美國7月乙烯合約價(jià)格上漲 需求回升

據(jù)ICIS網(wǎng)站8月5日消息 由于裂解裝置問題抑制了供應(yīng)，需求繼續(xù)復(fù)蘇，受現(xiàn)貨價(jià)格和現(xiàn)金成本上漲影響，美國7月大多數(shù)市場參與者的乙烯合同結(jié)算價(jià)上漲1.0美分/磅。

此次合約價(jià)格是繼4月份達(dá)到谷底之后的第三次連續(xù)上調(diào)，當(dāng)時(shí)油價(jià)暴跌，需求受到冠狀病毒的打擊。

7月合約價(jià)格從6月的24.5美分/磅（562美元/噸）升至25.5美分/磅。

乙烯合同價(jià)格創(chuàng)下自1月份以來的最高水平，當(dāng)時(shí)結(jié)算價(jià)為25.75美分/磅。

因現(xiàn)金成本上升和需求復(fù)蘇，現(xiàn)貨平均價(jià)格上漲約2.5美分/磅。

前幾個(gè)月乙烯在7月的交易價(jià)格為14.75-16.00美分/磅，高于6月份的11.75-13.50美分/磅。

由于美國的成本優(yōu)勢以及亞洲從冠狀病毒需求沖擊中復(fù)蘇，對(duì)亞洲的健康套利使得出口成為美國乙烯需求前景中的亮點(diǎn)之一。ICIS供需數(shù)據(jù)顯示，1月至5月美國乙烯出口同比增長35%。

乙烯最大的衍生物聚乙烯（PE）的需求在冠狀病毒危機(jī)中出人意料地強(qiáng)勁增長，主要是因?yàn)榫垡蚁┰谑称钒b等非耐用消費(fèi)品中的大量使用。

7月份影響供應(yīng)的裂解問題包括巴斯夫道達(dá)爾在德克薩斯州阿瑟港的工廠、英力士位于德克薩斯州巧克力灣的工廠、美國福爾摩沙塑料公司在德克薩斯州康福特的工廠以及陶氏在德克薩斯州弗里波特的工廠等。

7月份，丙烯和苯的副產(chǎn)品合同上漲。丁二烯（BD）仍然疲軟，但正在緩慢改善。

乙烯是一種重要的石化原料，用于制造聚乙烯、乙二醇（EG）和聚氯乙烯（PVC）等產(chǎn)品。

美國主要乙烯生產(chǎn)商包括雪佛龍菲利普斯化學(xué)公司、陶氏、?？松梨凇⒂⒘κ肯N和聚合物公司、利安德巴塞爾和殼牌化學(xué)。

王磊 摘譯自 ICIS

原文如下：

US July ethylene contracts settle up amid cracker issues, recovering demand

US July ethylene contracts for the majority of market participants settled at an increase of 1.0 cents/lb, on higher spot prices and cash costs, as cracker issues curbed supply, and demand continued to recover.

The settlement marks the third consecutive increase, following the trough reached in April, amid crashing oil prices and coronavirus-stricken demand.

The settlement puts July contracts at 25.5 cents/lb ($562/tonne), up from 24.5 cents/lb in June.

Ethylene contract prices are the highest they've been since January, when they settled at 25.75 cents/lb.

Average spot prices increased by about 2.5 cents/lb, amid higher cash costs and recovering demand.

Front-month ethylene traded in July at 14.75-16.00 cents/lb, up from 11.75-13.50 cents/lb in June.

Healthy arbitrage to Asia, driven by the cost advantage belonging to the US - as well as Asia's recovery from the coronavirus demand shock - has allowed exports to emerge as one of the bright spots in the US ethylene demand picture. US ethylene exports from January through May rose 35% from the same period in the prior year, according to ICIS Supply and Demand data.

Demand for ethylene's largest derivative, polyethylene (PE), proved surprisingly buoyant through the coronavirus crisis, largely driven by its heavy usage in consumer non-durable applications such as food packaging.

Cracker issues affecting supply during July included BASF Total's facility in Port Arthur, Texas, INEOS's facility in Chocolate Bayou, Texas, Formosa Plastics Corp USA's facility in Point Comfort, Texas, and Dow's facility in Freeport, Texas, among others.

July contracts for co-products propylene and benzene rose. Butadiene (BD) remains weak, but slowly is improving.

Ethylene is a key petrochemical feedstock, used to make PE, ethylene glycol (EG) and polyvinyl chloride (PVC), among other products.

Major US ethylene producers include Chevron Phillips Chemical, Dow, ExxonMobil, INEOS Olefins & Polymers, LyondellBasell and Shell Chemical.