Iindaba zeMarike | UMzantsi Korea Uvala Unaphakade Umthamo we-Ethylene we-1.39Mt; I-Surplus Capacity ye-H2 yasekhaya I-Looms, i-PE itshintsha i-RMB 50–200/MT, i-ABS inyuke i-RMB 130/MT

Abasemagunyeni baseMzantsi Korea bavumile isicwangciso esikhulu sokulungisa ngokutsha ngoJulayi 22: Iiyunithi ezimbini ze-YNCC ze-Yeosu ethylene (1.39Mt/ngonyaka) ziya kuvalwa ngokusisigxina. Ukuvalwa kunciphisa amandla e-ethylene ye-YNCC ngaphezulu kwe-60%, kunciphisa phantse i-10% yamandla e-ethylene ewonke eMzantsi Korea ngexesha elinye.

Phantse zonke iinkampani ezinkulu zepetrochemical zaseMzantsi Korea ziye zalahlekelwa kwiminyaka emibini edlulileyo. Izityalo zazo zixhomekeke kakhulu kwi-naphtha engeniswa kwamanye amazwe kwaye azinazo izibonelelo zexabiso.

Urhulumente ujonge ukunciphisa ngokuzithandela umthamo we-ethylene ukusuka kwi-2.7–3.7Mt/ngonyaka, malunga ne-25% yamandla ayo onke ayi-14.7Mt ngonyaka. Umsantsa ekujoliswe kuwo usahleli; ii-crackers ezindala kwi-KPIC kunye ne-SK Geocentric zezona zilandelayo eziza kuvalwa.

Kumazwe angaphandle, kuphela umthamo omtsha we-PE oyi-1Mt oye wangena kwi-intanethi kwi-H1, nto leyo engaphantsi kakhulu kunonyaka ophelileyo. Ukuphazamiseka kokuthunyelwa kwempahla kuMbindi Mpuma kunye nokugcinwa kwezityalo zasekhaya okugxileneyo kunciphise uxinzelelo lwemfuno yobonelelo.

I-H2 iza kubona ukuqaliswa okukhulu komthamo omtsha we-PE we-5Mt eTshayina: I-Tarim Phase II FDPE ingena kuvavanyo lokuqalisa ngoJulayi ukuya ku-Agasti; iShandong New Times LLDPE yakhiwe ngokupheleleyo kwaye ilungele ukuveliswa. I-Huajin Aramco, iBaofeng Phase IV, iChina Coal Yulin iza kuqaliswa kwikota yesi-4.

Iingozi ezikhulayo kwezopolitiko zinyuse ioyile eluhlaza kangangeentsuku ezine ezilandelelanayo, nto leyo enika inkxaso kwiindleko ze-PE. Kodwa ke, emva koko, i-oyile ingena kwixesha lesiqhelo eliphantsi apho ukuthengiswa kwayo kubuthathaka, nto leyo eyenza “indleko enamandla, imfuno ebuthathaka”.

I-crude yehlabathi iqhubekile nokunyuka, inyusa zonke iikhemikhali zasekhaya namhlanje: I-crude +4.14% (i-top gainer), i-styrene monomer +2.88%, iiplastiki +2.15%, i-benzene +1.96%, i-PX kunye ne-PP +1.86%, i-propylene +1.7%, iintlobo zeplastiki +0.64%. Iitships ze-polyester, i-staple fiber kunye ne-PTA nazo zinyuke zaya kumanqanaba ahlukeneyo.