據(jù)安迅思科羅拉多斯普林斯6月6日消息，布科斯科美洲公司CEO周一表示，在2021年表現(xiàn)非常強(qiáng)勁之后，盡管一些消費(fèi)市場(chǎng)疲軟，北美聚丙烯（PP）需求預(yù)計(jì)將在2022年繼續(xù)穩(wěn)定。

布拉斯科美洲公司CEO尼科利茨在接受安迅思采訪時(shí)表示：“北美PP市場(chǎng)經(jīng)歷了像2021年那樣強(qiáng)勁的一年，需求增長了7%-8%，通常第二年將是平穩(wěn)的。但在2022年，北美PP需求將繼續(xù)保持健康，我們認(rèn)為穩(wěn)定的需求將延續(xù)到夏季。”

在美國科羅拉多州斯普林斯市舉行的美國化學(xué)理事會(huì)（ACC）年會(huì)間隙，尼科利茨對(duì)安迅思公司發(fā)表了上述講話。

尼科利茨表示：“最大的問題是：通脹會(huì)破壞這種局面嗎？通脹開始產(chǎn)生影響，因?yàn)槲覀兛吹较M(fèi)市場(chǎng)出現(xiàn)了猶豫不決的跡象。這超出了我們預(yù)計(jì)今年大部分時(shí)間都會(huì)出現(xiàn)庫存緊張的基本判斷。今年晚些時(shí)候北美供應(yīng)將出現(xiàn)改善，屆時(shí)供應(yīng)緊張的情況可能會(huì)有所緩解。” 

在零售與大宗批發(fā)方面，供應(yīng)充足，同時(shí)對(duì)通脹對(duì)需求的影響也存在一些擔(dān)憂。不過尼科利茨指出，在汽車方面，由于芯片短缺和原料不足，需求仍被壓抑。

尼科利茨指出：“雖然其他市場(chǎng)可能會(huì)走軟，但我們預(yù)計(jì)汽車市場(chǎng)在今明兩年都將保持穩(wěn)健。我們已經(jīng)看到PP需求略有改善，這將取決于初級(jí)設(shè)備制造商能吸收多少。與此同時(shí)，由于供應(yīng)鏈和物流的持續(xù)中斷，北美的PP進(jìn)口一直是一個(gè)挑戰(zhàn)。”

龐曉華 摘譯自 ICIS

原文如下：

North America PP demand to remain solid 

North American polypropylene (PP) demand is expected to continue to be solid in 2022 after a very strong 2021 even with some consumer markets softening, the CEO of Braskem America said on Monday.

“After a strong year for PP as we had in 2021 with 7-8% growth, typically the next year is flat. But in 2022, demand continues to be healthy and we see solid demand extending into the summer,” said Mark Nikolich, CEO of Braskem America, in an interview with ICIS.

Nikolich spoke to ICIS on the sidelines of the American Chemistry Council (ACC) annual meeting in Colorado Springs, Colorado, US.

“The big question is: Is inflation going to disrupt this? It is starting to have an impact, as we are seeing signs of hesitancy in consumer markets. But this is off a base of tight inventories which we expect for much of the year,” he said, while also noting there could be some easing later in the year when North American supply is expected to improve.

On the consumer and packaging side, there is enough supply along with some concerns over inflation’s impact on demand. However, on the automotive side, there continues to be pent-up demand from the semiconductor-induced shortages and not enough material, he noted.

“While other markets might soften, we expect automotive to be solid this year and into next year. We have already seen small improvements in PP demand and it will depend on how much the OEMs [original equipment manufacturers] can absorb,” said Nikolich.Meanwhile, PP imports into North America have been a challenge with continuing supply chain and logistics disruptions, he noted.