欧洲需求激增刺激亚洲异丙醇市场

据ICIS网站3月20日消息 在疫情期间，欧洲异丙醇（IPA）需求激增，亚洲异丙醇市场随着供应收紧而变得乐观。

随着欧洲的需求持续超过供应，贸易商和买家纷纷转向亚洲采购异丙醇，一些贸易商和买家提供更多的异丙醇来源，而另一些不从事异丙醇业务的贸易商和买家则进入市场，希望赚一笔快钱。

在正在进行的亚欧套利窗口中，来自亚洲的iso-tanks以1000-1500美元/吨的价格（东北亚离岸价）进行了多次询价，随着价格每天攀升，从即期装运到4月2日的装货时间各不相同。

考虑到航行时间可能长达2-3个月的风险，一笔大宗交易于4月底以约1100美元/吨（成本加运费）的价格在欧洲完成。

所有这些交易导致亚洲地区的货物减少，因为供应商更愿意以更高的利润率向欧洲销售。

大部分亚洲供应商在4月份售罄，5月份之前几乎没有批量供应。

暂定5月报价为900-950美元/吨（东北亚离岸价）和940-960美元/吨（东南亚成本加运费）。

本周早些时候，以960美元/吨（东北亚离岸价）的价格达成了一项向东南亚出口1000吨货物的交易。

王磊 摘译自 ICIS

原文如下：

Asia IPA market spurred by Europe’s demand surge

With Europe’s spike in isopropanol (IPA) demand amid the coronavirus pandemic, Asia’s IPA market turned increasingly bullish as supply tightened.

As demand continued to outstrip supply in Europe, traders and buyers have turned to Asia to procure IPA, some to provide more sources of IPA, while others who were not in the IPA business entered the market, hoping to earn a quick buck.

In the ongoing Asia-to-Europe arbitrage window, iso-tanks from Asia were concluded in a wide range, as prices climbed daily, on numerous inquiries at $1,000-1,500/tonne FOB (free on board) NE (northeast) Asia in iso-tanks, with loading timings vary from prompt shipping to H2 April shipping.

One bulk transaction was concluded at around $1,100/tonne CFR (cost & freight) Europe for end-April loading, taking into account the risk as voyage time could take as long as two to three months.

All these transactions have led to less cargoes for the Asian region, as suppliers prefer to sell to Europe on more lucrative margins.

The majority of Asian suppliers were sold out for April, with little to no bulk available until May.

Tentative May offers were at $900-950/tonne FOB NE Asia and $940-960/tonne CFR SE (southeast) Asia.

A deal was concluded early in the week at $960/tonne FOB NE Asia for a 1,000 tonne cargo to southeast Asia.