俄罗斯7月高密度聚乙烯价格加速上涨

据ICIS网站8月3日消息 在经历了长时间的价格下跌之后，俄罗斯的高密度聚乙烯（HDPE）价格在6月底开始上涨。ICIS-MRC价格报告显示，由于供应严重减少，7月下旬价格增长动力增强。

由于生产商选择出口原材料以满足亚洲、土耳其和欧洲市场更高的价格，而不是在卢布疲软的情况下出售给国内买家，价格在6月底开始回升。

随着季节性需求的增加，进口材料数量减少导致供应趋紧，加剧了这一局面。

一些卖家在过去两周选择暂停聚乙烯（PE）的销售，因为全球高密度聚乙烯价格上涨，卢布兑美元在6月份贬值，进一步限制了可用材料。

尽管如此，来自外部供应商的销售在某些领域仍然受到限制，尤其是影响到黑管级PE100。

随着需求在4-5月下降后在6月恢复，挤出级聚乙烯的出口销售额也有所上升。

一些卖家从7月中旬开始限制销售，在某些情况下，反馈显示由于库存不足，销售完全暂停。

由于上周末Stavrolen部分产能意外关闭，基本面进一步失衡。最大的短缺仍然在黑管级PE100部分。

注塑高密度聚乙烯市场保持平衡，8月份的初步迹象是价格增加。

薄膜高密度聚乙烯交易价格为73000卢布/吨（运费付至莫斯科，包括增值税）。

吹塑高密度聚乙烯的报价为79500卢布/吨（运费付至莫斯科，包括增值税）。

Kazanorgsintez和Stavrolen计划在9-10月关闭产能，进行定期维护。

王磊 摘译自 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.