I-PTA ayinuki kahle? Ama-giants amaningi “aphuma esigungwini” ngokulandelana, kwenzekeni?
Ukuqhuma! Ineos, Rakuten, Mitsubishi baphuma ebhizinisini le-PTA!
I-Mitsubishi Chemical: Ngomhlaka-22 Disemba, i-Mitsubishi Chemical yamemezela izindaba eziningana ngokulandelana, okuhlanganisa nesimemezelo sokudluliselwa okuhleliwe kwama-80% wamasheya enkampani yayo engaphansi kwe-Indonesia kanye nokuqokwa kwabasebenzi abaphezulu njenge-CEO entsha.
Emhlanganweni wabaphathi owawubanjwe ngomhlaka-22, iMitsubishi Chemical Group yanquma ukudlulisela u-80% wamasheya ayo kwiMitsubishi Chemical Corporation (PTMitsubishi Chemical lndonesia) yase-Indonesia ku-PT Lintas Citra Pratama. Le nkampani yokugcina isebenza ngebhizinisi le-pure terephthalic acid (PTA).
I-MCCI ibilokhu ikhiqiza futhi ithengisa ama-Pta e-Indonesia kusukela yasungulwa ngo-1991. Nakuba imakethe ye-PTA kanye nebhizinisi e-Indonesia kuzinzile futhi kuqinile, iQembu liyaqhubeka nokucabanga ngesiqondiso sebhizinisi ngenkathi lithuthukisa ukuphathwa kwephothifoliyo yalo ngokugxila ekukhuleni kwemakethe, ukuncintisana kanye nokusimama ngokuhambisana nendlela yalo yebhizinisi ethi “Yakha Ikusasa”.
Igatsha elingaphansi kwe-PT Lintas CitraPratama lihlela ukuthengisa i-paraxylene, okuwumkhiqizo oyinhloko we-PTA, eNingizimu-mpumalanga ye-Asia.
Ngaphambilini, izinto ezintsha zamakhemikhali zibike ukuthi izinkampani ezinkulu zomhlaba wonke ezihlanganisa i-Ineos ne-Lotte Chemical zivale/zihoxile kumaphrojekthi e-PTA.
I-Lotte Chemical imemezele ukuthi izoshiya ngokuphelele ibhizinisi le-PTA
I-Lotte Chemical imemezele ukuthi ihlela ukuthengisa isabelo sayo esingu-75.01% ku-Lotte Chemical Pakistan Limited (LCPL) bese iphuma ngokuphelele ebhizinisini le-refined terephthalic acid (PTA). Lokhu kuhlukaniswa kuyingxenye yesu lesikhathi esiphakathi le-Lotte Chemical lokuqinisa ibhizinisi layo lezinto ezikhethekile ezinenani eliphezulu.
Itholakala ePort Qasim, eKarachi, i-LCPL ikhiqiza amathani angu-500,000 e-PTA ngonyaka. Le nkampani ithengise ibhizinisi ku-Lucky Core Industries (LCI), inkampani yamakhemikhali yasePakistan, ngama-won ayizigidigidi ezingu-19.2 (cishe ama-yuan ayizigidigidi ezingu-1.06) (i-Lotte Chemical yathenga i-LCPL ngama-won ayizigidigidi ezingu-14.7 ngo-2009). I-LCI ikhiqiza kakhulu i-polyester etholakala ku-PTA, ikhiqiza amathani angu-122,000 e-polyester polymer kanye namathani angu-135,000 e-polyester fiber ngonyaka eLahore, kuyilapho amathani angu-225,000 e-soda ash ngonyaka eHeura.
ULotte Chemical uthe imali etholwe ngokuthengiswa kwebhizinisi le-PTA izosetshenziselwa ukuthuthukisa imakethe ekhona yemikhiqizo enenani eliphezulu njenge-polyethylene, i-polypropylene kanye ne-polyethylene terephthalate, kanye nokwandisa ibhizinisi lamakhemikhali akhethekile kanye nokungena ebhizinisini lezinto zemvelo.
NgoJulayi 2020, iLotte Chemical yayeka ukukhiqiza i-PTA esitshalweni sayo esingamathani angu-600,000 ngonyaka e-Ulsan, eNingizimu Korea, yasiguqula saba yindawo yokukhiqiza i-fine isophanic acid (PIA), okwamanje enekhono le-PIA elingamathani angu-520,000 ngonyaka.
U-Ineos: Umemezele ukuvalwa kweyunithi ye-PTA
Ngomhlaka-29 Novemba, i-Ineos yamemezela ukuthi ihlose ukuvala amayunithi amancane namadala e-PTA (refined terephthalic acid) amabili esikhungweni sayo sokukhiqiza esihlanganisiwe se-PX kanye ne-PTA esitshalweni sayo eHerr, e-Antwerp, eBelgium.
Le yunithi ibilokhu ingakhiqizi kusukela ngo-2022 futhi ukubuyekezwa kwamathemba ayo esikhathi eside sekuqhubeke isikhathi esithile.
U-Ineos uthe esitatimendeni sakhe sabezindaba somphakathi ukuthi izizathu eziyinhloko zokuvalwa kwalesi sitshalo yilezi: ukwanda kwamandla, izinto zokusetshenziswa kanye nezindleko zabasebenzi kwenza ukukhiqizwa kwaseYurophu kungabi namandla okuncintisana nokuthunyelwa kwamanye amazwe kwe-PTA entsha kanye nomthamo ophumayo e-Asia; Futhi leli qembu lifuna ukugxila kakhulu ezintweni ezintsha zezinga eliphezulu.
Ukukhiqizwa kwezinto zokusetshenziswa okungenangqondo, isidingo "esisodwa" esingaphansi komfula?
Uma sibheka imakethe yasekhaya ye-PTA, njengamanje, intengo ejwayelekile ye-PTA yonyaka ka-2023 yehlile uma iqhathaniswa no-2022.
Nakuba inkinga yamuva nje yoLwandle Olubomvu kuhlangene nokuvalwa kwendawo yasekhaya okubangelwe yisimo sezulu esibandayo, i-PTA yehle kakhulu; Kodwa-ke, ukuphela kokuphela kwama-oda ezindwangu akukuhle, ukuphotha okuphansi, amabhizinisi okuluka awanakho ukuzethemba emakethe yesikhathi esizayo, ngokwesimo sokwanda kwempahla yawo kanye nengcindezi yezezimali entengo ephezulu yezinto zokusetshenziswa kunamandla, okuholela ekudonselekeni kwezindawo ze-polyester kunzima, okuholela ekutheni izinga lenzuzo yezinhlobo ze-polyester lehle kakhulu.
Ngaphezu kwalokho, ngentuthuko esheshayo yamaphrojekthi okuhlanganisa, amandla e-PTA esikhathi esizayo asabonisa ukuthambekela okwandayo. Ngo-2024, i-PTA yasekhaya kulindeleke ukuthi ikhiqize amathani ayizigidi ezingu-12.2, kanti izinga lokukhula kwamandla e-PTA lingafinyelela ku-15%, ngokombono wamandla okukhiqiza, i-PTA ingabhekana nengcindezi enkulu kakhulu.
Eminyakeni yamuva nje, imboni ye-PTA yasekhaya ibhekane nesikhathi somthamo oweqile kanye nokushintshashintsha umthamo, ushintsho endleleni yokuhlinzeka lunomthelela omkhulu emakethe, lapho imishini emisha isetshenziswa, isimo sesikhathi esizayo sokukhiqiza ngokweqile embonini ye-PTA yasekhaya noma esibi kakhulu.
Ukuqedwa kwezomnotho kuyashesha! Imboni iya ngokuya incintisana
Ngokukhiqizwa kochungechunge lwamadivayisi amakhulu e-PTA, amandla e-PTA aphelele abe makhulu kakhulu, futhi ukuncintisana embonini kuye kwaba kubi kakhulu.
Njengamanje, amabhizinisi ahola phambili e-PTA ayaqhubeka nokunciphisa izimali zokucubungula, athathe isabelo semakethe, aqede amandla okukhiqiza abuyela emuva, iningi lamadivayisi anezindleko zokucubungula eziphezulu lisusiwe, futhi eminyakeni yamuva nje, ama-PTA asanda kufakwa ekukhiqizweni kwamadivayisi athuthukile angaphezu kwamathani ayizigidi ezimbili emafektri amakhulu, futhi izindleko zokucubungula ezimaphakathi zemboni zehle kakhulu. Esikhathini esizayo, amandla okukhiqiza athuthukile azokwanda, futhi izindleko zokucubungula ezimaphakathi zedivayisi yangaphakathi yemboni yokukhiqiza i-PTA zizoncipha ngokukhiqiza, futhi imali yokucubungula izoba sezingeni eliphansi isikhathi eside.
Ngakho-ke, esimweni sokwanda ngokweqile, ukuncintisana kwemboni, kanye nokuncipha kwenzuzo, ukusinda kwezinkampani ngokungangabazeki kunzima, ngakho kubonakala sengathi ukukhetha kwe-Ineos, Rakuten, Mitsubishi nakho kunengqondo, kungakhathaliseki ukuthi ukugxila ebhizinisini eliyinhloko ukuze ulahle ibhizinisi, noma ukuphula izikhali ukuze usinde, noma ukulungiselela amasu alandelayo okuwela imingcele kanye namanye.
Umthombo: Isikhungo Sokuhweba Samakhemikhali saseGuangzhou, Inethiwekhi
Isikhathi sokuthunyelwe: Jan-02-2024