Kev Tshawb Fawb Txog Kev Muab Khoom thiab Kev Xav Tau ntawm Kev Lag Luam Polyethylene: Kev Nce Siab ntawm Kev Muab Khoom hauv Q1 2025
Kev Taw Qhia
Nrog Donald Trump rov raug xaiv tsa ua Thawj Tswj Hwm ntawm Tebchaws Meskas, qhov kev cia siab rau Tuam Tshoj txoj kev lag luam polyethylene (PE) tau ua rau muaj kev txhawj xeeb tseem ceeb. Cov kev txhawj xeeb no feem ntau yog los ntawm kev nce siab ntawm kev lag luam Asmeskas-Tuam Tshoj thaum lub sijhawm Trump ua ntej, uas cuam tshuam loj heev rau cov se rau cov tshuaj lom neeg thiab cov khoom yas thiab ua rau muaj kev hloov pauv ntawm cov khoom xa tuaj.
Kev Cuam Tshuam ntawm Kev Tsis Sib Haum Xeeb Kev Lag Luam
Cov cai tswjfwm kev lag luam ntawm Trump yuav ua rau kev sib raug zoo ntawm Asmeskas thiab Tuam Tshoj muaj kev ntxhov siab ntxiv. Cov lus pom zoo xws li kev them se tag nrho 10% rau yuav luag txhua yam khoom xa tuaj ntawm Asmeskas, kev them se sib npaug 60% rau cov khoom lag luam Suav, thiab lwm yam se uas tau teem tseg yuav ua rau muaj kev puas tsuaj. Yog tias siv tau, cov kev ntsuas no yuav ua rau cov neeg siv khoom thiab cov lag luam hauv Asmeskas raug mob, ua rau kev lag luam tsis ruaj khov, thiab hem cov haujlwm. Rau Tuam Tshoj, cov cai no yuav ua rau kev xa khoom mus rau Asmeskas poob qis heev.
Kev Loj Hlob ntawm Peev Xwm thiab Kev Lag Luam Ntshuam Khoom
Txawm hais tias muaj kev sib cav txog kev lag luam los xij, Tuam Tshoj lub peev xwm polyethylene tseem txuas ntxiv loj hlob. Thaum xyoo 2023-2024, Tuam Tshoj cov khoom xa tuaj PE rov qab zoo li xyoo 2022. Txog rau lub Kaum Hli Ntuj xyoo 2024, Tuam Tshoj tau xa tuaj kwv yees li 12 lab tons ntawm PE, nrog rau tag nrho cov khoom xa tuaj rau xyoo no yuav tshaj qhov xyoo 2023. Qhov sib txawv no yog ib feem vim yog kev ncua sijhawm hauv kev siv cov peev xwm tshiab hauv tsev. Tuam Tshoj lub peev xwm tsim khoom PE hauv xyoo 2024 kwv yees li ntawm 31.8 lab tons, sawv cev rau qhov nce me ntsis 2% txhua xyoo.
Saib mus rau xyoo 2025, Tuam Tshoj yuav pom muaj kev nce ntxiv ntawm cov peev xwm tsim khoom PE tshiab, nrog rau kev loj hlob kwv yees tias yuav tshaj 19%. Cov neeg tsim khoom tab tom tsom mus rau cov lag luam tshwj xeeb, suav nrog metallocene polyethylene (mPE), polyolefin elastomers (POE), thiab ultra-high molecular weight polyethylene (UHMWPE). Qhov no yuav ua rau Tuam Tshoj muaj peev xwm txaus siab rau PE thiab ua kom muaj kev sib tw ntau ntxiv hauv kev lag luam xa khoom tuaj.
Kev Cuam Tshuam ntawm Kev Muab Khoom Siv hauv Tebchaws Meskas
Tebchaws Meskas tseem yog ib qho ntawm Tuam Tshoj cov khoom xa tuaj PE tseem ceeb, suav txog li 18% ntawm tag nrho cov khoom xa tuaj ntawm Lub Ib Hlis thiab Lub Kaum Hli 2024. Txawm hais tias Tuam Tshoj cov khoom xa tuaj PE tag nrho tab tom poob qis, feem ntawm Asmeskas tau nce ntxiv vim nws muaj peev xwm tsim khoom ntau ntxiv thiab qhov zoo dua ntawm cov nqi los ntawm cov khoom noj ethane.
Tebchaws Meskas muaj kev sib tw heev ntawm tus nqi PE thoob ntiaj teb. Txog xyoo 2025, Tebchaws Meskas lub peev xwm tsim khoom PE yuav nce mus txog 25.5 lab tons, nrog rau kev loj hlob txhua xyoo (CAGR) ntawm 4.8% txij li xyoo 2018 txog 2025. Qhov no ua rau Tebchaws Meskas yog lub tebchaws xa khoom PE loj thoob ntiaj teb, thiab nthuav dav nws cov feem ntawm kev ua lag luam hauv Suav teb.
Xaus lus
Hauv Q1 2025, thaum cov chaw tshiab uas tau ua haujlwm nce qib kev tsim khoom thiab cov chaw ua haujlwm uas tau tso tseg rov qab ua haujlwm, kev nyuaj siab rau kev muab khoom PE yuav nce ntxiv, ua rau muaj kev sib npaug ntawm kev muab khoom thiab kev thov khoom thiab kev nyuaj siab rau cov nqi tam sim ntawd. Kev tsis sib haum xeeb ntawm kev muab khoom thiab kev thov khoom yuav nce siab tshaj plaws hauv Lub Ib Hlis, ua rau muaj kev nyuaj siab rau cov txiaj ntsig ntawm kev tsim khoom. Thaum Lub Ob Hlis thiab Lub Peb Hlis, kev kaw cov chaw ua haujlwm ib ntus yuav nce ntxiv, muab qee qhov kev pab rau kev nyuaj siab rau kev muab khoom. Txawm li cas los xij, kev ua lag luam tag nrho yuav nyob hauv qhov xwm txheej ntawm kev muab khoom ntau dhau.
(Cov ntsiab lus thiab cov duab tau los ntawm hauv internet.)