據(jù)安迅思1月29日消息稱，陶氏首席執(zhí)行官周四表示，2022年全球聚乙烯(PE)需求將繼續(xù)保持彈性，而陶氏將增加產(chǎn)量和出口。

陶氏化學(xué)首席執(zhí)行官Jim Fitterling在公司第四季度財(cái)報(bào)電話會(huì)議上說(shuō)：“市場(chǎng)每增長(zhǎng)1%的GDP，就需要2-3家世界級(jí)PE工廠上線，我們的預(yù)期是，這不會(huì)改變。我們看到，所有行業(yè)對(duì)塑料產(chǎn)品的需求都很強(qiáng)勁。”

“大多數(shù)(新項(xiàng)目)將在第二季度至年中開(kāi)始……所以我認(rèn)為市場(chǎng)增長(zhǎng)將有助于緩解一些(影響)。”我們對(duì)開(kāi)工率的預(yù)期比行業(yè)對(duì)PE的預(yù)期高出2-3個(gè)百分點(diǎn)。”

這位陶氏化學(xué)首席執(zhí)行官預(yù)計(jì)，北美地區(qū)的年產(chǎn)能將達(dá)到400萬(wàn)噸，其中一半將用于出口市場(chǎng)。

他還指出，到2025年，全球PE產(chǎn)能增加的50%將在高成本地區(qū)，其中60%在東北亞。

曹海斌 摘譯自 安迅思

原文如下：

Dow sees resilient PE demand in 2022, will ramp up exports

Global polyethylene (PE) demand should continue to be resilient in 2022 while Dow ramps up production and exports, its CEO said on Thursday.

“For every 1% of GDP growth in the marketplace you need 2-3 world-scale PE plants to come online, and our expectation is that is not going to change. We see strong demand across all sectors for plastic products,” said Dow CEO Jim Fitterling on the company’s Q4 earnings conference call.

“Most of [the new projects] are going to start coming on in the second quarter to mid-year… and so I think market growth is going to help moderate some of that [impact]. Our expectations on operating rates are 2-3 percentage points higher than what the industry is expecting in PE,” he added.

The Dow CEO sees 4m tonnes/year of capacity coming on in North America with half of that destined for the export market.

He also pointed out that about 50% of the global PE capacity additions through 2025 will be in high cost regions, with 60% in northeast Asia.

“With the advantage being in Canada, the US, Argentina and the Middle East – the places that have good structural low-cost ethane positions – we’re going to be in a good place and operating rates are going to be very high,” said Fitterling.

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