???? 據(jù)石化產(chǎn)品新聞2021年3月5日新加坡報(bào)道，隨著乙烯價(jià)格也飆升至兩年高點(diǎn)，緊張的乙烯供應(yīng)和強(qiáng)勁的下游市場(chǎng)導(dǎo)致了亞洲的乙烯-石腦油價(jià)差達(dá)到兩年來(lái)高點(diǎn)。
????統(tǒng)計(jì)數(shù)據(jù)顯示，3月4日亞洲市場(chǎng)收盤時(shí)，CFR東北亞乙烯和CFR日本石腦油之間的價(jià)差為589美元/噸，在兩周內(nèi)大幅上漲了113.89%，創(chuàng)下兩年來(lái)的新高。這個(gè)價(jià)差上次上漲是在2019年3月4日，為595.375美元/噸。
????市場(chǎng)消息人士稱，非一體化生產(chǎn)商的典型保本價(jià)差為350美元/噸，而一體化生產(chǎn)商的保本價(jià)差為250美元/噸。自2020年5月12日以來(lái)，乙烯-石腦油價(jià)差一直高于每噸250美元。
????亞洲乙烯價(jià)格目前受到本地和深海貨物供應(yīng)緊張的支撐，韓國(guó)現(xiàn)貨乙烯出口受到復(fù)蘇的限制，其供應(yīng)主要在國(guó)內(nèi)消費(fèi)。由于最近的冰凍天氣，美國(guó)乙烯產(chǎn)量下降也影響到了亞洲乙烯市場(chǎng)，美國(guó)對(duì)亞洲的長(zhǎng)期供應(yīng)短缺導(dǎo)致現(xiàn)貨市場(chǎng)的額外需求。
????由于供應(yīng)短缺，3月4日東北亞乙烯CFR估價(jià)為1180美元/噸，為兩年高點(diǎn)。這個(gè)價(jià)格上一次上漲是在2019年2月27日，達(dá)到1190美元/噸。
????李峻 編譯自 石化產(chǎn)品新聞
????原文如下：
????Asia's ethylene-naphtha spread doubles in two weeks to reach two-year high
????Tight ethylene supply and strong downstream markets have driven the key ethylene-naphtha spread to a two-year high, as ethylene prices also surge to two-year highs.
????The spread between CFR Northeast Asia ethylene and CFR Japan naphtha physical was $589/mt at the March 4 Asian market close, up a sharp 113.89% in two weeks and a two-year high, data showed. The spread was last higher on March 4, 2019 at $595.375/mt, data showed.
????The typical breakeven spread for non-integrated producers is $350/mt and for integrated producers is $250/mt, market sources said. The ethylene-naphtha spread has been above the $250/mt mark since May 12, 2020, data showed.
????Asian ethylene prices are currently being supported by tight supply of both local and deepsea cargoes, with South Korea's spot exports limited due to turnarounds and its supplies being largely consumed domestically. The impact of US production lost due to recent freezing weather has also reached the Asian ethylene market, with the shortfall of US term supplies to Asia leading to extra demand in the spot market.
????With supply short, CFR Northeast Asia ethylene was assessed at $1,180/mt March 4, a two-year high, data showed. The price was last higher on Feb. 27, 2019, at $1,190/mt, data showed.
