Miwa Mungdan hta PVC Raw Material Manu Grai Rawt Jat Ai Hte Mung Masa Manghkang Hte Supply-Demand Imbalance
Miwa Mungdan hta PVC Raw Material Manu ni Grai Rawt Jat Ai Lam Hpe Mung Masa Manghkang hte Supply-Demand Imbalance
2026 ning March shata kaw nna Miwa mungdan a PVC (Polyvinyl Chloride) gat lawk hta grai galai shai wa ai hpe mu lu ai. Core raw materials rai nga ai ethylene hte calcium carbide ni a manu ni grai rawt jat wa ai majaw, PVC a manu ni hpe 26% jan rawt jat wa shangun nna, calcium carbide hpe 24% daram rawt jat wa shangun ai. Ndai lam gaw, PVC hpe shi a madung raw arung arai hku nna grai kam hpa ai, awning arung arai ni hte ndau shana hpun palawng ni hpe galaw ai madung hpaga hpung Hubei Jinlong Industry Co., Ltd. zawn re ai hpaga lam hta shang lawm ai ni hpe grai dip sha nga ai.
Manu rawt jat wa ai lam gaw lam amyu myu a majaw re. Calcium carbide-based PVC a matu (Miwa mungdan a PVC galaw shapraw ai hta 80% jan lawm ai), calcium carbide manu rawt jat wa ai - gaw, thermal coal manu grau tsaw ai majaw hte galaw shapraw ai shara kaba ni hta grup yin hte shimlam hpe grau nna hkang zing ai lam ni a majaw - manu rawt jat wa ai. Calcium carbide a manu gaw March 16 ya shani hta Yuan/ton 2,486 du wa nna, ginra nkau mi hta Yuan/ton 2,910 du wa sai.
Ethylene-based PVC a matu, madung dip sha ai lam gaw, n-gun n rawng ai mungkan ting na sau manu ni kaw na pru wa ai. February 28 ya shani hta US hte Israel ni Iran hpe hpyen n-gun hte gasat ai hpang, Iran gaw sau hpaga lam ahkyak ai Strait of Hormuz hpe pat da ai. Brent sau gaw kalang mi hta $118/barrel jan ai majaw, Sinpraw Miwa mungdan hta ethylene manu hpe bat lahkawng laman 45% jan rawt jat wa nna, Yuan/ton 6,000 kaw nna Yuan/ton 8,800-10,000 de du wa ai.
Tight supply gaw manu rawt jat wa ai hpe grau nna jat wa shangun ai. Mungdan kata na PVC bungli galaw ai lam gaw, hpaga hpung ni hpe gram lajang ai majaw, March shata hta 78.49% de hkrat sum mat ai, 2026 ning hta n-gun nnan gaw nau n law ai. Maigan de PVC ton wan 2 jan hpe pat kau ai majaw Miwa mungdan a PVC dut shabra ai lam hpe grau jat wa shangun ai.
Ra kadawn ai lam loi mi bai rawt jat wa ai gaw manu rawt jat wa ai hpe mung madi shadaw ya nga ai. Mungdan kata na tara masa ni a majaw, PVC pipe hte profile hpaga hpung ni a bungli galaw ai lam gaw February shata htum wa de 62% de rawt jat wa ai. India mungdan gaw, seng ang ai pat shingdang ai lam ni hpe jahkring kau ai hte, Miwa mungdan a PVC dut shabra ai lam gaw, ndai shaning hta 20% rawt jat wa na re.
Analysts ni tsun ai gaw, manu masa gaw mung masa n-gun n-gun hte sau n-gun shamu shamawt ai lam ni hta madung nga ai: de-escalation gaw manu jahpu hpe sharai la na matu byin shangun lu ai, aten galu manghkang ni (sh) grau ngang kang ai hkang zing ai lam ni gaw manu ni hpe sharawt ya na re. Hubei Jinlong Industry Co., Ltd. zawn re ai hpaga hpung ni a matu, gat lawk galai shai ai lam ni hpe atsawm sha yu reng na, raw material mari ai lam hpe grau kaja hkra galaw na, manu n-gun n-rawng ai majaw byin wa chye ai tsin-yam ni hpe shayawm lu na matu galaw shapraw ai masing ni hpe gram lajang na matu hpaji jaw ai.
