據(jù)ICIS網(wǎng)站7月31日消息 美國7月丙烯合約結(jié)算價較6月上漲6美分/磅,因生產(chǎn)問題持續(xù),現(xiàn)貨價格升至一年高位。
7月聚合物級丙烯(PGP)合約收于32.5美分/磅(716美元/噸),化學(xué)級聚丙烯(CGP)交貨價為31.0美分/磅。
此次合約價格是自2018年6月以來最大的單月漲幅,當(dāng)時合約價格較上月上漲8美分/磅。
7月PGP期貨價格為29.5-39.0美分/磅,而6月為21.5-28.0美分/磅。
影響美國PGP生產(chǎn)的停機(jī)事件包括:位于德克薩斯州自由港的陶氏丙烷脫氫(PDH)裝置、位于德克薩斯州巧克力灣的英力士裂解裝置、位于德克薩斯州Point Comfort的美國福爾摩沙塑料公司的裂解裝置以及德克薩斯州亞瑟港的巴斯夫道達(dá)爾裂解裝置。
此外,由于乙烷在美國蒸汽裂解原料中所占份額比以往任何時候都要大,而且隨著寒冷月份對丙烷和丁烷的加熱需求增加,預(yù)計不會動搖,因此丙烯的共生產(chǎn)量也有所減少。
裂解乙烷生產(chǎn)乙烯和有限的副產(chǎn)品,而裂解丙烷、丁烷和其他分子量較大的原料生產(chǎn)丙烯和其他化學(xué)品。
此外,由于汽油需求低迷、美國煉油廠利用率持續(xù)走低,導(dǎo)致煉油廠級丙烯(RGP)產(chǎn)量下降,可以使用分離裝置將RGP升級至PGP。
盡管美國丙烯供應(yīng)面臨一些短期至中期生產(chǎn)限制,但可能足以滿足2020年下半年緩慢復(fù)蘇的需求。
全球經(jīng)濟(jì)放緩可能意味著今年剩余時間對丙烯及其衍生物的需求疲軟,如果冠狀病毒病例繼續(xù)激增,需求可能進(jìn)一步疲軟。
丙烯的主要出口是作為聚丙烯(PP)的原料。丙烯還用于生產(chǎn)丙烯腈(ACN)、環(huán)氧丙烷(PO)、一些醇類、異丙苯和丙烯酸。
美國主要丙烯生產(chǎn)商包括雪佛龍菲利普斯化學(xué)、企業(yè)產(chǎn)品公司、??松梨?、希爾資源和殼牌化學(xué)。
王磊 摘譯自 ICIS
原文如下:
US July propylene contracts rise by 6 cents/lb as production issues persist
US July propylene contracts settled at a 6 cent/lb increase from June as spot prices rose to one-year highs amid ongoing production issues.
The settlement puts July polymer-grade propylene (PGP) contracts at 32.5 cents/lb ($716/tonne) DEL (delivered) and chemical-grade propylene (CGP) at 31.0 cents/lb.
The settlement marks the largest month-on-month increase since June 2018, when contract prices rose 8 cents/lb from the prior month.
Front-month PGP traded in July at 29.5-39.0 cents/lb, compared with 21.5-28.0 cents/lb in June.
Outages affecting US PGP production include: Dow's propane dehydrogenation (PDH) unit in Freeport, Texas; INEOS's cracker in Chocolate Bayou, Texas; Formosa Plastics Corporation USA's cracker in Point Comfort, Texas; and BASF Total's cracker in Port Arthur, Texas.
Also, co-production of propylene was reduced as ethane's share of the US steam cracking feedslate is greater than it has ever been and is not expected to falter as heating demand for propane and butane rises in the colder months.
Cracking ethane produces ethylene with limited co-products, while cracking propane, butane and other heavier feeds yields propylene, among other chemicals.
Furthermore, continued low US refinery utilisation amid depressed gasoline demand has resulted in less refinery-grade propylene (RGP) production. RGP can be upgraded to PGP using a splitter.
Although US propylene supply faces a few short-to-medium-term production constraints, it is likely to be sufficient to meet slowly recovering demand in the latter half of 2020.
A slow global economy likely means demand weakness for propylene and its derivatives for the remainder of the year, with the possibility of further weak demand if coronavirus cases continue to spike.
The main outlet for propylene is as a feedstock for polypropylene (PP). Propylene is also used to produce acrylonitrile (ACN), propylene oxide (PO), a number of alcohols, cumene and acrylic acid.
Major US propylene producers include Chevron Phillips Chemical, Enterprise Products, ExxonMobil, Flint Hills Resources and Shell Chemical.
標(biāo)簽:丙烯
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