据安迅思科罗拉多斯普林斯6月6日消息，布科斯科美洲公司CEO周一表示，在2021年表现非常强劲之后，尽管一些消费市场疲软，北美聚丙烯（PP）需求预计将在2022年继续稳定。
布拉斯科美洲公司CEO尼科利茨在接受安迅思采访时表示：“北美PP市场经历了像2021年那样强劲的一年，需求增长了7%-8%，通常第二年将是平稳的。但在2022年，北美PP需求将继续保持健康，我们认为稳定的需求将延续到夏季。”
在美国科罗拉多州斯普林斯市举行的美国化学理事会（ACC）年会间隙，尼科利茨对安迅思公司发表了上述讲话。
尼科利茨表示：“最大的问题是：通胀会破坏这种局面吗？通胀开始产生影响，因为我们看到消费市场出现了犹豫不决的迹象。这超出了我们预计今年大部分时间都会出现库存紧张的基本判断。今年晚些时候北美供应将出现改善，届时供应紧张的情况可能会有所缓解。”
在零售与大宗批发方面，供应充足，同时对通胀对需求的影响也存在一些担忧。不过尼科利茨指出，在汽车方面，由于芯片短缺和原料不足，需求仍被压抑。
尼科利茨指出：“虽然其他市场可能会走软，但我们预计汽车市场在今明两年都将保持稳健。我们已经看到PP需求略有改善，这将取决于初级设备制造商能吸收多少。与此同时，由于供应链和物流的持续中断，北美的PP进口一直是一个挑战。”
庞晓华 摘译自 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.
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