
据ICIS网站8月30日伦敦报道 欧洲甲基丙烯酸甲酯(MMA)8月份的合同价格已经以两位数的降幅结算,这标志着连续第17个月的降幅,主要由于基本面持续疲软所致。
MMA合同结算价为2105-2145欧元/吨(西北欧目的地交货价格),价格范围前端减少了50欧元/吨,后端则从7月起减少了30欧元/吨。
全球供应过剩、需求下降和原料下降都导致了价格下降的压力。
9月份的合同谈判尚处于初期阶段,迄今为止稳定至疲软目标的谈判一直处于沉默状态,价格下跌幅度也在放缓。
这反映了全球供应过剩的缓解,与全年较低的运营率、计划内停机和一些计划外的问题有关。
本周现货价格保持稳定,市场参与者密切关注中国更高的价格,因为他们正在影响亚洲和欧洲之间的套利缺口。
王磊 摘译自 ICIS
原文如下:
Europe MMA August contracts fall for 17th month align="justify">European methyl methacrylate (MMA) August contracts have settled at a double-digit decrease, marking the 17th consecutive monthly decrease, align="justify">MMA contracts settled at €2,105-2,145/tonne FD (free delivered) NWE (northwest Europe), a €50/tonne decrease align="justify">Excess global supply, depressed demand, and feedstock drops all contributed to the downward pressure align="justify">September contract talks are in the early stages, with stable-to-soft targets muted so far, with the magnitude of the pricing drops slowing.
This is in reflection to the easing of the global oversupply, linked to lower operating rates throughout the year, planned outages, and some unplanned hiccups.
Spot prices were stable this week, with players monitoring higher prices in China closely as they are eroding the arbitrage gap between Asia and Europe.
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