WTI cov nqi roj txuas ntxiv mus nyob ib puag ncig $ 45, tab sis tsis ntev los no kev hloov pauv hauv nruab nrab ntawm lub ntiajteb txawj nqus yog pom tseeb. Saudi Arabia qhov kev thov nce ntxiv rau cov lag luam Esxias tom qab lub rooj sib tham OPec tau cuam tshuam nws qhov kev cia siab txog kev lag luam xav tau.
Trump cov thawj coj tau thov mus rau Tsev Hais Plaub Siab tom qab cov pov thawj tshiab tau qhia tias muaj teeb meem suav nrog hauv kev xaiv tsa txawm tias muaj kev hloov pauv ntawm lub hwj chim tom qab peb xaiv tsa. Peb txoj kev pab nyiaj txiag rau kev sib kis tau rov qab los hauv kev sib tham, thiab kev lag luam tab tom tos ntsoov rau qhov tshwm sim.
Tus kab mob thoob ntiaj teb tseem kis tau. Muaj ob qho xov xwm zoo thiab tsis zoo ntawm cov tshuaj tiv thaiv pem hauv ntej, thiab tag nrho, hnub tso tawm yog los txog.
Tuam Tshoj cov khoom xa tawm nyob rau lub Kaum Ib Hlis (hauv cov ntsiab lus DOLLAR) tau nce 21.1% los ntawm ib xyoo dhau los, xav tias yuav nce 9.5%, piv nrog 11.4% ntawm xyoo dhau los, thiab kev xa khoom tau nce 4.5% los ntawm xyoo dhau los, xav tias yuav nce 4.3% los ntawm ib xyoo dhau los; Kev lag luam tawm nyiaj tau nce siab txog $ 75.42 billion, nce los ntawm $ 58.44 billion. Hauv cov ntsiab lus yuan, kev xa tawm tau nce 14.9 feem pua, nce los ntawm 7.6 feem pua.
Kev lag luam kwv yees ntawm qee cov tshuaj:
1. Kev kwv yees: Tus nqi ntawm methanol hauv cov chaw nres nkoj ncig tau nce ntau lub lis piam dhau los. Cov khoom muag ntawm cov tuam ntxhab nyob rau sab qaum teb cov chaw tsim khoom yog tsawg thiab tag nrho cov nqi khiav lag luam tsis hloov ntau. Yog tias tsis muaj cov txiaj ntsig zoo, nws xav tias methanol tseem yuav ua tiav los ntawm kev poob siab lub lim tiam no.
2. Kev kwv yees: toluene, xylene domestic cog pib qis, qhov kev thov tag nrho tsis muaj zog. Chaw nres nkoj cov khoom lag luam tseem poob qis. Roj nqi volatility muaj zog. Cia siab tias lub lim tiam no domestic toluene, xylene kev lag luam poob siab me ntsis.
3. Kev kwv yees: Kev lag luam tus nqi ntawm PVC cov tuam txhab tau txhim kho, tab sis qhov kev txiav txim ua ntej tsis tau ua tiav, thiab cov khw muag khoom muaj cov khoom me me. Nyob rau sab qaum teb, vim kev tiv thaiv ib puag ncig thiab lwm yam laj thawj, kev xav tau qis qis qis me ntsis. Muag cheeb tsam downstream tsis sib haum xeeb tus nqi siab tab sis tsuas yog xav kom ruaj khov. Thaum kawg ntawm lub asthiv dhau los, kev lag luam nyiaj txiag rally qeeb, kev ua lag luam xav tias yuav txuas ntxiv rau lub lim tiam no qhov kev hloov pauv siab muaj zog, kuj yuav tsum nco ntsoov tias daim ntawv cog lus rau lub Ib Hlis yav tom ntej tseem muaj kev pheej hmoo ntawm kev hloov pauv loj.
4. Kev kwv yees: Lub lim tiam dhau los, cov khoom siv acrylic acid thiab ester yog nruj thiab cov ntaub ntawv muaj feem cuam tshuam tau nce hauv cov xov xwm zoo kom ntxiv dag zog. Tam sim no, qhov chaw muab khoom tseem nruj, cov tuam txhab lag luam yuav tsis txo tus nqi, tsuas yog yuav tsum tau ua raws li qhov xwm txheej hauv qab yog ok. Acrylic acid thiab ester yog cia siab tias lub lim tiam no qhov chaw ua lag luam txuas ntxiv ntawm kev ua tiav zoo.
5. Kev kwv yees: Cov nqi ntawm maleic anhydride poob qis thiab sai sai lub lim tiam dhau los, rov tsim cov xwm txheej ntawm cov menyuam coaster. Vim qhov kev cia siab ntawm qhov kev xav tau qis qis, cov neeg tsim khoom lag luam maleic anhydride muaj cov phaj sib khi kom nce kev nqis tes ua. Qhov kev tawm tsam xav tias yuav txuas ntxiv rau lub lim tiam no.
6, qee qhov khoom siv txawv teb chaws tsis raug kaw, ua ke nrog kev txhawb nqa tus nqi zog, kev ua lag luam styrene zoo siab tos txais qhov kev rov qab los thaum pib ntawm lub lim tiam. Txawm li cas los xij, cov chav tsev hauv tsev rau hauv kev tsim khoom, thiab qhov kev thov tom ntej tsis muaj zog, nws tau kwv yees tias kev lag luam styrene yuav raug txwv rau lub sijhawm luv luv.
7. Tsis muaj kev sib koom tes ntawm cov khoom siv thiab kev xav tau, nws kwv yees tias kev ua lag luam acetone yuav muaj chav me me rau lub sijhawm luv luv.
8. Nws tau kwv yees tias DOP kev ua lag luam yuav qis qis hauv lub sijhawm luv vim yog tus nqi tso tawm thiab kev thov qis qis qis.
9, lub caij nyoog ntawm lub caij nyoog yog tias tsis muaj qhov kev txhawb siab loj, kwv yees lub sijhawm luv luv ntawm kev ua lag luam phthalic anhydride yog qhov nyuaj dua.
10. Raws li cov khoom tsis muaj zog thiab kev xav tau qhov xwm txheej, nws tau kwv yees tias MMA kev ua lag luam tuaj yeem hloov pauv hauv qhov nqaim hauv lub sijhawm luv.
11. Kev them nyiaj yug muaj zog, tab sis cov khoom siv hauv tsev yuav tsum nce ntxiv. Nws yog kwv yees hais tias nyob rau hauv lub sij hawm luv luv, lub lag luam phenol feem ntau yuav cuam tshuam nrog shocks.
12, periphery zoo, PTA chaw ua lag luam poob siab lub lim tiam dhau los muaj zog. Txawm li cas los xij, vim tias qhov tseem ceeb tsis muaj zog, nws tau kwv yees tias PTA kev ua lag luam yuav raug txwv rau lub sijhawm luv luv.
13, tus nqi them nyiaj yug yog muaj zog, tab sis lub downstream thawb lub luag hauj lwm yog dav, nws yog kwv yees hais tias cov ntshiab benzene kev lag luam nyob rau hauv lub sij hawm luv luv los yog yuav ruaj khov consolidation.
14. Cov khoom lag luam nthuav qhia qee qhov zoo, tab sis tsis muaj kev koom tes zoo nrog kev thov, nws tau kwv yees tias kev lag luam tianjiao yuav tsum tau shaken tsuas yog nyob rau lub sijhawm luv luv, ua tib zoo saib xyuas cov kev taw qhia ntawm peripheral yam.
Lub lim tiam dhau los, kev lag luam hauv tsev acetic acid txuas ntxiv nce. Tam sim no, lub Hoobkas twb nruj me ntsis hauv kev xa khoom, ua ke nrog kev npaj tsis tau kaw ntawm BP cog hauv Nanjing, cov khoom siv tau nruj ntxiv. Txawm li cas los xij, vim qhov nce sai ntawm cov nqi lag luam thiab muaj zog tiv thaiv nyob rau hauv nqes hav, nws xav tias kev lag luam yuav qeeb rau lub lim tiam no piv nrog lub lim tiam dhau los.
16. Kev lag luam hauv tsev butanone tau nce siab rau lub lim tiam dhau los. Lub Hoobkas tsis muaj cov khoom lag luam siab, thiab qhov chaw nug hauv qab los txhim kho, theem mus rau hauv kev ua lag luam thiab kev lag luam hauv nruab nrab, tau tsav los ntawm huab cua ntawm kev yuav khoom, nws xav tias kev lag luam tseem yuav nce mus rau lub lim tiam no.
17, lub lim tiam dhau los, kev lag luam ethylene glycol hauv tsev muaj zog. Volatility consolidation ntawm thoob ntiaj teb cov nqi roj; Tam sim no, kev txuas ntxiv ntawm qhov chaw nres nkoj mus rau qhov chaw nres nkoj yog qhov tsawg; Txawm hais tias qee chav tsev ntawm ethylene glycol tau rov pib dua, tseem muaj qee chav nyob hauv kev kho thiab txo qis, thiab cov khoom lag luam nce qis dua qhov xav tau. Lub downstream polyester kawg pib tswj siab, ruaj khov thov kev ua tau zoo. Nws cia siab tias yav tav su glycol interval consolidation yuav muaj zog.
18, lub lim tiam dhau los, kev lag luam hauv kev lag luam diethylene glycol volatility callback. Volatility consolidation ntawm thoob ntiaj teb cov nqi roj; Tam sim no, qhov pib ntawm kev teeb tsa hauv tsev tseem qis, qhov rov ua tiav ntawm qhov chaw nres nkoj-rau-nkoj kom muaj nuj nqis tsawg, thiab huab cua tsis zoo cuam tshuam rau qhov poob qis ntawm cov khoom muag hauv chaw nres nkoj, yog li kev lag luam downstream resin feem ntau tsis muaj zog. Kev lag luam poob siab sib sau cia siab tias yuav muaj ntau dua lub lim tiam no.
19. Volatility consolidation ntawm thoob ntiaj teb cov nqi roj; Cov yav tom ntej siab boost chaw; Petrochemical cov khoom lag luam nce ntxiv piv nrog rau lub sijhawm dhau los; Downstream siab tsis sib haum, tsuas yog yuav tsum tau yuav; Cov tuam txhab lag luam hauv tsev ua haujlwm tau siab dua, cov khoom siv siab tseem nyob hauv. Kom suav nrog, nws xav tias lub lim tiam no kev lag luam PE hauv kev lag luam volatility consolidation muaj peev xwm.
20. Volatility consolidation ntawm thoob ntiaj teb cov nqi roj; Yav tom ntej sawv; Petrochemical destocking tus nqi qeeb; Cov kev xav tau qis qis rau lub caij ntuj sov yuav tuaj, tsuas yog xav tau cov khoom siv; Lub tsev tu xyuas poob hloov me ntsis. Txhawm rau ua tiav, nws xav tias PP kev lag luam lub lim tiam no nqaim kev sib sau ua ke.