Daim Ntawv Qhia Txog Kev Lag Luam Thoob Ntiaj Teb Txhua Lub Limtiam (Lub Rau Hli 5-12, 2026): Kev Hloov Kho Export, Tus Nqi Raw Khoom Thiab Cov Kev Xav Tau hauv qab

Jun 12, 2026

Tso lus

Hauv xya hnub dhau los xaus rau Lub Rau Hli 12, 2026, lub ntiaj teb cov khoom lag luam loj thiab cov tshuaj lom neeg zoo tau ntsib kev hloov pauv tus nqi pom zoo, muaj peev xwm hloov pauv thiab kev hloov pauv. Tuam Tshoj, raws li lub ntiaj teb cov tshuaj xa tawm loj tshaj plaws, tau pom qhov hloov pauv ntawm lub Hoobkas kev khiav haujlwm ntawm lub zog tsis tu ncua thiab kev saib xyuas ib puag ncig. Peb cov khoom lag luam dav dav xa tawm,Soda Ash, Propylene Carbonate thiab Sodium Gluconate, sawv tawm nrog cov kev thov sib txawv thiab cov khoom lag luam thoob plaws Asia, Europe thiab Latin America, rov tsim cov tswv yim kev yuav khoom rau thoob ntiaj teb cov neeg yuav khoom thiab cov xa khoom.

Soda Ash tseem yog ib qho ntawm ntau tshaj - cov tshuaj inorganic alkali nyob rau hauv lub ntiaj teb no hla - kev lag luam ciam teb, nrog Tuam Tshoj muab ntau tshaj 60% ntawm tag nrho cov tsim tawm thoob ntiaj teb xyoo no. Lub lim tiam no, cov chaw tsim khoom loj ntawm cov dej qab ntsev hauv Shandong, Jiangsu thiab Hebei tau dov tawm cov cuab yeej siv niaj hnub, txo cov peev txheej ua haujlwm los ntawm kwv yees li 11%. Cov khoom siv ib ntus nruj tam sim ntawd nqa FOB Tuam Tshoj cov lus hais rau cov qib tuab thiab lub teeb. Cov tuam txhab iav hauv Nyab Laj, Indonesia thiab Thaib tau nrawm qhov chaw yuav khoom los tiv thaiv kev cia siab Q3 nqe hikes, raws li cov iav cog cog hauv zos nce mus ntev - cov kev xav tau kev noj haus.

 

Raws li cov khoom siv hauv paus alkali rau iav, xab npum thiab dej kho sectors,Soda Ashntsib ob tus nqi siab los ntawm kev nce nqi thee thiab ntsev feedstock. Kev ntsuas hluav taws xob thoob ntiaj teb tau nce 3.8% lub lim tiam- ntawm- lub lim tiam, nce ammonia- cov nqi tsim tawm alkali rau txhua tus neeg tsim khoom hauv Suav. European soda tshauv nroj tsuag tseem tawm tsam nrog inflated natural gas bills, rendering lawv cov zis deb npaum li cas sib tw nrog Suav imports; ntau European nruab nrab- cov chaw tsim tshuaj ntxuav me me tam sim no vam khom 70% ntawm cov dej qab zib tuaj txawv teb chaws los txhim kho cov peev txheej tsim khoom. Cov kab xa khoom tau tshaj tawm txog 17% lub lim tiam-ntawm- lub lim tiam nce hauv cov thawv ntim rau cov dej qab zib ash khi rau cov chaw nres nkoj Esxias sab hnub tuaj, xav txog qhov muaj zog nyob ze - lub sijhawm ua haujlwm qis.

Cov kab hluav taws xob tshiab cov tshuaj lom neeg pom qhov ruaj khov tab sis siab - tus nqi thov rau Propylene Carbonate, ib qho tseem ceeb electrolyte hnyav rau lithium - ion roj teeb. Ntiaj teb no EV thiab lub zog cia roj teeb cov neeg tsim khoom tau khaws cov kev txiav txim tsis tu ncua rau qib siab -cov khoom siv hluav taws xob ntshiab huv lub lim tiam no. Cov chaw tsim khoom hauv Malaysia, Kaus Lim Qab Teb thiab Hungary ramped li roj teeb sib dhos kab, ncaj qha nqa cov khoom ntim ntawm cov propylene Carbonate refined. Kev lag luam- qib sib txawv rau cov txheej txheej thiab cov kuab tshuaj ntsuab kuj tau txais txiaj ntsig raws li EU kev cai ib puag ncig theem tawm cov tshuaj lom cov tshuaj hydrocarbon.

 

High- qib hluav taws xob purityPropylene Carbonatehais kom tus nqi them nqi ntau dua piv rau cov qauv kev lag luam, thiab cov neeg ua haujlwm hauv Suav teb tuav ntau dua 80% ntawm lub ntiaj teb siab -purity export peev txheej no. Ib tus kws tshaj lij propylene oxide feedstock cov chaw tsim khoom nyob rau sab hnub tuaj Tuam Tshoj me ntsis nqa cov khoom lag luam tus nqi nruab nrab -lub lim tiam, tsim cov nqi qis dua rau cov tuam txhab Propylene Carbonate. Txawm li cas los xij, tsis muaj qhov sib txawv loj ntawm cov khoom lag luam tau tshwm sim, vim tias cov neeg ua si loj tau khaws cov khoom lag luam tiav txaus kom ua tiav ntev - lub sijhawm cog lus nrog cov roj teeb loj. Logistics rau propylene Carbonate nyob ncaj nraim; cais raws li cov khoom uas tsis yog - cov khoom txaus ntshai rau kev thauj dej hiav txwv, nws nyiam lub sijhawm tshem tawm kev lis kev cai sai dua li oxidizing lossis corrosive tshwj xeeb tshuaj.

Sodium Gluconate, ntsuab fermentation - muab cov tshuaj pab, sau cov khoom xa tawm tsis tu ncua uas tau tsav los ntawm kev tsim kho thiab kev kho hlau xav tau. Lub caij ntuj sov lub tsev tsim vaj tsev caij ntuj sov tau ncaws tawm thoob plaws sab qab teb Hemisphere thiab cov teb chaws Es Xias Qab Teb Hnub Tuaj, txhawb kev txiav txim rau kev tsim kho-qib Sodium Gluconate siv los ua lub siab -kev ua tau zoo ntawm cov pob zeb ua kom rov qab thiab cov dej txo qis. Hlau plating thiab muaj chaw tu hauv Mexico thiab Brazil kuj nce kev yuav khoom, leveraging cov khoom muaj peev xwm chelating muaj peev xwm tshem tawm xeb thiab nplai yam tsis muaj corroding hlau substrates. Khoom noj khoom haus-qib Sodium Gluconate pom qeeb qeeb ntawm lub caij nyoog, nrog rau cov neeg tsim khoom noj feem ntau tuav cov khoom lag luam uas twb muaj lawm txog ib nrab xyoo - xyoo.

 

Cov nqi tsim khoom fermentation teeb tsa tus nqi pib rauSodium Gluconate, thiab pob kws qabzib cov nqi feedstock nce marginally rau lub lim tiam no thoob plaws Tuam Tshoj txoj kev cog qoob loo. Hmoov zoo, loj -scale gluconate producers offset ib feem ntawm tus nqi nce los ntawm optimized fermentation cycles thiab qis - pov tseg cov txheej txheem. Tsis zoo li lub zog- cov tshuaj inorganic hnyav, Sodium Gluconate ntau lawm nqa cov pa roj carbon tsawg dua, ua rau nws nyiam dua los ntawm cov neeg yuav khoom txhawm rau ua kom tau raws li ESG lub hom phiaj kev lag luam. Ntau tus neeg tuaj txawv teb chaws nyob sab Europe tam sim no tseem ceeb rau cov neeg muag khoom nrog cov ntawv pov thawj kev tsim ntsuab ntsuab, thaj chaw uas cov chaw ua lag luam suav gluconate tau nqis peev ntau hauv xyoo tas los no.

Logistics ua raws li kev sib koom me me headwind rau tag nrho peb cov khoom nyob rau lub lim tiam no. Dej hiav txwv freight nqi los ntawm East Tuam Tshoj mus rau Rotterdam thiab Los Angeles tau nce nruab nrab vim yog ib feem ntawm qhov chaw nres nkoj congestion, thaum hla - ciam teb cov nqi tsheb ciav hlau mus rau Central Asia nyob ruaj khov, muab tus nqi- muaj txiaj ntsig zoo rau kev xa khoom ntau ntawm Soda Ash thiab Sodium Gluconate. Cov neeg nqa nkoj hiav txwv tau sau tseg tsis muaj lub nkoj loj qeeb rau cov khoom siv tshuaj lom neeg, txawm tias cov khoom txaus ntshai qhov chaw muaj nruj rau lwm yam tshuaj lom neeg tsis cuam tshuam nrog peb cov khoom.
Cov kws tshuaj ntsuam xyuas kev lag luam tau koom ua ke rau pem hauv ntej- nrhiav kev cia siab rau ob lub lis piam tom ntej. Soda Ash cov nqi yuav nyob ruaj kom txog thaum cov chaw tu vaj tse rov ua kom tiav tag nrho thaum lub Rau Hli. propylene Carbonate siab - qib purity xav tau yuav nyob twj ywm raws li EV ntau lawm cov sij hawm tseem ua phem thoob ntiaj teb. Sodium Gluconate yuav pom kev tsim kho kom ruaj khov- coj kev thov los ntawm lub yim hli ntuj lub tsev qhov rais. Rau cov neeg yuav khoom txawv teb chaws, kev ruaj ntseg nruab nrab - lub sij hawm ruaj khov - nqe lus cog lus nrog cov tuam txhab muaj npe nrov hauv Suav teb tseem yog txoj hauv kev txhim khu kev qha tshaj plaws los txo cov nqi luv luv - cov nqi thiab cov khoom lag luam volatility rauSoda Ash, Propylene CarbonatethiabSodium Gluconate.

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