TDI (toluene diisocyanate) yog ib qho uas siv polyisocyanates, thiab polyisocyanates yog cov khoom polyurethane (PU) thiab cov ntaub ntawv tseem ceeb. Ib feem ntau siv TDI nyob rau hauv kev lag luam polyurethane yog sib xyaw ntawm ob lub isomers ntawm 2,4-toluene diisocyanate thiab 2,6-toluene diisocyanate. Tam sim no, muaj 16 TDI neeg thoob ntiaj teb. Nyob rau hauv lub ntiaj teb toj roob hauv pes, TDI yog tseem muaj kev lag luam siab heev. BASF thiab Covestro yog Giants nyob hauv TDI, uas yog 58 feem pua ntawm lub peev txheej thoob ntiaj teb, thiab lawv cov peev txheej tsim tau ntau heev nyob hauv cov teb chaws Asia thiab Europe.
Tom qab rov qhib ntawm TDI cov nroj tsuag hauv BASF Ludwigshafen, lub teb chaws Yelemees, cov lag luam yuav hloov los ntawm txuas ntxiv cov kev nrawm rau overcapacity thiab txo kev khiav hauj lwm cov nqi, thiab thoob ntiaj teb cov nqi yuav poob ntxiv.
300,000-tonne tsob nroj yog pib tsim los pib rau xyoo 2016, tab sis vim yog muaj teeb meem ntawm kev teeb meem, nws tsuas yog tau rov qab pib dua mus txog tam sim no.
Lub ntiaj teb TDI lag luam tau nyob ntawm kev pib ntawm cov nroj tsuag, ntxiv rau Saudi Arabia Sadara lub peev xwm txhua xyoo ntawm 200,000 tons sib npaug mov thiab xav tau tom qab kaw qhov chaw ntawm 2014-16.
Txawm li cas los xij, kev tsav tsheb ntawm BASF thiab Sadara tau ncua sij hawm, thiab lwm cov kev sib txuas lus thiab kev siv zog majeure teeb meem ua rau muaj kev lag luam tensions, uas ua rau cov khoom qis tshaj TDI thiab ua kom cov nqi nruab nrab ntawm raw cov ntaub ntawv thiab toluene. Pib hauv lub Rau Hli, cov nqi pib poob mus li BASF yuav tsum rov qab pib dua.
Nws tau tshaj tawm tias BASF cog nyiaj rau txog 10% ntawm lub ntiaj teb TDI peev txog li 3 lab tons hauv ib lub xyoos.
Cov nqi qis ntawm TDI yog los ntawm ntau qhov chaw nres tsheb thiab muaj zog majeure, tshwj xeeb tshaj yog cuam tshuam rau Middle East. Lub TDI mov kuj tau txwv los ntawm lub hoobkas lub chaw nres tsheb hauv xyoo 2014-16. Qhov teeb meem tsis tau kho dua li cov Factories hauv BASF thiab Sadara tsis tau pib. Yog tias BASF qhov nce nce mus rau 80% lossis ntau dua thiab muag tau 2-3 lub hlis, cov nqi hauv Tebchaws Europe thiab Middle East yuav ntsib kev nyuaj siab. Yog hais tias cov nroj tsuag Sadara muaj cov zis loj loj, nws yuav muaj feem rau hauv Middle East lag luam.
Raws li lub peev xwm tshiab nkag mus rau hauv ntau lawm thiab lwm qhov chaw nres tsheb yuav los xaus. Ua ntej 2022, tsis muaj peev xwm tshiab TDI yuav tsum nce, thiab los ntawm 2021, cov neeg xav tau nce yuav ua rau kev khiav hauj lwm tus nqi.
Lub lag luam TDI yog qhov chaw ruaj khov heev thiab cov khoom lag luam saum toj kawg nkaus tswj ntau tshaj 70% ntawm kev ua lag luam. BASF thiab nws cov phooj ywg, Covestro, yog ob qho loj tshaj plaws nyob rau hauv lub ntiaj teb.
Hnub Friday, BASF's CEO, Martin Brudemuller, said: "TDI pom muaj ib qho teeb meem tshwj xeeb hauv lub xyoo tas los thiab ib nrab thiab tam sim no yuav rov qab mus rau qub. Peb muaj cov khoom loj thoob plaws ntiaj teb, tau kawg peb tau kho peb cov txiaj ntsig kev lag luam. . "
Hans-Ulrich Engel, lub tuam txhab tus thawj coj nyiaj txiag, nws ntxiv: "Cov lag luam isocyanate yuav tsum tau ua kom zoo dua, tiam sis nws lub voj voog ntev tshaj li qhov kev xav tau, tiam sis peb pom ... Neeg Esxias TDI (margin) yuav yog lub hli tom ntej. "
Nrog rau 30% lub ntiaj teb kev lag luam, Covestro tau tiav ib cov nyiaj ntawm US $ 500 lab vim muaj kev ceev nruj TDI lag luam hauv xyoo 2017.
Qhov no yuav tsum mus txuas ntxiv kom txog rau thaum BASF pib rau normalize lub khw.
Lub Xya hli ntuj 26, Covestro tshaj tawm nws txoj kev loj hlob nyob rau hauv lub quarter thib ob ntawm lub xyoo no. Txawm hais tias muaj cov cim qhia tias tus nqi siab ntawm qee qhov khoom polyurethane tau pib ua haujlwm, lub tuam txhab tau tsa nws cov kev kawm txog 2018 mus rau xyoo 2017.
Covestro tau hais tias: "Muaj cov cim qhia tias kev ua lag luam muaj nqis hauv qee yam khoom noj yog kev ua haujlwm, tshwj xeeb tshaj yog cov ua npuas ncauj ua rau lub taub hau TDI."
Txij li xyoo 2017, siab TDI thiab MDI siab tau nce EBITDA rau xyoo ntawd los ntawm 70.6% mus rau 3.4 billion euros. Los ntawm qhov ua tiav ntawm thawj rau lub hli ntawm xyoo 2018, Covestro tau hais tias xyoo no yuav dhau xyoo dhau los.
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XIAMEN LFT COMPOSITE YAS CO., LTD.
Focus on (LFT-G, LFRT) R & D thiab ntau lawm: PA, PP, TPU, PPS, PBT, PPA, PEI, PEEK ntev iav fiber ntau & carbon fiber txuas ntxiv infiltration thermoplastic composite reinforcement series engineering plastics.Nws siv tau rau hauv aerospace, tsheb, khoom siv kho mob, khoom siv ua kis las, khoom siv hauv vaj hauv tsev thiab lwm yam khoom sib luag thiab nqi hluav taws xob uas yuav tsum tau muaj kev lag luam zoo.
Yog tias koj xav tau cov ntaub ntawv ntxiv, thov hu rau kuv.
Mike Lee
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