美国聚乙烯（PE）出口量已占到国内产量的35%
美国PE出口量接近疫情前2020年3月的40%
美国国内PE需求也强劲
据天然气新闻2022年6月2日报道，美国陶氏化学公司首席执行官菲特林表示，尽管物流和供应链仍存在障碍，但美国聚乙烯（PE）出口量已几乎恢复到疫情暴发前的水平。
菲特林是在一次能源会议上发表上述讲话的。他表示，美国的PE出口量已达到国内产量的约35%，接近2020年3月因疫情关闭导致需求萎缩和挤压出口之前流出的40%。
到去年年初前，美国PE出口已基本恢复，去年2月中旬的严寒迫使石化企业大范围停产数周，导致库存耗尽。美国PE生产商还在去年夏天减少了PE出口，以便在8月和9月之前补充库存，这两个月通常是美国最容易发生飓风的月份。
美国国际贸易委员会公布的数据显示，美国2020年出口了600万吨PE, 2021年PE出口量下降18%，至498万吨。
数据显示，在今年前3个月，美国出口近148万吨PE，比去年第一季度的147万吨略有增加，但比2020年第一季度疫情前的164万吨下降10%。
菲特林说：“这是不平衡的，但我们已经在看到供应链以及我们从美国出口PE能力的改善。”“我们仿佛回到了2020年3月的水平，我认为这是一个好迹象。 ”
市场参与者表示，美国树脂出口受到阻碍，因为集装箱进口大量涌入，导致卡车司机供应不足。 这也导致包装好的树脂被困在仓库里，等待装入空集装箱，然后运到港口装船。
菲特林表示，PE需求仍在增长，达到GDP的1.3-1.5倍，美国国内PE消费量比去年同期增长7%-8%。 这种需求来自于包装、轻量化汽车、5G基础设施电缆的塑料外壳以及随着员工返回办公室健康和美容产品的建设和包装。
他说，更高的能源和原材料成本正在转嫁给消费者。陶氏化学公司一直在关注这些动态，尤其是价格能在当前水平上维持多久，以及价格会在什么时候吸走需求。
菲特林表示，6月份美国国内PE价格每磅7美分的涨幅仍未确定，在欧洲，4月份PE价格每吨已上涨50欧元。
李峻 编译自 天然气新闻
原文如下：
US PE exports inching toward pre-pandemic levels: Dow CEO
Outflows at 35% of domestic production
Close to pre-pandemic 40% of March 2020
US demand also strong
US polyethylene exports have nearly recovered to pre-pandemic levels despite logistics and supply chain snags, Dow Chemical CEO Jim Fitterling said June 2.
He said at an energy conference that US outflows have reached about 35% of domestic production, which is near the 40% that was moving out in March 2020 before COVID shutdowns pinched demand and squeezed outflows.
Exports had largely recovered by early 2021 when a deep freeze in mid-February forced widespread weeks-long petrochemical shutdowns, which left inventories depleted. PE producers also reduced exports through the summer of 2021 to restock ahead of August and September, which typically are the most hurricane-prone months.
The US exported 6 million mt of PE in 2020, and outflows fell 18% to 4.98 million mt in 2021, US International Trade Commission data showed.
In the first three months of 2022 the US exported nearly 1.48 million mt of PE, up slightly from 1.47 million in Q1 2021, and down 10% from 1.64 million mt in pre-pandemic Q1 2020, the data showed.
"It's been uneven, but we have been seeing improvement in the supply chain, our ability to ship out of the US," Fitterling said. "We're kind of back to March 2020 levels, which is, I think, a good sign."
Market participants say US resin exports have been stymied as an influx of containerized imports have commanded an already short supply of chassis and truck drivers to move containers. That has left packaged resin stuck in warehouses waiting to be loaded into empty containers and transported to ports to be loaded onto ships.
Fitterling said PE demand was still growing at 1.3 to 1.5 times GDP, and domestic consumption was seen up 7% to 8% from year-ago levels. That demand stems from packaging, lightweighting vehicles, plastic covering for cables in 5G infrastructure, construction and packaging for health and beauty products as workers return to offices.
He said higher energy and raw material costs were being passed to consumers. The company was watching those dynamics, particularly how long prices can stay at current levels and at what point prices siphon demand.
He said domestic PE price increases of 7 cents/lb for May and 7 cents/lb for June remain unsettled, and in Europe PE prices rose Eur50/mt in April.
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