據ICIS網站8月5日消息 ICIS-MRC價格報告顯示,由于盧布走軟以及亞洲和歐洲的價格上漲,俄羅斯聚氯乙烯(PVC)生產商計劃在8月份進一步提價。
關于8月份向國內市場供應懸浮聚氯乙烯(SPVC)的談判于周三開始,計劃將價格上調1500-2000盧布/噸(21-27美元/噸)。
7月,由于國外市場價格上漲,以及定期維修停運造成的供應大幅下降,俄羅斯生產商實現了6000盧布/噸以上的漲幅。
俄羅斯市場對懸浮聚氯乙烯的需求在4-5月大幅下降后,6-7月開始出現動態復蘇。7月,由于SayanskKhimPlast和Rusvynold計劃停產進行維護,一些轉換裝置無法積累足夠的聚合物庫存。
隨著俄羅斯乙烯本周初恢復生產,轉機已經結束。
SayanskKhimPlast將在一周內開始生產聚乙烯,這將增加需求旺盛的市場樹脂供應。國內生產商增加的供應可能很容易被轉換裝置的延遲需求所抵消。
過去幾個月進口有所增長,但同比仍大幅下降。國外市場的高價格,尤其是中國和歐洲,盧布對美元的不斷貶值以及某些地區的長期交貨也對進口產生了負面影響。
商家并不急于就8月份俄羅斯聚氯乙烯的出貨量達成協議,希望將價格上漲降到最低。
消費者明白他們將無法避免8月份價格的上漲,但將新的材料價格轉移到成品上正變得越來越困難。
8月份俄羅斯樹脂(K=64/67)的交易在80000-83500盧布/噸(運費付至莫斯科)的范圍內進行了談判(含增值稅),從7月份起增加了1000-2000盧布/噸,數量最多為500噸。
王磊 摘譯自 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.
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