据ICIS网站2月5日消息 根据ICIS-MRC价格报告,俄罗斯低密度聚乙烯(LDPE)价格在2月份大幅增长,与过去几年相比达到历史新高。
前几年,由于季节性需求低迷和供过于求,俄罗斯市场上的低密度聚乙烯在1-2月价格较低,但今年是个例外。
国外市场的高聚乙烯价格以及良好的出口替代品迫使俄罗斯生产商在国内市场同样提高低密度聚乙烯价格。二月初,低密度聚乙烯价格比一月份上涨了12%。
1-11月份,欧洲低密度聚乙烯价格上涨超过300欧元/吨,欧洲生产商打算进一步提高2月份的价格,涨幅达到200欧元/吨。
土耳其市场也出现了类似情况。同时,过去三个月,亚洲低密度聚乙烯价格平均仅上涨了200美元/吨。
正是过去几个月全球多个地区低密度聚乙烯价格的快速上涨导致俄罗斯市场价格上涨。
一些俄罗斯生产商签订的低密度聚乙烯2月份运往欧洲的合同价格为1140-1170欧元/吨(货交承运人价),尽管2月初有所上涨,但仍高于俄罗斯市场的价格水平。
俄罗斯市场并不缺乏低密度聚乙烯,需求疲软和创纪录的高价格抵消了一些生产商迄今的供应限制。Kazanorgsintez聚乙烯运输中断,Ufaorgsintez也因火灾降低了30%的产能利用率。
2月初,108级低密度聚乙烯的现货报价从117000卢布/吨(运费支付至莫斯科,含增值税)开始,而几周前,该等级聚乙烯的价格还未超过107000卢布/吨。其他等级低密度聚乙烯情况也类似。
对聚乙烯的需求在2月初明显消退。许多转换装置发现很难迅速接受新的价格,主要是因为难以将新的材料成本转移至成品中。
一些成品合同早在12月份就已结算,当时聚乙烯价格比2月份平均下降了15%。
(1美元=75.70卢布)
王磊 摘译自 ICIS
原文如下:
Russia’s February LDPE prices rise to record levels
Russian low-density polyethylene (LDPE) prices grew sharply in February to reach record highs compared to the past few years, according to the ICIS-MRC Price report.
In previous years, LDPE in the Russian market was cheaper in January-February due to low seasonal demand and oversupply, but the current year is an exception.
High polyethylene (PE) prices in foreign markets and, as a result, a good export alternative forced Russian producers to increase LDPE prices similarly in the domestic market. In early February, LDPE prices went up by more than 12% from January.
In November-January, LDPE prices in Europe rose by more than €300/tonne, with European producers intending to raise their February prices further, by €200/tonne.
A similar situation was registered in the Turkish market. At the same time, it should be noted that LDPE prices increased by an average of only $200/tonne over the past three months in Asia.
It was the rapid rise in LDPE prices in several regions of the world over the past few months that was the main reason for the price increase in the Russian market.
Some Russian producers contracted LDPE for February shipments to Europe at €1,140-1,170/tonne FCA (free carrier), which is higher than the price level in the Russian market despite the increase in early February.
There is no shortage of LDPE in the Russian market and weak demand and record high prices have offset supply restrictions from some producers so far. Thus, there were disruptions in PE shipments from Kazanorgsintez, and Ufaorgsintez also reduced its capacity utilisation by 30% because of a fire.
In early February, spot offer prices for 108 grade LDPE started from Rb117,000/tonne CPT (carriage paid to) Moscow, including VAT, whereas a couple of weeks ago prices of this PE grade did not exceed Rb107,000/tonne. The situation is similar for other LDPE grades.
Demand for PE subsided significantly in early February. Many converters found it difficult to quickly accept new prices primarily because of the difficulty of transferring the new cost of material to finished products.
Some contracts for finished products were settled back in December, when PE prices were down by an average of 15% from February.
($1 = Rb75.70)