Esemokwu Russia na Ukraine na-ebuli ọnụ ahịa gas na methanol

Esemokwu Russia na Ukraine na-akawanye njọ emebiela ahịa zuru ụwa ọnụ.Ọtụtụ mba na-akwalite mmachi megide Russia na ngalaba ego na mmachi nwere ike iru mpaghara ike.N'ihi ya, ọnụ ahịa mmanụ cru na gas na-arị elu n'oge na-adịbeghị anya.Na Mar 3, ọdịnihu mmanụ crude Brent na-arị elu ruo $116 / bbl, dị elu ọhụrụ kemgbe Sep 2013;na ọdịnihu crude WTI na-aga n'ihu na $113 / bbl, afọ iri na-enye ume ọhụrụ.Ọnụ ahịa gas sitere na Europe gbagoro site na 60% na Machị 2, na-erute ọkwa dị elu.

Kemgbe 2021, ọnụ ahịa gas sitere na Europe na-arị elu nke ukwuu, na-esi na 19.58 EUR / MWh na mbido afọ ruo 180.68 EUR / MWh dị ka nke Dec 21, 2021.

Ụkọ ọkọnọ welitere ọnụ ahịa ahụ.90% nke ikuku gas na Europe na-adabere na mbubata, na Russia bụ ebe kachasị ukwuu na-ebuga gas sitere na Europe.Na 2020, EU webatara ihe dị ka ijeri 152.65 nke gas sitere na Russia, 38% nke mkpokọta mbubata;na gas sitere na Russia ruru ihe fọrọ nke nta ka ọ bụrụ 30% nke mkpokọta oriri.

Site na mmụba nke esemokwu Russia-Ukraine, Germany n'izu gara aga kwụsịrị nkwado maka pipeline gas Nord Stream 2.Onye isi ala US Biden kwuputara mmachi megide ọrụ pipeline Nord Stream 2.Tụkwasị na nke ahụ, e mebiri ụfọdụ pipeline na Ukraine kemgbe esemokwu ahụ.N'ihi nke a, nchegbu banyere ikuku gas na-eme ka ọ dịkwuo njọ, na-eduga ná mmụba dị elu na ọnụahịa ahụ.

Osisi methanol na mpụga China niile dabere na gas sitere n'okike dị ka nri nri.Kemgbe Jun 2021, ụfọdụ osisi methanol na Germany na Netherlands ekwuwapụtala ịkwụsị mmepụta n'ihi na ọnụ ahịa eke dị oke elu nke mụbaa ugboro ugboro site na ọkwa n'afọ gara aga.

Methanol osisi na Europe

Ugbu a, ikike methanol ruru nde tọn 4.355 / afọ na Europe, na-aza 2.7% nke mkpokọta ụwa.Ọchịchọ methanol ruru ihe dị ka nde tọn 9 na Europe na 2021 na ihe karịrị 50% nke methanol ọkọnọ dabere na mbubata.Isi mmalite na-enye methanol na Europe bụ Middle East, North America na Russia (na-aza 18% nke mbubata methanol Europe).

Ihe mmepụta methanol na Russia ruru nde tọn 3 kwa afọ, 1.5 nde tọn nke a na-ebuga na Europe.Ọ bụrụ na a kwụsịtụrụ inye methanol sitere na Russia, ahịa Europe nwere ike ịnwe mfu nke 120-130kt kwa ọnwa.Ma ọ bụrụ na emebie mmepụta methanol na Russia, ọ ga-emetụta mmepụta methanol zuru ụwa ọnụ.

N'oge na-adịbeghị anya, site na mmachibido iwu, ịzụ ahịa methanol na Europe na-arụsi ọrụ ike na ọnụ ahịa FOB Rotterdam methanol na-aga n'ihu nke ọma, gbagoro 12% na Machị 2.

Ebe ọ bụ na esemokwu ahụ agaghị akwụsị n'oge dị mkpirikpi, ahịa Europe nwere ike ịnọ n'okpuru nsogbu site na ụkọ gas na-adịte aka na ọkara na ogologo oge.Enwere ike imetụta osisi methanol dị na Europe site n'ịkwalite ọnụ ahịa gas sitere n'okike.A na-atụ anya na ọnụ ahịa methanol FOB Rotterdam ga-aga n'ihu na-arị elu, na ibu ndị ọzọ nwere ike isi na Middle East na North America na-aga Europe ozugbo ikpe ikpe gbasara gbasaa.N'ihi ya, ibu methanol nke na-abụghị Iran sitere na China ga-ebelata.Na mgbakwunye, na ikpe ikpe mepere emepe, China na-ebupụ methanol na Europe nwere ike ịbawanye elu.A na-atụ anya na ọkọnọ methanol na China ga-aba ụba, mana ọnọdụ ahụ nwere ike gbanwee.

Agbanyeghị, na ọnụ ahịa methanol na-arị elu, osisi MTO dị ala na-ata ahụhụ site na nnukwu mfu na China.Ya mere, ọchọrọ methanol nwere ike imetụta yana uru methanol nwere ike belata.