据ICIS网站8月5日消息 ICIS-MRC价格报告显示,由于卢布走软以及亚洲和欧洲的价格上涨,俄罗斯聚氯乙烯(PVC)生产商计划在8月份进一步提价。
关于8月份向国内市场供应悬浮聚氯乙烯(SPVC)的谈判于周三开始,计划将价格上调1500-2000卢布/吨(21-27美元/吨)。
7月,由于国外市场价格上涨,以及定期维修停运造成的供应大幅下降,俄罗斯生产商实现了6000卢布/吨以上的涨幅。
俄罗斯市场对悬浮聚氯乙烯的需求在4-5月大幅下降后,6-7月开始出现动态复苏。7月,由于SayanskKhimPlast和Rusvynold计划停产进行维护,一些转换装置无法积累足够的聚合物库存。
随着俄罗斯乙烯本周初恢复生产,转机已经结束。
SayanskKhimPlast将在一周内开始生产聚乙烯,这将增加需求旺盛的市场树脂供应。国内生产商增加的供应可能很容易被转换装置的延迟需求所抵消。
过去几个月进口有所增长,但同比仍大幅下降。国外市场的高价格,尤其是中国和欧洲,卢布对美元的不断贬值以及某些地区的长期交货也对进口产生了负面影响。
商家并不急于就8月份俄罗斯聚氯乙烯的出货量达成协议,希望将价格上涨降到最低。
消费者明白他们将无法避免8月份价格的上涨,但将新的材料价格转移到成品上正变得越来越困难。
8月份俄罗斯树脂(K=64/67)的交易在80000-83500卢布/吨(运费付至莫斯科)的范围内进行了谈判(含增值税),从7月份起增加了1000-2000卢布/吨,数量最多为500吨。
王磊 摘译自 ICIS
原文如下:
Russian PVC producers target further price hikes in August
Russian polyvinyl chloride (PVC) producers are targeting further price hikes in August because of a weakening rouble and higher prices in Asia and Europe, according to the ICIS-MRC Price report.
Negotiations over August shipments of suspension PVC (SPVC) to the domestic market began on Wednesday, with intentions of raising prices by roubles (Rb) 1,500-2,000/tonne ($21-27/tonne).
In July, Russian producers achieved an increase of Rb6,000/tonne and more due to higher prices in foreign markets and a significant drop in supply from scheduled maintenance outages.
Demand for SPVC in the Russian market began to recover dynamically in June-July after a major decrease in April-May. In July, due to scheduled shutdowns for maintenance at SayanskKhimPlast and RusVinyl, some converters were unable to build up sufficient stocks of polymer.
Turnarounds have been coming to an end with RusVinyl resuming production at the beginning of the week.
SayanskKhimPlast will begin producing PVC in a week, which should increase supply of resin in the market where demand is strong. Increased supply from domestic producers may be easily offset by deferred demand from converters.
Imports have grown in the past few months but remain significantly lower year on year. High prices in foreign markets - particularly China and Europe - the incessant devaluation of the rouble against the dollar and long-term deliveries in certain regions also negatively affected imports.
Converters were in no hurry to agree deals for August shipments of Russian PVC, hoping to minimise price increases.
Consumers understand they will be unable to avoid a rise in August prices but it is becoming increasingly difficult to transfer new prices of material to finished products.
Overall, August deals for Russian resin with K=64/67 were negotiated in the range of Rb80,000-83,500/tonne CPT (carriage paid to) Moscow, including VAT, up by Rb1,000-2,000/tonne from July, for quantities of up to 500 tonnes.
相关资讯