据安迅思1月29日消息称，陶氏首席执行官周四表示，2022年全球聚乙烯(PE)需求将继续保持弹性，而陶氏将增加产量和出口。
陶氏化学首席执行官Jim Fitterling在公司第四季度财报电话会议上说：“市场每增长1%的GDP，就需要2-3家世界级PE工厂上线，我们的预期是，这不会改变。我们看到，所有行业对塑料产品的需求都很强劲。”
“大多数(新项目)将在第二季度至年中开始……所以我认为市场增长将有助于缓解一些(影响)。”我们对开工率的预期比行业对PE的预期高出2-3个百分点。”
这位陶氏化学首席执行官预计，北美地区的年产能将达到400万吨，其中一半将用于出口市场。
他还指出，到2025年，全球PE产能增加的50%将在高成本地区，其中60%在东北亚。
曹海斌 摘译自 安迅思
原文如下：
Dow sees resilient PE demand in 2022, will ramp up exports
Global polyethylene (PE) demand should continue to be resilient in 2022 while Dow ramps up production and exports, its CEO said on Thursday.
“For every 1% of GDP growth in the marketplace you need 2-3 world-scale PE plants to come online, and our expectation is that is not going to change. We see strong demand across all sectors for plastic products,” said Dow CEO Jim Fitterling on the company’s Q4 earnings conference call.
“Most of [the new projects] are going to start coming on in the second quarter to mid-year… and so I think market growth is going to help moderate some of that [impact]. Our expectations on operating rates are 2-3 percentage points higher than what the industry is expecting in PE,” he added.
The Dow CEO sees 4m tonnes/year of capacity coming on in North America with half of that destined for the export market.
He also pointed out that about 50% of the global PE capacity additions through 2025 will be in high cost regions, with 60% in northeast Asia.
“With the advantage being in Canada, the US, Argentina and the Middle East – the places that have good structural low-cost ethane positions – we’re going to be in a good place and operating rates are going to be very high,” said Fitterling.
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