Gazprom Neft (wanda ake kira "Gazprom") a ranar 2 ga Satumba ya yi iƙirarin cewa saboda gano gazawar kayan aiki da yawa, bututun iskar gas na Nord Stream-1 za a rufe gaba ɗaya har sai an warware matsalar.Nord Stream-1 yana daya daga cikin mahimman bututun iskar gas a Turai.Samar da iskar gas mai kubik miliyan 33 a kullum zuwa Turai yana da mahimmanci ga amfani da mazauna Turai da samar da sinadarai.Sakamakon haka, a baya-bayan nan an rufe makomar iskar iskar gas a Turai a wani matsayi mafi girma, wanda ya haifar da gagarumin tasiri ga farashin makamashi a duniya.

A cikin shekarar da ta gabata, farashin iskar gas na Turai ya yi tashin gwauron zabi saboda rikicin Rasha da Ukraine, inda ya karu daga kasa da dalar Amurka miliyan 5 zuwa 6 a kan kowace thermal na Birtaniyya zuwa sama da dala 90 a kan kowace miliyan 1,536 na Burtaniya, wanda ya karu da kashi 1,536.Hakanan farashin iskar gas na kasar Sin ya karu sosai saboda wannan taron, inda kasuwar LNG ta kasar Sin, farashin tabo ya karu daga dala 16/MMBtu zuwa dala 55/MMBtu, haka kuma ya karu da sama da kashi 244%.

Yanayin farashin iskar gas na Turai-China a cikin shekara 1 da ta gabata (raka'a: USD/MMBtu)

Iskar gas na da matukar muhimmanci ga Turai.Baya ga iskar gas da ake amfani da shi a rayuwar yau da kullun a Turai, samar da sinadarai, samar da masana'antu, da samar da wutar lantarki duk suna bukatar karin iskar gas.Fiye da kashi 40% na albarkatun da ake amfani da su wajen samar da sinadarai a Turai suna fitowa ne daga iskar gas, kuma kashi 33% na makamashin da ake amfani da su wajen samar da sinadarai su ma sun dogara da iskar gas.Don haka, masana'antar sinadarai ta Turai sun dogara sosai kan iskar gas, wanda ke cikin mafi girman tushen makamashin burbushin halittu.Ana iya tunanin abin da samar da iskar gas ke nufi ga masana'antar sinadarai ta Turai.

A cewar Majalisar Masana'antu ta Turai (CEFIC), tallace-tallacen sinadarai na Turai a cikin 2020 zai zama Yuro biliyan 628 (€ 500 biliyan a cikin EU da Yuro biliyan 128 a sauran Turai), na biyu kawai ga China a matsayin yankin samar da sinadarai mafi mahimmanci. a duniya.Nahiyar Turai tana da manyan kamfanunnukan sinadarai na kasa da kasa da dama, babban kamfanin sinadarai na duniya BASF, dake nahiyar Turai da Jamus, da Shell, Inglis, Dow Chemical, Basel, ExxonMobil, Linde, France Air Liquide da sauran manyan kamfanoni na duniya.

Masana'antar sinadarai ta Turai a cikin masana'antar sinadarai ta duniya

Karancin makamashi zai yi matukar tasiri ga ayyukan samar da kayayyaki na yau da kullun na sarkar masana'antar sinadarai ta Turai, da kara farashin samar da sinadarai na Turai, da kuma kawo babbar hadari ga masana'antar sinadarai ta duniya a kaikaice.

1. Ci gaba da haɓaka farashin iskar gas na Turai zai ƙara farashin ciniki, wanda zai haifar da rikicin kuɗi kuma kai tsaye ya shafi sarkar masana'antar sinadarai.

Idan farashin iskar gas ya ci gaba da hauhawa, dillalan iskar gas na Turai za su bukaci kara yawan kudadensu, wanda hakan zai kai ga fashewa a ma'ajiyar waje.Tunda yawancin ’yan kasuwa a cinikin iskar gas sun fito ne daga masu samar da sinadarai, kamar masu samar da sinadarai masu amfani da iskar gas a matsayin abinci da kuma masana’antun da ke amfani da iskar gas a matsayin mai.Idan ajiyar ajiya ta fashe, babu makawa farashin kudin ruwa ga masu kera zai karu, wanda hakan zai iya haifar da rikicin kudi kai tsaye ga jiga-jigan masu samar da makamashi na Turai, har ma ya zama mummunan sakamakon fatara na kamfanoni, wanda hakan ya shafi masana'antar sinadarai ta Turai baki daya, har ma da dukkan tattalin arzikin Turai.

2. Ci gaba da ƙaruwar farashin iskar gas yana haifar da hauhawar farashin kuɗi ga masu kera sinadarai, wanda hakan ke shafar farashin aiki na kamfanoni.

Idan farashin iskar gas ya ci gaba da hauhawa, karuwar farashin albarkatun kasa ga kamfanonin da ke samar da sinadarai na Turai da ke dogaro da iskar gas a matsayin danyen man fetur da man fetur zai kara tsadar sayan kayan da suke yi, wanda zai haifar da karuwar asarar litattafai.Yawancin kamfanonin sinadarai na Turai sune masu kera sinadarai na duniya tare da manyan masana'antu, sansanonin samarwa da wuraren samarwa waɗanda ke buƙatar ƙarin kuɗi don tallafa musu yayin gudanar da ayyukansu na kasuwanci.Ci gaba da ƙaruwar farashin iskar gas ya haifar da haɓakar farashin jigilar su, wanda ba makawa zai haifar da mummunan sakamako ga ayyukan manyan masu kera.

3. Ci gaba da karuwar farashin iskar gas zai kara tsadar wutar lantarki a Turai da kuma tsadar ayyukan kamfanonin sinadarai na Turai.

Hawan wutar lantarki da farashin iskar gas zai tilastawa kamfanonin Turai samar da fiye da Yuro biliyan 100 na ƙarin lamuni don biyan ƙarin biyan kuɗi.Ofishin kula da basussuka na kasar Sweden ya kuma ce gibin gidan na Nasdaq ya karu da kashi 1,100 yayin da farashin wutar lantarki ya yi tashin gwauron zabi.

Masana'antar sinadarai ta Turai babban mai amfani da wutar lantarki ne.Duk da cewa masana'antar sinadarai ta Turai ta samu ci gaba sosai kuma tana cin makamashi fiye da sauran kasashen duniya, amma har yanzu tana da yawan masu amfani da wutar lantarki a masana'antar Turai.Farashin iskar gas zai kara tsadar wutar lantarki, musamman ga masana'antar sinadarai masu yawan amfani da wutar lantarki, wanda ko shakka babu zai kara kudin tafiyar da kamfanoni.

4. Idan ba a farfado da matsalar makamashi a Turai cikin kankanin lokaci ba, hakan zai shafi masana'antar sinadarai ta duniya kai tsaye.

A halin yanzu, samfuran sinadarai a cikin kasuwancin duniya sun fi girma.Samar da samfuran sinadarai na Turai galibi yana kwarara zuwa Arewa maso Gabashin Asiya, Kudu maso Gabashin Asiya, Gabas ta Tsakiya da Arewacin Amurka.Wasu sinadarai suna da tasiri mai mahimmanci a kasuwannin duniya, kamar MDI, TDI, phenol, octanol, polyethylene high-karshen polypropylene, propylene oxide, potassium chloride A, bitamin E, methionine, butadiene, acetone, PC, neopentyl glycol, EVA, styrene, polyether polyol, da dai sauransu.

Akwai ci gaba a farashin duniya da haɓaka ingancin samfuran waɗannan sinadarai da aka samar a Turai.Farashin duniya na wasu samfuran kuma ya dogara da matakin rashin daidaituwar farashin Turai.Idan farashin iskar gas na Turai ya hauhawa, babu makawa farashin samar da sinadarai zai karu kuma farashin kasuwannin sinadarai zai tashi yadda ya kamata, wanda zai shafi farashin kasuwannin duniya kai tsaye.

Kwatanta matsakaicin sauye-sauyen farashi a kasuwar sinadarai ta kasar Sin daga watan Agusta zuwa Satumba

A cikin watan da ya gabata, kasuwannin kasar Sin sun yi jagoranci a cikin kayayyakin sinadarai da dama wadanda ke da nauyin samar da adadi mai yawa a cikin masana'antar sinadarai ta Turai don nuna kwazon da ya dace.Daga cikin su, yawancin matsakaicin farashin kowane wata ya tashi kowace shekara, tare da sulfur ya tashi da kashi 41%, propylene oxide da polyether polyols, TDI, butadiene, ethylene da ethylene oxide sama da 10% a kowane wata.

Ko da yake da yawa kasashen Turai sun fara rayayye tara da ferment Turai makamashi rikicin "bailout" Duk da haka, Turai makamashi tsarin ba za a iya gaba daya canza a cikin gajeren lokaci.Ta hanyar rage matakan babban jari ne kawai za a iya warware ainihin matsalolin matsalar makamashin Turai, ba tare da ma'anar matsaloli da yawa da ke fuskantar masana'antar sinadarai ta Turai ba.Ana sa ran bayanin zai ci gaba da zurfafa tasiri ga masana'antar sinadarai ta duniya.

A halin yanzu kasar Sin tana yin gyare-gyare sosai a fannin samarwa da bukatu a masana'antar sinadarai.A cikin 'yan shekarun baya-bayan nan, an kara saurin yin gasa a duniya ta hanyar samun bunkasuwa mai yawa, tare da rage dogaro da kayayyakin sinadarai na kasar Sin daga kasashen waje.Duk da haka, kasar Sin har yanzu tana dogara sosai kan Turai, musamman ga manyan samfuran polyolefin da aka shigo da su daga kasar Sin, samfuran kayan aikin polymer na ƙarshe, samfuran filastik da ba za a iya fitar da su daga China ba, samfuran filastik jarirai masu yarda da EU da samfuran filastik na yau da kullun.Idan matsalar makamashin Turai ta ci gaba da bunkasa, tasirin da masana'antar sinadarai ta kasar Sin za ta yi zai bayyana sannu a hankali.

Chemwinwani kamfani ne na cinikin albarkatun albarkatun kasa a kasar Sin, dake cikin New Area na Shanghai Pudong, tare da hanyar sadarwa ta tashar jiragen ruwa, tashoshi, filayen jiragen sama da sufurin jiragen kasa, kuma tare da rumbun adana sinadarai masu hatsari a Shanghai, Guangzhou, Jiangyin, Dalian da Ningbo Zhoushan, kasar Sin. , adana sama da ton 50,000 na albarkatun sinadarai duk shekara, tare da isassun kayan aiki, maraba don siye da tambaya.chemwinimel:service@skychemwin.comwhatsapp: 19117288062 Tel: +86 4008620777 +86 19117288062