PTA siinunkha bwino? Zimphona zambiri motsatizana “zikutuluka m’bwalo”, chinachitika n’chiyani?
Kuphulika! Ineos, Rakuten, Mitsubishi atuluka bizinesi ya PTA!
Mitsubishi Chemical: Pa Disembala 22, Mitsubishi Chemical idalengeza nkhani zingapo motsatizana, kuphatikizapo kulengeza za kusamutsa magawo 80% a kampani yake yothandizana nayo ku Indonesia komanso kusankhidwa kwa ogwira ntchito akuluakulu monga CEO watsopano.
Pa msonkhano wa akuluakulu omwe unachitika pa 22, Mitsubishi Chemical Group idaganiza zosamutsa 80% ya magawo ake mu Mitsubishi Chemical Corporation (PTMitsubishi Chemical lndonesia) ku Indonesia kupita ku PT Lintas Citra Pratama. Kampaniyi imagwira ntchito yogulitsa terephthalic acid (PTA).
MCCI yakhala ikupanga ndi kugulitsa Ptas ku Indonesia kuyambira pomwe idakhazikitsidwa mu 1991. Ngakhale kuti msika wa PTA ndi bizinesi ku Indonesia zili zokhazikika komanso zolimba, Gululi likupitilizabe kuganizira za momwe bizinesiyo ikuyendera pamene ikupititsa patsogolo kayendetsedwe ka ndalama zake poyang'ana kwambiri kukula kwa msika, mpikisano komanso kukhazikika mogwirizana ndi njira yake ya "Pangani Tsogolo".
Kampani ina ya PT Lintas CitraPrata ikukonzekera kugulitsa paraxylene, yomwe ndi chinthu chachikulu chopangidwa ndi PTA, ku Southeast Asia.
M'mbuyomu, zinthu zatsopano zokhudzana ndi mankhwala zanena kuti makampani akuluakulu apadziko lonse lapansi kuphatikizapo Ineos ndi Lotte Chemical atseka/achotsa ntchito ku mapulojekiti a PTA.
Lotte Chemical yalengeza kuti yasiya bizinesi yake yonse ya PTA
Kampani ya Lotte Chemical yalengeza kuti ikukonzekera kugulitsa magawo ake a 75.01% mu kampani ya Lotte Chemical Pakistan Limited (LCPL) ndikusiya bizinesi yake yonse ya refined terephthalic acid (PTA). Kuchotsedwa kumeneku ndi gawo la njira yapakati ya Lotte Chemical yolimbikitsira bizinesi yake yazinthu zapadera zomwe zimawonjezera phindu.
Kampani ya LCPL yomwe ili ku Port Qasim, Karachi, imapanga matani 500,000 a PTA pachaka. Kampaniyo idagulitsa bizinesiyo ku Lucky Core Industries (LCI), kampani ya mankhwala ku Pakistan, pamtengo wa won 19.2 biliyoni (pafupifupi 1.06 biliyoni yuan) (Lotte Chemical idagula LCPL pamtengo wa won 14.7 biliyoni mu 2009). LCI imapanga makamaka polyester yochokera ku PTA, ndikupanga matani 122,000 a polyester polymer ndi matani 135,000 a polyester fiber pachaka ku Lahore, pomwe matani 225,000 a soda ash pachaka ku Heura.
Lotte Chemical adati ndalama zomwe zapezeka kuchokera ku malonda a PTA zidzagwiritsidwa ntchito popanga msika womwe ulipo wa zinthu zamtengo wapatali monga polyethylene, polypropylene ndi polyethylene terephthalate, ndikukulitsa bizinesi ya mankhwala apadera ndikulowa mu bizinesi ya zinthu zachilengedwe.
Mu Julayi 2020, Lotte Chemical inasiya kupanga PTA pa fakitale yake yolemera matani 600,000 pachaka ku Ulsan, South Korea, ndipo inasanduka malo opangira faini ya isophanic acid (PIA), yomwe pakadali pano ili ndi mphamvu ya PIA yokwana matani 520,000 pachaka.
Ineos: Analengeza kutsekedwa kwa chipangizo cha PTA
Pa 29 Novembala, Ineos adalengeza kuti akufuna kutseka mayunitsi awiri ang'onoang'ono komanso akale a PTA (refined terephthalic acid) pa fakitale yake yopangira PX ndi PTA yomwe ili pafakitale yake ku Herr, Antwerp, Belgium.
Chipangizochi sichinapangidwe kuyambira mu 2022 ndipo kuwunikanso kwa nthawi yayitali kwakhala kukuchitika kwa nthawi yayitali.
Ineos adati m'nkhani yake yofalitsa nkhani kuti zifukwa zazikulu zomwe zachititsa kuti fakitaleyi itsekedwe ndi izi: kuwonjezeka kwa mphamvu, zinthu zopangira ndi ndalama zogwirira ntchito zimapangitsa kuti kupanga ku Europe kusapikisane kwambiri ndi kutumiza kunja kwa PTA yatsopano ndi mphamvu zochokera ku Asia; Ndipo gululi likufuna kuyang'ana kwambiri pa zipangizo zatsopano zapamwamba.
Kupanga zinthu zopangira zinthu mopanda nzeru, kufunikira kwa "0" kotsika?
Poganizira za msika wa PTA wa m'dziko muno, pakadali pano, mtengo wapakati wa PTA pachaka mu 2023 watsika poyerekeza ndi 2022.
Ngakhale kuti vuto laposachedwa la Red Sea pamodzi ndi kutsekedwa kwa nyumba zapafupi chifukwa cha nyengo yozizira, PTA inakwera kwambiri; Komabe, mapeto a mapeto a maoda a nsalu si abwino, kupota pansi, mabizinesi oluka alibe chidaliro pamsika wamtsogolo, chifukwa cha kuchuluka kwa zinthu zawo komanso kukakamizidwa kwachuma pamtengo wokwera wa zipangizo zopangira kuli kolimba, zomwe zimapangitsa kuti mitundu ya polyester ikhale yovuta kukoka, zomwe zimapangitsa kuti phindu la mitundu ya polyester lichepe kwambiri.
Kuphatikiza apo, chifukwa cha kukula mwachangu kwa mapulojekiti ophatikizana, mphamvu yamtsogolo ya PTA ikupitilirabe kuwonetsa zomwe zikuchitika. Mu 2024, PTA yakunyumba ikuyembekezeka kupanga matani 12.2 miliyoni, ndipo kukula kwa mphamvu ya PTA kungafikire 15%, poganizira mphamvu yopanga, PTA ikhoza kukumana ndi mavuto ambiri.
M'zaka zaposachedwapa, makampani a PTA akunyumba akumana ndi nthawi yochulukirapo komanso kusintha mphamvu zawo, kusintha kwa njira yoperekera zinthu kwakhudza kwambiri msika, chifukwa cha zida zatsopano zomwe zayikidwa, kapena chifukwa cha kuchuluka kwa zinthu zomwe zagwiritsidwa ntchito m'makampani a PTA akunyumba kapena chifukwa cha zinthu zoopsa kwambiri.
Kuthetsa mavuto kukufulumira! Makampani akupikisana kwambiri
Pogwiritsa ntchito zipangizo zazikulu za PTA, mphamvu zonse za PTA zakhala zazikulu kwambiri, ndipo mpikisano wamakampani wakhala wokulirapo.
Pakadali pano, makampani otsogola a PTA akupitilizabe kuchepetsa ndalama zoyendetsera ntchito, kutenga gawo la msika, kuchotsa mphamvu zogwirira ntchito zomwe zatsala pang'ono kutha, zida zambiri zomwe zimakhala ndi ndalama zambiri zoyendetsera ntchito zachotsedwa, ndipo m'zaka zaposachedwa, zida zatsopano za PTA zomwe zayikidwa kumene ndi zida zamakono zopitilira matani 2 miliyoni m'mafakitale akuluakulu, ndipo mtengo wapakati wopangira ntchito m'makampaniwa watsika kwambiri. M'tsogolomu, mphamvu zopangira ntchito zapamwamba zidzakwera, ndipo mtengo wapakati wopangira ntchito zamkati mwa makampani opanga PTA udzachepa ndi kupanga, ndipo ndalama zoyendetsera ntchito zidzakhala zochepa kwa nthawi yayitali.
Chifukwa chake, pankhani ya kuchuluka kwa zinthu, kukulitsa mpikisano wamakampani, komanso kuchepa kwa phindu, kupulumuka kwa makampani mosakayikira n'kovuta, kotero zikuwoneka kuti chisankho cha Ineos, Rakuten, Mitsubishi nachonso n'choyenera, kaya ndi kuyang'ana kwambiri pa bizinesi yayikulu kuti ichotse bizinesi, kapena kuswa zida kuti ipulumuke, kapena kukonzekera njira zina zotsatizana.
Gwero: Guangzhou Chemical Trade Center, Network
Nthawi yotumizira: Januwale-02-2024