総合化学: 石化市況6月第四週の動向：原油・ナフサ弱く、石化市況は続落

Research evidence excerpt

総合化学: 石化市況6月第四週の動向：原油・ナフサ弱く、石化市況は続落

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

Polymer

LDPE USD/mt 1,235 -15.1% -26.3% -18.2% 32.1% 19.3% 1,105 1,039 1,007 922 1,105 0.0% 19.9%

HDPE USD/mt 1,280 -5.2% -11.7% -14.7% 47.1% 36.2% 985 952 941 892 1,007 2.3% 12.8%

PP USD/mt 1,150 -4.2% -11.5% -18.4% 42.0% 22.3% 978 946 909 824 953 -2.6% 15.6%

PS USD/mt 1,530 -1.9% -12.6% -13.6% 37.8% 21.4% 1,356 1,283 1,224 1,149 1,275 -6.0% 11.0%

PVC USD/mt 740 -3.9% -12.9% -35.7% 19.4% 4.2% 746 700 695 648 770 3.2% 18.9%

ABS USD/mt 1,580 -4.2% -14.6% -14.6% 28.5% 15.3% 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 1,010 -6.9% -11.0% -21.7% 9.2% 16.1% 865 813 842 834 1,009 16.7% 21.0%

PTA USD/mt 770 -5.5% -9.4% -18.9% 10.0% 12.4% 680 646 653 645 759 11.7% 17.7%

EG USD/mt 560 0.0% -18.2% -13.8% 24.4% 7.7% 554 521 532 478 500 -9.7% 4.7%

CPL USD/mt 1,805 -0.5% -0.5% -2.3% 33.5% 42.7% 1,446 1,271 1,216 1,233 1,515 4.8% 22.9%

AN USD/mt 1,670 1.2% -1.8% -2.9% 51.1% 46.5% 1,288 1,186 1,117 1,088 1,228 -4.7% 12.9%

Spread

Ethylene - Integrated USD/mt 90 -55 -210 14 -31 -114 156 163 153 74 1 -154 -72

BD - Naphtha USD/mt 422 -69 -349 -971 97 26 667 445 383 252 705 39 454

PX - Naptha USD/mt 367 -44 -14 220 -18 66 207 237 254 271 280 72 9

SM - C2&BZ USD/mt 73 3 -8 22 -18 -23 61 90 67 62 128 66 66

PH - BZ USD/mt 356 69 145 256 190 135 225 257 183 203 120 -105 -82

PH + Acetone - BZ&C3 USD/mt 408 52 130 267 229 89 358 369 226 219 178 -180 -42

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

MMA (ACH method) USD/mt 1,233 91 171 -98 448 500 917 807 722 758 874 -42 116

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