俄羅斯7月高密度聚乙烯價(jià)格加速上漲

據(jù)ICIS網(wǎng)站8月3日消息 在經(jīng)歷了長(zhǎng)時(shí)間的價(jià)格下跌之后，俄羅斯的高密度聚乙烯（HDPE）價(jià)格在6月底開始上漲。ICIS-MRC價(jià)格報(bào)告顯示，由于供應(yīng)嚴(yán)重減少，7月下旬價(jià)格增長(zhǎng)動(dòng)力增強(qiáng)。

由于生產(chǎn)商選擇出口原材料以滿足亞洲、土耳其和歐洲市場(chǎng)更高的價(jià)格，而不是在盧布疲軟的情況下出售給國(guó)內(nèi)買家，價(jià)格在6月底開始回升。

隨著季節(jié)性需求的增加，進(jìn)口材料數(shù)量減少導(dǎo)致供應(yīng)趨緊，加劇了這一局面。

一些賣家在過去兩周選擇暫停聚乙烯（PE）的銷售，因?yàn)槿蚋呙芏染垡蚁﹥r(jià)格上漲，盧布兌美元在6月份貶值，進(jìn)一步限制了可用材料。

盡管如此，來自外部供應(yīng)商的銷售在某些領(lǐng)域仍然受到限制，尤其是影響到黑管級(jí)PE100。

隨著需求在4-5月下降后在6月恢復(fù)，擠出級(jí)聚乙烯的出口銷售額也有所上升。

一些賣家從7月中旬開始限制銷售，在某些情況下，反饋顯示由于庫存不足，銷售完全暫停。

由于上周末Stavrolen部分產(chǎn)能意外關(guān)閉，基本面進(jìn)一步失衡。最大的短缺仍然在黑管級(jí)PE100部分。

注塑高密度聚乙烯市場(chǎng)保持平衡，8月份的初步跡象是價(jià)格增加。

薄膜高密度聚乙烯交易價(jià)格為73000盧布/噸（運(yùn)費(fèi)付至莫斯科，包括增值稅）。

吹塑高密度聚乙烯的報(bào)價(jià)為79500盧布/噸（運(yùn)費(fèi)付至莫斯科，包括增值稅）。

Kazanorgsintez和Stavrolen計(jì)劃在9-10月關(guān)閉產(chǎn)能，進(jìn)行定期維護(hù)。

王磊 摘譯自 ICIS

原文如下：

HDPE price rise accelerated in July in Russia

After a long period of price decline, high density polyethylene (HDPE) prices began to rise in Russia at the end of June. The dynamics of price growth increased in the second half of July on a serious reduction in supply, according to the ICIS-MRC Price Report.

Prices began picking up in late June as producers chose to export material for higher prices in Asian, Turkish and European markets rather than sell to domestic buyers while the rouble was weak.

This was exacerbated by a reduced volume of imported material, leading to tighter supply as seasonal demand increased.

Some sellers opted to suspend polyethylene (PE) sales in the last two weeks, as HDPE prices have increased globally and the devaluation of the rouble against the US dollar in June, further limiting available material.

Despite this, sales from external suppliers remained restricted for some segments, in particular affecting black-pipe grade PE100.

Export sales of extrusion grade PE also rose as demand recovered in June after falling in April-May.

Some sellers began to limit their sales since mid-July and in some cases, feedback indicated that sales were completely suspended due to lack of stocks.

Fundamentals were further unbalanced by the unplanned shutdown of part of Stavrolen"s capacities at the end of last week. The greatest shortage remained in black PE 100 segment.

The market of injection moulding HDPE remained balanced, with initial negotiations for August targeted at increases.

Deals for film HDPE were discussed from Rb73,000/tonne carriage paid to (CPT) Moscow, including VAT.

Price offers for blow moulding HDPE in some cases were heard at Rb79,500/tonne CPT Moscow, including VAT.

Kazanorgsintez and Stavrolen intend to shut down capacities in September-October for scheduled maintenance.