Gazprom Neft (yomwe tsopano imatchedwa "Gazprom") pa Seputembara 2 idati chifukwa cha kupezeka kwa zida zambiri zolephera, mapaipi amafuta a Nord Stream-1 azimitsidwa mpaka zolepherazo zitathetsedwa.Nord Stream-1 ndi imodzi mwamapaipi ofunikira kwambiri operekera gasi ku Europe.Kupereka kwa tsiku ndi tsiku kwa 33 miliyoni cubic metres ku Europe ndikofunikira kuti anthu azigwiritsa ntchito gasi ku Europe komanso kupanga mankhwala.Chifukwa cha izi, tsogolo la gasi la ku Ulaya posachedwapa latsekedwa pamtunda wapamwamba kwambiri, zomwe zinapangitsa kuti pakhale chiwopsezo chachikulu pamitengo yamagetsi padziko lonse lapansi.

Chaka chatha, mitengo ya gasi yachilengedwe ku Europe idakwera kwambiri chifukwa cha mkangano waku Russia ndi Ukraine, ukuwonjezeka kuchoka pa $ 5-6 miliyoni pamafuta aku Britain miliyoni kupita ku $ 90 miliyoni pamafuta aku Britain, kuwonjezeka kwa 1,536%.Mitengo ya gasi yachilengedwe yaku China idakweranso kwambiri chifukwa cha chochitikachi, ndi msika waku China wa LNG, mitengo yamsika ikukwera kuchokera pa $ 16 / MMBtu mpaka $ 55 / MMBtu, komanso kuwonjezeka kwa 244%.

Mtengo wamtengo wamafuta achilengedwe ku Europe-China mchaka chatha cha 1 (gawo: USD/MMBtu)

Gasi wachilengedwe ndi wofunikira kwambiri ku Europe.Kuphatikiza pa gasi wachilengedwe womwe amagwiritsidwa ntchito pamoyo watsiku ndi tsiku ku Europe, kupanga mankhwala, kupanga mafakitale, ndi kupanga magetsi zonse zimafunikira mpweya wowonjezera.Zoposa 40% za zinthu zomwe zimagwiritsidwa ntchito popanga mankhwala ku Ulaya zimachokera ku gasi, ndipo 33% ya mphamvu zomwe zimagwiritsidwa ntchito popanga mankhwala zimadaliranso gasi.Chifukwa chake, makampani opanga mankhwala ku Europe amadalira kwambiri gasi, womwe uli m'gulu lamphamvu kwambiri zopangira mphamvu zamagetsi.Titha kuganiza kuti kuperekedwa kwa gasi kumatanthauza chiyani kumakampani opanga mankhwala ku Europe.

Malinga ndi European Chemical Industry Council (CEFIC), kugulitsa mankhwala ku Europe mu 2020 kudzakhala € 628 biliyoni (€ 500 biliyoni ku EU ndi € 128 biliyoni ku Europe konse), chachiwiri ku China monga malo ofunikira kwambiri opanga mankhwala. mdziko lapansi.Europe ili ndi makampani ambiri akuluakulu amankhwala padziko lonse lapansi, kampani yayikulu kwambiri padziko lonse lapansi ya BASF, yomwe ili ku Europe ndi Germany, komanso Shell, Inglis, Dow Chemical, Basel, ExxonMobil, Linde, France Air Liquide ndi makampani ena otsogola padziko lonse lapansi.

Makampani opanga mankhwala ku Europe pamakampani opanga mankhwala padziko lonse lapansi

Kuperewera kwa mphamvu kudzakhudza kwambiri ntchito yanthawi zonse yamakampani opanga mankhwala ku Europe, kukweza mtengo wopangira zinthu zaku Europe, ndikubweretsa ziwopsezo zazikulu pamsika wapadziko lonse wamankhwala.

1. Kuwonjezeka kosalekeza kwa mtengo wa gasi wachilengedwe ku Europe kudzakulitsa mtengo wogulitsira, zomwe zidzadzetsa mavuto azachuma komanso kukhudza mwachindunji kuchuluka kwa ndalama zamakampani opanga mankhwala.

Ngati mitengo ya gasi ikupitirizabe kukwera, amalonda a gasi a ku Ulaya adzafunika kuonjezera malire awo, zomwe zimapangitsa kuti ngakhale kuphulika kwa ndalama zakunja.Popeza ambiri mwa amalonda ogulitsa gasi amachokera kwa opanga mankhwala, monga opanga mankhwala omwe amagwiritsa ntchito gasi wachilengedwe monga chakudya ndi opanga mafakitale omwe amagwiritsa ntchito gasi ngati mafuta.Ngati ma depositi aphulika, ndalama zogulira ndalama kwa opanga zidzakwera mosakayikira, zomwe zitha kubweretsa vuto lazachuma kwa zimphona zamphamvu zaku Europe komanso kukhala ndi zotsatirapo zazikulu za bankirapuse, zomwe zikukhudza msika wonse wamankhwala waku Europe komanso chuma chonse cha ku Europe.

2. Kuchulukirachulukira kwa mitengo ya gasi kumabweretsa kuwonjezeka kwa ndalama zamakampani opanga mankhwala, zomwe zimakhudzanso mtengo wamakampani.

Ngati mtengo wa gasi ukupitirizabe kukwera, kuwonjezeka kwa ndalama zamtengo wapatali kwa makampani opanga mankhwala a ku Ulaya omwe amadalira mpweya wachilengedwe monga zopangira ndi mafuta adzawonjezera kwambiri ndalama zawo zogulira zinthu, zomwe zimapangitsa kuti mabuku awonongeke.Makampani ambiri opanga mankhwala ku Europe ndi opanga mankhwala apadziko lonse lapansi omwe ali ndi mafakitale akulu, zoyambira zopangira ndi malo opangira zomwe zimafunikira ndalama zambiri kuti ziwathandize pakuchita bizinesi yawo.Kuchulukirachulukira kwamitengo ya gasi kwadzetsa kukwera kwamitengo yawo, zomwe mosakayikira zidzakhala ndi zotsatira zoyipa kwambiri pantchito za opanga zazikulu.

3. Kuwonjezeka kopitirizabe kwa mitengo ya gasi kudzawonjezera mtengo wa magetsi ku Ulaya ndi ndalama zogwiritsira ntchito makampani opanga mankhwala a ku Ulaya.

Kukwera kwa mitengo ya magetsi ndi gasi kudzakakamiza mabungwe a ku Ulaya kuti apereke chikole chowonjezera cha mayuro 100 biliyoni kuti apereke ndalama zina zongowonjezera.Ofesi ya Ngongole yaku Sweden idatinso kuti malire a Nasdaq akwera 1,100 peresenti pomwe mitengo yamagetsi ikukwera.

Makampani opanga mankhwala ku Ulaya ndi ogula kwambiri magetsi.Ngakhale kuti makampani opanga mankhwala ku Ulaya ndi opita patsogolo kwambiri ndipo amagwiritsa ntchito mphamvu zambiri kuposa mayiko ena, akadali ogula kwambiri magetsi ku Ulaya.Mitengo ya gasi yachilengedwe idzawonjezera mtengo wamagetsi, makamaka pamakampani opanga mphamvu zamagetsi, zomwe mosakayikira zidzakweza ndalama zoyendetsera mabizinesi.

4. Ngati vuto la mphamvu za ku Ulaya silinabwezeretsedwe pakapita nthawi yochepa, lidzakhudza mwachindunji makampani opanga mankhwala padziko lonse lapansi.

Pakalipano, mankhwala opangidwa ndi mankhwala padziko lonse lapansi ndi apamwamba.Kupanga kwa mankhwala ku Europe kumapita kumpoto chakum'mawa kwa Asia, Southeast Asia, Middle East ndi North America.Mankhwala ena ali ndi gawo lalikulu pamsika wapadziko lonse lapansi, monga MDI, TDI, phenol, octanol, polyethylene yapamwamba, polypropylene, propylene oxide, potaziyamu chloride A, vitamini E, methionine, butadiene, acetone, PC, neopenyl glycol, EVA, styrene, polyether polyol, etc.

Pali chizolowezi pamitengo yapadziko lonse lapansi komanso kukweza kwazinthu zama mankhwala opangidwa ku Europe.Mitengo yapadziko lonse yazinthu zina zimatengeranso kusinthasintha kwamitengo yaku Europe.Ngati mitengo ya gasi yachilengedwe ku Europe ikwera, mitengo yopangira mankhwala idzakwera mosakayikira ndipo mitengo yamsika yamankhwala idzakwera moyenerera, zomwe zimakhudza mitengo yamsika padziko lonse lapansi.

Kuyerekeza kwakusintha kwamitengo pamsika wamankhwala wamba ku China kuyambira Ogasiti mpaka Seputembala

M'mwezi wapitawu, msika waku China udatsogola pazamankhwala angapo okhala ndi kulemera kwakukulu kwamakampani opanga mankhwala aku Europe kuti awonetse magwiridwe antchito.Pakati pawo, mitengo yambiri ya pamwezi imakwera chaka ndi chaka, sulfure imakwera ndi 41%, propylene oxide ndi polyether polyols, TDI, butadiene, ethylene ndi ethylene oxide imakwera kuposa 10% pamwezi.

Ngakhale kuti mayiko ambiri a ku Ulaya anayamba kudziunjikira mwakhama ndi kupesa mphamvu ya mphamvu ya ku Ulaya "yothandizira" Komabe, mphamvu za ku Ulaya sizingasinthidwe kwathunthu pakapita nthawi.Pokhapokha pochepetsa kuchepa kwa ndalama zomwe zingathetsere mavuto aakulu a vuto la mphamvu ku Ulaya, osatchula mavuto ambiri omwe akukumana nawo ku Ulaya.Chidziwitsochi chikuyembekezeka kupitiliza kukulitsa chidwi pamakampani opanga mankhwala padziko lonse lapansi.

China pakali pano ikukonzanso zopezeka ndi kufunikira kwamakampani opanga mankhwala.M'zaka zaposachedwa, mpikisano wapadziko lonse wamakampani wakula chifukwa chakukula kwakukulu, ndikuchepetsa kudalira kwazinthu zaku China.Komabe, China idali yodalira kwambiri ku Europe, makamaka pazinthu zapamwamba za polyolefin zomwe zimatumizidwa kuchokera ku China, zopangidwa ndi polima zapamwamba, zotsika mtengo zamapulasitiki zotumizidwa kuchokera ku China, zopangidwa ndi pulasitiki za ana zomwe zimagwirizana ndi EU ndi zinthu zamapulasitiki zamasiku onse.Ngati vuto lamphamvu la ku Europe likupitilizabe kukula, zotsatira zake pamakampani opanga mankhwala ku China zitha kuwonekera pang'onopang'ono.

Chemwinindi kampani yopanga mankhwala opangira mankhwala ku China, yomwe ili ku Shanghai Pudong New Area, yokhala ndi madoko, malo okwerera ndege, ma eyapoti ndi zoyendera njanji, komanso malo osungiramo mankhwala owopsa komanso owopsa ku Shanghai, Guangzhou, Jiangyin, Dalian ndi Ningbo Zhoushan, China. , kusunga matani oposa 50,000 a mankhwala opangira mankhwala chaka chonse, ndi katundu wokwanira, olandiridwa kugula ndi kufunsa.chemwiniimelo:service@skychemwin.comwhatsapp: 19117288062 Tel: +86 4008620777 +86 19117288062