據(jù)安迅思新加坡8月4日消息，市場(chǎng)對(duì)中東石化產(chǎn)品的需求在夏季呈上升趨勢(shì)，同時(shí)市場(chǎng)參與者們繼續(xù)應(yīng)對(duì)高運(yùn)費(fèi)和嚴(yán)重集裝箱短缺問(wèn)題。

　　海灣合作委員會(huì)(GCC)的聚乙烯(PE)和聚丙烯(PP)供應(yīng)商正期待從現(xiàn)在開(kāi)始以亞洲為主導(dǎo)的需求復(fù)蘇。安迅思市場(chǎng)分析師Lorenzo Meazza表示:“在2021年剩余時(shí)間內(nèi)，中東的出口預(yù)計(jì)將增加。但物流問(wèn)題仍在持續(xù)，這可能會(huì)降低應(yīng)對(duì)需求變化的靈活性。”Meazza指出:“即使考慮到全球PE產(chǎn)能將會(huì)增加，但由于這些項(xiàng)目分布在不同地區(qū)，新增產(chǎn)量在需要的地方(進(jìn)口國(guó)/地區(qū))的有效及時(shí)供應(yīng)仍面臨風(fēng)險(xiǎn)。”集裝箱供應(yīng)嚴(yán)重短缺和高運(yùn)費(fèi)持續(xù)存在，可能會(huì)延續(xù)到2021年以后，繼續(xù)挑戰(zhàn)GCC加工商，他們?cè)诔隹诔善窌r(shí)繼續(xù)承擔(dān)高運(yùn)費(fèi)成本。沙特阿拉伯和阿拉伯聯(lián)合酋長(zhǎng)國(guó)——GCC最大的兩個(gè)市場(chǎng)是主要的聚乙烯和聚丙烯加工中心，除在當(dāng)?shù)劁N(xiāo)售外，加工商們還將聚乙烯成品出口到歐洲和非洲。盡管如此，通常在假日期間外出旅游的GCC地區(qū)的大部分人口可能會(huì)留在國(guó)內(nèi)，從而刺激對(duì)食品、家庭用品和消費(fèi)品以及包裝的需求。

　　至于聚對(duì)苯二甲酸乙二醇酯（PET），阿聯(lián)酋的需求前景被認(rèn)為是持平的，因?yàn)榘⒙?lián)酋人通常會(huì)在夏季假期離開(kāi)阿聯(lián)酋去度假。由于地區(qū)和亞洲的貨源，GCC地區(qū)的貨源充足。從亞洲到中東的運(yùn)輸條件緊張和高運(yùn)費(fèi)阻礙了亞洲對(duì)GCC的出口，但與此同時(shí)，運(yùn)輸條件緊張限制了GCC對(duì)美洲的出口，為GCC市場(chǎng)留下了充足的供應(yīng)。

　　關(guān)于東地中海地區(qū)的聚苯乙烯，由于夏季假期，下游對(duì)乳制品包裝和餐盒的需求呈上升趨勢(shì)，需求逐漸好轉(zhuǎn)。

　　張春曉 摘譯自 ICIS

　　原文如下：

　　Mideast petchem demand up amid high freight costs, tight container supply

　　Petrochemical demand in the Middle East is on an uptrend during summer while market players continue to tackle high freight costs and severe container shortages.

　　Polyethylene (PE) and polypropylene (PP) suppliers in the Gulf Cooperation Council (GCC) are looking forward to an Asian-led demand recovery from here on out."Exports from Middle East are expected to increase," said ICIS market analyst Lorenzo Meazza.He added that "issues with logistics are persisting and this will likely bring less flexibility to respond to changes in demand"."And even considering that the global PE capacity will increase, thanks to numerous projects in different regions, the effective prompt availability of this new material where needed (importing countries/regions) remains at risk," Meazza pointed out.A severe shortage in container availability and high freight charges persist and may extend beyond 2021, continuing to challenge GCC processors who continue to incur high freight costs in exporting the finished products.Saudi Arabia and the United Arab Emirates (UAE) – two of GCC’s biggest markets are major PE and PP processing hubs, with converters exporting finished PE products to Europe and Africa in addition to selling locally.Nonetheless, a large majority of the population that usually travels out of the GCC region for the holiday period are likely to stay in, thus boosting demand for food, household and consumer products and packaging.

　　When it comes to polyethylene terephthalate, UAE demand outlook is seen flat as population typically exits UAE for summer holidays.Ample supply in GCC prevails because of regional and Asian cargo sources.The tight shipping conditions and high freight costs from Asia to the Middle East have hindered Asian exports to the GCC, but at the same time the tight shipping conditions have limited GCC exports to the Americas, leaving ample supply for the GCC.Meanwhile, thin margins have led to a number of Chinese producers cutting production.

　　Concerning polystyrene in the East Med region, demand has been getting better gradually thanks to the summer vacation season during which downstream demand for dairy product packaging and meal boxes is on the uptrend.

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