Russia ndiyo yechipiri pakukura mutengesi wemafuta asina kuchena pasirese, uye huwandu hwekutengesa kunze kwenyika hunotora 25% mukutengesa kunze kwenyika.Mutengo wemafuta asina kuchena wanga uchidzikama zvakanyanya kubva pakatanga hondo yeRussia-Ukraine.Sezvo zvirango zveRussia neEurope neUS zvakawedzera, kushushikana kwekumiswa kwesimba reRussia kwakawedzera.Mumazuva matanhatu apfuura ekutengesa, Brent crude oil remangwana rakawedzera nemadhora makumi mana nerimwe/b, zvichikwidza mutengo wemafuta asina kuchena kusvika pakakwirira kubva muna Chikunguru 2008.
Zvakadaro, polyester feedstock, PSF nepolyester yarn zvichiri padanho repakati kubva 2007. Sei vasingakurumidzi kukwira?
1. Mutengo wemafuta asina kuchena zvinoenderana nekupa uye kudiwa mamiriro, uye inosarudza mutengo wezvigadzirwa zvepasi.
Kuwedzera kwemafuta asina kuchena kunonyanya kudzika midzi mukuvhunduka kunokonzerwa nekudiwa kwakanyanya kuri kutarisirwa pakumiswa kwemafuta asina kuchena eRussia.Kunyangwe kutangwazve kwekutengeswa kwemafuta asina kuchena eIran uye kusimudzwa kwechirambidzo chekutengeswa kwemafuta eVenezuela hakugone kugadzira gaka rekupa.Nekudaro, iyo yekugovera uye yekudiwa mamiriro inosarudza mutengo wemafuta asina kuchena.
Iyo chati iri pamusoro inoratidza maitiro ekugadzirwa kwePSF.Polyester feedstock mutengo = PTA * 0.855 + MEG* 0.335.Mutengo wemafuta asina kuchena unokanganisa mutengo wePSF kusvika pamwero mukuru.Naizvozvo, pamwe nekukwira kwemafuta asina kuchena, polyester maindasitiri cheni inosimuka, kusanganisira shinda yepolyester.
2. Bearish kudiwa kunokwevera kukwira kwePSF mutengo uye kuwedzera kurasikirwa kunokanganisa kupa uye kudiwa patani.
Parizvino, PX, PTA uye MEG vese vanotambura kurasikirwa kukuru, uye PTA-PX yakapararira yakatoshanduka isina kunaka paKurume 8 kekutanga murekodhi.Zvigadzirwa zvepolester sePSF, POY, FDY uye PET fiber chip zvese zvinorohwa.Izvo zvinokonzerwa nehusimbe hwekudzika kwemvura kudiwa zvakanyanya.Mushure mezororo reMutambo weChirimo, indasitiri yemachira neyezvipfeko yakaona kudiwa kwakapfava.Chekutanga, pakati pekukwira kwemitengo, kudiwa kubva kunze kweChina kwakadzikira.Kechipiri, zvigayo muSoutheast Asia zvakatangazve kugadzira, uye mamwe maodha akayerera ipapo.Pamusoro pezvo, kudonha kwepolyester feedstock kwakaderedza kufungidzira kudiwa pamberi peRussia neUkraine kunetsana.Nekuda kweizvozvo, mirairo yepasi haina kubudirira mushure mezororo reMutambo weChirimo, uye nekudaro, polyester feedstock nemitengo yePSF yakadhonzerwa pasi kusvika padanho rakaderera pakati pemafuta asina kuchena akasimba.
Mukurasikirwa, zvidyarwa zvakatevedzana zvakaburitsa zvirongwa zvekugadzirisa, zvinosanganisira PX, PTA, MEG, PSF uye PFY.Mwero wekushanda wePSF unotarisirwa kudzikira kusvika pa80% pakupera kwaKurume kubva pa86%.Polyester yarn mill haina kuronga kumisa kugadzirwa neiyo yakaderera hesitori uye inonzwika purofiti.Ikozvino iyo yekugovera uye yekudiwa pateni pamwe neketani yese yeindasitiri inoshandurwa.
Kurwisana kweRussia neUkraine kwakatora makumi emazuva uye kuruma kumativi ose.Kana oiri isina kukora ikaramba ichichinja inopfuura $110/b, polyester indasitiri cheni ichapikiswa uye shinda yepolyester ichave yakanyanya kufurirwa muna Kubvumbi munguva pfupi yapfuura.
Nguva yekutumira: Mar-21-2022