Mavuto! Chenjezo lalikulu la mankhwala! Kuopa "kuchepetsa kupezeka" chiopsezo!

Posachedwapa, Covestro adalengeza kuti chomera chake cha TDI cha matani 300,000 ku Germany chinali champhamvu kwambiri chifukwa cha kutayikira kwa chlorine ndipo sichingayambitsidwenso kwakanthawi kochepa. Akuyembekezeka kuyambiranso kupereka pambuyo pa Novembara 30.

BASF, yomwe ilinso ku Germany, idawonetsedwanso kufakitale ya TDI ya matani 300,000 yomwe idatsekedwa kuti ikonzedwe kumapeto kwa Epulo ndipo sinayambitsidwebe. Kuphatikiza apo, Wanhua's BC unit ikukonzanso mwachizolowezi. M'kanthawi kochepa, mphamvu yopangira TDI ya ku Europe, yomwe imatenga pafupifupi 25% ya dziko lonse lapansi, ili m'malo opanda kanthu, ndipo kusalinganika kwa chigawo ndi kufunikira kukukulirakulira.

“Njira yopulumukira” ya mayendedwe inatha, ndipo zimphona zingapo zamankhwala zidapereka chenjezo ladzidzidzi

Mtsinje wa Rhine, womwe ungatchedwe "njira ya moyo" ya chuma cha ku Ulaya, watsika madzi chifukwa cha kutentha kwakukulu, ndipo zigawo zina zazikulu za mitsinje zikuyembekezeka kukhala zosasunthika kuyambira pa August 12. Akatswiri a zanyengo amalosera kuti chilala chikhoza kupitirirabe. miyezi ikubwerayi, ndipo dziko la mafakitale la Germany likhoza kubwerezanso zolakwika zomwezo, kuvutika ndi zotsatira zoopsa kwambiri kuposa mbiri yakale ya Rhine kulephera mu 2018, potero kukulitsa vuto la mphamvu zamakono ku Ulaya.

Dera la Mtsinje wa Rhine ku Germany limafika pafupifupi gawo limodzi mwa magawo atatu a dziko la Germany, ndipo limadutsa m'malo angapo ofunikira kwambiri ogulitsa ku Germany monga dera la Ruhr. Pafupifupi 10% ya katundu wa mankhwala ku Ulaya amagwiritsa ntchito Rhine, kuphatikizapo zipangizo, feteleza, zinthu zapakatikati ndi mankhwala omalizidwa. The Rhine inali pafupifupi 28% ya katundu wa ku Germany wotumizidwa mu 2019 ndi 2020, ndipo petrochemical logistics of chemical giants monga BASF, Covestro, LANXESS ndi Evonik amadalira kwambiri kutumiza ku Rhine.

Pakali pano, gasi wachilengedwe ndi malasha ku Ulaya ndi ovuta kwambiri, ndipo mwezi uno, kuletsa kwa EU pa malasha ku Russia kunayamba kugwira ntchito. Kuphatikiza apo, pali nkhani yoti EU idzaphwanyanso Gazprom. Nkhani zochititsa mantha mosalekeza zamveka kumakampani opanga mankhwala padziko lonse lapansi. Monga kudzutsa, zimphona zambiri zama mankhwala monga BASF ndi Covestro zapereka machenjezo oyambilira posachedwapa.

Katswiri wamkulu wa feteleza ku North America, Mosaic, adati ulimi wa mbewu padziko lonse lapansi ndi wocheperako chifukwa cha zinthu zoyipa monga mkangano wapakati pa Russia ndi Ukraine, kupitilira kutentha ku Europe ndi United States, komanso zizindikiro za chilala chakummwera kwa Brazil. Kwa ma phosphates, Legg Mason akuyembekeza kuti zoletsa zotumiza kunja m'maiko ena zitha kukulitsidwa chaka chonse mpaka 2023.

Kampani yamankhwala apadera a Lanxess idati kuletsa gasi kudzakhala ndi "zotsatira zoyipa" kumakampani opanga mankhwala aku Germany, pomwe mbewu zokhala ndi mpweya wambiri zimatseka kupanga pomwe ena adzafunika kuchepetsa kutulutsa.

Bruntage, yemwe ndi wamkulu kwambiri padziko lonse lapansi wogawa mankhwala, adati kukwera kwamitengo yamagetsi kungapangitse makampani amankhwala aku Europe kukhala pachiwopsezo. Popanda kupeza mphamvu zotsika mtengo, mpikisano wapakati mpaka wautali wamakampani opanga mankhwala ku Europe udzavutika.

Azelis, wogulitsa mankhwala apadera ku Belgium, adati pali zovuta zomwe zikuchitika padziko lonse lapansi, makamaka kayendetsedwe ka katundu kuchokera ku China kupita ku Ulaya kapena ku America. Mphepete mwa nyanja ya US yakhala ikukumana ndi kusowa kwa anthu ogwira ntchito, kuchepa kwa katundu wonyamula katundu komanso kuchepa kwa oyendetsa magalimoto ku US ndi ku Ulaya zomwe zimakhudza kutumiza.

Covestro anachenjeza kuti kugawika kwa gasi wachilengedwe mchaka chamawa kutha kukakamiza malo opangira anthu kuti azigwira ntchito zotsika kapena kuzimitsa kwathunthu, kutengera kuchuluka kwa kuchepa kwa gasi, zomwe zitha kupangitsa kugwa konse kwa kupanga ndi kuyika unyolo ndikuyika pachiwopsezo. ntchito zikwizikwi.

BASF yakhala ikupereka machenjezo mobwerezabwereza kuti ngati kuperekedwa kwa gasi kugwera pansi pa 50% ya zomwe zimafuna kwambiri, ziyenera kuchepetsa kapena kutseka kwathunthu malo opangira mankhwala ophatikizika padziko lonse lapansi, Germany Ludwigshafen base.

Chimphona cha petrochemical cha ku Swiss INEOS chati mtengo wazinthu zopangira ntchito zake ku Europe ndi wokwera kwambiri, ndipo mkangano pakati pa Russia ndi Ukraine ndi zilango zomwe zatsatiridwa ndi Russia zabweretsa "zovuta zazikulu" pamitengo yamagetsi ndi chitetezo champhamvu ku Europe yonse. makampani opanga mankhwala.

Vuto la "khosi lokhazikika" likupitilirabe, ndipo kusinthika kwa zokutira ndi unyolo wamakampani opanga mankhwala kuli pafupi.

Zimphona zamakemikolo zomwe zili pamtunda wamakilomita masauzande ambiri zachenjeza pafupipafupi, zomwe zikuyambitsa mikuntho yamagazi. Kwa makampani opanga mankhwala apanyumba, chinthu chofunikira kwambiri ndikukhudzidwa kwamakampani awo. dziko langa lili ndi mpikisano wamphamvu mu unyolo otsika mafakitale, koma akadali ofooka mu mankhwala apamwamba. Izi zimachitikanso m'makampani omwe akupanga mankhwala. Pakadali pano, pakati pa zida zopitilira 130 zoyambira ku China, 32% yamitunduyo ikadalibe, ndipo 52% yamitunduyo imadalirabe kutulutsa kunja.

Mu gawo lakumtunda la zokutira, palinso zida zambiri zosankhidwa kuchokera kuzinthu zakunja. DSM mu epoxy resin makampani, Mitsubishi ndi Mitsui mu zosungunulira makampani; Digao ndi BASF m'makampani otsitsa; Sika ndi Valspar mu makampani ochiritsa; Digao ndi Dow mumakampani onyowetsa; WACKER ndi Degussa mu titanium dioxide makampani; Chemours ndi Huntsman mu titanium dioxide makampani; Bayer ndi Lanxess mumakampani opanga pigment.

Kukwera kwamitengo yamafuta, kusowa kwa gasi, kuletsa malasha ku Russia, madzi ndi magetsi mwachangu, ndipo tsopano zoyendera zatsekedwa, zomwe zimakhudzanso mwachindunji kupereka kwamankhwala ambiri apamwamba. Ngati zinthu zotsika mtengo zomwe zimatumizidwa kunja zili zoletsedwa, ngakhale si makampani onse opanga mankhwala omwe angakokedwe pansi, adzakhudzidwa ndi magawo osiyanasiyana pansi pa chain reaction.

Ngakhale pali opanga zapakhomo amtundu womwewo, zotchinga zapamwamba zapamwamba sizingadulidwe pakanthawi kochepa. Ngati makampani omwe ali m'makampaniwa akulepherabe kusintha malingaliro awo ndi chitukuko chawo, ndipo samamvetsera kafukufuku wa sayansi ndi zamakono ndi chitukuko ndi zatsopano, vuto la "khosi lokhazikika" lidzapitirizabe kugwira ntchito, ndipo ndiye idzakhudzidwa mu mphamvu iliyonse ya kunja kwa nyanja majeure. Chiphona chachikulu cha mankhwala chikachita ngozi pamtunda wa makilomita masauzande ambiri, n’zosapeŵeka kuti mtima ukalandwa ndipo nkhaŵa idzakhala yachilendo.

Mitengo yamafuta imabwereranso pamlingo wa miyezi isanu ndi umodzi yapitayo, ndi yabwino kapena yoyipa?

Kuyambira kuchiyambi kwa chaka chino, mayendedwe amitengo yamafuta padziko lonse lapansi amatha kufotokozedwa ngati kupindika. Pambuyo pa mafunde awiri apitawo akukwera ndi kutsika, mitengo yamafuta yamasiku ano padziko lonse lapansi yabwereranso kusinthasintha pafupifupi $ 90 / mbiya pamaso pa Marichi chaka chino.

Malinga ndi akatswiri, mbali imodzi, chiyembekezo cha kuchepa kwachuma kwachuma m'misika yakunja, pamodzi ndi kukula kwa mafuta osakanizika, kudzaletsa kukwera kwa mitengo ya mafuta pamlingo wina; kumbali ina, momwe zinthu zilili panopa zakukwera kwa inflation zapanga chithandizo chabwino cha mitengo ya mafuta. M’malo ovuta chonchi, mitengo yamakono ya mafuta padziko lonse ili m’mavuto.

Mabungwe owunikira misika adawonetsa kuti zomwe zikuchitika pano zakusowa kwamafuta osakanizika zikupitilirabe, ndipo kuthandizira pansi kwamitengo yamafuta ndikokhazikika. Komabe, ndi kupita patsogolo kwatsopano pazokambirana za nyukiliya ku Iran, msika ulinso ndi ziyembekezo zakuchotsa chiletso chamafuta osakanizika aku Iran pamsika, zomwe zimadzetsa kukakamizidwa pamitengo yamafuta. Iran ndi amodzi mwa ochepa omwe amapanga mafuta pamsika wapano omwe angachuluke kwambiri kupanga. Kupita patsogolo kwa zokambirana za nyukiliya ya Iran kwakhala kusintha kwakukulu pamsika wamafuta opanda mafuta posachedwa.

Misika imayang'ana kwambiri pazokambirana zanyukiliya zaku Iran

Posachedwapa, nkhawa zokhuza kukula kwachuma zapangitsa kuti mitengo yamafuta ikhale yovuta, koma kusamvana kwadongosolo pazakudya zamafuta kwakhala chithandizo chapansi pamitengo yamafuta, ndipo mitengo yamafuta ikukumana ndi mavuto kumbali zonse ziwiri zakukwera ndi kugwa. Komabe, zokambirana pa nkhani ya nyukiliya yaku Iran zidzabweretsa zosinthika pamsika, kotero zakhalanso chidwi chamagulu onse.

Bungwe lodziwa zambiri zazamalonda la Longzhong Information linanena kuti zokambirana pa nkhani ya nyukiliya ya Iran ndizochitika zofunika kwambiri pamsika wamafuta osakanizidwa posachedwa.

Ngakhale kuti EU yanena kuti idzapitirizabe kupititsa patsogolo zokambirana za nyukiliya ku Iran m'masabata angapo akubwerawa, ndipo Iran yanenanso kuti idzayankha "mawu" omwe aperekedwa ndi EU m'masiku angapo otsatira, United States adafotokoza momveka bwino pa izi, kotero pakadali kusatsimikizika pa zotsatira zomaliza za zokambirana. Chifukwa chake, ndizovuta kukweza mafuta aku Iran usiku wonse.

Kusanthula kwa Huatai Futures kunawonetsa kuti pali kusiyana pakati pa United States ndi Iran pazokambirana zazikuluzikulu, koma kuthekera kofikira mtundu wina wa mgwirizano wanthawi yayitali kumapeto kwa chaka sikumachotsedwa. Kukambirana kwa zida za nyukiliya ku Iran ndi imodzi mwamakadi ochepa amphamvu omwe United States imatha kusewera. Malingana ngati kukambirana kwa nyukiliya ku Iran kuli kotheka, zotsatira zake pamsika zidzakhalapo nthawi zonse.

Huatai Futures adanenanso kuti Iran ndi amodzi mwa mayiko ochepa pamsika wapano omwe amatha kukulitsa kupanga, komanso malo oyandama amafuta aku Iran panyanja ndi pamtunda ndi pafupifupi migolo ya 50 miliyoni. Zilangozo zikachotsedwa, zidzakhala ndi zotsatirapo zazikulu pamsika wamafuta osakhalitsa.