ʻO ka nui o ka mana hana o ka epoxy propane ma kahi o 10 miliona tons!

I nā makahiki ʻelima i hala iho nei, ʻoi aku ka nui o ka nui o ka hoʻohana ʻana o ka epoxy propane ma Kina ma luna o 80%.Eia nō naʻe, mai ka makahiki 2020, ua wikiwiki ka wikiwiki o ka hoʻolaha ʻana i ka mana hana, a ua alakaʻi pū ʻia i ka emi ʻana o ka hilinaʻi import.Manaʻo ʻia i ka wā e hiki mai ana, me ka hoʻohui ʻana o ka mana hana hou ma Kina, e hoʻopau ka epoxy propane i ka hoʻokomo ʻana a hiki ke ʻimi i ka lawe ʻana aku.

Wahi a ka ʻikepili mai Luft a me Bloomberg, i ka hopena o 2022, ʻo ka mana hana honua o ka epoxy propane ma kahi o 12.5 miliona tons, ka mea nui ma Northeast Asia, North America, a me ʻEulopa.Ma waena o lākou, ua hōʻea ka mana hana o Kina i ka 4.84 miliona tons, ʻoi aku ka nui o ka 40%, ka pae mua ma ka honua.Manaʻo ia ma waena o 2023 a me 2025, e hoʻopaʻa ʻia ka mana hana honua hou o ka epoxy propane ma Kina, me ka piʻi ʻana o ka makahiki ma mua o 25%.Ma ka hopena o 2025, e kokoke ana ka nui o ka hana ʻana o Kina i 10 miliona tons, me ka nui o ka hana o ka honua ma luna o 40%.

I ka ʻōlelo o ka noi, hoʻohana nui ʻia ka lalo o ka epoxy propane ma Kina no ka hana ʻana i nā polyether polyols, ʻoi aku ka nui o 70%.Eia nō naʻe, ua komo nā polyether polyols i kahi kūlana o ka overcapacity, no laila pono e hoʻonui ʻia ka hana ʻana ma o nā hoʻoiho.Ua ʻike mākou i ka pilina kiʻekiʻe ma waena o ka hana ʻana i nā kaʻa ikehu hou, nā hale kūʻai hale a me ka nui o ka hoʻokuʻu ʻana, a me ka koi kumulative no propylene oxide i hoʻohālikelike ʻia i ka manawa like i ka makahiki i hala.I ʻAukake, ua hoʻokō maikaʻi ʻia nā kūʻai kūʻai aku o nā lako a me ka hoʻouluulu ʻana o nā kaʻa ikehu hou, ʻoiai ke hoʻomau nei ka emi ʻana o ka nui o ka hoʻokuʻu ʻana aku o nā lako i kēlā me kēia makahiki.No laila, ʻo ka hana maikaʻi o ka pono o ka home a me nā kaʻa ikaika hou e hoʻolaha mau i ka noi no ka epoxy propane i ka wā pōkole.

Hoʻonui nui i ka mana hana styrene a me ka hoʻokūkū ikaika

Ua komo ka ʻoihana styrene ma Kina i kahi pae oʻo, me kahi kiʻekiʻe o ka hoʻokuʻu ʻana i ka mākeke a ʻaʻohe mea pale komo ʻoihana.ʻO ka hāʻawi ʻana i ka mana hana ka mea nui i nā ʻoihana nui e like me Sinopec a me PetroChina, a me nā ʻoihana pilikino a me nā ʻoihana hui.Ma Kepakemapa 26, 2019, ua hoʻopaʻa inoa ʻia nā styrene futures a kūʻai ʻia ma ka Dalian Commodity Exchange.

Ma ke ʻano he loulou nui i ke kaulahao ʻoihana i luna a i lalo, he hana koʻikoʻi ka styrene i ka hana ʻana i ka aila ʻaila, ka lanahu, ka pahu, nā plastics, a me nā huahana ʻē aʻe.I nā makahiki i hala iho nei, ua ulu wikiwiki ka mana hana styrene a me ka hoʻopuka.I ka makahiki 2022, ua hōʻea ka nui o ka hana o styrene ma Kina i 17.37 miliona tons, he hoʻonui o 3.09 miliona tons i hoʻohālikelike ʻia i ka makahiki i hala.Inā hiki ke hoʻokomo ʻia nā mea hana i hoʻolālā ʻia ma ka papa manawa, hiki i ka nui o ka nui o ka hana ʻana i ka 21.67 miliona tons, kahi hoʻonui o 4.3 miliona tons.

Ma waena o 2020 a me 2022, ua hōʻea ka hana styrene o Kina i 10.07 miliona tons, 12.03 miliona tons, a me 13.88 miliona tons, kēlā me kēia;He 2.83 miliona tona, 1.69 miliona tona, a me 1.14 miliona tona;ʻO ka nui o ka lawe ʻana aku he 27000 tons, 235000 tons, a me 563000 tons, kēlā me kēia.Ma mua o 2022, ua lilo ʻo Kina i mea kūʻai aku i ka styrene, akā ua hiki ke kiʻekiʻe o ka styrene ma Kina i ka 96% i 2022. Ua manaʻo ʻia e 2024 a i ʻole 2025, e hōʻea ka nui o ka lawe ʻana a me ka hoʻokuʻu aku i kahi kaulike. a e lilo ana ʻo Kina i mea kūʻai aku i ka styrene.

Ma ke ʻano o ka hoʻohana ʻana i lalo, hoʻohana nui ʻia ka styrene no ka hana ʻana i nā huahana e like me PS, EPS, a me ABS.Ma waena o lākou, ʻo ka nui o ka hoʻohana ʻana o PS, EPS, a me ABS he 24.6%, 24.3%, a me 21%.Eia naʻe, ʻaʻole lawa ka hoʻohana ʻana i ka hiki no ka wā lōʻihi o PS a me EPS, a ua kaupalena ʻia ka mana hou i nā makahiki i hala.Ma ka hoʻohālikelike ʻana, ua hoʻonui mau ʻo ABS i ka noi ma muli o kāna hoʻokaʻawale ʻana i ka mana hana a me ka nui o ka loaʻa kālā.I ka makahiki 2022, he 5.57 miliona tons ka mana hana ABS.I nā makahiki e hiki mai ana, hoʻolālā ʻo ABS home e hoʻonui i ka mana hana ma kahi o 5.16 miliona tons i kēlā me kēia makahiki, a hiki i ka nui o ka mana hana o 9.36 miliona tons i kēlā me kēia makahiki.Me ka hana ʻana o kēia mau mea hou, manaʻo ʻia e piʻi mālie ka nui o ka hoʻohana ʻana o ABS i ka hoʻohana ʻana i ka styrene downstream i ka wā e hiki mai ana.Inā hiki ke hoʻokō maikaʻi ʻia ka hana ʻana i lalo, manaʻo ʻia e hiki ke lanakila ʻo ABS i ka EPS ma ke ʻano he huahana lalo loa o styrene ma 2024 a i ʻole 2025.

Eia nō naʻe, ke kū nei ka mākeke EPS kūloko i kahi kūlana o ka oversupply, me nā hiʻohiʻona kūʻai kūʻai kūloko.Hoʻopilikia ʻia e ka COVID-19, ka hoʻoponopono ʻana o ka mokuʻāina i ka mākeke waiwai, ka hoʻihoʻi ʻana i nā ʻāpana kulekele mai ka mākeke mīkini home, a me ka paʻakikī o ka macro import a me ka hoʻokuʻu ʻana, ke koi nei ka mākeke EPS ma lalo o ke kaomi.Eia nō naʻe, ma muli o ka nui o nā kumu waiwai o styrene a me ka nui o ka noi no nā huahana like ʻole, i hui pū ʻia me nā pale komo haʻahaʻa haʻahaʻa, ke hoʻomau nei ka mana hana EPS hou.Eia nō naʻe, me ke ʻano o ka paʻakikī i ka hoʻohālikelike ʻana i ka ulu ʻana o ka noi i lalo, hiki ke piʻi aʻe ke ʻano o ka "involution" i ka ʻoihana EPS kūloko.

E pili ana i ka mākeke PS, ʻoiai ua hiki i ka nui o ka hana ʻana i ka 7.24 miliona tons, i nā makahiki e hiki mai ana, hoʻolālā ʻo PS e hoʻohui i kahi 2.41 miliona tons / makahiki o ka mana hana hou, a hiki i ka huina hana o 9.65 miliona tons / makahiki.Eia nō naʻe, ma muli o ka maikaʻi ʻole o ka PS, manaʻo ʻia he nui nā mana hana hou e paʻakikī ke hoʻomaka i ka hana i ka manawa kūpono, a ʻo ka ʻai ʻana i lalo e hoʻonui hou i ke kaomi o ka oversupply.

Ma ke ʻano o nā kahe kalepa, i ka wā ma mua, ua kahe ka styrene mai ʻAmelika Hui Pū ʻIa, Middle East, ʻEulopa, a me Asia Hikina Hema i Northeast Asia, India, a me ʻAmelika Hema.Eia nō naʻe, i ka makahiki 2022, aia kekahi mau hoʻololi i nā kahe kālepa, me nā wahi e hoʻoiho nui ʻia e lilo i Middle East, ʻAmelika ʻAmelika, a me Asia Hema, ʻoiai ʻo nā wahi komo nui ʻo Northeast Asia, India, ʻEulopa, a me ʻAmelika Hema.ʻO ka ʻāina Hikina Hikina ka mea hoʻopuka nui loa o ka honua i nā huahana styrene, me kāna mau kuhikuhi nui e lawe aku ai me ʻEulopa, Northeast Asia, a me India.ʻO ʻAmelika ʻĀkau ka lua o ka mea kūʻai aku i nā huahana styrene, me ka hapa nui o nā lako US i lawe ʻia aku i Mexico a me ʻAmelika Hema, a ʻo ke koena e hoʻouna ʻia i Asia a me ʻEulopa.ʻO nā ʻāina ʻo ʻAsia Hema e like me Singapore, Indonesia, a me Malaysia hoʻi e lawe aku i kekahi mau huahana styrene, ʻoi loa i Northeast Asia, South Asia, a me India.ʻO ʻĀkia Hikina Hikina ka mea lawe nui loa o ka honua i ka styrene, me Kina a me South Korea ka ʻāina lawe nui.Eia nō naʻe, i nā makahiki ʻelua i hala iho nei, me ka hoʻomau ʻana o ka wikiwiki kiʻekiʻe o ka mana hana styrene o Kina a me nā loli nui i ka ʻokoʻa kumukūʻai o ka honua, ua piʻi nui ka ulu ʻana o Kina, ua hoʻonui nui ʻia nā manawa e hoʻohuli ai i ka arbitrage i South Korea, Kina. , a ua hoʻonui ʻia ka halihali moana i ʻEulopa, Türkiye a me nā wahi ʻē aʻe.ʻOiai ke koi nui ʻia nei ka styrene ma nā mākeke ʻĀsia Hema a me India, he mau mea lawe nui lākou i nā huahana styrene ma muli o ka nele o nā kumuwaiwai ethylene a me nā mea kanu styrene liʻiliʻi.

I ka wā e hiki mai ana, e hoʻokūkū ka ʻoihana styrene o Kina me nā mea i lawe ʻia mai South Korea, Iapana a me nā ʻāina ʻē aʻe i ka mākeke kūloko, a laila hoʻomaka e hoʻokūkū me nā kumu waiwai ʻē aʻe ma nā mākeke ma waho o ka ʻāina nui o Kina.E alakaʻi kēia i ka hāʻawi hou ʻana i ka mākeke honua.