Nkag mus rau lub Tsib Hlis, polypropylene txuas ntxiv nws qhov kev poob qis hauv lub Plaub Hlis thiab txuas ntxiv poob, feem ntau yog vim li cas hauv qab no: thawj zaug, thaum lub Tsib Hlis Hnub so, cov chaw ua haujlwm qis tau raug kaw lossis txo qis, ua rau muaj kev poob qis hauv kev xav tau tag nrho, ua rau cov khoom lag luam khaws cia. nyob rau hauv upstream ntau lawm qhauj thiab ib tug qeeb pace ntawm destocking;Qhov thib ob, kev poob qis ntawm cov nqi roj av tsis tu ncua thaum hnub so tau ua rau cov nqi them nyiaj rau polypropylene tsis muaj zog, thiab tseem muaj kev cuam tshuam loj rau kev ua haujlwm siab ntawm kev lag luam;Ntxiv mus, kev ua haujlwm tsis muaj zog ntawm PP yav tom ntej ua ntej thiab tom qab lub koob tsheej tau rub tus nqi thiab kev xav ntawm lub khw muag khoom.
Kev qeeb qeeb ntawm destocking vim cov khoom tsis muaj zog thiab kev thov

Cov khoom lag luam yog qhov qhia tau zoo heev uas qhia txog kev hloov pauv ntawm cov khoom siv thiab kev xav tau.Ua ntej hnub so, kev saib xyuas ntawm PP cov khoom siv tau zoo heev, thiab cov khoom siv hauv lub khw muag khoom poob qis raws li.Nrog downstream factories tsuas yog xav tau kev yuav khoom, qhov cuam tshuam ntawm cov chaw tsim khoom lag luam nce mus rau lub tsev khaws khoom tau tshwm sim nyob rau lub sijhawm luv luv.Txawm li cas los xij, vim qhov tsis txaus siab ntawm kev siv cov khoom siv qis qis, qhov kev lag luam nce toj mus rau lub tsev khaws khoom kuj raug txwv.Tom qab ntawd, thaum lub caij so, cov chaw ua haujlwm qis qis tau kaw rau hnub so lossis txo lawv qhov kev thov, ua rau muaj kev cuam tshuam ntxiv hauv kev thov.Tom qab hnub so, cov tuam txhab tsim khoom loj tau rov qab los nrog qhov tseem ceeb ntawm cov khoom muag PP.Nyob rau tib lub sijhawm, ua ke nrog kev cuam tshuam ntawm kev poob qis hauv cov nqi roj av thaum lub sijhawm so, tsis muaj kev txhim kho tseem ceeb hauv kev lag luam kev xav tom qab hnub so.Cov chaw lag luam hauv qab tau muaj kev txaus siab ntau lawm, thiab lawv tau tos lossis xaiv los ua raws li hauv kev sib piv, ua rau muaj kev txwv tag nrho cov khoom lag luam.Nyob rau hauv qee qhov siab ntawm PP cov khoom lag luam khaws cia thiab destocking, cov nqi lag luam tau maj mam txo qis.
Kev poob qis tsis tu ncua ntawm cov nqi roj tsis muaj zog txhawb rau cov nqi thiab kev xav

Thaum lub Tsib Hlis Ntuj hnub so, kev lag luam roj av thoob ntiaj teb tag nrho tau poob qis.Ntawm qhov tod tes, qhov xwm txheej ntawm Bank of America ib zaug ntxiv cuam tshuam cov khoom muaj txiaj ntsig, nrog cov roj crude poob qis tshaj plaws hauv cov khoom lag luam;Ntawm qhov tod tes, Tsoom Fwv Teb Chaws Reserve tau nce cov paj laum los ntawm 25 lub hauv paus ntsiab lus raws li tau teem tseg, thiab kev ua lag luam muaj kev txhawj xeeb ib zaug ntxiv txog kev pheej hmoo ntawm kev lag luam poob qis.Yog li ntawd, nrog rau cov nyiaj txiag teeb meem raws li qhov tshwm sim, nyob rau hauv lub macro siab ntawm cov paj laum hikes, cov roj crude tau pib coj rov qab lub zog nce siab coj los ntawm Saudi Arabia lub proactive ntau lawm txo nyob rau hauv thaum ntxov theem.Raws li kev kaw rau lub Tsib Hlis 5, WTI yog $ 71.34 ib chim rau lub Rau Hli 2023, qhov txo qis ntawm 4.24% piv rau hnub ua lag luam kawg ua ntej hnub so.Brent yog $ 75.3 ib chim nyob rau lub Xya hli ntuj 2023, ib tug txo ntawm 5.33% piv rau hnub trading kawg ua ntej hnub so.Kev poob qis tsis tu ncua ntawm cov nqi roj tau ua rau tsis muaj zog rau kev txhawb nqa rau cov nqi polypropylene, tab sis tsis muaj qhov tsis ntseeg tias muaj kev cuam tshuam loj dua rau kev lag luam kev xav, ua rau muaj kev poob qis hauv kev lag luam cov lus hais.
Tsis muaj zog Futures Downtrend Suppresses Spot Prices thiab cwj pwm

Nyob rau hauv xyoo tas los no, cov cwj pwm nyiaj txiag ntawm polypropylene tau txuas ntxiv ntxiv dag zog, thiab kev ua lag luam yav tom ntej kuj yog ib qho tseem ceeb cuam tshuam rau lub khw muag khoom ntawm polypropylene.Kev ua lag luam yav tom ntej hloov pauv qis dua thiab muaj kev sib raug zoo nrog kev tsim cov nqi muag khoom.Raws li lub hauv paus, lub hauv paus tsis ntev los no tau zoo, thiab lub hauv paus tau maj mam ntxiv dag zog ua ntej thiab tom qab hnub so.Raws li pom nyob rau hauv daim duab, kev poob rau yav tom ntej yog ntau dua li ntawm cov khoom muag, thiab kev lag luam cov kev cia siab ntawm kev lag luam tseem muaj zog.
Thaum nws los txog rau kev ua lag luam yav tom ntej, cov khoom siv thiab kev xav tau tseem ceeb tseem yog qhov tseem ceeb cuam tshuam rau kev coj ua lag luam.Thaum lub Tsib Hlis, tseem muaj ntau yam khoom siv PP npaj yuav raug kaw rau kev saib xyuas, uas tuaj yeem txo qhov siab ntawm cov khoom siv rau qee qhov.Txawm li cas los xij, qhov xav tau kev txhim kho hauv cov kev xav tau qis qis yog txwv.Raws li qee qhov kev lag luam sab hauv, txawm hais tias cov khoom siv raw khoom ntawm cov chaw tsim khoom qis qis tsis siab, muaj cov khoom lag luam loj hauv cov khoom lag luam thaum ntxov, yog li lub ntsiab tseem ceeb ntawm kev zom cov khoom muag.Kev txaus siab ntau lawm ntawm cov chaw nres tsheb hauv nqes hav tsis siab, thiab lawv ceev faj hauv kev ua raws li cov khoom siv raw, yog li cov kev xav tau qis qis ncaj qha ua rau muaj kev txwv tsis pub muaj kev cuam tshuam hauv kev lag luam.Raws li kev txheeb xyuas saum toj no, nws xav tias kev ua lag luam polypropylene tseem yuav muaj kev sib koom ua ke tsis muaj zog nyob rau lub sijhawm luv.Nws tsis tau txiav txim siab tias cov xov xwm zoo phased yuav txhawb tus nqi me ntsis, tab sis muaj qhov tseem ceeb nce siab.