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供应紧张刺激亚洲丙烯价格创下31个月来新高

中国石化新闻网讯 据普氏能源资讯网新加坡1月4日消息,1月4日亚洲丙烯价格创下过去31个月来的高点,亚洲丙烯价格基准的CFR中国指标创下1031美元/吨,比前一天上涨10美元/吨,本周上涨19美元/吨。CFR中国指标上一个高点是在2015年5月11日创下的,当时为1030美元/吨。
市场人士表示,受装置计划停工检修的影响,尤其是东北亚地区的装置停工检修,1月份亚洲丙烯价格预计将上涨。单从石脑油为原料的蒸汽裂解装置而言,1月份亚洲地区至少有220万吨/年的产能将停工检修。最大的影响将发生在日本。
一位公司知情人士称,在中国北方,天津渤海公司1月4日关闭了60万吨/年的丙烷脱氢(PDH)装置进行检修。
虽然此前市场已经预期该装置将进行长达一个月的停工检修,但是关停时间比原计划的1月15日提前了。
知情人士称,提前停工检修的原因是公司希望在2月15日的中国新年假期前重启该装置。
今年中国的春节假期将从2月15日持续到2月21日,假期前的补库存活动或将令一季度大部分时间里丙烯价格获得支撑。
张春晓 摘译自 PLATTS 原文如下:
Asian propylene hits 31-month high on tighter supply Propylene prices in Asia soared to 31-month high Thursday as the CFR China marker was assessed at $1,031/mt, up $10/mt on the day and $19/mt on the week. The marker was last assessed at $1,030/mt on May 11, 2015. Market sources said prices for January were expected to be bullish on planned turnarounds, especially in Northeast Asia. From naphtha-fed steam crackers alone, at least 2.2 million mt/year of combined capacity will be off-line. The biggest impact will be in Japan. In northern China, Tianjin Bohai shut its 600,000 mt/year propane dehydrogenation plant Thursday for maintenance, a company source said. Although the month-long turnaround was expected by the market, the shut-down date was brought forward from the initial date of January 15. The reason for an earlier turnaround was to restart the plant before the Chinese New Year holidays which will begin on February 15, the source noted. Restocking ahead of these holidays — which will run to February 21 — are likely to buoy bullish propylene prices for most of Q1.

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