歐洲甲醇需求復(fù)蘇將被供應(yīng)過剩所抵消

據(jù)ICIS網(wǎng)站7月2日消息 歐洲甲醇市場(chǎng)進(jìn)入2020年下半年的低迷模式，因?yàn)槿蚬?yīng)過剩仍然是一個(gè)關(guān)鍵問題，可能抵消需求的復(fù)蘇。

盡管第三季度需求有改善跡象，但對(duì)2020年剩余時(shí)間市場(chǎng)全面反彈的預(yù)期有限。

對(duì)甲醛等關(guān)鍵下游產(chǎn)品的需求預(yù)計(jì)仍將較低，家具行業(yè)的銷售和制造業(yè)可能會(huì)出現(xiàn)有限的復(fù)蘇，因?yàn)檫@一流行病導(dǎo)致消費(fèi)減少。

原油價(jià)格走強(qiáng)有望為甲醇價(jià)值提供一定支撐，因?yàn)槿虺^一半的甲醇用于與石油相關(guān)的終端消費(fèi)。

在歐洲甲基叔丁基醚（MTBE）和生物柴油市場(chǎng)需求已趨穩(wěn)，但仍需進(jìn)一步走上復(fù)蘇之路。

王磊 摘譯自 ICIS

原文如下：

Europe methanol demand recovery to be offset by oversupply

The European methanol market enters the second half of 2020 in a subdued mode as global oversupply remains a key concern, likely to offset a recovery in demand.

While there are signs of improved demand for the third quarter, expectations for a full market rebound are limited for the remainder of 2020.

Demand for key downstream products such as formaldehyde is expected to remain low, with the furniture industry likely to show limited recovery in sales and manufacturing due to reduced consumption because of the pandemic.

Firmer crude oil prices are expected to provide some support to methanol values, as more than half of global methanol goes to oil-related end use consumption.

In the European methyl tertiary butyl ether (MTBE) and biodiesel markets demand has firmed, but still has further to go on the road to recovery.