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美國運(yùn)行中斷及亞洲需求強(qiáng)勁 中東化學(xué)品供應(yīng)緊張

   2021-03-01 互聯(lián)網(wǎng)訊

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核心提示:???? 據(jù)ICIS網(wǎng)站2月25日消息 中東化學(xué)品市場供應(yīng)緊張,在美國冬季風(fēng)暴導(dǎo)致的中斷和來自中國的強(qiáng)勁需求

???? 據(jù)ICIS網(wǎng)站2月25日消息 中東化學(xué)品市場供應(yīng)緊張,在美國冬季風(fēng)暴導(dǎo)致的中斷和來自中國的強(qiáng)勁需求下,尋找該地區(qū)的貨物仍然是一個挑戰(zhàn)。

????這種影響在聚合物市場上表現(xiàn)得尤為明顯。

????聚乙烯(PE)和聚丙烯(PP)的銷售人氣都很強(qiáng)勁,因為市場預(yù)期美國和拉丁美洲買家的需求將激增,這將影響中東對其他地區(qū)的配置。

????由于美國中斷導(dǎo)致的深海需求強(qiáng)勁,加上4月12日齋月開始前中東地區(qū)開始補(bǔ)貨,市場對3月份出現(xiàn)供應(yīng)趨緊狀況的預(yù)期更加堅定。

????2月11日至17日為期一周的農(nóng)歷新年假期結(jié)束后,中東地區(qū)的賣家對中國市場的消化率有所提高也持樂觀態(tài)度。

????ICIS高級顧問Fabrizio Galie表示:“我看到價格繼續(xù)飛漲,在中國,情況比預(yù)期更為樂觀。”

????與前幾年相比,中國制造廠的季節(jié)性停工時間更短,一些生產(chǎn)沒有中斷,因為在流感大流行期間,人們在農(nóng)歷新年假期減少了出行。

????Galie表示,中國塑料制品下游出口正受到西方需求的推動,理由是歐洲的供應(yīng)已經(jīng)非常緊張,而美國的中斷加劇了全球市場狀況。

????“估計中東的貨物需求量會很大。到了4月份,我們將迎來齋月,正常情況下,生意會放緩,即使國外需求量很大,港口的貨量也會堆積起來。”

????他說,這種情況可能會持續(xù)到6月份。

????王磊 摘譯自 ICIS

????原文如下:

????Mideast chemicals supply tight amid US outages, strong China demand

????Supply tightness prevails in the Middle East chemicals markets and it remains a challenge to scour the region for cargoes amid winter storm-related outages in the US and strong demand coming from China.

????The ramifications are felt keenly in the polymer markets.

????For both polyethylene (PE) and polypropylene (PP), selling sentiment is strong on expectations that demand from the US and Latin American buyers will surge, which would affect the Middle East’s allocations to other regions.

????Market sentiment has firmed on expectations of tighter supply conditions emerging in March as strong deep-sea demand on account of US outages coincides with pre-fasting month restocking taking place within the Middle East.

????The fasting month of begins on 12 April.

????Sellers in the Middle East are also optimistic on improved uptake from China after the country’s week-long Lunar New Year holiday on 11-17 February.

????"I see prices continue to skyrocket and in China, things are more bullish than expected," said ICIS senior consultant Fabrizio Galie.

????Seasonal shutdowns of manufacturing plants in China had been shorter compared with the previous years, with some production not interrupted, as people scaled back on travels during the Lunar New Year holiday amid the pandemic.

????Chinese downstream exports of plastic products are being pushed by demand in the west, said Galie, citing that supply was already very tight in Europe and global market conditions were aggravated by the US outages.

????"Presumably there will be much demand for Middle Eastern cargoes. Then moving to April, we’ll have the Ramadan and normally business slows, volumes could pile up at ports even with high demand abroad," Galié opined.

????The situation could last until June, he said.

 
 
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