Daga cikin haja na shekaru 2-3, BASF, Covestro da sauran manyan masana'antu suna dakatar da samarwa kuma suna rage samarwa!
A cewar majiyoyin, samar da manyan albarkatun guda uku a nahiyar Turai da suka hada da iskar gas da gawayi da danyen mai na raguwa, lamarin da ya yi matukar tasiri ga samar da wutar lantarki.Takunkumin EU da rikice-rikice na ci gaba, Everbright Securities ya yi hasashen cewa Turai na iya daina aiki har tsawon shekaru 2-3.
Gas na halitta: "Beixi-1" an yanke shi har abada.wanda ya haifar da karancin wutar lantarki 1/5 da kuma 1/3 zafi a cikin EU, yana shafar samar da kamfanoni.
Kwal:Babban tasirin zafin jiki, jinkirin sufurin kwal na Turai,sakamakon rashin isassun wutar lantarkin kwal.Samar da makamashin kwal shine babbar hanyar samar da wutar lantarki ga Jamus, wata babbar ƙasa ta Turai, wanda zai sa masana'antu masu yawa a Jamus su tsaya cik.Bugu da kari,Samar da wutar lantarki a Turai ma ya ragu matuka.
Danyen mai:Danyen mai na Turai ya fi fitowa daga Rasha da Ukraine.Bangaren Rasha ya ce an katse duk wani makamashin makamashi, yayin da bangaren Uzbekistan ya shagaltu da yakin kuma an rage samar da makamashi sosai.
Bisa kididdigar da aka samu daga kasuwar wutar lantarki ta Nordic, farashin wutar lantarki mafi girma a kasashen Turai ya zarce Yuro 600 a watan Agusta, inda ya kai kololuwa, wanda ya karu da kashi 500 cikin dari a duk shekara.Yunkurin tsadar kayayyaki zai sa masana'antun Turai su rage yawan haƙori tare da haɓaka farashin, wanda babu shakka babban ƙalubale ne ga kasuwar sinadarai.
Giant samar yanke bayanai:
▶BASF:ya fara sayen ammonia maimakon samar da shi don rage yawan iskar gas a masana'antar Ludwigshafen, ton 300,000 a kowace shekara na iya shafar TDI.
▶Aluminium Dunkirk:An rage samar da kashi 15%, kuma ana iya rage yawan amfanin da aka samu da kashi 22 cikin dari a nan gaba, musamman saboda karancin wutar lantarki da kuma tsadar wutar lantarki a Faransa.
▶Jimlar Makamashi:rufe Feyzin na Faransa ton 250,000 / shekara don kulawa;
▶Covestro:masana'antu a Jamus na iya fuskantar haɗarin rufe wuraren samar da sinadarai ko ma masana'anta gaba ɗaya;
▶Wanhua Chemical:Naúrar MDI mai nauyin ton 350,000/shekara da na'urar TDI mai nauyin ton 250,000 a Hungary an rufe su don kulawa tun watan Yulin wannan shekara;
▶Alcoa:Za a yanke fitar da na'urorin narkar da aluminum a Norway da kashi ɗaya bisa uku.
Bayanan haɓaka farashin albarkatun ƙasa:
▶▶Ube Kosan Co., Ltd.Daga 15 ga Satumba, farashin resin PA6 na kamfanin zai tashi da 80 yen/ton (kimanin RMB 3882/ton).
▶▶Trinseo:ya ba da sanarwar karuwar farashin, yana mai cewa daga ranar 3 ga Oktoba, za a ƙara farashin duk maki na resin PMMA a Arewacin Amurka da 0.12 dalar Amurka / fam (kimanin RMB 1834 / ton) idan kwangilar ta yanzu ta ba da izini..
▶▶DIC Co., Ltd.:Za a tayar da farashin filastik na tushen epoxy (ESBO) daga Satumba 19. Ƙirar ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun su ne kamar haka:
▶ Tankar mai 35 yen/kg (kimanin RMB 1700/ton);
▶ Gwangwani da ganga 40 yen/kg (kimanin RMB 1943/ton).
▶▶Denka Co., Ltd. ta sanar da karuwar farashin styrene monomer da 4 yen/kg (kimanin RMB 194/ton).
▶Masana'antar sinadarai ta cikin gida tana haɓaka a hankali!Mayar da hankali kan waɗannan samfuran 20!
Turai netushe na biyu mafi girma na samar da sinadarai a duniyabayan China.Yanzu da yawa daga cikin manyan masana'antun sinadarai sun fara rage samar da kayayyaki, muna bukatar mu kasance a faɗake game da haɗarin ƙarancin albarkatun ƙasa!
▶▶Ube Kosan Co., Ltd.Daga 15 ga Satumba, farashin resin PA6 na kamfanin zai tashi da 80 yen/ton (kimanin RMB 3882/ton).
▶▶Trinseo:ya ba da sanarwar karuwar farashin, yana mai cewa daga ranar 3 ga Oktoba, za a ƙara farashin duk maki na resin PMMA a Arewacin Amurka da 0.12 dalar Amurka / fam (kimanin RMB 1834 / ton) idan kwangilar ta yanzu ta ba da izini..
▶▶DIC Co., Ltd.:Za a tayar da farashin filastik na tushen epoxy (ESBO) daga Satumba 19. Ƙirar ƙayyadaddun ƙayyadaddun ƙayyadaddun ƙayyadaddun su ne kamar haka:
▶ Tankar mai 35 yen/kg (kimanin RMB 1700/ton);
▶ Gwangwani da ganga 40 yen/kg (kimanin RMB 1943/ton).
▶▶Denka Co., Ltd. ta sanar da karuwar farashin styrene monomer da 4 yen/kg (kimanin RMB 194/ton).
▶Masana'antar sinadarai ta cikin gida tana haɓaka a hankali!Mayar da hankali kan waɗannan samfuran 20!
Turai netushe na biyu mafi girma na samar da sinadarai a duniyabayan China.Yanzu da yawa daga cikin manyan masana'antun sinadarai sun fara rage samar da kayayyaki, muna bukatar mu kasance a faɗake game da haɗarin ƙarancin albarkatun ƙasa!
| Sunan samfur | Babban rarraba ikon samar da Turai |
| Formic acid | BASF (ton 200,000, Daular Qing), Yizhuang (dare 100,000, Finn), BP (ton 650,000, UK) |
| Ethyl acetate bushe | Celanese (305,000, Frankfurt, Jamus), Wacker Chemicals (200,000. Burg Kingsen na Daular Qing) |
| EVA | Belgium (ton 369,000), Faransa (ton 235,000), Jamus (ton 750,000), Spain (ton 85,000), Italiya (ton 43,000), BASF ( shagunan 640,000, Ludwig, Jamus & Antwerp, Belgium) , Dow0n Jamus, 3050 Marr) |
| PA66 | BASF (ton 110,000, Jamus), Dow (ton 60,000, Jamus), INVISTA (ton 60,000, Netherlands), Solvay (ton 150,000, Faransa / Jamus / Spain) |
| MDI | Cheng Sichuang (ton 600,000, Dexiang: 170,000 ton, Spain), Ba Duangguang (ton 650,000, sanarwar Belgium), Shishuangtong (ton 470,000, Netherlands) Taoshi (190,000 tons, Portugal: 0000, Portugal , ƙugiya Yuli) |
| TDI | BASF (ton 300,000, Jamus), Covestro (ton 300,000, Dezhao), Wanhua Chemical (ton 250,000, Goyali) |
| VA | Diesel (ton 07,500, Portugal), Bath (6,000, Jamus Lujingyanxi), Adisseo (5,000, Faransanci) |
| VE | DSM (ton 30,000, Switzerland), BASF (2. Ludwig) |
Bayanin Longzhong ya nuna: a cikin 2022, ƙarfin samar da sinadarai na duniya zai kai fiye da 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, da silicone.
▶Vitamin:Kamfanonin samar da bitamin na duniya sun fi mayar da hankali ne a Turai da China.Idan karfin samarwa na Turai ya ragu kuma bukatar bitamin ta juya zuwa kasar Sin, samar da bitamin na cikin gida zai haifar da haɓaka.
▶Polyurethane:MDI na Turai da TDI suna lissafin 1/4 na ƙarfin samarwa na duniya.Katsewar iskar iskar gas kai tsaye yana sa kamfanoni su yi asara ko ma rage samar da su.Tun daga watan Agustan 2022, ƙarfin samar da MDI na Turai shine ton miliyan 2.28 / shekara, wanda ke lissafin kashi 23.3% na jimillar duniya.TDI Ƙarfin samarwa yana da kusan tan 850,000 a kowace shekara, yana lissafin kashi 24.3% na duk wata na duniya.
Duk karfin samar da MDI da TDI yana hannun manyan kamfanoni na duniya kamar BASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, da sauransu. Haɓaka farashin masana'antu na MDI da TDI a Turai, da Juli Chemical Yantai Base, Gansu Yinguang, Liaoning Lianshi Chemical Industry, da Wanhua Fujian Base suma sun shiga dakatar da samarwa.Saboda matsayin kulawa, ƙarfin tuƙi na yau da kullun na gida yana da ƙasa da 80%, kuma farashin MDI da TDI na duniya na iya samun babban ɗaki don haɓaka.
▶Methionine:Ƙarfin samar da methionine a cikin Turai ya kusan kusan 30%, yawanci ya fi mayar da hankali a masana'antu irin su Evonik, Adisseo, Novus, da Sumitomo.A cikin 2020, rabon kasuwa na manyan masana'antun samar da kayayyaki guda hudu zai kai 80%, yawan masana'antar yana da yawa sosai, kuma jimlar yawan aiki ya yi ƙasa.Manyan masana'antun cikin gida sune Adisseo, Xinhecheng da Ningxia Ziguang.A halin yanzu, karfin samar da methionine da ake ginawa ya fi maida hankali ne a kasar Sin, kuma saurin maye gurbin methionine a cikin gida yana ci gaba da bunkasa.
▶Propylene oxide:Tun daga watan Agustan 2022, ƙasarmu ita ce mafi girma a duniya mai samar da propylene oxide, wanda ke lissafin kusan kashi 30% na ƙarfin samarwa, yayin da ƙarfin samar da propylene oxide a Turai ya kai kusan 25%.Idan aka samu raguwar samar da sinadarin propylene oxide daga baya ko kuma dakatar da samar da sinadarin propylene oxide a cikin masana’antun turai, hakan kuma zai yi tasiri sosai kan farashin propylene oxide da ake shigowa da shi kasarta, kuma ana sa ran zai kara hauhawar farashin propylene oxide a kasata ta hanyar kayayyakin da ake shigowa da su daga kasashen waje.
Abin da ke sama shine yanayin samfurin da ke cikin Turai.Yana da duka dama da kalubale!
Lokacin aikawa: Nov-11-2022