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| 2021-01-05 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据石化新闻2020年12月30日新加坡报道，随着韩国乐天化工公司大山蒸汽裂解装置的成功重启，市场需求开始复苏，亚洲石脑油将在2021年迎来牛市。展望未来，北亚石化中心的新蒸汽裂解装置产能预计将投产，这将进一步增加亚洲对石脑油的整体需求。 一位韩国石脑油终端用户表示，“我们预测亚洲2021年的石脑油需求将非常强劲，这是因为韩国的YNCC公司和LG化学公司将在1月份从转型困境中重启。石脑油需求的总体增长应该是每月至少4-6批货物(10 -15万吨/月)，但由于美国深海石脑油货物将开始进入亚洲，我们希望赤字不会像预期的那么大。” 这位消息人士补充说，“所有用户都想要美国的石脑油货物，这是因为美国石脑油货物的石蜡含量超过75%，这对终端用户来说是理想的货物。由于没有人知道韩国YNCC公司或LG 化工公司蒸汽裂解装置届时是否将会成功重新启动，乙烯利润率将维持到2020年底或2021年上半年。” 李峻 编译自 石化新闻 原文如下： Commodities 2021: Asia to draw more naphtha arbitrage cargoes on increased steam cracker capacity Asian naphtha is set to begin 2021 on a bullish note, with the market firm on demand recovery from the successful restart of South Korean Lotte Chemical's Daesan steam cracker. Looking forward, fresh steam cracker capacity is expected to come online in the north Asian petrochemicals hub, which would further increase overall Asian naphtha demand. "We forecast demand will be strong for 2021 because [South Korea's] YNCC and LG Chem will restart [from turnarounds] in January. The total increase in naphtha demand should be at least four-six cargoes per month (100,000-150,000 mt/month), but we hope that the deficit will not be as much as expected as US deepsea cargoes will start to move into Asia," said a South Korea-based naphtha end-user. "All users want US cargoes as they are above 75% paraffin and are good for end-users, and ethylene margins will be maintained until end 2020 or into H1 January 2021 as no one knows if YNCC or LG Chem will start successfully," the source added. |
