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ICIS is the expert provider of wholesale energy prices and market information for the global energy markets. To find out more about our coverage, download the latest energy white papers and analysis, visit us at www.icis.com/energy
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近期丁辛醇新装置投产集中,产能产量快速提升,下游需求扩张缓慢,丁辛醇市场将阶段性供大于求。国内产量提升,叠加海外装置检修,丁辛醇短期净进口量将明显缩减,但持续性仍依赖于海外装置运行情况。
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Germany has announced a higher-than-expected increase in the German storage fee from 1 July, even though the levy is expected to be scrapped at the start of 2025. The announced short-term rise combined with Austria’s OMV warnings about a possible gas supply curtailment amid a court case ruling lifted European gas prices in the second half of May. T…
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于4月23-26日在上海举办的第三十六届Chinaplas 2024国际橡塑展刚刚落下帷幕,“高端”、“出口”以及“新材料”成为了展会上的热词。 本期的播客中,ICIS分析师施小芳、肖智博、帅璐、王业勍和仇燕为大家盘点了橡塑展上关于聚烯烃和聚酯方面的热门话题和市场动向。
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Deputy Crude Editor Cecilia Barreiro and Energy Market Reporter Eloise Radley sit down with Market Editors, Nazif Nazmul and Shruti Salwan to discuss how we can tackle the transport sector in a transitioning world. Are sustainable fuels the answer to decarbonising transportation? Or is there a lack of support in Europe? Join us as we address the cu…
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近年来亚洲聚丙烯市场有大量新产能投产,对市场供需和贸易流产生了影响,2023年亚洲PP价格因此承压,2024年聚丙烯市场新增产能投放情况如何,内贸及出口市场又会有怎样的变化? 本期播客邀请了ICIS聚丙烯市场分析师肖智博以及Jackie探讨亚洲的PP市场,音频时长约为4分49秒,欢迎收听。
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自2021年起中国酚酮产能开始进入高速扩能期,至2023年年底中国酚酮产能预计将达到约1051万吨/年。考虑到后续山东市场交投体量的上涨,日间交投活跃度增加,以及未来山东市场在全国苯酚/丙酮份额占比提升等因素,ICIS决定在2024年1月2日新增苯酚和丙酮山东估价点。 本期播客邀请了ICIS分析师刘易和梁易就中国苯酚和丙酮供需市场进行探讨,音频时长约为6分50秒,欢迎收听。
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进入11月以来,国内成品油批发市场行情呈先扬后抑走势。山东地炼开工率降至8月底以来最低点以及主营销售单位月初销售压力有限是此轮行情短暂反弹背后的原因。然而需求支撑不足以及近期原油大跌导致行情再度转为跌势。 本期播客邀请了ICIS分析师戴洁芸就中国成品油市场进行探讨,音频时长约为2分10秒 ,欢迎收听。
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10月醋酸乙烯价格持续走低,与9月货紧价扬的走势形成鲜明对比,主导因素是来自原料价格和供应端两方面的共同作用。而伴随着醋酸乙烯价格逐步接近成本线附近,原料冰醋酸价格的走势是大家关注的焦点,冰醋酸市场后续走势有哪些主要的关注点?醋酸乙烯自身的供需面又会有怎样的变化呢? 本期播客ICIS市场分析师王业勍和马玉成将探讨近期醋酸乙烯市场的走势及未来关注点,音频时长约为5分钟,欢迎收听。
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Crude prices rose above $90/bbl for the first time this year last week, after Saudi Arabia and Russia announced they will extend voluntary oil production cuts until the end of the year. Worries of tight supply could continue to drive oil prices higher, with some market participants even suggesting $100/bbl crude by the end of 2023. In this podcast,…
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作为全球聚乙烯现货交易最集中的区域,亚洲现货市场供需可谓是瞬息万变。本期播客邀请了ICIS聚乙烯市场分析师王业勍和俞婷,从亚洲的聚乙烯供需格局出发,探讨中国聚乙烯市场上半年的走势及下半年的展望,音频时长约为14分钟,欢迎收听。
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As European countries are looking to wean themselves off Russian gas imports, buyers have been looking for opportunities elsewhere, including in the Caspian region. A number of central and eastern European countries have expressed interest in buying gas from Azerbaijan but Italian buyers who are already off-taking volumes would like to increase imp…
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Corporate governance rules at Ukraine’s energy state owned enterprises (SOEs) have been critical to market reforms and to helping the country secure a long-term gas transit contract with Russia. As Ukraine is preparing to receive billions of euros for the reconstruction of its war-torn energy sector, consolidating corporate governance rules are eve…
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4月底,受华东地区丙酮供应紧张支撑,市场行情涨至今年高位。此后,供应紧张、需求疲软交织下行情窄幅震荡。5月中旬起,丙酮下游开工整体回落,率先打破市场僵局,现货行情自高位回落。短线仍需继续关注下游需求恢复情况。
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近年来亚洲聚烯烃市场有大量新装置投产,对市场供需和贸易流产生了影响,此外,亚洲生产商面临的挑战之一是利润大幅收窄,2023年新增产能投放将继续对价格、贸易流和利润等产生影响。 本期播客邀请了ICIS分析师俞婷、帅璐及周莹就亚洲聚烯烃市场进行探讨,音频时长约为8分半 ,欢迎收听。
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SINGAPORE (ICIS)--In this podcast, Nurluqman Suratman speaks with ICIS analysts Patricia Tao and Jean Zhou about the recent developments in China's fuel oil market. - Private refiners importing more fuel oil to obtain higher refining margins - Shandong private independent refiners' fuel oil imports expected to increase - Overall China fuel oil impo…
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SINGAPORE (ICIS) - Over 5.3m tonnes of Japanese long-term LNG contracts are up for expiry in 2023 at a time when last year's largest buyer plans to reduce LNG procurement and boost nuclear and renewable power generation. How will Japan’s energy strategy influence the Asia Pacific LNG market? ICIS senior market reporter Yun Xie talks with Yuriy Humb…
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亚洲苯乙烯市场目前处于明显的供过于求的现状,下游需求不足及产业链利润薄弱是导致市场交易减缓的主要原因,而远洋地区价格和需求双弱的局面,也加重了更多亚洲资源进入到中国市场的可能性。与此同时,中国自身供应也在高位,并且还有增多趋势,因此中国需求表现及未来趋势显得更为关键。
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2023年1月下旬至今,中国基础油的下游需求较春节前有明显回暖,下游润滑油厂商均有不同程度的备货,3月份下游对于基础油的采购需求是否能继续维持?本期播客邀请了ICIS分析师石蕴智就这一局面进行探讨,音频时长约为2分30秒,欢迎收听。
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In 2022, when Gazprom stopped supplies to Bulgaria, the country switched at short notice from nearly full dependence on Russian gas to complete diversification. It commissioned a new interconnector with Greece, tapped LNG imports and ramped up off-takes of Caspian gas. More recently it signed a deal for access to Turkey’s infrastructure, which coul…
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2022年DEG市场整体表现坚挺。上半年价格多胶着,下半年大幅走强,供应偏紧是主要驱动因素。国产增量不足,进口量有所缩减,DEG市场下半年去库明显,与MEG价差持续扩大。 本期播客邀请了ICIS DEG市场分析师仇燕就DEG市场情况进行介绍。音频时长约为3分52秒,欢迎收听。
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