据ICIS网站1月13日伦敦报道 受美国和亚洲价格上涨以及中东紧张局势的压力,欧洲甲醇现货价格已升至四个月来的高点。
—欧盟现货提振全球涨幅居前
—美国下游不可抗力增加压力
—亚洲、中东,也可能是美国有几次甲醇供应中断
截至1月10日星期五的一周内,欧洲、美国和亚洲三个主要地区的价格都有所上涨。
这标志着欧洲定价出现转机,受全球供过于求和本地消费稳定转弱的影响,欧洲定价在圣诞节前跌至200欧元/吨,为2020年的利润率创造了黯淡的前景。
海外供应中断和中东紧张局势的综合作用,似乎使这一局面有所缓和。
欧洲市场的交易也可能受到今年现货交易量增加的影响,因为与通常的贴现价值与合同价格相比,现货目前对卖方来说定价更高。
王磊 摘译自 ICIS
原文如下:
Europe methanol hits four-month high on global outages, downstream markets
European methanol spot prices have risen to a four-month high on the back of pressure from higher US and Asian values and the Middle East tensions.
- EU spot lift takes lead from global increases
- Downstream force majeure in US adds pressure
- Handful of methanol outages in Asia, Middle East, possibly US
Prices rose in all three major regions - Europe, US and Asia - in the week to Friday 10 January.
It marks a turnaround for European pricing, which slumped below €200/tonne before Christmas, weighed by global oversupply and stable-to-weak local consumption, creating a gloomy outlook for margins in 2020.
A combination of overseas outages andthe Middle East tensions appears to be taking the edge off this.
European trading may also be influenced by higher volumes available for spot sales this year, since spot currently appears better priced for sellers compared to a typical discounted value versus the contract price.