據石化產品新聞報道，地區的混合市場狀況預計將提高今年下半年聚丙烯的不確定性水平。今年上半年支撐價格的因素，如健康的下游需求和緊張的全球供應，預計將延續到今年下半年。但在美國準備自己應對即將到來的颶風季節和亞洲的新建初創企業之際，歐洲持續存在的物流問題可能會削弱它們的影響。

　　此外，新冠肺炎疫情在亞洲蔓延的新浪潮也削弱了該地區未來聚丙烯需求改善的預期。

　　亞洲Covid-19的不確定性上升將抑制下游的需求。

　　今年下半年，由于下游醫療和包裝應用的強勁需求可能會被聚丙烯供應的增加、新冠肺炎疫情的爆發和集裝箱運輸業持續存在的問題所抵消，亞洲聚丙烯市場前景喜人。

　　從6月到今年年底，亞洲和中東地區的聚丙烯產能預計總計將達到704萬噸/年。

　　一些擴建項目的實際進展存在不確定性，鑒于潛在的延遲，這些項目對今年第四季度供應的影響可能會延續到2022年。

　　李峻 編譯自 石化產品新聞

　　原文如下：

　　H2 2021 PETROCHEMICALS: Polypropylene to face logistics, weather, COVID-19 challenges

　　Mixed market conditions across regions is expected to raise the level of uncertainty for polypropylene in the second half of 2021. Factors supportive of prices in the first half of the year, such as healthy downstream demand and tight global supply, are expected to exte into the second half. But their impact may be diminished by Europe's persistent logistical woes as the US braces itself for the upcoming hurricane season and new startups in Asia.

　　Also, the fresh wave of COVID-19 infections spreading through Asia have tampered expectations of an improvement in the region's PP demand going forward.

　　Rising COVID-19 uncertainty in Asia to curb downstream demand

　　The Asian polypropylene market is seen mixed in the second half of this year as firm demand for downstream medical and packaging applications may be offset by an increase in supply, new COVID-19 outbreaks and persistent issues in the container shipping sector.

　　A total of around 7.04 million mt/year of PP capacity is expected to either come online, or restart, from June through to the end of 2021 in Asia and the Middle East.

　　There are uncertainties surrounding the actual progress of some expansions, and the impact of these projects on supply in Q4 2021 could spill over to 2022 given potential delays.

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