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原油价格下跌和供应过剩拖累亚洲市场苯价格大幅下挫

中国石化新闻网讯 据安迅思新闻新加坡10月25日消息,受原油价格大幅回落的拖累,本周亚洲苯市场价格大幅下挫,而且市场基本面暗示未来几周亚洲苯市场价格下跌的压力仍然很大。 据安迅思数据显示,本周亚洲市场苯现货价格跌破800美元/吨(FOB韩国),这是今年来首次跌破这个水平。上周五(10月19日)亚洲市场苯现货价格收于803美元/吨(FOB韩国)。 在美中贸易战持续发酵和全球股票市场低迷的大环境下,本周国际基准的布伦特原油期货价格下挫至77美元/桶左右,此前在9月份油价曾冲高至85美元/桶。 国际货币基金组织(IMF)下调全球经济增速预期也打击了原油市场。IMF将明年全球经济增速从3.9%下调至3.7%。 新加坡的一位贸易商表示:“原油价格的持续下跌正在给苯价格带来向下的压力。” 苯是一种用于生产其它化工品如苯乙烯、苯酚和己内酰胺的一种基础化学品。 亚洲市场苯供应充裕也打击了市场人气。 因为第四季度亚洲地区苯装置停工检修计划很少,而且出现非计划供应中断的情况预计也非常有限。 与此同时,三季度中国出口制造旺季已于10月份结束,随着年底淡季的临近,对化学品和树脂的需求可能会减少。 在传统的四季度淡季期间,苯需求预计不会有任何明显改善。 日本和韩国是亚洲对美国市场的主要苯出口国。交易员们发现,由于套利交易大多已结束,今年向美国出口套利的机会有限。 一家东南亚生产商表示:“中国是亚洲主要的市场,但由于需求疲软,亚洲的货物没有别的去处。” 中国台湾和东南亚等其他市场的供应也是过剩的,因为当地的终端用户仍有充足的长期合同数量,可以满足生产需求。 唐绍红 摘译自 ICIS 原文如下: Asia benzene under pressure on crude, lengthening supply Asia’s benzene market slumped this week amid a sharp pull back in the crude oil sector and market fundamentals suggest the pressure on the molecule will remain strong in weeks ahead. Spot prices in Asia declined below the $800/tonne FOB (free on board) Korea level this week, the first time for this year, according to ICIS data. On 19 October spot prices closed at $803/tonne FOB Korea. Brent crude futures slumped to around $77/bbl this week, after reaching $85/bbl in September, amid the ongoing US-China trade war and weakness in the global equities market. Weaker forecasts for global economic growth by the International Monetary Fund also dampened the crude oil market. The IMF cut global growth next year by 0.2 to 3.7%. “Declining crude prices are exerting downward pressure on benzene,” said a trader in Singapore. Benzene is a base chemical used to make other chemicals like styrene, phenol and caprolactam. Ample supply across Asia also weighed on sentiment of players here. With fewer turnarounds scheduled in the fourth quarter, supply disruptions are expected to be limited. At the same time, the third quarter manufacturing for exports season in China has ended in October, with demand for chemicals and resins likely to recede as the year-end lull approaches. Benzene demand is not expected to show any significant improvement during the traditionally slower fourth quarter. Japan and south Korea are key exporters of benzene to the US. Traders found limited opportunities this year to move parcels over to the US, as the arbitrage was mostly closed. “China is the key market here, but since demand is soft, Asia cargoes have no other place to go,” said a producer in SE Asia. Other markets like Taiwan and southeast Asia remained well supplied with end-users having sufficient volume from term contracts to meet production requirements.
 

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