SurunmaIndustriw ka kunnafoni kura jugumanba min kɛra sɛtanburukalo tile 22 : Sinuwa jamana ka monoetilɛni gilikɔli (MEG) sugu sera fɛnba dɔ la min bɛ wuli ka bɔ a nɔ na, ​​“Sɛtanburukalo sanulama” waati cayalenba kɔfɛ, n’o ma se ka kɛ ka kɛɲɛ ni jigiya ye. Polisitɛri duguma baarakɛcogo bɛɛ lajɛlen jigira ka se 74,2% ma, ni sɛnɛfɛnw tigɛcogo jugumanba ye yɔrɔw la i n’a fɔ filamanw. So kɔnɔ etilɛni‐based ani coal‐to‐MEG unitw daminɛna kokura kuluw kɔnɔ, ka sɔrɔ bɛɛ kɔrɔta. Sinuwa kɔrɔnyanfan kurunbonkarila belebelebaw ye dɔgɔkun 8 tugu-tugulen destocking streak ban, ka u ka inventory jɔli nɔgɔman fɔlɔ sɛbɛn. MEG ka siniɲɛsigi baarakɛɲɔgɔnya kunba dafara 3% ɲɔgɔn na ka jigin o don na, ni suguba ka bɛnkanba ye ko fɛnmarataw dalajɛli siratigɛ bɛna daminɛ san 4nan kɔnɔ, o bɛna degun sabatilen bila sɔngɔko la.

Suguda lajɛbaSɛtanburukalo tile 22, Sinuwa jamana kɔnɔ MEG sugu ye ŋaniya wulicogo jɛlen sɛbɛn. Jeyopolitiki faratiw musakaw tora ka dɔgɔya ani “sɔrɔko jiginni, ɲinini dɔgɔyali” sizo danfara min bɛ izini jɔnjɔnw na, o bonyalen don, MEG ka siniɲɛsigi bɛnkansɛbɛn ɲɛmɔgɔba jagokɛla ka dɔgɔya lajɛba kɔnɔna bɛɛ la, ka 3% ɲɔgɔn dafa, ka dɔgɔkun fila tɛmɛnenw ka tɔnɔw bɔ kokura. Spot sugu nɔgɔyara ɲɔgɔn fɛ : spot negosiation sɔngɔw jiginna Sinuwa kɔrɔnyanfan fɛ, jagokɛlaw y’a jira ko u b’a fɛ kosɛbɛ ka feereli kɛ, ani duguma sannikɛlaw ye komandi misɛnninw jɛnsɛnnenw dɔrɔn de kɛ ɲinini gɛlɛnw kama, o kɛra sababu ye ka sugu bɛɛ lajɛlen dusukunnata to kɔlɔsili la.

Lasegin fan fɛ : Segin sabatili So kɔnɔ Unit baarakɛcogo la, Import Arrivals dɔgɔyaSɔrɔko min bɛ ka caya ka taa a fɛ, o kɛra sɔrɔko‐ɲini jiginni sababuba ye. MEG bolofara minnu sinsinnen bɛ etilɛni kan, n’u dɛmɛna ni etilɛni sɔrɔli lafiyalen ye sanfɛ ani baarakɛcogo hakɛw seginni fɛ, olu ye baarakɛta hakɛ caman mara min ka ca ni 82% ye, ni baarakɛyɔrɔba fanba bɛ baara kɛ ni u seko bɛɛ ye. Kɔlɔn-ka-MEG tɔnw ta fan fɛ, Sinuwa worodugu-tlebi-yanfan ni Woroduguyanfan yɔrɔ caman minnu tun datugulen don k’a sababu kɛ bɔnɛw ni ladonni kɛcogo kɔrɔ ye, olu daminɛna kokura kosɛbɛ sɛtanburukalo cɛmancɛ la ka se a laban ma, o kɛra sababu ye ka kɔɔrisɛnɛ baara kɛcogo kura teliya. Jamana kɔnɔ MEG baarakɛta hakɛ bɛɛ lajɛlen wulila ni kɛmɛsarada la 4 ɲɔgɔn ye dɔgɔkun o dɔgɔkun, wa jamana kɔnɔ dɔgɔkun bɔli cayara kosɛbɛ.

Jagokɛlaw ka doni fan fɛ, sɛtanburukalo nali Sinuwa kɔrɔnyanfan kurunbonkarilaw la, o tora dɔgɔya la k’a sababu kɛ kɔgɔjida la fɛnw ladonni ye, kurunbokari bilali kɔfɛ ani diɲɛ doni tali jiginni, dɔgɔkun o dɔgɔkun doni hakɛ jiginna 8% ɲɔgɔn na dɔgɔkun o dɔgɔkun. Nka, jamana kɔnɔ sɛnɛfɛnw bɔli cayalenba ye fɛnw dondonni danfara bɔ pewu, o kɛra sababu ye ka dɔ fara jamana kɔnɔ sɔrɔ bɛɛ lajɛlen kan. Jamanakuntigi ka baarakɛyɔrɔ caman bolodara ka se u seko bɛɛ ma ka kɔn ɔkutɔburukalo ɲɛ, o bɛna dɔ fara fɛnw sɔrɔli fan fɛ degun kan.

Demand Side: Peak Season Expectations dɛsɛra, Feedback juguw bɛ jɛnsɛn cakɛda in kanFɛn ɲinini barikantanya juguyara, wa laadala “Sɛtanburukalo sanulama, ɔkutɔburukalo warijɛ” min tun bɛ kɛ ka fɛnw ta kosɛbɛ, o fanba ma se ka kɛ. Poliyesitɛri baarakɛcogo bɛɛ lajɛlen hakɛ jigira ka se 74,2% ma, o min ka dɔgɔ ni waati cayalenba hakɛ ye min bɛ kɛ tuma bɛɛ nin waati in na, wa hali a bɛ boli hakɛ dɔgɔman jukɔrɔ, foroba seli seli waati. Segin-ka-bɔnye siratigɛ la, poliyesitɛri filamansi jiri ye baarakɛcogo dɔgɔyaliba ye, o min kɛra ni yamaruya barikamaw ye ka ɲɛsin finiw ni finiw feereli labanw ma ani jamana kɔnɔ ɲinini nɔgɔlenw. Fibre staple ni poliyester min bɛ kɛ buteli kɔnɔ, olu tora ka se ka muɲu kosɛbɛ nka u ye dɔ bɔ fana bɔli la fo ka se hakɛ caman ma.

Kunnafoni juguw bɛ ka taa a fɛ ka lase izini cakɛda kɔnɔ : baarakɛla labanw ka fini jɛmanw bɛ fini jɛmanw mara minnu ka bon, wa u bɛ kɛlɛ kɛ walasa ka baarakɛcogo hakɛ kɔrɔta, o min bɛ poliyesitɛri dilannikɛlaw degun ni fɛn dilannenw hakɛ cayalenba ye ani baarakɛcogo hakɛ dɔgɔyali. Sisan, poliyesitɛri baarakɛyɔrɔ fanba bɛ « sanni kɛli ka kɛɲɛ ni ɲinini ye, ka fɛnɲɛnamafagalanw maracogo kɔlɔsi » fɛɛrɛ ta, ka MEG balofɛnw maracogo dɔgɔya tile 10‐12 kɔnɔ, k’a sɔrɔ u t’a fɛ ka fɛnw lasegin u cogo kɔrɔ la. O bɛ MEG tacogo lakika bali k’a ɲɛsin a yɛrɛ ma, wa ɲininiw seginni jɛlen si tɛ makɔnɔ waati kunkurunnin kɔnɔ.

Inventory Inflection: East China Ports End 8‐Week Destocking, Inventory Build Cycle Sɛmɛntiyalen donInventory yiriwaliw ye supply‐demand inflection point dafa foroba la. Nin dɔgɔkun in na, MEG ka bolomafara minnu bɛ Sinuwa kɔrɔnyanfan kurunbonkarilabaw la, olu ye dɔgɔkun 8 tugu-tugulen destocking kɛcogo ban, ka jɔli nɔgɔman sɛbɛn, ka wuli ni tɔni 20.000 ɲɔgɔn ye dɔgɔkun o dɔgɔkun. Hali n’a y’a sɔrɔ ko kurunbonkarila dafalenw bɛ dɔgɔya ni i y’a suma ni waati kelen ye san laban ninnu na, ka dɛmɛ dɔw di duguma sɔngɔw ma, jɔli taabolo dɔ bɔli b’a jira ko sugu jiginna ka bɔ « balansi gɛlɛn » la ka taa « jigiya lafiyalen » fanga la.

O waati kelen na, dɔgɔkun o dɔgɔkun kurunbonkarila ta hakɛ dɔgɔyara dɔgɔkun o dɔgɔkun, o b’a jira ko sanni nege barika dɔgɔyara ka bɔ polisiw ka sɛnɛfɛnw na minnu bɛ duguma ani ka sanni kɛ dɔɔnin dɔɔnin ni ɲinini gɛlɛnw ye. Ikomi jamana kɔnɔ unitw bɔli bɛ ka caya ka taa a fɛ ani ni fɛnw donna jamana kɔnɔ fɛnw nali bɛna segin dɔɔnin dɔɔnin san 4 kɔnɔ, sugu b’a jira kosɛbɛ ko kurunbonkarila fɛnw bɛna don dalajɛ sabatili dakun na.

Cost & Margins: Nafa sɔrɔli danfaralenw siraw kan, Supply Elasticity UnfoldsNafa sɔrɔli danfaralenw sɛnɛcogo siraw kan, o fana bɛ ka sɔrɔ yiriwali teliya cogoya labɛn. MEG min sinsinnen bɛ etilɛni kan, diɲɛ etilɛni sɔngɔ jigin ye musaka degunw nɔgɔya ani ka baarakɛcogo hakɛw segin u cogo kɔrɔ la ka taa a fɛ, ka fɛn dilannikɛlaw ka dusudonw to sanfɛ. Jamana kɔnɔ kɔɔri sɔngɔ gɛlɛnw tora a cogo la, wa MEG sɔngɔw seginni ka kɔn o ɲɛ, o ye bɔnɛw dɔgɔya kɔɔri sɛnɛyɔrɔw la, o kɛra sababu ye ka daminɛko kura wuli ani ka sɔrɔko fan fɛ sɛgɛsɛgɛli da wuli. Muɲu dɛmɛni barika dɔgɔyali fana ye jiginyɔrɔ wɛrɛ da wuli MEG sɔngɔw la.

Ladilikanw Outlook & Sanniko LadilikanwNi an y’an ɲɛsin san 4nan ma, MEG ka fɛnmarataw jɔcogo bɛ sigi senkan kosɛbɛ sɔrɔko ni ɲinini nɔgɔlenw cɛma, o bɛ degun bila sɔngɔko cɛmancɛ la ka jigin. Waati surun kɔnɔ, kurunbonkarila absolute inventories dɔgɔmanw bɛna dɛmɛ dɔw di hali bi spot sɔngɔw la, wa sugu bɛ se ka jago kɛ yɔrɔ dɔ la ni soft bias ye. Cɛmancɛ waati kɔnɔ, ni fɛnmarataw dalajɛli bɛ ka juguya, sɔngɔko bɛna to degun na.

B2B sannikɛlaw ni jagokɛlaw fɛ, an b’a ɲini u fɛ u ka sannifeere gɛlɛnw bila jɔyɔrɔ fɔlɔ la sisan ani ka u janto fɛnmarayɔrɔbaw jɔli la. A ka ɲi ka dɔgɔkun o dɔgɔkun kurunbonkarilaw ka kunnafonidilanw ni poliyesitɛri baarakɛcogo hakɛw kɔlɔsi kosɛbɛ, ani ka fɛnw lasegin u cogo kɔrɔ la, fɛnmaracogo taabolo dafalen kɔfɛ, ani sɔngɔw jiginna ka se hakɛw ma minnu bɛ mɔgɔ ɲɛnajɛ. Ka ɲɛsin bɛnkansɛbɛn kuntaalajanw ma, sɔngɔko misali minnu bɛ tali kɛ siniko la, olu bɛ se ka ta walasa ka se ka sɔngɔ jiginni kunbɛn ka ɲɛ.