Nkag mus rau xyoo 2021, raws li lub teb chaws xaus lub sijhawm lub sijhawm kaw, kev lag luam thim rov qab, thiab cov tshuaj tiv thaiv COVID-19 qhia pom cov txiaj ntsig tau zoo, kev lag luam thoob ntiaj teb kev lag luam yuav raug txhawb los ntawm kev muaj zog los ntawm kev lag luam polypropylene.
Cov neeg koom nrog kev ua lag luam Propylene tau hais tias nrog kev tawm tsam tshuaj tiv thaiv kab mob thiab rov pib dua ntawm kev mus ncig, kev thov los ntawm kev lag luam tsheb kuj tseem xav kom nce ntxiv. Cov khoom siv nruj nyob hauv qee thaj tsam tseem yuav txhawb nqa thoob ntiaj teb cov lag luam propylene.
Nyob hauv Tebchaws Europe, vim kev tawm dag zog thiab kev tawm dag zog tshwm sim los ntawm kev sib kis, kev kaw thiab tu ntawm qee cov nroj tsuag tawg tau muab ncua los ntawm 2020 txog 2021. Tam sim no muaj tsawg kawg 4 qhov kev kho dua tshiab npaj yuav ua nyob rau 2021, qee qhov yuav nqa tawm hauv thawj ib nrab ntawm lub xyoo, uas yuav txo qis cov khoom lag luam.
Cov neeg tuaj koom kuj tau twv tias cov chaw lim dej European yuav ua haujlwm txuas ntxiv los ntawm kev ua haujlwm qis dua nyob rau thawj ib nrab xyoo vim tias tib neeg taug kev tsawg dua thiab mus txuas ntxiv ua haujlwm hauv tsev, thiab cov neeg siv roj tsawg dua. Kev ua haujlwm qis dua tuaj yeem cuam tshuam cov khoom ntawm propylene, tshwj xeeb tshaj yog cov khoom siv roj av.
Raws li cov ntaub ntawv los ntawm S& P Ntiaj Teb Platts, nrog cov roj av rov qab thov, qhov kev khiav hauj lwm ntawm cov seem catalytic cracking tuaj yeem nce nyob rau xyoo 2021, tab sis qhov nce tsuas yog tsawg. Kev tsom xam kwv yees tias xyoo 2021, kev ua lag luam nruab nrab ntawm RFCC yuav nce ntawm 75% -76% xyoo 2020 txog 79% -80%.
Hauv cov tebchaws Esxias, kev ua haujlwm ntawm cov dej ntws tawm tshiab hauv cov nroj tsuag PP hauv South Kauslim xav kom txo lub tebchaws' s propylene xa khoom.
Ob qhov chaw cog qoob loo PP uas muaj los ntawm SK Advanced thiab Hanwha Total, nrog rau tag nrho ntawm 800,000 tons ntawm PP ntau lawm ib xyoos, raug cia siab tias yuav muab tso rau kev ua haujlwm hauv thawj ib nrab xyoo. Tsis muaj tshiab propylene ntau lawm muaj peev xwm yuav ntxiv ua ntej ib nrab xyoo. Kaus lim qab teb yog Tuam Tshoj' s lub ntsiab khoom ntawm propylene." Qhov no txhais tau tias Kaus Lim Qab Teb' s khoom xa tuaj rau Tuam Tshoj tau nqis lawm." Ib tug neeg Kaus Lim Qab Teb tau hais. Ua ntej qhov chaw tshiab hauv Kaus Lim Qab Teb muab tso rau hauv kev ua haujlwm, yuav muaj cov khoom lag luam txaus rau cov khoom ntim.
Tuam Tshoj' s mov nce
Cov neeg tuaj koom kev lag luam yuav saib zoo rau txoj kev loj hlob ntawm Tuam Tshoj tus kheej tshiab kev tsim cov khoom tsim tshiab muaj peev xwm xyoo 2021, vim tias qhov no yuav cuam tshuam rau Tuam Tshoj txoj kev thov khoom lag luam.
Ib tus tub luam thoob ntiaj teb tau hais tias:" Hauv thawj ib nrab ntawm lub xyoo, ntau qhov ntawm cov peev txheej tshiab yuav tsim tawm sai sai, thiab kev loj hlob ntawm kev thov tsis loj npaum li qhov nce hauv kev tsim tawm."
Dongfang Zog xav tias yuav ua tiav qhov kev tsim kho tshiab 660,000 tons / xyoo PDH cog hauv Ningbo thiab ob nqes dej 400,000 tons / xyoo PP nroj tsuag thaum Lub Ib Hlis 2021, thaum Fujian Meide Petrochemical lub 660,000 tons / xyoo PDH cog yuav ua tiav thaum Lub Kaum Ob Hlis Nws tau muab tso rau hauv ntau lawm, thiab nws xav pom tias yuav tsim cov tshuaj propylene raws li kev qhia tshwj xeeb ua ntej Lub Ib Hlis 2021.
Tus tub luam khoom thoob ntiaj teb hais tias:" Yog tias Fujian Midea tuaj yeem pib PDH ntaus ntawv nyob rau lub sijhawm no, ces Tuam Tshoj' s kev cia siab rau kev ntshuam tuaj yeem raug txo." Fujian Midea yog Tuam Tshoj' s loj tshaj plaws kev ua lag luam propylene thiab tseem yuav khoom lag luam kom txaus siab qhov kev thov rau nws ob 500,000 tons / xyoo PP nroj tsuag.
Tuam Tshoj' s propylene cov khoom lag luam ntsaws cia siab tias tseem yuav poob qis xyoo 2021, uas yog nyob rau hauv txoj kab nrog Suav' s loj hlob muaj peev xwm ntau lawm. Raws li cov ntaub ntawv kev lis kev cai, Tuam Tshoj' s cov khoom coj los siv los ntawm Lub Ib Hlis mus rau Lub Kaum Hli poob 19.5% xyoo-rau-xyoo rau 2.06 lab tons.
European arbitrage
Vim tias cov nqi hauv Tebchaws Asmeskas nce ntxiv, cov dej ntws ntawm US propylene mus rau Tebchaws Europe yuav nres rau xyoo 2020. Cov neeg tuaj koom kev lag luam xav tias thawj ib nrab ntawm 2021, tseem muaj cov sijhawm siab tseem yuav raug kaw. Kev thov coob, kev siv tsis txaus thiab kev npaj kaw yuav ua rau Tebchaws Europe' s propylene mov nruj, txawm tias qhov no yuav txwv los ntawm kev xav tau ntawm kev thov rov qab.
Cov neeg siv khoom lag luam tau hais tias nyob hauv Tebchaws Meskas, vim tias tseem muaj kev quab yuam thiab cov kev xav tau qis, cov nqi hauv lub sijhawm thib ob thiab thib peb tau nyob nruab nrab-rau-theem ntawm 30 xees ib phaus, thiab nws cia siab tias lawv yuav txuas ntxiv mus yuav tsum muaj qhov txwv nyob rau thawj ib nrab ntawm 2021.
Refinery kev lag luam tus nqi
Hauv Tebchaws Asmeskas, tus nqi ntawm cov chaw so dej-qib propylene poob qis tshaj li 18 xyoo nyob rau thawj peb lub hlis uas tau tsav los ntawm kev ua haujlwm siab ntawm cov twj tso kua mis. Raws li Asmeskas Cov Ntaub Ntawv Hluav Taws Xob Cov Hluav Taws Xob, ntawm 18-xyoo tsawg, cov haujlwm lag luam roj hauv tsev yog 82.3%.
Vim tias tus nqi txo qis, cov khoom siv hluav taws xob sab nraud thiab cov khoom siv hluav taws xob propylene tau ceev, thiab tus nqi tau pib rov nce dua, thiab tau zoo nyob rau theem siab txij li lub quarter thib peb.
Source: Tshuaj Lom Zem Network
