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| 2021-03-01 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ICIS网站2月25日消息 中东化学品市场供应紧张，在美国冬季风暴导致的中断和来自中国的强劲需求下，寻找该地区的货物仍然是一个挑战。 这种影响在聚合物市场上表现得尤为明显。 聚乙烯（PE）和聚丙烯（PP）的销售人气都很强劲，因为市场预期美国和拉丁美洲买家的需求将激增，这将影响中东对其他地区的配置。 由于美国中断导致的深海需求强劲，加上4月12日斋月开始前中东地区开始补货，市场对3月份出现供应趋紧状况的预期更加坚定。 2月11日至17日为期一周的农历新年假期结束后，中东地区的卖家对中国市场的消化率有所提高也持乐观态度。 ICIS高级顾问Fabrizio Galie表示：“我看到价格继续飞涨，在中国，情况比预期更为乐观。” 与前几年相比，中国制造厂的季节性停工时间更短，一些生产没有中断，因为在流感大流行期间，人们在农历新年假期减少了出行。 Galie表示，中国塑料制品下游出口正受到西方需求的推动，理由是欧洲的供应已经非常紧张，而美国的中断加剧了全球市场状况。 “估计中东的货物需求量会很大。到了4月份，我们将迎来斋月，正常情况下，生意会放缓，即使国外需求量很大，港口的货量也会堆积起来。” 他说，这种情况可能会持续到6月份。 王磊 摘译自 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. |
