Kayayyakin da aka yi amfani da su sun ƙare tsawon shekaru 2-3, BASF, Covestro da sauran manyan masana'antu sun daina samarwa kuma sun rage samarwa!
A cewar majiyoyi, samar da kayayyaki uku mafiya muhimmanci a Turai, ciki har da iskar gas, kwal da danyen mai, yana raguwa, wanda hakan ya shafi wutar lantarki da samar da kayayyaki sosai. Takunkumi da rikice-rikicen da Tarayyar Turai ke ci gaba da yi, in ji Everbright Securities cewa Turai na iya ƙarewa na tsawon shekaru 2-3.
Iskar gas: An dakatar da "Beixi-1" har abada, wanda ya haifar da ƙarancin wutar lantarki 1/5 da kuma 1/3 na samar da zafi a Tarayyar Turai, wanda hakan ya shafi samar da kamfanoni.
Kwal: Tasirin zafin jiki mai yawa, jinkiri a jigilar kwal a Turai, wanda ke haifar da rashin isasshen wutar lantarki ta kwal. Samar da wutar lantarki ta kwal ita ce babbar hanyar samar da wutar lantarki ga Jamus, babbar ƙasa mai sinadarai a Turai, wanda zai sa masana'antu da yawa a Jamus su tsaya cak. Bugu da ƙari, samar da wutar lantarki ta ruwa a Turai shi ma ya ragu sosai.
Man fetur: Man fetur na Turai galibi yana fitowa ne daga Rasha da Ukraine. Bangaren Rasha ya ce an dakatar da dukkan samar da makamashi, yayin da bangaren Uzbekistan ke cikin mawuyacin hali a yakin kuma wadatar da ake samu ta ragu sosai.
A cewar bayanai daga kasuwar wutar lantarki ta Nordic, mafi girman farashin wutar lantarki a ƙasashen Turai ya wuce Yuro 600 a watan Agusta, inda ya kai kololuwa, wanda ya karu da kashi 500% duk shekara. Karin farashin samarwa zai sa masana'antun Turai su rage samarwa da kuma ƙara farashi, wanda babu shakka babban ƙalubale ne ga kasuwar sinadarai.
Manyan bayanai game da yankewar samarwa:
▶BASF: ta fara siyan ammonia maimakon samar da ita don rage yawan amfani da iskar gas a masana'antarta ta Ludwigshafen, ƙarfin TDI na tan 300,000 a kowace shekara na iya shafar.
▶ Dunkirk Aluminum: An rage yawan samar da wutar lantarki da kashi 15%, kuma ana iya rage yawan samar da wutar lantarki da kashi 22% nan gaba, galibi saboda karancin wutar lantarki da kuma tsadar wutar lantarki a Faransa.
▶Total Energy: ta rufe injin ta na Faransa Feyzin mai nauyin tan 250,000/shekara don gyarawa;
▶Covestro: masana'antu a Jamus na iya fuskantar haɗarin rufe wuraren samar da sinadarai ko ma dukkan masana'antar;
▶ Sinadarin Wanhua: An rufe sashin MDI mai nauyin tan 350,000/shekara da kuma sashin TDI mai nauyin tan 250,000/shekara a Hungary don gyara tun watan Yulin wannan shekarar;
▶Alcoa: Za a rage yawan fitar da na'urorin narkar da aluminum a Norway da kashi ɗaya bisa uku.
Bayanin ƙarin farashin kayan masarufi:
▶▶ Kamfanin Ube Kosan, Ltd.: Daga ranar 15 ga Satumba, farashin resin PA6 na kamfanin zai karu da yen 80/ton (kimanin RMB 3882/ton).
▶▶Trinseo: ta bayar da sanarwar karin farashi, tana mai cewa daga ranar 3 ga Oktoba, farashin dukkan nau'ikan resin PMMA a Arewacin Amurka zai karu da dala 0.12 na Amurka / fam (kimanin RMB 1834 / tan) idan kwangilar da ake da ita ta ba da dama. .
▶▶DIC Co., Ltd.: Za a ƙara farashin plasticizer mai tushen epoxy (ESBO) daga ranar 19 ga Satumba. Ƙarin da aka ƙayyade sune kamar haka:
▶ Tankin mai yen 35/kg (kimanin RMB 1700/ton);
▶ Gwangwani da ganga 40 yen/kg (kimanin RMB 1943/ton).
▶▶ Kamfanin Denka, Ltd. ya sanar da karuwar farashin monomer na styrene da yen 4/kg (kimanin RMB 194/ton)
▶ Masana'antar sinadarai ta cikin gida tana ci gaba da bunkasa! Mayar da hankali kan waɗannan kayayyaki 20!
Turai ita ce cibiyar samar da sinadarai ta biyu mafi girma a duniya bayan China. Yanzu da manyan kamfanonin sinadarai da yawa suka fara rage yawan samarwa, muna buƙatar mu kasance cikin shiri game da haɗarin ƙarancin kayan aiki!
| Sunan samfurin | Babban rarraba ƙarfin samarwa na Turai |
| Acid na Formic | BASF (tan 200,000, Daular Qing), Yizhuang (dare 100,000, Finn), BP (tan 650,000, Burtaniya) |
| Busasshen Ethyl acetate | Celanese (305,000, Frankfurt, Jamus), Wacker Chemicals (200,000. Burg Kingsen na Daular Qing) |
| EVA | Belgium (tan 369,000), Faransa (tan 235,000), Jamus (tan 750,000), Spain (tan 85,000), Italiya (tan 43,000), BASF (shaguna 640,000, Ludwig, Jamus & Antwerp, Belgium), Dow (tan 350,000, Jamus Marr) |
| PA66 | BASF (tan 110,000, Jamus), Dow (tan 60,000, Jamus), INVISTA (tan 60,000, Netherlands), Solvay (tan 150,000, Faransa/Jamus/Spain) |
| MDI | Cheng Sichuang (tan 600,000, Dexiang: tan 170,000, Spain), Ba Duangguang (tan 650,000, Sanarwar Belgium), Shishuangtong (tan 470,000, Netherlands) Taoshi (tan 190,000, mai aiki. Girman: tan 200,000, Portugal), Wanhua Chemical (tan 350,000, hook Yuli) |
| Tsarin TDI | BASF (ton 300,000, Jamus), Covestro (ton 300,000, Dezhao), Wanhua Chemical (ton 250,000, Goyali) |
| VA | Diesel (tan 07,500, Portugal), Bath (6,000, Jamus Lujingyanxi), Adisseo (5,000, Faransa) |
| VE | DSM (tan 30,000, Switzerland), BASF (2. Ludwig) |
Bayanan Longzhong sun nuna cewa: a shekarar 2022, karfin samar da sinadarai na Turai a duniya zai kai fiye da kashi 20%: octanol, phenol, acetone, TDI, MDI, propylene oxide, VA, VE, methionine, monoammonium phosphate, da silicone.
▶Bitamin: Kamfanonin samar da bitamin a duniya sun fi mayar da hankali ne a Turai da China. Idan ƙarfin samar da bitamin ya ragu a Turai kuma buƙatar bitamin ta koma China, samar da bitamin a cikin gida zai haifar da bunƙasa.
▶Polyurethane: MDI da TDI na Turai suna wakiltar kashi 1/4 na ƙarfin samar da kayayyaki a duniya. Katsewar samar da iskar gas na ƙasa yana sa kamfanoni su rasa ko ma rage samarwa kai tsaye. Ya zuwa watan Agusta na 2022, ƙarfin samar da MDI na Turai shine tan miliyan 2.28/shekara, wanda ya kai kashi 23.3% na jimillar kayayyakin duniya. TDI Ƙarfin samarwa shine kimanin tan 850,000 a kowace shekara, wanda ya kai kashi 24.3% na duk wata na duniya.
Duk ƙarfin samar da MDI da TDI yana hannun kamfanoni masu shahara a duniya kamar BASF, Huntsman, Covestro, Dow, Wanhua-BorsodChem, da sauransu. A halin yanzu, hauhawar farashin iskar gas da sauran kayan sinadarai masu alaƙa da su zai ƙara farashin kera MDI da TDI a Turai, kuma Tushen Juli Chemical Yantai na cikin gida, Gansu Yinguang, Liaoning Lianshi Chemical Industry, da Tushen Wanhua Fujian suma sun shiga dakatar da samarwa. Saboda yanayin kulawa, ƙarfin tuƙi na cikin gida na yau da kullun bai kai kashi 80% ba, kuma farashin MDI da TDI na duniya na iya samun babban sarari don haɓaka.
▶Methionine: Ƙarfin samar da methionine a Turai ya kai kusan kashi 30%, galibi yana da yawa a masana'antu kamar Evonik, Adisseo, Novus, da Sumitomo. A shekarar 2020, kaso na kasuwa na manyan kamfanonin samar da kayayyaki guda huɗu zai kai kashi 80%, yawan masana'antu yana da yawa sosai, kuma jimillar yawan aiki yana da ƙasa. Manyan masu samar da kayayyaki na cikin gida sune Adisseo, Xinhecheng da Ningxia Ziguang. A halin yanzu, ƙarfin samar da methionine da ake ginawa galibi yana cikin China, kuma saurin maye gurbin methionine a cikin gida a cikin ƙasata yana ci gaba da ci gaba.
▶Propylene oxide: Ya zuwa watan Agusta na 2022, ƙasarmu ita ce ƙasar da ta fi kowacce samar da propylene oxide a duniya, tana da kusan kashi 30% na ƙarfin samarwa, yayin da ƙarfin samar da propylene oxide a Turai ya kai kusan kashi 25%. Idan raguwar samarwa ko dakatar da propylene oxide ya faru a masana'antun Turai, hakan zai kuma shafi farashin shigo da propylene oxide a ƙasata, kuma ana sa ran zai ƙara farashin propylene oxide a ƙasata ta hanyar kayayyakin da aka shigo da su daga ƙasashen waje.
Abin da ke sama shine yanayin da ake ciki game da kayayyaki a Turai. Dama ce kuma ƙalubale!
Lokacin Saƙo: Nuwamba-11-2022