亚洲石化市场基本上不受BP向英力士出售资产影响

据石化新闻2020年7月3日新加坡报道，市场消息人士7月3日表示，亚洲石化市场将基本不受英国石油公司（BP）以50亿美元价格向英力士出售其全部芳烃和乙酰制造业务的影响。

亚洲对二甲苯、精对苯二甲酸、乙酸和聚对苯二甲酸乙二醇酯（PET）市场的参与者表示，在应对高库存和需求复苏乏力之际，他们比本周BP宣布50亿美元出售其全部芳烃和乙酰制造业务更关注当前的供应-需求前景，并担心人们购买欲望和信心可能已因多个国家的封锁而改变。

7月初，由于供应过剩继续给聚酯产业链带来压力，生产利润率徘徊在多年低点。7月2日对二甲苯/石脑油的价差为150.125美元/吨，这个价差在此前一天曾触及纪录低点的146美元/吨，而PPTA /对二甲苯的价差在7月2日计算为80.90美元/吨，低于85- 120美元/吨的典型保本水平。

李峻 编译自 石化新闻

原文如下：

Asian petrochemical markets face greater impact from pandemic than BP's $5 bil asset sale to Ineos: traders

Asian petrochemicals markets will be largely unaffected by BP's $5 billion sale of its entire aromatics and acetyls manufacturing business to Ineos, market sources said July 3.

Participants in the Asian paraxylene, purified terephthalic acid, acetic acid（PPTA） and PET markets said they were more focused on the current supply-demand outlook than this week's $5 billion sale announcement as they grappled with high inventories and weak demand recovery, and concerns that buying appetite and confidence may have been altered by the COVID-19 lockdowns in multiple countries.

Production margins were hovering at multi-year lows in early July as oversupply continues to pressure the polyester chain. The PX-naphtha spread stood at $150.125/mt July 2 after hitting a record low $146/mt the day before, while the PTA/PX spread was calculated at $80.90/mt July 2, below the typical breakeven level of $85-$120/mt, S&P Global Platts data showed.