ʻAʻole honi ka PTA?Nui nā pilikua "ma waho o ka pōʻai", he aha ka mea?

Poha!Ua haʻalele ʻo Ineos, Rakuten, Mitsubishi i ka ʻoihana PTA!

Mitsubishi Chemical: Ma ka lā 22 o Kekemapa, ua hoʻolaha ʻo Mitsubishi Chemical i kekahi mau nūhou, me ka hoʻolaha ʻana o ka hoʻololi ʻana i hoʻolālā ʻia o 80% o nā ʻāpana o kāna ʻoihana Indonesia a me ke koho ʻana i nā limahana koʻikoʻi e like me ke CEO hou.

Ma kahi hālāwai hoʻokō i mālama ʻia ma ka lā 22, ua hoʻoholo ʻo Mitsubishi Chemical Group e hoʻoili i ka 80% o kāna mau ʻāpana ma ka Mitsubishi Chemical Corporation o Indonesia (PTMitsubishi Chemical lndonesia) iā PT Lintas Citra Pratama.Ke hana nei ka hope i kahi ʻoihana terephthalic acid (PTA).

Ua hana a kūʻai aku ʻo MCCI i nā Ptas ma Indonesia mai kona hoʻomaka ʻana i ka makahiki 1991. ʻOiai ke kūpaʻa a ikaika ka mākeke PTA a me ka ʻoihana ma Indonesia, ke hoʻomau nei ka Pūʻulu i ka noʻonoʻo ʻana i ke kuhikuhi o ka ʻoihana i ka wā e holomua ana i kāna hoʻokele portfolio me ka nānā ʻana i ka ulu mākeke. ka hoʻokūkū a me ka hoʻomau i ka laina me kāna ʻoihana ʻoihana "Build the Future".
Ke hoʻolālā nei kahi lālā o PT Lintas CitraPratama e kūʻai aku i ka paraxylene, ka mea waiwai nui o PTA, ma Asia Hema.
Ma mua, ua hōʻike ʻia nā mea hou kemika ua pani a haʻalele ʻia nā mea pilikua honua me Ineos a me Lotte Chemical mai nā papahana PTA.

Ua hoʻolaha ʻo Lotte Chemical: haʻalele loa i ka ʻoihana PTA

Ua hoʻolaha ʻo Lotte Chemical ua hoʻolālā ʻo ia e kūʻai aku i kāna ʻāpana 75.01% ma Lotte Chemical Pakistan Limited (LCPL) a haʻalele loa i ka ʻoihana terephthalic acid (PTA).ʻO ka divestment kahi ʻāpana o ka hoʻolālā manawa waena o Lotte Chemical e hoʻoikaika i kāna ʻoihana waiwai kūikawā kiʻekiʻe.

Aia ma Port Qasim, Karachi, LCPL hana 500,000 tons o PTA i kēlā me kēia makahiki.Ua kūʻai aku ka hui i ka ʻoihana iā Lucky Core Industries(LCI), he hui kemika Pakistani, no 19.2 biliona won (ma kahi o 1.06 biliona yuan) (Lotte Chemical kūʻai iā LCPL no 14.7 biliona lanakila ma 2009).Hoʻopuka nui ʻo LCI i ka polyester derivative PTA, e hana ana i 122,000 tons polyester polymer a me 135,000 tons o ka polyester fiber i kēlā me kēia makahiki ma Lahore, aʻo 225,000 tons of soda lehu i kēlā me kēia makahiki ma Heura.

Ua ʻōlelo ʻo Lotte Chemical e hoʻohana ʻia nā mea i loaʻa mai ke kūʻai aku ʻana i ka ʻoihana PTA no ka hoʻomohala ʻana i ka mākeke e kū nei no nā huahana kiʻekiʻe e like me ka polyethylene, polypropylene a me polyethylene terephthalate, a hoʻonui i ka ʻoihana kemika kūikawā a komo i ka ʻoihana mea kūlohelohe.

I Iulai 2020, ua hooki ʻo Lotte Chemical i ka hana ʻana i ka PTA ma kāna mea kanu 600,000-ton/makahiki ma Ulsan, South Korea, a ua hoʻololi iā ia i hale hana no ka hana ʻana i ka waikawa isophanic maikaʻi (PIA), i kēia manawa he 520,000 tons / PIA. makahiki.

Ineos: Hoʻolaha i ka pani ʻana o kahi hui PTA

Ma ka lā 29 o Nowemapa, ua hoʻolaha ʻo Ineos i kona manaʻo e pani i ka mea liʻiliʻi a ʻoi loa o nā ʻāpana PTA ʻelua (refined terephthalic acid) ma kāna PX a me PTA i hoʻohui ʻia i kāna mea kanu ma Herr, Antwerp, Belgium.

Ua pau ka hana ʻana mai ka makahiki 2022 a ua hoʻomaka ʻia ka loiloi o kāna mau manawa lōʻihi no kekahi manawa.

Ua ʻōlelo ʻo Ineos i kāna hoʻolaha hoʻolaha lehulehu ʻo nā kumu nui o ka pani ʻana o ka mea kanu: ʻo ka hoʻonui ʻana i ka ikehu, nā kumu waiwai a me nā kumukūʻai hana e hoʻemi i ka hoʻokūkū ʻana o ʻEulopa me ka hoʻokuʻu ʻana i ka PTA hou a me ka mana derivative ma Asia;A makemake ka hui e kālele nui i nā mea hou kiʻekiʻe.

ʻO ka hana pupule o nā mea maka, i lalo "0" koi?

Ke nānā nei i ka mākeke PTA kūloko, i kēia manawa, ua emi ka awelika o ke kumukūʻai PTA makahiki ma 2023 i hoʻohālikelike ʻia me 2022.

ʻOiai ua hui pū ʻia ka pilikia o ke Kaiʻula me ka pani ʻana o ka ʻāina ma muli o ka nalu anu, ua piʻi ka PTA i luna;Eia naʻe, ʻaʻole maikaʻi ka hopena o ka pau ʻana o nā kauoha textile, downstream spinning, ulana ʻoihana ʻaʻole hilinaʻi i ka mākeke e hiki mai ana, ma ke ʻano o kā lākou hoʻonui waiwai ponoʻī a me ke koʻikoʻi kālā ma ke kumukūʻai kiʻekiʻe o ke kūʻē ʻana i nā mea maka. ma nā ʻano polyester wahi huki paʻakikī, e hopena i nā ʻano polyester e emi nui ka pae waiwai.
Eia kekahi, me ka hoʻomohala wikiwiki ʻana o nā papahana hoʻohui, ke hōʻike mau nei ka mana PTA e hiki mai ana i kahi ʻano piʻi.I ka makahiki 2024, manaʻo ʻia e hoʻokomo ʻia ka PTA kūloko i ka hana o 12.2 miliona tons, a hiki i ka nui o ka ulu ʻana o ka PTA ke piʻi i 15%, mai ka manaʻo o ka hiki ke hana, hiki i ka PTA ke alo i ka nui o ke kaumaha.

I nā makahiki i hala iho nei, ua ʻike ka ʻoihana PTA kūloko i kahi manawa o ka nui o ka hiki a me ka reshuffle i ka hiki, ʻoi aku ka hopena o ka hoʻololi ʻana i ke ʻano hoʻolako i ka mākeke, me ka hoʻokomo ʻana o nā mea hana hou, ke kūlana o ka ʻoihana home PTA i ka wā e hiki mai ana. ʻoi aku ka ʻeha.

Holo wikiwiki ka hoʻopau ʻana!Ke ulu nei ka ʻoihana i ka hoʻokūkū
Me ka hana ʻana o kahi ʻano o nā mea PTA nui, ua nui loa ka nui o ka PTA, a ua piʻi nui ka hoʻokūkū ʻoihana.
I kēia manawa, hoʻomau nā ʻoihana alakaʻi PTA i ka hōʻemi ʻana i nā uku hoʻoili, hopu i ka māhele mākeke, hoʻopau i ka mana hana hope, ua hoʻopau ʻia ka hapa nui o nā mea hana me nā kumukūʻai kiʻekiʻe, a i nā makahiki i hala iho nei, ʻoi aku ka nui o nā mea hou i hoʻokomo ʻia i nā mea PTA ma mua o 2 miliona toni o nā mea hana kiʻekiʻe i loko o nā hale hana nui, a ua emi nui ke kumukūʻai o ka hana ʻana o ka ʻoihana.I ka wā e hiki mai ana, e piʻi aʻe ka mana hana kiʻekiʻe, a e emi iho ke kumukūʻai o ka hana ʻana o ka mīkini kūloko o ka ʻoihana e hana i ka PTA me ka hana ʻana, a ʻo ka uku hana ma kahi haʻahaʻa no ka manawa lōʻihi.

No laila, i loko o ka pōʻaiapili o oversupply, hoʻoikaika 'oihana hoʻokûkû, a me shrinking waiwai, hui ola mea undoubtedly paʻakikī, no laila, me he mea la i Ineos, Rakuten, Mitsubishi koho mea no hoi kupono, ina paha ia e kālele ana ma luna o ka 'oihana nui e divest 'oihana, a i ole. e uhaʻi i nā lima e ola ai, a i ʻole e hoʻomākaukau no nā palena palena a me nā hoʻolālā ʻē aʻe.

Puna: Guangzhou Chemical Trade Center, Pūnaewele