歐洲需求激增刺激亞洲異丙醇市場

據(jù)ICIS網(wǎng)站3月20日消息 在疫情期間，歐洲異丙醇（IPA）需求激增，亞洲異丙醇市場隨著供應(yīng)收緊而變得樂觀。

隨著歐洲的需求持續(xù)超過供應(yīng)，貿(mào)易商和買家紛紛轉(zhuǎn)向亞洲采購異丙醇，一些貿(mào)易商和買家提供更多的異丙醇來源，而另一些不從事異丙醇業(yè)務(wù)的貿(mào)易商和買家則進(jìn)入市場，希望賺一筆快錢。

在正在進(jìn)行的亞歐套利窗口中，來自亞洲的iso-tanks以1000-1500美元/噸的價(jià)格（東北亞離岸價(jià)）進(jìn)行了多次詢價(jià)，隨著價(jià)格每天攀升，從即期裝運(yùn)到4月2日的裝貨時(shí)間各不相同。

考慮到航行時(shí)間可能長達(dá)2-3個(gè)月的風(fēng)險(xiǎn)，一筆大宗交易于4月底以約1100美元/噸（成本加運(yùn)費(fèi)）的價(jià)格在歐洲完成。

所有這些交易導(dǎo)致亞洲地區(qū)的貨物減少，因?yàn)楣?yīng)商更愿意以更高的利潤率向歐洲銷售。

大部分亞洲供應(yīng)商在4月份售罄，5月份之前幾乎沒有批量供應(yīng)。

暫定5月報(bào)價(jià)為900-950美元/噸（東北亞離岸價(jià)）和940-960美元/噸（東南亞成本加運(yùn)費(fèi)）。

本周早些時(shí)候，以960美元/噸（東北亞離岸價(jià)）的價(jià)格達(dá)成了一項(xiàng)向東南亞出口1000噸貨物的交易。

王磊 摘譯自 ICIS

原文如下：

Asia IPA market spurred by Europe’s demand surge

With Europe’s spike in isopropanol (IPA) demand amid the coronavirus pandemic, Asia’s IPA market turned increasingly bullish as supply tightened.

As demand continued to outstrip supply in Europe, traders and buyers have turned to Asia to procure IPA, some to provide more sources of IPA, while others who were not in the IPA business entered the market, hoping to earn a quick buck.

In the ongoing Asia-to-Europe arbitrage window, iso-tanks from Asia were concluded in a wide range, as prices climbed daily, on numerous inquiries at $1,000-1,500/tonne FOB (free on board) NE (northeast) Asia in iso-tanks, with loading timings vary from prompt shipping to H2 April shipping.

One bulk transaction was concluded at around $1,100/tonne CFR (cost & freight) Europe for end-April loading, taking into account the risk as voyage time could take as long as two to three months.

All these transactions have led to less cargoes for the Asian region, as suppliers prefer to sell to Europe on more lucrative margins.

The majority of Asian suppliers were sold out for April, with little to no bulk available until May.

Tentative May offers were at $900-950/tonne FOB NE Asia and $940-960/tonne CFR SE (southeast) Asia.

A deal was concluded early in the week at $960/tonne FOB NE Asia for a 1,000 tonne cargo to southeast Asia.