美國(guó)下半年苯需求上升 上游走強(qiáng)增加支撐

據(jù)ICIS網(wǎng)站7月27日消息 由于衍生產(chǎn)品需求的不斷增長(zhǎng)，美國(guó)苯需求在2020年下半年有望小幅增長(zhǎng)，盡管預(yù)計(jì)定價(jià)通常會(huì)遵循能源價(jià)值。

隨著市場(chǎng)從第二季度低點(diǎn)反彈，美國(guó)苯價(jià)值繼續(xù)隨原油價(jià)格上漲。7月24日當(dāng)周，苯當(dāng)月現(xiàn)貨價(jià)格收于1.465美元/加侖，高于一個(gè)月前的1.355美元/加侖。

多數(shù)市場(chǎng)參與者指出，原油價(jià)格上漲是近幾周美國(guó)苯現(xiàn)貨價(jià)格的主要推動(dòng)力。一位市場(chǎng)人士表示，苯市場(chǎng)一直是“能源驅(qū)動(dòng)型”，目前的市場(chǎng)狀況不強(qiáng)調(diào)其他成本驅(qū)動(dòng)因素。

自6月下旬以來，WTI原油期貨一直在39-42美元/桶的區(qū)間波動(dòng)，自4月下旬價(jià)格迅速從負(fù)值飆升以來一直處于平穩(wěn)狀態(tài)。

雖然衍生產(chǎn)品需求大部分仍然疲弱，但苯的價(jià)格可能會(huì)跟隨原油價(jià)格持續(xù)到下半年。

隨著衍生苯乙烯出口需求的增強(qiáng)，需求可能會(huì)增加。

王磊 摘譯自 ICIS

原文如下：

US benzene demand to rise in H2, strengthening upstream to add support

US benzene demand looks to strengthen slightly into the second half of 2020 on rising derivative demand, although pricing is expected to generally follow energy values.

US benzene values continue to rise with crude values as markets rebound from Q2 lows. Benzene current month spot prices closed at $1.465/gal the week of 24 July, above $1.355/gal a month ago.

Most market participants have pointed toward rising crude oil values as the main mover for US spot benzene prices in recent weeks. One market source stated the benzene market has been “energy driven”, with current market conditions de-emphasising other cost drivers.

WTI crude futures have been rangebound at $39-42/bbl since late June, plateauing since values quickly jumped from negative territory in late April.

While derivative demand remains mostly weak, benzene values will likely follow crude costs into the second half of the year.

However, demand will likely increase amid strengthening export demand for derivative styrene.