormuz okuphazamisekile kanye ne-Brent crude efinyelela ku-$120/umgqomo kunyuse amanani ezinto zokusetshenziswa zepulasitiki eziyinhloko zaseShayina (Mashi 20-23). I-PE/PP/PVC/ABS ibone inzuzo enkulu, ngokukhuphuka okukhulu okungu-7.93% ngosuku olulodwa, okudala izinselelo zochungechunge lokuhlinzeka ngempahla—I-Shanghai Chemdo Trading Co., Ltd. imi njengomhlinzeki womhlaba wonke othembekile, eletha izixazululo ezizinzile phakathi kokuguquguquka. Ukunyakaza Okubalulekile Kwamanani (CNY/ton) Umbono Wemakethe: Amanani aphansi ahlala ephezulu naphezu kokulungiswa okuncane kwesikhathi esizayo; I-PP/PVC ibhekene nezinye izikhala zokuhlinzeka ngempahla ngokunakekelwa okwengeziwe kwesitshalo, i-PE ibona umehluko wangaphakathi, kanti i-ABS icindezelwe yizindleko ze-styrene ezikhuphukayo—ukuguquguquka kwezinga eliphezulu okuqhubeka isikhathi esifushane. I-Chemdo: I-Stable Global Polymer Partner Yakho Indlunkulu eShanghai, eChina, eShanghai Chemdo Trading Co., Ltd.... -
23,000 RMB/ton! Kuphindwe kabili ezinsukwini eziyi-10, kukhuphuke ngo-4,000 RMB/ton ngenyanga! Impi YaseMpumalanga Ephakathi Ihlasela Uchungechunge Lwamakhemikhali, I-ABS Yeqa ngo-500 RMB/ton ngosuku olulodwa
Kusukela ngoMashi 2026, izimakethe zamakhemikhali nezopulasitiki zomhlaba wonke zibhekane nokushaqeka okungakaze kubonwe ngenxa yokuwohloka okukhulu kwezingxabano zezwe eMpumalanga Ephakathi kanye nokuphazamiseka kokuthunyelwa kwezimpahla eStrait of Hormuz, okubhekwa njengezehlakalo zamandla amakhulu. Amanani kawoyela ongahluziwe wamazwe ngamazwe (i-WTI, i-Brent) akhuphuke kakhulu, okwenza izindleko zikhuphuke kulo lonke uchungechunge lwemboni yamakhemikhali ngokusekelwe ku-oyela ongahluziwe futhi kwabangela ubunzima obukhulu ezintanjeni zokuphakelwa komhlaba. Amanani ezinto eziyisisekelo zokusetshenziswa kwamakhemikhali akhuphuke: izinto zokusetshenziswa zamakhemikhali ezingaphezu kwe-100 zikhuphuke esikhathini esifushane (kusukela ekuqaleni kukaMashi kuya maphakathi noMashi). Phakathi kwazo, izinto ezibalulekile ezifana ne-acrylic acid, i-hexamethylenediamine, i-methylene chloride, i-butadiene, i-benzene emsulwa kanye ne-styrene ziqophe inzuzo enkulu kakhulu. Isibonelo, i-hexamethylenediamin... -
Ingxabano YaseMpumalanga Ephakathi Ibangela Ukwanda Kwamanani E-Polypropylene Yomhlaba Wonke (PP) I-Asia Iqopha Ukwanda Okukhulu Kakhulu
Idatha evela ku-Platts, isigaba se-S&P Global Energy, ikhombisa ukuthi amanani e-polypropylene (PP) omhlaba wonke akhuphuke kakhulu kusukela ekuqaleni kukaMashi, ngenxa yengxabano eqhubekayo eMpumalanga Ephakathi. Amanani ebanga lokujova i-homopolymer ye-Europe European PP akhuphuke ngo-€220/mt kusukela ekuqaleni kukaMashi. Kusukela ngoMashi 13, intengo eqondile (ukulethwa kwamahhala) yebanga lokujova i-homopolymer ye-PP eNyakatho-ntshonalanga yeYurophu ime ku-€1,200/mt. Ngomhlaka-11 Mashi, i-Platts ihlole izinga le-raffia le-CFR North Africa PP ku-$1,290/mt, okwenyuka ngo-$190/mt ngesonto. Lokhu kuphawula inzuzo enkulu kakhulu yesonto elilodwa selokhu kwaqalwa ukuhlolwa kwentengo ngoMashi 17, 2021. Amanani ebanga le-raffia le-CFR West Africa akhuphuke ngo-39% selokhu kwaqala ingxabano. I-Platts ihlole izinga lokujova i-PP le-CFR Far East Asia ku-$1,180/mt,... -
Izingxabano Zendawo Yezepolitiki kanye Nezingqinamba Zenqubomgomo: Imakethe Ye-PVC YaseShayina Ibhekene Nokuhlolwa Okubili Komlilo Neqhwa
Isingeniso Imakethe yamakhemikhali yomhlaba wonke ibone ukuguquguquka okukhulu ekuqaleni kuka-2026. Ukungezwani kwezepolitiki okuvuselelwe eMpumalanga Ephakathi kanye nokwanda okungazelelwe kwesimo e-Iran kuholele ngqo ekukhuphukeni kwamanani kawoyela ongahluziwe, okwaziwa ngokuthi “umama wemboni yamakhemikhali.” Kodwa-ke, emakethe ye-polyvinyl chloride (PVC) yaseShayina, lo “mlilo” wangaphandle uhlangane “nesikhala esibandayo” esivela ekulungisweni kwenqubomgomo yasekhaya. Phakathi kokuxhumana okuyinkimbinkimbi kokusekelwa kwezindleko kanye nokususwa kwezaphulelo zentela yokuthumela kwamanye amazwe, imboni ye-PVC yaseShayina imi endaweni egcwele ukungaqiniseki. Okuhle: Izingxabano ze-Geopolitical Zivuthela Ukusekelwa Kwezindleko Ukwanda kwamuva e-Iran kube yinto eguquguqukayo enkulu emakethe yamandla yomhlaba wonke. Njengelungu elibalulekile leNhlangano Yamazwe Athumela Ngaphandle Uphethiloli ... -
Ukuguqulwa Okukhulu Kwenqubomgomo Yentela Yase-US: Imithelela Ehlukaniswe Ngokwesakhiwo Ezimbonini Zepulasitiki Neze-Chlor-Alkali ZaseShayina
Isingeniso Kusukela mhla zingama-20 kuya kumhla zingama-24 kuNhlolanja 2026, inqubomgomo yentela yase-US ibhekane nokulungiswa okukhulu. Umthelela walokhu kuguquguquka kwentela emakethe yemboni yamakhemikhali yaseShayina ubonise ukwehluka kwesakhiwo, futhi indlela eyinhloko yokudlulisela ishintshe kusukela "kumthelela oqondile wokuhweba" kuya "ekucindezelweni kwesidingo kanye nokuhlelwa kabusha kokuhamba kokuhweba emhlabeni jikelele". I. Incazelo Yomcimbi Kusukela mhla zingama-20 kuya kumhla zingama-24 kuNhlolanja 2026, inqubomgomo yentela yase-US ibhekane nokuguquka okukhulu: mhla zingama-20 kuNhlolanja, iNkantolo Ephakeme yase-US yanquma ukuthi intela "yokubuyisana" engu-10% eyayibekwe uhulumeni kaTrump ngaphansi koMthetho Wezamandla Ezomnotho Eziphuthumayo Wamazwe Ngamazwe (i-IEEPA) yayingekho emthethweni futhi yayihoxisa; nokho, mhla zingama-24 kuNhlolanja, uhulumeni wase-US wabeka ngokushesha umthetho wesikhashana ongu-15%... -
Imfashini Yemakethe Yesikhathi Sentwasahlobo Yemikhosi Yase-PE kanye Nombono Wangemva Kweholide
Ngesikhathi seMkhosi Wentwasahlobo ka-2026 ngoFebhuwari, iningi lamabhizinisi amakhemikhali kaphethiloli asekhaya agcina umkhiqizo ojwayelekile. Amanye amabhizinisi anciphise umthwalo wawo wokusebenza ngenxa yokwenyuka okukhulu kwamanani kawoyela ongahluziwe ngesikhathi seholide, kodwa izinga lokusebenza lilonke lahlala lisezingeni elifanele. Ethintwe ukukhiqizwa okuqhubekayo ngesikhathi seholide, ukubambezeleka kokubuyiselwa kwezinto ngemuva kweholide kanye nokufika kusenesikhathi kwezinye izinsiza ezingenisiwe (ekuqaleni okwakuhlelelwe ukufika maphakathi noFebhuwari) emachwebeni ngaphambi nangesikhathi seholide, ukuqoqwa kwezinto ezisetshenziswayo ze-petrochemical kanye nezenhlalo kwashesha kakhulu. Idatha ikhombisa ukuthi kusukela ngomhlaka-24 kuFebhuwari, inani eliphelele le-Sinopec kanye ne-PetroChina (elihlanganisa ipulasitiki ejwayelekile kufaka phakathi i-PE, i-PP, inani elincane le-ABS, i-PS kanye ne-EVA) lafinyelela amathani angu-940,000,...