据安迅思新加坡8月4日消息，市场对中东石化产品的需求在夏季呈上升趋势，同时市场参与者们继续应对高运费和严重集装箱短缺问题。
海湾合作委员会(GCC)的聚乙烯(PE)和聚丙烯(PP)供应商正期待从现在开始以亚洲为主导的需求复苏。安迅思市场分析师Lorenzo Meazza表示:“在2021年剩余时间内，中东的出口预计将增加。但物流问题仍在持续，这可能会降低应对需求变化的灵活性。”Meazza指出:“即使考虑到全球PE产能将会增加，但由于这些项目分布在不同地区，新增产量在需要的地方(进口国/地区)的有效及时供应仍面临风险。”集装箱供应严重短缺和高运费持续存在，可能会延续到2021年以后，继续挑战GCC加工商，他们在出口成品时继续承担高运费成本。沙特阿拉伯和阿拉伯联合酋长国——GCC最大的两个市场是主要的聚乙烯和聚丙烯加工中心，除在当地销售外，加工商们还将聚乙烯成品出口到欧洲和非洲。尽管如此，通常在假日期间外出旅游的GCC地区的大部分人口可能会留在国内，从而刺激对食品、家庭用品和消费品以及包装的需求。
至于聚对苯二甲酸乙二醇酯（PET），阿联酋的需求前景被认为是持平的，因为阿联酋人通常会在夏季假期离开阿联酋去度假。由于地区和亚洲的货源，GCC地区的货源充足。从亚洲到中东的运输条件紧张和高运费阻碍了亚洲对GCC的出口，但与此同时，运输条件紧张限制了GCC对美洲的出口，为GCC市场留下了充足的供应。
关于东地中海地区的聚苯乙烯，由于夏季假期，下游对乳制品包装和餐盒的需求呈上升趋势，需求逐渐好转。
张春晓 摘译自 ICIS
原文如下：
Mideast petchem demand up amid high freight costs, tight container supply
Petrochemical demand in the Middle East is on an uptrend during summer while market players continue to tackle high freight costs and severe container shortages.
Polyethylene (PE) and polypropylene (PP) suppliers in the Gulf Cooperation Council (GCC) are looking forward to an Asian-led demand recovery from here on out."Exports from Middle East are expected to increase," said ICIS market analyst Lorenzo Meazza.He added that "issues with logistics are persisting and this will likely bring less flexibility to respond to changes in demand"."And even considering that the global PE capacity will increase, thanks to numerous projects in different regions, the effective prompt availability of this new material where needed (importing countries/regions) remains at risk," Meazza pointed out.A severe shortage in container availability and high freight charges persist and may extend beyond 2021, continuing to challenge GCC processors who continue to incur high freight costs in exporting the finished products.Saudi Arabia and the United Arab Emirates (UAE) – two of GCC’s biggest markets are major PE and PP processing hubs, with converters exporting finished PE products to Europe and Africa in addition to selling locally.Nonetheless, a large majority of the population that usually travels out of the GCC region for the holiday period are likely to stay in, thus boosting demand for food, household and consumer products and packaging.
When it comes to polyethylene terephthalate, UAE demand outlook is seen flat as population typically exits UAE for summer holidays.Ample supply in GCC prevails because of regional and Asian cargo sources.The tight shipping conditions and high freight costs from Asia to the Middle East have hindered Asian exports to the GCC, but at the same time the tight shipping conditions have limited GCC exports to the Americas, leaving ample supply for the GCC.Meanwhile, thin margins have led to a number of Chinese producers cutting production.
Concerning polystyrene in the East Med region, demand has been getting better gradually thanks to the summer vacation season during which downstream demand for dairy product packaging and meal boxes is on the uptrend.
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