Dec 24 Chemical Brief: Roj Crude & PTA/EG Nqe Trends

Dec 25, 2025

Tso lus

Kaum Ob Hlis 24th: Cov nqi roj av thoob ntiaj teb tau nce qis hauv cov khoom ua ntej- so haujlwm ua lag luam, vim tias cov tub ua lag luam hnyav US kev loj hlob ntawm kev lag luam thiab cov khoom lag luam cuam tshuam rau thaj tsam ntawm South America thiab Europe. Thaum kaw, Lub Ob Hlis 2026 WTI poob 0.03 USD / chim rau 58.35 USD / chim (-0.05%); Lub Ob Hlis 2026 Brent poob 0.14 USD / chim rau 62.24 USD / chim (-0.22%). Hauv tsev, Tuam Tshoj cov roj av roj av tseem ceeb SC2602 tau kaw 0.9 CNY / chim ntawm 442.6 CNY / chim.

 

1

PTA Kev Lag Luam

 

Nrog rau kev lag luam roj av kaw, kev txiav cov nroj tsuag polyester downstream tau muaj kev cuam tshuam tsawg, thiab kev txhawb nqa nqi tseem nyob. Unplanned PTA cog txiav lifted mov contraction expectation; 75% ntawm cov neeg koom hauv kev lag luam xav tias tus nqi me ntsis uptick hnub no.
 
2

Ethylene Glycol (EG) Kev Lag Luam

 

Cov roj crude ruaj khov thaum hmo ntuj muab cov nqi zog tsis muaj zog. Luv -lub sij hawm muab khoom- thov kev txhim kho tsis tau thim rov qab cov khoom muag, txwv cov chav nce siab. 55% ntawm cov players xav tias yuav nce me ntsis ua ntej sib sau ua ke. Cov nqi muag khoom tau kwv yees ntawm 3,650-3,700 CNY / tuj (nce 100 CNY / tuj los ntawm kev sib tham ua ntej) vim qhov nruab nrab qis dhau los.
 

ZIBO CHEMIC, ib lub caij nyoog kev lag luam tshuaj lom neeg ua si, muab cov khoom lag luam paub tab rau cov khoom siv roj av. Peb muab lub sijhawm tiag tiag - kev ua lag luam hloov tshiab, cov lus hais meej thiab ruaj khov ntawm PTA, EG thiab lwm yam tshuaj. Rov qab los ntawm lab- theem warehouses thiab logistics npog peb cheeb tsam kev lag luam loj, peb ua kom cov lus teb sai thiab xa khoom zoo. Peb pab neeg tshaj lij saib xyuas tag nrho - txheej txheem tswj kom zoo thiab kev thauj mus los rau kev txhawj xeeb- kev yuav khoom dawb. Tiv tauj peb rau cov lus tshaj tawm tshiab, hauv - tsom xam qhov tob lossis kev daws teeb meem!

 

 

 
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