全球能源短缺推动化学品价格正常化

　　中国石化新闻网讯 据安迅思9月29日纽约报道，这是一个不平凡的年份，日益严重的全球能源短缺可能会在冬季迅速成为一场危机，这可能会导致化学品和聚合物价格飙升，或者至少会让它们的价格持续上涨至今年年底到2022年初。

　　一波又一波的全球供应中断，从新冠德尔塔变种对疫情的连续限制，美国2月的深度严寒和8月的“艾达”飓风，以及导致交货期延长的集装箱短缺和物流限制，导致从基础商品到半导体以及家电等制成品都出现短缺。

　　再加上新兴的全球能源短缺——从石油、天然气到煤炭——以及随后的价格飙升，现在一切都完全“失控”了。

　　周二，布伦特原油价格近三年来首次突破80美元/桶，而美国天然气价格今年迄今已翻了一番，达到逾5美元/百万英热单位。

　　裘寅 摘椅子 ICIS

　　原文如下：

　　Global energy shortage pushes chem-price normalisation to 2022

　　It is not a normal year. The growing global energy shortage, which could quickly become a crisis by winter, threatens to spike chemicals and polymers prices or, at the very least, keep them elevated through year end and into early 2022.

　　Wave after wave of global supply disruptions, from rolling COVID-19 restrictions from the Delta variant, the US deep freeze in February and Hurricane Ida in August, and container shortages and logistics constraints causing extended lead times, has led to shortages in basic commodities all the way down the chain to semiconductors and finished goods like appliances.

　　Throw in the emerging global shortage in energy – from oil, to natural gas, to coal – and the subsequent surge in prices, and everything is now completely ‘out of whack’.

　　Brent crude oil topped $80/bbl on Tuesday for the first time in almost three years, while US natural gas prices have doubled year-to-date to over $5/MMBtu.