据石化产品新闻报道，地区的混合市场状况预计将提高今年下半年聚丙烯的不确定性水平。今年上半年支撑价格的因素，如健康的下游需求和紧张的全球供应，预计将延续到今年下半年。但在美国准备自己应对即将到来的飓风季节和亚洲的新建初创企业之际，欧洲持续存在的物流问题可能会削弱它们的影响。
此外，新冠肺炎疫情在亚洲蔓延的新浪潮也削弱了该地区未来聚丙烯需求改善的预期。
亚洲Covid-19的不确定性上升将抑制下游的需求。
今年下半年，由于下游医疗和包装应用的强劲需求可能会被聚丙烯供应的增加、新冠肺炎疫情的爆发和集装箱运输业持续存在的问题所抵消，亚洲聚丙烯市场前景喜人。
从6月到今年年底，亚洲和中东地区的聚丙烯产能预计总计将达到704万吨/年。
一些扩建项目的实际进展存在不确定性，鉴于潜在的延迟，这些项目对今年第四季度供应的影响可能会延续到2022年。
李峻 编译自 石化产品新闻
原文如下：
H2 2021 PETROCHEMICALS: Polypropylene to face logistics, weather, COVID-19 challenges
Mixed market conditions across regions is expected to raise the level of uncertainty for polypropylene in the second half of 2021. Factors supportive of prices in the first half of the year, such as healthy downstream demand and tight global supply, are expected to exte into the second half. But their impact may be diminished by Europe's persistent logistical woes as the US braces itself for the upcoming hurricane season and new startups in Asia.
Also, the fresh wave of COVID-19 infections spreading through Asia have tampered expectations of an improvement in the region's PP demand going forward.
Rising COVID-19 uncertainty in Asia to curb downstream demand
The Asian polypropylene market is seen mixed in the second half of this year as firm demand for downstream medical and packaging applications may be offset by an increase in supply, new COVID-19 outbreaks and persistent issues in the container shipping sector.
A total of around 7.04 million mt/year of PP capacity is expected to either come online, or restart, from June through to the end of 2021 in Asia and the Middle East.
There are uncertainties surrounding the actual progress of some expansions, and the impact of these projects on supply in Q4 2021 could spill over to 2022 given potential delays.
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