Kutshanje, abathathi-nxaxheba kwimarike baqikelele ukuba iziseko zobonelelo kunye nemfuno kwimarike yehlabathi ye-polypropylene (PP) ziya kujongana nemingeni emininzi kwisiqingatha sesibini sowama-2022, ikakhulu kubandakanya ubhubhane omtsha we-crown pneumonia e-Asia, ukuqala kwexesha leenkanyamba eMelika, kunye nengxabano phakathi kweRashiya ne-Ukraine. Ukongeza, ukuqaliswa kwamandla amatsha emveliso e-Asia kunokuchaphazela nolwakhiwo lwemarike ye-PP.
Inkxalabo ngokuthengiswa kwe-PP ngokugqithisileyo e-Asia. Abathathi-nxaxheba kwimarike evela kwi-S&P Global bathi ngenxa yokuthengiswa kwe-polypropylene resin ngokugqithisileyo kwimarike yase-Asia, amandla emveliso aya kuqhubeka nokukhula kwisiqingatha sesibini sowama-2022 nangaphaya, kwaye ubhubhane usachaphazela imfuno. Imarike ye-PP yase-Asia inokujongana nemingeni.
Kwimarike yaseMpuma Asia, i-S&P Global iqikelela ukuba kwisiqingatha sesibini salo nyaka, kuza kusetyenziswa iitoni ezizizigidi ezi-3.8 zemveliso entsha ye-PP eMpuma Asia, kwaye kuza kongezwa iitoni ezizizigidi ezi-7.55 zemveliso entsha ngo-2023.
Imithombo yemarike ibonise ukuba phakathi kokuxinana okuqhubekayo kwezibuko kulo mmandla, izityalo ezininzi zemveliso ziye zalibaziseka ngenxa yemiqathango yobhubhane, nto leyo ephakamisa amathandabuzo malunga nokuthembeka kokumiselwa kwamandla. Abarhwebi baseMpuma Asia baya kuqhubeka bebona amathuba okuthumela ngaphandle eMzantsi Asia naseMzantsi Melika ukuba amaxabiso eoyile ahlala eqinile, itsho imithombo. Phakathi kwazo, imboni ye-PP yaseTshayina iya kutshintsha indlela yokubonelela ngemveliso yehlabathi kwixesha elifutshane neliphakathi, kwaye isantya sayo sinokuba sikhawuleze kunokuba bekulindelwe. Ekugqibeleni iTshayina ingadlula iSingapore njengelizwe lesithathu elikhulu elithumela ngaphandle i-PP eAsia nakuMbindi Mpuma, njengoko iSingapore ingenazicwangciso zokwandisa amandla kulo nyaka.
INorth America ixhalabile ngokuhla kwamaxabiso epropylene. Imarike ye-US PP kwisiqingatha sokuqala sonyaka yayichaphazeleka kakhulu ziingxaki eziqhubekayo zothutho lwangaphakathi, ukungabikho kwezibonelelo ezichanekileyo kunye namaxabiso okuthumela ngaphandle angakhuphisani. Imarike yasekhaya yase-US kunye ne-PP yokuthumela ngaphandle iya kujongana nokungaqiniseki kwisiqingatha sesibini sonyaka, kwaye abathathi-nxaxheba kwimarike nabo bagxile kwimpembelelo enokubakho yexesha leenkanyamba kulo mmandla. Okwangoku, ngelixa imfuno yase-US iye yanciphisa ngokuthe ngcembe uninzi lwee-resin ze-PP kwaye yagcina amaxabiso esivumelwano ezinzile, abathathi-nxaxheba kwimarike basaxoxa ngokulungiswa kwamaxabiso njengoko amaxabiso achanekileyo abathengi be-propylene slip kunye ne-resin bezama ukunciphisa amaxabiso.
Nangona kunjalo, abathathi-nxaxheba kwimarike yaseMntla Melika bahlala belumkile malunga nokwanda kokunikezelwa kwemveliso. Imveliso emitsha eMntla Melika kunyaka ophelileyo ayizange yenze lo mmandla ukhuphisane ngakumbi nemimandla yokungenisa impahla yendabuko efana neLatin America ngenxa yokuhla kwamaxabiso e-PP angaphandle. Kwisiqingatha sokuqala salo nyaka, ngenxa ye-force majeure kunye nokulungiswa kweeyunithi ezininzi, bekukho izibonelelo ezimbalwa ezingabonakaliyo ezivela kubaboneleli.
Imakethi yePP yaseYurophu ichaphazeleke kakhulu yi-upstream
Kwimarike ye-PP yaseYurophu, i-S&P Global ithe uxinzelelo lwamaxabiso oluphezulu lubonakala luqhubeka lubangela ukungaqiniseki kwimarike ye-PP yaseYurophu kwisiqingatha sesibini sonyaka. Abathathi-nxaxheba kwimarike ngokubanzi baxhalabile kukuba imfuno esezantsi isenokuba iyancipha, kunye nemfuno ebuthathaka kwimizi-mveliso yezixhobo zokuzikhusela zeemoto kunye nezomntu. Ukunyuka okuqhubekayo kwixabiso lemarike ye-PP ephinda isetyenziswe kunokunceda imfuno ye-resin ye-PP, njengoko abathengi bedla ngokujika kwizinto ze-resin ezingabizi kakhulu. Imarike ixhalabile ngakumbi malunga nokunyuka kweendleko ezisezantsi kunezo zisezantsi. EYurophu, ukuguquguquka kwexabiso lesivumelwano se-propylene, izinto eziluhlaza ezibalulekileyo, kunyuse ixabiso le-resin ye-PP kwisiqingatha sokuqala sonyaka, kwaye iinkampani zenze imizamo yokudlulisela ukunyuka kwamaxabiso ezinto eziluhlaza kwisiqingatha esisezantsi. Ukongeza, ubunzima bezinto zokusebenza kunye namaxabiso aphezulu amandla nazo ziqhuba amaxabiso.
Abathathi-nxaxheba kwimarike bathi ingxabano yaseRashiya neyaseUkraine iya kuqhubeka nokuba yinto ephambili kutshintsho kwimarike ye-PP yaseYurophu. Kwisiqingatha sokuqala sonyaka, bekungekho mveliso ye-resin yaseRashiya kwimarike yaseYurophu, nto leyo enike indawo kubathengisi abavela kwamanye amazwe. Ukongeza, i-S&P Global ikholelwa ukuba imakethi ye-PP yaseTurkey iya kuqhubeka nokuhlangabezana neengxaki ezinkulu kwisiqingatha sesibini sonyaka ngenxa yeengxaki zoqoqosho.
Ixesha lokuthumela: Sep-28-2022