Mitsui Chemicals nthuav davMDImuaj peev xwm hauv South Kauslim, thaum cov thawj coj thoob ntiaj teb Wanhua, BASF, thiab Dow siv cov nqi tseem ceeb. Kawm paub txog MDI thoob ntiaj teb kev muab khoom, kev xav tau tiam sis, thiab kev ua lag luam pom zoo rau xyoo 2025.
Mitsui Chemicals Expands MDI Production hauv South Kauslim
Thaum Lub Kaum Ob Hlis 15, Mitsui Chemicals 'affiliate, Kumho Mitsui Chemicals, tau lees paub cov phiaj xwm ntxiv 100,000-tuj / xyoo MDI cov khoom tsim tawm ntawm nws cov nroj tsuag Yeosu hauv South Jeolla Xeev, Kaus Lim Qab Teb. Tom qab kev nthuav dav, tag nrho MDI peev xwm yuav nce los ntawm 610,000 tons / xyoo rau 710,000 tons / xyoo. Kev tsim kho tau teem sijhawm pib thaum Lub Ob Hlis 2026 thiab xav tias yuav ua tiav los ntawm Lub Tsib Hlis 2027. Qhov kev nthuav dav no txhawb nqa Mitsui txoj haujlwm hauv kev sib tw thoob ntiaj teb MDI kev ua lag luam.
Ntiaj teb no MDI Nqe nce los ntawm Cov Thawj Coj Kev Lag Luam
Ntau tus neeg tsim khoom MDI tsis ntev los no tau nce nqi vim muaj kev txwv tsis pub khoom noj thiab cov nqi nce:
Wanhua Chemical: nce MDI tus nqi hauv Middle East, Africa, thiab Qaib Cov Txwv los ntawm $ 350 / ton pib lub Kaum Ob Hlis 8.
BASF: Nce South Asia MDI tus nqi los ntawm $ 200 / tuj txij lub Kaum Ib Hlis 20, ua raws li cov sijhawm saib xyuas.
Dow Chemical: Tus nqi nce los ntawm € 300 / tuj thoob plaws Tebchaws Europe, Middle East, Africa, thiab Is Nrias teb txij lub Kaum Ob Hlis 3.
Hensmate: Kho European, African, thiab Middle Eastern MDI tus nqi los ntawm € 350 / tuj txij lub Kaum Ob Hlis 2.
Covestro: Siv cov nqi nce ntxiv hauv Suav teb, cuam tshuam cov khoom siv raw thiab kev thauj mus los.
Cov kev hloov kho no tsom rau kev txo qis zog, cov khoom siv raw, thiab cov nqi thauj mus los, thaum teb rau cov khoom siv nruj.
Supply Constraints thiab Market Impact
Tuam Tshoj tus tseem ceeb MDI cov neeg tsim khoom, suav nrog Ningbo Wanhua, Chongqing BASF, thiab Shanghai Covestro, tab tom ua haujlwm saib xyuas, suav txog li 45% ntawm lub tebchaws muaj peev xwm. Hensmate's Dutch chaw tseem nyob offline, thaum Middle Eastern khoom kuj txwv. Raws li qhov tshwm sim, European MDI qhov chaw tus nqi tau nce € 100 / tuj, thiab Suav polymeric MDI rebounded los ntawm ¥ 14,300 / tuj rau ¥ 14,800 / ton hauv ib lub lis piam.
Ntiaj teb no MDI Production thiab Demand Outlook
Raws li lub koom haum International Isocyanate (ISA), thoob ntiaj teb MDI ntau lawm hauv 2025 yog kwv yees ntawm 9.8 lab tons (+6.5% YoY), me ntsis ntau tshaj kev noj ntawm 9.5 lab tons (+5.2% YoY). Tuam Tshoj txoj kev tsim MDI tseem yog tus tsav tsheb tseem ceeb, nce mus txog 3.65 lab tons hauv thawj cuaj lub hlis xyoo 2025 (+9.8% YoY), nrog rau kev xa tawm ntawm 850,000 tons ({11}}% YoY).
Cov Kev Sib Tw thiab Cov Sijhawm Tawm Tsam Hauv MDI Kev Lag Luam
Txawm hais tias tus nqi nce, MDI kev lag luam ntsib cov teeb meem ntawm cov qauv:
Kev tswj hwm ib puag ncig, suav nrog Tuam Tshoj txoj kev tswj hwm VOC, tau nce cov nqi ua raws.
Kev lag luam- nplai ntsuab MDI thev naus laus zis, xws li cov txheej txheem tsis yog -phosgene, tab tom txhim kho qeeb dua li qhov xav tau.
Kev thov tau hloov mus rau siab - daim ntawv thov muaj nqis: lub tsev rwb thaiv tsev, automotive MDI rau lub zog tshiab, thiab lub zog- cov khoom dawb.
Cov kev lag luam ib txwm qhia tias kev loj hlob qeeb, thaum lub tsheb, kev tsim khoom siab - kawg, thiab cov ntaub ntawv polyurethane sib xyaw ua rau kev nthuav dav kev lag luam yav tom ntej. Cov tuam txhab xws li Wanhua tau siv cov kev tsim kho tshiab los ntes cov sijhawm tshiab no.