Amanani e-PP ahlala ephezulu ku-Q2 phakathi kokuntuleka kokunikezwa okubangelwa yizici ezimbili eziyinhloko. Ukugcinwa kabanzi kwezindawo ezinkulu zokucwenga kudonsele izinga lokusebenza kwemboni ngaphansi kuka-70%. Phakathi naleso sikhathi, izingxabano zezwe nezombusazwe ezikhulayo zandisa izindleko ze-feedstock; abanye abakhiqizi banciphisa amazinga okusebenza noma bamisa ukukhiqizwa kokulahlekelwa, kuyilapho amaphrojekthi amaningana amasha e-PP ehlehliselwe ku-Q3. Ngokuphambene nokulindelekile kokwanda komkhiqizo, i-Q2 yabona ukunikezwa okulinganiselwe.
Kulindeleke ukwanda okukhulu kokunikezwa kwamandla ngoJulayi-Septhemba. Izitshalo ezinkulu ezingasebenzi zizoqala ukusebenza kusukela ekupheleni kukaJuni. Kuhlelelwe ukuthi kutholakale amathani angaphezu kwezigidi ezintathu zamandla amasha e-PP eMpumalanga, eNingizimu naseNyakatho-mpumalanga yeShayina. Ukunciphisa ukungezwani kwezepolitiki kuzokwehlisa amanani empahla yamazwe ngamazwe futhi kuthuthukise inzuzo yokungenisa impahla, kulethe imithwalo eminingi engenayo. Ukwanda kokunikezwa kwamandla amathathu kuzohlangana ku-Q3.
Ukusebenza kwemakethe kuncike ekudingweni okuphansi kanye nokuguquguquka kwezindleko ze-feedstock. Imikhakha yabasebenzisi bendabuko kufaka phakathi ipulasitiki elukiwe, i-BOPP kanye nokubumba nge-injection ayinawo ama-oda aqinile, kanti ihlobo elingaphandle kwesizini linciphisa ukuthuthukiswa kwesidingo; isidingo esiqinile esikhona asikwazi ukwamukela izinto ezintsha. Izingozi ze-geopolitical eziphinde zivele zingase ziphakamise izindleko ukuze zinciphise ingcindezi yokunikezwa, kodwa isimo esinjalo akunakwenzeka ngaphansi kwemikhuba yamanje.
Ngamafuphi, ukulungiswa kwezitshalo kanye nezombusazwe zezwe kusekele imakethe ye-PP ku-H1 futhi kwanciphisa ingcindezi eyengeziwe. Njengoba lezi zisekelo ziphela ku-Q3 kusukela kumandla amadala abuyiselwe kanye nemigqa yokukhiqiza esanda kwethulwa, amanani e-PP azoshintsha kusukela ekuqhutshweni yizindleko kuya ekuqhutshweni kwesidingo sokunikezela, futhi izinguquko zesitoko zizolawula izitayela zamanani zesikhathi esizayo kanye nokuhlanganiswa kwamandla ezimboni.
Isikhathi sokuthunyelwe: Juni-05-2026