[Ara] I te marama o Ākuhata, i te nuinga o te wā ka heke te toruene/xylene me ngā hua e pā ana. I ngoikore ngā utu hinu o te ao i te tuatahi, kātahi ka kaha ake; heoi, i noho ngoikore tonu te tono whakamutunga mō te toluene/xylene o te whare me ngā hua e pā ana. I te taha tuku, i piki haere tonu te tuku nā te tukunga o te kaha mai i ētahi tipu hou, ā, ko te ngoikore o ngā kaupapa tuku me te tono i tōia ai te nuinga o ngā utu mākete kua whiriwhiria ki raro. Ko ētahi hua anake i kite i te pikinga iti o te utu, i akiakihia e ngā āhuatanga pēnei i ngā utu iti o mua me te pikinga o te tono mai i te tīmatanga anō o ētahi tipu o muri i muri i te tiaki. Ka noho ngoikore tonu ngā kaupapa tuku me te tono o te mākete o Hepetema, engari me te puranga hinu i mua i te hararei i mua i te hararei poto, tera pea ka mutu te heke o te mākete, ka hoki anō rānei.
[Ara]
I te marama o Ākuhata, i heke te toruene/xylene me ngā hua e pā ana, me te piki haere tonu. I te tīmatanga, i ngoikore ngā utu hinu o te ao i mua i te kaha haere; heoi, i noho puhoi tonu te tono ā-rohe mō te toluene/xylene me ngā hua e pā ana. I te taha tuku, i akiakihia te tipu pumau e te tukunga kaha mai i ētahi tipu hou, te ngoikore o ngā kaupapa matua o te tuku me te tono, me te whakaheke i te nuinga o ngā utu mākete kua whiriwhiria. He iti noa ngā hua i kite i te pikinga utu iti, i tautokona e ō rātou taumata utu iti i mua me te pikinga o te tono mai i te tīmatanga anō o ētahi tipu i muri i te tiaki. Ka noho ngoikore tonu ngā kaupapa matua o te tuku me te tono i te marama o Hepetema, engari me te penapena hinu i mua i te hararei i mua i te hararei poto, tera pea ka mutu te heke o te mākete, ka hoki anō rānei ki te taumata teitei.
Tātaritanga i runga i te Whakataurite i ngā Utu Toluene/Xylene o Ākuhata me ngā Raraunga Taketake
I te nuinga o te wā, i whakaatuhia he ia heke o ngā utu, engari i muri i te hekenga ki ngā taumata iti, i paku pai ake ngā hua o te whakaputanga iho. Nā te tipu haere o te tono mō te whakaranu hinu me te PX i whakaroa te tere o te hekenga o ngā utu:
He maha ngā whiriwhiringa mō te take o Ruhia-Ukraine me te pikinga tonu o te whakaputanga o Saudi Arabia, ā, kei te noho pōturi tonu te mākete.
I heke tonu ngā utu hinu i tēnei marama, ā, he nui te hekenga whānui, i te mea ko te hinu hinu o Amerika i waenga i te $62-$68 i te oko. I kōrero kanohi ki te kanohi te US me tētahi whenua Pākehā, a Ukraine, me ētahi atu whenua Pākehā hei matapaki i tētahi whakamutu tūturu mō te pakanga i waenganui i a Rūhia me Ukraine, ā, i piki ake ai ngā tumanakohanga pai o te mākete. I tohu anō hoki a Donald Trump i te ahunga whakamua o ngā kōrero, ā, i arahi atu ki te wetewete tonu i ngā utu whenua. I haere tonu te OPEC+ e arahina ana e Saudi Arabia ki te whakanui ake i te whakaputanga hei hopu i te hea mākete; me te ngoikore o te tono hinu o Amerika me te puhoi haere o te whakahekenga o ngā rawa hinu o Amerika, i noho ngoikore tonu ngā kaupapa matua. I tua atu, i tīmata te ngoikore o ngā raraunga ōhanga pēnei i ngā utu mahi kore-pāmu me ngā ratonga PMI, ā, i tohu te Federal Reserve i tētahi whakahekenga reiti i te marama o Hepetema, hei whakaū anō i ngā mōrearea ki te ōhanga. Ko te hekenga tonu o ngā utu hinu o te ao he mea nui anō hoki i whakakaha i te kare ā-roto i roto i ngā mākete toluene me te xylene.
Ngā Hua Rawa mai i te Whakakorenga Toluene me te Tukanga Poto MX-PX; Ko te Hokonga Waho Ā-Wāhanga a PX Enterprises e Tautoko ana i ngā Mākete Benzene e Rua
I te marama o Ākuhata, i whai ngā utu o te toluene, te xylene, me te PX i tētahi ia rerekētanga ōrite engari he iti noa ngā rerekētanga o te whānuitanga, ā, i hua ake ai he pikinga iti o ngā hua mai i te kore taurite o te toluene me te tukanga poto MX-PX. I haere tonu ngā umanga PX o raro ki te hoko toluene me te xylene i roto i ngā rahinga taurite, ā, i ārai i te tipu o ngā rawa i ngā whare hanga hinu motuhake o Shandong me ngā tauranga nui o Jiangsu kia tutuki ai ngā tumanakohanga, ā, nā reira i tautoko kaha ai i ngā utu mākete.
Ka whakawhāitihia te horapa o ngā utu nā te rerekētanga o te tuku me te tono i waenganui i te toluene me te xylene
I te marama o Ākuhata, ka tīmata te whakaputanga o ngā tipu hou pērā i a Yulong Petrochemical me Ningbo Daxie, ka piki ake te tuku. Heoi, ko te tipu o te tuku i aro nui ki te xylene, ka hangaia he rerekētanga o ngā kaupapa tuku-tono i waenga i te toluene me te xylene. Ahakoa ngā hekenga utu i peia e ngā āhuatanga whakaheke pēnei i te hekenga o ngā utu hinu o te ao me te ngoikore o te tono, he iti ake te hekenga o te toluene i te xylene, ka whakawhāiti i te horapa o te utu ki te 200-250 yuan/tana.
Te Tirohanga ki te Mākete o Hepetema
I te marama o Hepetema, ka noho ngoikore tonu ngā pūtake o te tuku me te tono mō te toluene/xylene me ngā hua e pā ana. Tērā pea ka haere tonu te mākete i tana ia heke ngoikore i te tīmatanga o te marama, engari ko ngā tauira o ngā wā o mua e whakaatu ana i te ia o te whakapainga i te marama o Hepetema. Hei tāpiri, ko ngā utu mākete o nāianei kei te iti rawa i roto i ngā tau e rima, ā, ko ngā tumanakohanga mō te puranga nui i mua i te hararei i mua i te hararei o te Rā Motu ka tautoko pea, ka whakawhāiti i te hekenga o ngā utu. Mēnā ka puta he hokinga mai, ka whakawhirinaki ki ngā huringa o te tono piki haere. Kei raro nei he tātaritanga o ngā ia hua takitahi:
Hinu Mata: Tērā pea ka Whakatikatika ngā Utu i raro i te Pēhanga me ngā Hurihuri Whaiti
Ka haere tonu ngā whiriwhiringa mō te take o Ruhia-Ukraine, me te whakaae a Ukraine ki tētahi whakaaetanga "rohe-mō-te-rangimārie". Kei te whakamahere ngā rōpū katoa i tētahi hui ā-toru e uru ana a Ukraine, tētahi whenua Pākehā, me te US. Ahakoa ka noho uaua tonu te tukanga, ka tautokohia ngā utu hinu i raro. Heoi, he tino tūponotanga ka mutu te mahi ina tū ngā kōrero whai muri, ka arahi atu ki te wetewete i ngā utu whenua-ā-rohe. Ka haere tonu a Saudi Arabia ki te whakanui ake i te whakaputanga, ā, kei te uru te US ki tētahi wā marino o te tono hinu. Whai muri i te hekenga o ngā taonga i te wā tino pukumahi, e mataku ana te mākete kei tere ake te nui o ngā taonga i te wā kore-wā, ka pāngia hoki ngā utu hinu. Hei tāpiri, tera pea ka whakahekehia e te Federal Reserve ngā reiti i te marama o Hepetema e ai ki te tumanako, ka nekehia te arotahi o te mākete ki te tere o ngā whakahekenga reiti e whai ake nei, ka hua ake he pānga whānui ki ngā utu hinu. Ko ngā kōrero whakamutu i te mahi a Ruhia-Ukraine, te wetewete i ngā utu whenua-ā-rohe, te puhoi o te ōhanga, me te nui o ngā taonga hinu ka pēhi i ngā utu hinu kia ngoikore te whakarerekētanga.
Toluene me te Xylene: Tērā pea ka ngoikore ngā whiriwhiringa i te tuatahi, kātahi ka kaha
E matapaetia ana ka heke iho ngā mākete toluene me te xylene ā-rohe i te marama o Hepetema, kātahi ka piki ake, me te iti o te awhe whānui o te pikinga. Ka whakatairanga tonu a Sinopec, PetroChina, me ētahi atu kaihanga i te whakamahinga whaiaro i te marama o Hepetema, engari ka paku whakanui ake ētahi umanga i ngā hoko o waho. I te taha o te pikinga o te tuku mai i ngā tipu hou pēnei i a Ningbo Daxie, ka whakakīia te āputa tuku mai i te whakahekenga utu whakahaere kua whakaritea e Yulong Petrochemical. I te taha tono, ahakoa e whakaatu ana ngā ia o mua i te pikinga o te tono i te marama o Hepetema, kāore anō kia kitea he tohu o te pikinga o te tono. Ko te whānui o te horapa MX-PX anake i pupuri i ngā tumanakohanga hoko PX i raro iho, e whakarato ana i te tautoko utu kaha. Hei tāpiri, ko te iti o ngā hua whakaranu hinu me ngā utu iti o ngā wāhanga whakaranu e pā ana ka whakawhāiti i te tipu o te tono mō te whakaranu hinu. E kī ana te tātari whānui kei te ngoikore tonu ngā kaupapa matua o te tuku-tono whānui, engari ko ngā utu o nāianei—i te iti rawa o te rima tau—he ātete kaha ki ngā hekenga atu. Hei tāpiri, ko ngā whakatikatika kaupapa here pea ka whakanui ake i te wairua o te mākete. Nō reira, tera pea ka ngoikore te mākete i te tuatahi, kātahi ka kaha i te marama o Hepetema, me ngā pikinga iti.
Benzene: E matapaetia ana ka ngoikore te whakakotahitanga i te marama e tū mai nei
Tērā pea ka piki haere ngā utu o te Benzene me te ngoikore o te whakaaro. Mō te taha utu, e matapaetia ana ka whakatikatika te hinu mata i raro i te pēhanga i te marama e tū mai nei, me te nekehanga paku ki raro o te pokapū pikinga whānui. Ko te tikanga, kāore i te kaha ngā umanga o raro ki te whai i ngā pikinga utu nā te korenga o ngā ota hou me te nui tonu o ngā taonga i roto i ngā rāngai tuarua o raro, ka nui te ātete ki te tuku utu. Ko ngā tumanakohanga hoko o raro i te mutunga o te marama anake ka tautoko pea.
PX: Tērā pea ka whakakotahi te mākete me ngā piki me ngā heke iti
Nā te pānga o ngā whanaketanga o te ao tōrangapū o te Rawhiti Waenganui, ngā tumanakohanga whakahekenga reiti a te Fed, me ngā raruraru kaupapa here taripa o Amerika, tera pea ka ngoikore te hokohoko o ngā utu hinu o te ao, ka iti noa te tautoko utu. I te nuinga o te wā, kua mutu te wā tiaki arotahi o te PX ā-rohe, nō reira ka noho teitei tonu te tuku katoa. Hei tāpiri, ko te whakatinanatanga o ētahi kaha MX hou ka whakapiki ake i te putanga PX mā te hoko mai i ngā rauemi mata e ngā tipu PX. I te taha tono, kei te whakawhānui ake ngā umanga PTA i te tiaki nā te iti o ngā utu tukatuka, ka whakanui ake i te pēhanga tuku-tono o te PX ā-rohe, ā, ka whakaiti i te whakapono o te mākete.
MTBE: He ngoikore te tuku me te tono engari he tautoko utu hei akiaki i te ia o "He ngoikore i te tuatahi, kātahi ka kaha"
E matapaetia ana ka piki ake te tuku MTBE ā-rohe i te marama o Hepetema. Tērā pea ka noho pumau tonu te hiahia mō te penehīni; ahakoa ka puta pea ētahi tono i te penapena i mua i te Rā Motu, e matapaetia ana he iti noa iho tōna pānga tautoko. Hei tāpiri, he ngoikore ngā whiriwhiringa kaweake MTBE, ka heke te pēhanga ki ngā utu. Heoi, mā te tautoko utu ka whakawhāiti i ngā hekenga, ka arahi ki tētahi ia e matapaetia ana "ngoikore tuatahi, kātahi ka kaha" mō ngā utu MTBE.
Penehīni: Te Pēhanga o te Tuku me te Tono hei Pupuri i te Ngoikore o te Mākete me ngā Hurihuri
Tērā pea ka haere tonu te hekenga ngoikore o ngā utu penehīni ā-rohe i te marama o Hepetema. E matapaetia ana ka whakatikatikahia te hinu mata i raro i te pēhanga me te pokapū hekenga paku iti, e pehi ana i te mākete penehīni ā-rohe. I te taha tuku, ka heke haere ngā utu whakahaere i ngā kamupene hinu nui, engari ka piki ake ngā utu i ngā whare whakapūkara motuhake, kia ea ai te nui o te tuku penehīni. I te taha tono, ahakoa ka piki ake te tono penehīni me te tīhiera i te wā tihi tuku iho o "Hepetema Koura", ka whakawhāitihia e te whakakapinga pūngao hou te whānuitanga o te whakapainga. I waenganui i te ranunga o ngā āhuatanga piki me te heke, e matapaetia ana ka heke paku ngā utu penehīni ā-rohe i te marama o Hepetema, me te utu toharite ka heke pea i te 50-100 yuan/tana.
Wā tuku: Hepetema-05-2025