Nūhou Mākeke | Ua pani mau ʻo Kōlea Hema i ka 1.39Mt Ethylene Capacity; Nā Looms Surplus Capacity H2 kūloko, PE Fluctuates RMB 50–200/MT, ABS Piʻi RMB 130/MT

Ua ʻāpono nā luna o Kōlea Hema i kahi hoʻolālā hoʻoponopono hou nui ma Iulai 22: E pani mau ʻia nā ʻāpana ethylene ʻelua o Yeosu a YNCC (1.39Mt/makahiki). Hoʻemi ka pani ʻana i ka mana ethylene o YNCC ma mua o 60%, e hōʻemi ana i kahi kokoke i 10% o ka mana ethylene aupuni holoʻokoʻa o Kōlea Hema i hoʻokahi hahau.

Ua aneane pau nā ʻoihana petrochemical nui o Kōlea Hema i nā pohō i nā makahiki ʻelua i hala. Ua hilinaʻi nui kā lākou mau hale hana i ka naphtha i lawe ʻia mai a nele i nā pono kumukūʻai.

Ke kuhi nei ke aupuni i ka hōʻemi manawaleʻa ʻana i ka mana ethylene o 2.7–3.7Mt/makahiki, ma kahi o 25% o kona huina 14.7Mt makahiki. Ke mau nei ka hakahaka i manaʻo ʻia; ʻo nā crackers kahiko ma KPIC lāua ʻo SK Geocentric nā moho aʻe no ka pani ʻana.

Ma ka home, hoʻokahi miliona miliona wale nō ka nui o ka PE hou i hoʻokomo ʻia ma ka H1, ʻoi aku ka haʻahaʻa ma mua o ka makahiki i hala. ʻO nā hoʻopilikia o ka hoʻouna ʻana i ka Hikina Waena a me ka mālama nui ʻana i nā mea kanu kūloko i hoʻomāmā i nā haunaele o ka lako a me ke koi.

E ʻike ʻo H2 i kahi hoʻokuʻu ʻana o ka mana PE hou he 5Mt ma Kina: Ke komo nei ʻo Tarim Phase II FDPE i ka hoʻāʻo ʻana no ka hoʻomaka ʻana o Iulai-ʻAukake; Ua kūkulu piha ʻia ʻo Shandong New Times LLDPE a ua mākaukau no ka hana ʻana. E hoʻokuʻu ʻia ʻo Huajin Aramco, Baofeng Phase IV, China Coal Yulin i ka Q4.

Ua hāpai ka piʻi ʻana o nā pilikia geopolitical i ka ʻaila maka no ʻehā mau lā pololei, e hāʻawi ana i ke kākoʻo kumukūʻai no PE. Akā, ke komo nei ʻo downstream i ke kau haʻahaʻa kuʻuna me ka hoʻopiha hou ʻana o ka mea hoʻohana hope, e hana ana i kahi huki kaua "kumukūʻai ikaika, koi nāwaliwali".

Ke piʻi mau nei ka ʻaila maka honua, e hoʻokiʻekiʻe ana i nā kemika kūloko āpau i kēia lā: ʻO ka ʻaila maka +4.14% (mea loaʻa kiʻekiʻe), styrene monomer +2.88%, plastics +2.15%, benzene +1.96%, PX & PP +1.86%, propylene +1.7%, nā ʻano plastic +0.64%. Ua piʻi pū nā ʻāpana polyester, staple fiber a me PTA i nā kekelē like ʻole.