Iindaba zeMarike | Iingozi zeJografi kwezopolitiko ziyanda; Umthamo wokuthunyelwa kwempahla eStrait of Hormuz uyehla uye kuZero!

I-Qimei Zhenjiang inyusa amaxabiso nge-RMB 900/MT; Amaxabiso e-ABS kunye ne-PP anyuke nge-RMB 400/MT, i-PE inyuke nge-RMB 300/MT kulo lonke ibhodi namhlanje… Uxinzelelo phakathi kwe-US ne-Iran luphinde lwavuka! Idatha yokuthunyelwa kwempahla ibonisa ukuba ithrafikhi edlula kwiStrait of Hormuz ifikelele ezantsi kakhulu. Izibalo zityhila ukuba akukho zithuthi zithwala i-LNG ezibonwe zidlula kwiStrait ukusukela nge-16 kaJulayi. I-Iran yathi ngomhla we-19 umthamo wokuthunyelwa kwempahla kwiStrait of Hormuz wehle waya kwi-zero, kwaye nayiphi na inqanawa ezama ukuwela iya kujoliswa kuyo. Iinqanawa ezine zazama ukudlula ngaloo mini: ezimbini zabanjwa, kwaye ezinye ezimbini zayeka uhambo lwazo. Ingxaki embi yokuthunyelwa kwempahla ithumele amaza othusayo kwiimarike zamandla zehlabathi. I-Brent crude ibuyele kwi-USD 70 ukuya phantse kwi-USD 90 kwiintsuku ezingama-20. I-Capital Economics ikhuphe uqikelelo oluqatha ngakumbi kwingxelo yayo yamva nje, ilumkisa ukuba ukuba iStrait of Hormuz ihlala ivaliwe ixesha elide, i-Brent crude inokunyuka iye kwi-USD 150 ngebharele. Iimveliso zekhemikhali zasekhaya zinyuke nge-7.12% namhlanje: I-Benzene inyuke nge-7.12%, i-oyile eluhlaza inyuke nge-6.30%, i-propylene +5.08%, i-styrene monomer +4.63%, i-polypropylene +4.51%, i-PVC +4.34%, iiplastiki +3.36%, kunye ne-paraxylene, i-PTA kunye neetships ze-polyester ezibonisa inzuzo ephakathi. Amaxabiso emarike yeplastiki abone inzuzo enkulu namhlanje. Iqhutywa ngamaxabiso aphezulu eempahla ezintathu eziphambili ze-ABS, abavelisi abaquka iTianjin Dagu, iNingbo LG Yongxing, iShandong Lihuayi, iLiaoning Jinfa, iRongsheng Petrochemical kunye neQimei Zhenjiang baphakamise amaxabiso angaphandle kwefektri nge-RMB 100–900/MT. Abarhwebi banikezela ngeekowuteshini eziphezulu, kodwa abathengi bamelana nemithwalo ebiza kakhulu. Amaxabiso e-ABS kulindeleke ukuba atshintshe kumanqanaba aphezulu ngomso.