亞洲石化市場(chǎng)基本上不受BP向英力士出售資產(chǎn)影響

據(jù)石化新聞2020年7月3日新加坡報(bào)道，市場(chǎng)消息人士7月3日表示，亞洲石化市場(chǎng)將基本不受英國石油公司（BP）以50億美元價(jià)格向英力士出售其全部芳烴和乙酰制造業(yè)務(wù)的影響。

亞洲對(duì)二甲苯、精對(duì)苯二甲酸、乙酸和聚對(duì)苯二甲酸乙二醇酯（PET）市場(chǎng)的參與者表示，在應(yīng)對(duì)高庫存和需求復(fù)蘇乏力之際，他們比本周BP宣布50億美元出售其全部芳烴和乙酰制造業(yè)務(wù)更關(guān)注當(dāng)前的供應(yīng)-需求前景，并擔(dān)心人們購買欲望和信心可能已因多個(gè)國家的封鎖而改變。

7月初，由于供應(yīng)過剩繼續(xù)給聚酯產(chǎn)業(yè)鏈帶來壓力，生產(chǎn)利潤率徘徊在多年低點(diǎn)。7月2日對(duì)二甲苯/石腦油的價(jià)差為150.125美元/噸，這個(gè)價(jià)差在此前一天曾觸及紀(jì)錄低點(diǎn)的146美元/噸，而PPTA /對(duì)二甲苯的價(jià)差在7月2日計(jì)算為80.90美元/噸，低于85- 120美元/噸的典型保本水平。

李峻 編譯自 石化新聞

原文如下：

Asian petrochemical markets face greater impact from pandemic than BP's $5 bil asset sale to Ineos: traders

Asian petrochemicals markets will be largely unaffected by BP's $5 billion sale of its entire aromatics and acetyls manufacturing business to Ineos, market sources said July 3.

Participants in the Asian paraxylene, purified terephthalic acid, acetic acid（PPTA） and PET markets said they were more focused on the current supply-demand outlook than this week's $5 billion sale announcement as they grappled with high inventories and weak demand recovery, and concerns that buying appetite and confidence may have been altered by the COVID-19 lockdowns in multiple countries.

Production margins were hovering at multi-year lows in early July as oversupply continues to pressure the polyester chain. The PX-naphtha spread stood at $150.125/mt July 2 after hitting a record low $146/mt the day before, while the PTA/PX spread was calculated at $80.90/mt July 2, below the typical breakeven level of $85-$120/mt, S&P Global Platts data showed.