中國石化新聞網訊 據安迅思新聞新加坡10月25日消息,受原油價格大幅回落的拖累,本周亞洲苯市場價格大幅下挫,而且市場基本面暗示未來幾周亞洲苯市場價格下跌的壓力仍然很大。 據安迅思數據顯示,本周亞洲市場苯現貨價格跌破800美元/噸(FOB韓國),這是今年來首次跌破這個水平。上周五(10月19日)亞洲市場苯現貨價格收于803美元/噸(FOB韓國)。 在美中貿易戰持續發酵和全球股票市場低迷的大環境下,本周國際基準的布倫特原油期貨價格下挫至77美元/桶左右,此前在9月份油價曾沖高至85美元/桶。 國際貨幣基金組織(IMF)下調全球經濟增速預期也打擊了原油市場。IMF將明年全球經濟增速從3.9%下調至3.7%。 新加坡的一位貿易商表示:“原油價格的持續下跌正在給苯價格帶來向下的壓力?!?苯是一種用于生產其它化工品如苯乙烯、苯酚和己內酰胺的一種基礎化學品。 亞洲市場苯供應充裕也打擊了市場人氣。 因為第四季度亞洲地區苯裝置停工檢修計劃很少,而且出現非計劃供應中斷的情況預計也非常有限。 與此同時,三季度中國出口制造旺季已于10月份結束,隨著年底淡季的臨近,對化學品和樹脂的需求可能會減少。 在傳統的四季度淡季期間,苯需求預計不會有任何明顯改善。 日本和韓國是亞洲對美國市場的主要苯出口國。交易員們發現,由于套利交易大多已結束,今年向美國出口套利的機會有限。 一家東南亞生產商表示:“中國是亞洲主要的市場,但由于需求疲軟,亞洲的貨物沒有別的去處?!?中國臺灣和東南亞等其他市場的供應也是過剩的,因為當地的終端用戶仍有充足的長期合同數量,可以滿足生產需求。 唐紹紅 摘譯自 ICIS 原文如下: Asia benzene under pressure on crude, lengthening supply Asia’s benzene market slumped this week amid a sharp pull back in the crude oil sector and market fundamentals suggest the pressure on the molecule will remain strong in weeks ahead. Spot prices in Asia declined below the $800/tonne FOB (free on board) Korea level this week, the first time for this year, according to ICIS data. On 19 October spot prices closed at $803/tonne FOB Korea. Brent crude futures slumped to around $77/bbl this week, after reaching $85/bbl in September, amid the ongoing US-China trade war and weakness in the global equities market. Weaker forecasts for global economic growth by the International Monetary Fund also dampened the crude oil market. The IMF cut global growth next year by 0.2 to 3.7%. “Declining crude prices are exerting downward pressure on benzene,” said a trader in Singapore. Benzene is a base chemical used to make other chemicals like styrene, phenol and caprolactam. Ample supply across Asia also weighed on sentiment of players here. With fewer turnarounds scheduled in the fourth quarter, supply disruptions are expected to be limited. At the same time, the third quarter manufacturing for exports season in China has ended in October, with demand for chemicals and resins likely to recede as the year-end lull approaches. Benzene demand is not expected to show any significant improvement during the traditionally slower fourth quarter. Japan and south Korea are key exporters of benzene to the US. Traders found limited opportunities this year to move parcels over to the US, as the arbitrage was mostly closed. “China is the key market here, but since demand is soft, Asia cargoes have no other place to go,” said a producer in SE Asia. Other markets like Taiwan and southeast Asia remained well supplied with end-users having sufficient volume from term contracts to meet production requirements.
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