総合化学: 石化市況6月第二週の動向：原油・ナフサ弱く、石化市況は軟調な展開継ぐ

Research evidence excerpt

総合化学: 石化市況6月第二週の動向：原油・ナフサ弱く、石化市況は軟調な展開継ぐ

818 1,588 2,047 1,953 2,204 21.2% 12.9%

Polymer

LDPE USD/mt 1,520 -6.7% -11.6% 11.4% 66.1% 49.8% 1,105 1,039 1,007 922 1,105 0.0% 19.9%

HDPE USD/mt 1,390 -2.8% -7.9% 13.9% 59.8% 49.5% 985 952 941 892 1,007 2.3% 12.8%

PP USD/mt 1,250 -2.3% -8.1% 8.7% 54.3% 35.9% 978 946 909 824 953 -2.6% 15.6%

PS USD/mt 1,660 -1.2% -8.8% 13.7% 48.2% 31.7% 1,356 1,283 1,224 1,149 1,275 -6.0% 11.0%

PVC USD/mt 790 -7.1% -14.1% -12.2% 27.4% 12.9% 746 700 695 648 770 3.2% 18.9%

ABS USD/mt 1,740 0.0% -5.9% 7.4% 41.5% 27.0% 1,454 1,386 1,336 1,256 1,396 -4.0% 11.1%

PC USD/mt 2,055 - -2.4% 30.5% 45.2% 36.1% 1,576 1,512 1,438 1,440 1,560 -1.0% 8.3%

Fiber intermediate

PX USD/mt 1,150 -1.3% -7.3% -11.5% 37.7% 33.7% 865 813 842 834 1,009 16.7% 21.0%

PTA USD/mt 855 -1.7% -6.0% -10.9% 33.6% 25.7% 680 646 653 645 759 11.7% 17.7%

EG USD/mt 625 6.8% -13.2% 10.6% 40.4% 19.0% 554 521 532 478 500 -9.7% 4.7%

CPL USD/mt 1,815 0.4% 3.5% 1.1% 35.2% 37.2% 1,446 1,271 1,216 1,233 1,515 4.8% 22.9%

AN USD/mt 1,650 -2.9% -5.4% 13.8% 51.4% 41.6% 1,288 1,186 1,117 1,088 1,228 -4.7% 12.9%

Spread

Ethylene - Integrated USD/mt 231 60 279 427 135 215 156 163 153 74 1 -154 -72

BD - Naphtha USD/mt 664 -35 60 -331 403 325 667 445 383 252 705 39 454

PX - Naptha USD/mt 449 20 230 209 163 210 207 237 254 271 280 72 9

SM - C2&BZ USD/mt 112 -2 57 12 38 18 61 90 67 62 128 66 66

PH - BZ USD/mt 236 67 106 110 61 62 225 257 183 203 120 -105 -82

PH + Acetone - BZ&C3 USD/mt 312 65 95 120 132 30 358 369 226 219 178 -180 -42

BPA - PH USD/mt 650 - 32 341 402 324 250 272 256 257 361 111 104

MMA (ACH method) USD/mt 1,060 -8 -6 -51 271 316 917 807 722 758 874 -42 116

pMDI - BZ USD/mt 1,995 - -45 511 447 313 1,859 1,662 1,648 1,583 1,539 -320 -45