Iindaba zeShishini
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Imfuno yePVC yaseIndiya iza kufikelela kwi-6 yezigidi zeetoni ngo-2030, ijongene nokunqongophala kwe-35% yobonelelo
I-13th VinylIndia Exhibition & Conference ibibanjelwe eMumbai nge-9–10 ka-Epreli, 2026. Abaphathi abaphezulu abavela kwi-DCM Shriram Limited yaseIndiya bathi nangona kukho amandla amatsha aphumayo kwi-intanethi, i-India iya kuhlala ixhomekeke kwixesha elide kwiimveliso ze-PVC ezingeniswayo. Ngokutsho kukaVinoo Mehta, uMlawuli oyiNtloko kunye neNtloko yeShishini ye-DCM Shriram, ishishini le-PVC laseIndiya likhule kwi-CAGR ye-5.7% phakathi kowama-2020 nowama-2025. Imfuno kulindeleke ukuba inyuke iye kwiitoni ezi-6 zezigidi ngo-2030. Nangona kukho amandla amatsha acwangcisiweyo avela kwi-Reliance Industries kunye ne-Adani Group ecwangciselwe u-2027–2028, amandla emveliso ye-PVC e-India aya kufikelela kwi-3.7 yezigidi zeetoni ngo-2030, okudala umsantsa wemfuno yokubonelela ngeenkonzo we-2.1 yezigidi zeetoni—okulingana nokusilela kokubonelela ngeenkonzo kwe-35%. Olu kusilela kuya kufuneka luzaliswe kukungeniswa kweenkonzo. Iimbalasane eziphambili zeMarike I-PVC idlala indima... -
Ingxabano yaseMbindi Mpuma Iphazamisa Ishishini le-Ethylene; Imveliso yeHlabathi Isenokwehla Ngaphezulu kweetoni ezingama-22 ezigidi ngo-2026
UWalter Hart, iNtloko yeHlabathi ye-Olefins kwi-S&P Global Energy CERA, uthe kwiNgqungquthela yeHlabathi yePetrochemical ukuba ukuvalwa ngokupheleleyo kweStrait of Hormuz kuya kubachaphazela kakhulu abavelisi bepetrochemical baseAsia. Iicrackers zomphunga kuMbindi Mpuma ziya kunyanzeleka ukuba zivalwe, ngelixa ezinye izityalo zaseAsia ziya kuyinciphisa imisebenzi ngenxa yokunqongophala kokutya. Imveliso ye-ethylene yehlabathi ngo-2026 kulindeleke ukuba yehle malunga neetoni ezingama-22 ezigidi, ezilingana ne-12% yemveliso ka-2025. Uxinzelelo lomkhosi eGulf luphazamise ukunikezelwa kokutya kwepetrochemical. Malunga neetoni ezingama-29 ezigidi zomthamo we-ethylene wonyaka kummandla weGulf okwangoku awusebenzi, kwaye ukuvalwa ngokupheleleyo e-Iran, eKuwait naseQatar, nakwezinye izityalo zaseMbindi Mpuma kusebenza kufutshane namaxabiso aphantsi. Oku sele kunciphise imveliso ye-ethylene yengingqi ngokurhabaxa... -
Iindlela zeMarike｜Ukusuka kwi-46,800 MT ukuya kwi-1.515 Million MT: Umgaqo-nkqubo we-Zero Tariff waseIndiya uza kuyitshintsha njani iMarike yePVC? Amaxabiso anyuke aye kwi-1,400! I-PA66 iza kunyuka ngakumbi!
Ngomhla woku-1 ku-Epreli, ngenxa yokunyuka kwamaxabiso okubangelwe ziingxabano zengingqi, iIndiya yabhengeza ukuba iza kunciphisa iirhafu zokungenisa impahla kwi-polyvinyl chloride (PVC), i-polypropylene (PP) kunye ne-polyethylene (PE) ukusuka kwi-7.5% ukuya kwi-0% kangangexesha elingephi leenyanga ezintathu. Eli nyathelo liza kusebenza ukususela nge-2 ku-Epreli ukuya kwi-3 kuJuni. IIndiya yeyona nkampani ingenisa kakhulu i-PVC kwamanye amazwe, ibiza malunga ne-17% yezinto ezithunyelwayo kwihlabathi liphela. Imfuno yayo ye-PVC igxile kakhulu kwicandelo lezolimo, njengemibhobho yokunkcenkceshela, imibhobho yokuhambisa amanzi kunye namanzi, ilandelwa lishishini lokwakha elibandakanya iiprofayili, iifilimu, iingcingo kunye neentambo, njl. Ngokuphathelele imithombo yokungenisa impahla eIndiya, ilizwekazi laseTshayina kudala libekwe kwindawo yokuqala, kunye ne-41% yezinto ezithunyelwa eIndiya ze-PVC ezivela kwilizwekazi laseTshayina ngo-2024. Umthamo wokuthumela ngaphandle kwePVC eTshayina ubandakanye... -
Ingxelo: Ixhaswe yiMigaqo-nkqubo yasekhaya neyangaphandle ethandekayo, ukuthunyelwa kwamanye amazwe kwePVC eTshayina kuqhayisa ngamathuba amakhulu
Ngomhla woku-1 ku-Epreli, urhulumente waseIndiya ubhengeze ukuncitshiswa kweerhafu zokungenisa impahla kwi-polyvinyl chloride (PVC), i-polypropylene (PP) kunye ne-polyethylene (PE) ukusuka kwi-7.5% ukuya kwi-0%. Lo mgaqo-nkqubo uqale ukusebenza ngokusesikweni ngomhla wesi-2 ku-Epreli ixesha elingephi leenyanga ezi-3, ujolise ekunciphiseni ukunyuka kwamaxabiso kwasekhaya okubangelwa ziingxabano zengingqi. (Esi saziso siza kusebenza ukususela ngomhla wesi-2 ku-Epreli, 2026 ukuya kuthi ga ngomhla wama-30 kuJuni, 2026 kuquka.) Ukukhululwa kwiRhafu yokungenisa impahla yexeshana eIndiya: Ifestile yokuthunyelwa kwamanye amazwe ngokukhawuleza Ivula I-China okwangoku ngumvelisi omkhulu nomthengisi we-PVC ozinzileyo kwihlabathi liphela. Nangona eli shishini liza kungena kwixesha eliphezulu lokugcinwa kwezityalo ukususela ku-Epreli ukuya kuJulayi kulo nyaka, ukubonelela ngemarike kuya kuhlala kuzinzile kuxhaswa ziimpahla eziphezulu zentlalo. Imarike ye-PVC yaseTshayina ikwindawo efanelekileyo yokudlala indima engenakutshintshwa ekugcineni... -
I-PVC: Impendulo Enyukayo Engalunganga, Ukunyuka Koluhlu Oluphezulu kunye neBearish Bias
Ukuguquguquka kweendleko zeoyile ekrwada kutshanje kuye kwabangela ukuba imvakalelo yemarike iphazamiseke. Amaxabiso eoyile ekrwada yamazwe ngamazwe ahlehla emva kokunyuka okungaqhelekanga, nto leyo eyenze ukuba inkxaso yemvakalelo yemarike yeekhemikhali ibe buthathaka. Ngelixa uthungelwano lweplastiki kunye neekhemikhali lwexesha elifutshane lubona ukuncipha okuncinci, abasebenzisi bokugqibela babonisa ukumelana okukhulu nezinto ezikrwada ezixabisa kakhulu. Ihlushwa luxinzelelo olukhulu lwezinto ezisetyenzisiweyo, i-PVC ayisebenzi kakuhle uthungelwano lwemizi-mveliso iyonke. Izinto ezisetyenzisiweyo ze-PVC zentlalo zimi kwi-1.374 yezigidi zeetoni, zinyuka nge-0.20% inyanga nenyanga kwaye zinyuka nge-70.63% unyaka nonyaka. Ngokutsho kweLongzhong Data, ukusukela nge-26 kaMatshi, iintsuku zokuvelisa izinto ezisetyenzisiweyo zabavelisi be-PVC baseTshayina zehle nge-6.67% inyanga nenyanga ukuya kwiintsuku ezi-5.6, njengoko izinto ezithengiswayo zithunyelwa kakhulu kwiimarike zasekhaya nezangaphandle. Imvakalelo yemarike isaqhubeka... -
Urhwebo lwe-PVC luqinile kwi-Oscillation, lune-Handside Capture yi-High Inventory; ii-PP Polyolefins zibonelela ngamathuba okuthengisa okufutshane
I-PVC: Ukuxinana Okunamandla, Ubuninzi Bempahla Ithintela Amandla Angaphezulu Ngosuku lorhwebo oludlulileyo, isivumelwano esiphambili se-PVC futures sehle nge-1.48%, amaxabiso asezantsi eMpuma China ehla nge-80 CNY/ton kwaye isiseko sihlala sizinzile. Umdlalo ophambili wemarike ulele kunxibelelwano phakathi kwenkxalabo yokubonelela ngezinto eziluhlaza eziqhutywa yi-geopolitics yaphesheya, ukuqaliswa kwemfuno yentwasahlobo yasekhaya kunye nobuninzi bempahla. Ixhaswa ziindleko eziqinileyo zexesha elifutshane, amaxabiso e-PVC athengisa ngamandla ngokuxinana ngelixa amandla aphezulu enqunyelwe ngokungqongqo yimpahla ephezulu. Kwicala lokubonelela, izinga lokusebenza kwe-PVC esekelwe kwi-ethylene lehle ngenxa yeendleko eziphezulu, okwenza ulindelo lokuqina kwesakhiwo. Amanqanaba okusebenza kwepayipi kunye neprofayili esezantsi aphinde anyuka ngokwexesha lonyaka kodwa ahlala ephantsi, kunye nokuthengwa okulinganiselweyo kwimfuno eqinileyo kunye nobunzima... -
Uxinzelelo lweMpuma Ephakathi Ukunyuka kwexabiso leplastiki yamafutha | I-Chemdo iqinisekisa uthotho lweenkonzo zehlabathi
Ukwanda kweengxabano zaseMbindi Mpuma, ukuphazamiseka kokuthunyelwa kwenqanawa kwiStrait of Hormuz kunye neBrent crude efikelela kwi-$120/barrel kubangele ukuba amaxabiso ezinto ezisetyenzisiweyo zeplastiki eziphambili zaseTshayina anyuke (nge-20-23 kaMatshi). I-PE/PP/PVC/ABS ibone inkqubela phambili, kunye nokunyuka okuphezulu kwe-7.93% ngosuku olunye, okudala imingeni yecandelo lokubonelela ngempahla—iShanghai Chemdo Trading Co., Ltd. imi njengomthengisi wehlabathi othembekileyo, enikezela ngezisombululo ezizinzileyo phakathi kokuguquguquka. Iintshukumo zeXabiso eziphambili (i-CNY/ton) Imbonakalo yeMarike: Amaxabiso asezantsi ahlala ephezulu nangona kukho ukulungiswa okuncinci kwexesha elizayo; i-PP/PVC ijongene nezinye izikhewu zokubonelela ngempahla ngokugcinwa kwezityalo okwandisiweyo, i-PE ibona umahluko wangaphakathi, kwaye i-ABS icinezelwe ziindleko ze-styrene eziphezulu—ukuguquguquka okuphezulu okuhlala ixesha elifutshane. I-Chemdo: Iqabane lakho le-Stable Global Polymer eliseShanghai, eTshayina, eShanghai Chemdo Trading Co., Ltd.... -
23,000 RMB/ton! Iphindwe kabini kwiintsuku ezili-10, inyuke nge-4,000 RMB/ton ngenyanga! Ingxabano yaseMbindi Mpuma ihlasela uthotho lweekhemikhali, i-ABS itsiba nge-500 RMB/ton ngosuku olunye
Ukususela ngoMatshi 2026, iimarike zeekhemikhali nezeplastiki zehlabathi zijongene noloyiko olungazange lubonwe ngaphambili ngenxa yokuwohloka okukhulu kweengxabano zezopolitiko kuMbindi Mpuma kunye nokuphazamiseka kokuthunyelwa kwempahla kwiStrait of Hormuz, okuthathwa njengeziganeko ze-force majeure. Amaxabiso eoli ekrwada yamazwe ngamazwe (i-WTI, iBrent) anyuke kakhulu, nto leyo enyusa iindleko kulo lonke uthotho lweshishini le-petrochemical olusekelwe kwioyile ekrwada kwaye oku kubangele ubunzima obukhulu kwiikhonkco zobonelelo lwehlabathi. Amaxabiso ezinto ezisisiseko zeekhemikhali anyukile: izinto ezingaphezulu kwe-100 zeekhemikhali zinyukile kwixesha elifutshane (ukususela ekuqaleni kukaMatshi ukuya phakathi kuMatshi). Phakathi kwazo, izinto eziphambili ezifana ne-acrylic acid, i-hexamethylenediamine, i-methylene chloride, i-butadiene, i-benzene ecocekileyo kunye ne-styrene zirekhode inzuzo enkulu kakhulu. Umzekelo, i-hexamethylenediamin... -
Ingxabano yaseMbindi Mpuma Ibangela Ukwanda Kwamaxabiso ePolypropylene (PP) eHlabathini I-Asia Irekhoda Ukunyuka Okukhulu
Idatha evela kwiPlatts, icandelo le-S&P Global Energy, ibonisa ukuba amaxabiso e-polypropylene (PP) yehlabathi anyuke kakhulu ukususela ekuqaleni kukaMatshi, eqhutywa yingxabano eqhubekayo kuMbindi Mpuma. Amaxabiso e-European PP homopolymer injection grade anyuke nge-€220/mt ukusukela ekuqaleni kukaMatshi. Ukusukela nge-13 kaMatshi, ixabiso eliqingqiweyo (ukuhanjiswa simahla) kwi-PP homopolymer injection grade kuMntla Yurophu limi kwi-€1,200/mt. Ngomhla we-11 kaMatshi, iPlatts ivavanye i-CFR North Africa PP raffia grade kwi-$1,290/mt, ukunyuka nge-$190/mt ngeveki. Oku kubonisa inzuzo enkulu yeveki enye ukusukela oko kwaqaliswa uvavanyo lwamaxabiso nge-17 kaMatshi 2021. Amaxabiso e-CFR West Africa raffia grade anyuke nge-39% ukusukela oko kwaqala ingxabano. I-Platts ivavanye i-CFR Far East Asia PP injection grade kwi-$1,180/mt,... -
Iingxabano zeJografi kunye neMigqaliselo yoMgaqo-nkqubo: Imarike yePVC yaseTshayina ijongene novavanyo oluphindwe kabini lomlilo kunye nomkhenkce
Intshayelelo Imarike yeekhemikhali yehlabathi ibone ukuguquguquka okukhulu ekuqaleni kowama-2026. Uxinzelelo lwezopolitiko oluvuselelweyo kuMbindi Mpuma kunye nokunyuka ngequbuliso kwemeko e-Iran kuye kwakhokelela ngokuthe ngqo ekunyukeni kwamaxabiso eoyile ekrwada, eyaziwa ngokuba "ngumama weshishini leekhemikhali." Nangona kunjalo, kwimarike ye-polyvinyl chloride (PVC) yaseTshayina, lo "mlilo" wangaphandle udibene "nokuqhwanyaza okubandayo" okuvela kuhlengahlengiso lwemigaqo-nkqubo yasekhaya. Phakathi kokudibana okuntsonkothileyo kwenkxaso yeendleko kunye nokususwa kwezaphulelo zerhafu yokuthumela ngaphandle, ishishini le-PVC laseTshayina limi kwindawo edibeneyo egcwele ukungaqiniseki. Okubi: Iingxabano zezelizwe ziphembelela inkxaso yeendleko Ukunyuka kwakutshanje e-Iran kube yeyona nto iguquguqukayo kwimarike yamandla yehlabathi. Njengelungu eliphambili le-Organization of the Petroleum Exporting Countries ... -
Ukuguqulwa Okumangalisayo Kwemigaqo-nkqubo Yerhafu YaseMelika: Impembelelo Ezahlulwe Ngokwesakhiwo Kwimizi-mveliso Yeplastiki NeChlor-Alkali YaseTshayina
Intshayelelo Ukususela nge-20 ukuya kwi-24 kaFebruwari 2026, umgaqo-nkqubo werhafu yase-US wenze utshintsho olukhulu. Impembelelo yolu tshintsho lwerhafu kwimarike yeshishini leekhemikhali laseTshayina ibonise umahluko kwisakhiwo, kwaye indlela ephambili yokudlulisela itshintshile ukusuka "kwimpembelelo yorhwebo ngqo" ukuya "ekucinezelweni kwemfuno ephantsi kunye nohlengahlengiso lokuhamba korhwebo lwehlabathi". I. Inkcazo yeSiganeko Ukususela nge-20 ukuya kwi-24 kaFebruwari 2026, umgaqo-nkqubo werhafu yase-US ufumene utshintsho olukhulu: nge-20 kaFebruwari, iNkundla ePhakamileyo yase-US yagweba ukuba i-10% "yerhafu yokubuyiselana" eyayibekwe ngaphambili ngurhulumente kaTrump phantsi koMthetho weHlabathi wezoQoqosho oluNgxamisekileyo (i-IEEPA) yayingekho mthethweni kwaye yawurhoxisa; nangona kunjalo, nge-24 kaFebruwari, urhulumente wase-US wabeka ngoko nangoko i-15% yerhafu yexeshana... -
Imbonakalo yeMarike yeXesha leMnyhadala yaseNtwasahlobo kunye neMbono emva kweeHolide
Ngexesha leMnyhadala weNtwasahlobo ka-2026 ngoFebruwari, uninzi lwamashishini e-petrochemical asekhaya agcine imveliso eqhelekileyo. Amanye amashishini anciphise umthwalo wawo wokusebenza ngenxa yokunyuka okukhulu kwamaxabiso eoli ekrwada ngexesha leeholide, kodwa izinga lokusebenza lilonke lahlala kwinqanaba elifanelekileyo. Ngenxa yokuchaphazeleka yimveliso eqhubekayo ngexesha leeholide, ukulibaziseka kokubuyiselwa kwezinto emva kweeholide kunye nokufika kwangaphambili kwezinye izixhobo ezingenisiweyo (ekuqaleni zazicwangciselwe ukufika phakathi ukuya ekupheleni kukaFebruwari) kumazibuko ngaphambi nangexesha leeholide, ukuqokelelwa kwezinto ze-petrochemical kunye nezentlalo kwanda kakhulu. Idatha ibonisa ukuba ukusukela nge-24 kaFebruwari, uluhlu olupheleleyo lwezinto zeSinopec kunye nePetroChina (ezigubungela iiplastiki eziqhelekileyo kubandakanya i-PE, i-PP, inani elincinci le-ABS, i-PS kunye ne-EVA) lufikelele kwiitoni ezingama-940,000,...