Litaba tsa 'Maraka: India e Beha Lithibelo ho Thepa e Kenang ka hare ho PVC; Litheko tsa ho Hloa Lipolanete tsa Formosa - Thepa e Theko e Tlase ea Lapeng e Otloa ke Liphefo; Ho oa ha Li-Crude, ABS le PP ho Lahlehile RMB 200/MT Kajeno.

Mmuso oa India o qadile leano la taolo ea ho reka kantle ho naha la nako e khuts'oane le shebaneng le resin ea PVC ea boemo ba ho emisoa, e tla lula e sebetsa likhoeli tse tšeletseng.

Tlas'a molaoana o mocha, ho kenngoa ha resin ea PVC e emisitsoeng ka theko ea CIF e ka tlase ho USD 766 ka tonne ea metric ho tla thibeloa. Thomello e theko e kaholimo ho moeli ona e ntse e ka kenngoa ka bolokolohi ntle le lithibelo tse ling. Ho kenyelelitsoe poleloana e hlakileng ea ho se lokolloe: resin ea PVC e emisitsoeng e tsoang kantle ho naha bakeng sa ho etsa thepa e felileng e romelloang kantle ho naha ha e kenyelletsoe tekanyong ea theko e tlase.

Beke pele ho molao oa thibelo ea litheko, ho tlosoa ha lekhetho ka botlalo ha India ho koahelang lihlahisoa tsa bohlokoa tse 40 tsa peterole ho ile ha fela ka la 15 Phupu. Ho tloha ka nako eo, thepa e tsoang kantle ho PVC e khutletse sekgahleng sa pele sa lekhetho la ho kenya thepa kantle ho naha sa 7.5%.

Boemo ba leano la India bo ile ba fetoha ka tsela e makatsang nakong ea likhoeli tse fetang tse tharo feela: nako ea likhoeli tse tharo ea ho se be le lekhetho e qalileng ka la 2 Mmesa e ile ea atolosoa ka nakoana ka matsatsi a 15 ho fihlela ka la 30 Phuptjane, pele e fela ka ho feletseng ka la 15 Phupu, e fetoha ho tloha phihlellong e sa thibeloang ea ho kena kantle ho naha ho ea lithibelong tse thata tsa ho kena kantle ho naha.

Formosa Plastics e Phahamisa Linyehelo tsa ho Romelloa Linaheng Tse Ling tsa PVC ka Phato ho Tšoaneleha bakeng sa ho Tšoaneleha ho Romelloa Linaheng Tse Ling.

Ka lebaka la ho nyoloha ha litšenyehelo tsa ethylene, Formosa Plastics Group e phahamisitse linyehelo tsa eona tsa ho romela thepa kantle ho naha tsa PVC ka Phato libakeng tsohle:

• CIF India: USD 860/MT, ho nyoloha USD 45/MT
• Likou tsa CIF tsa Chaena ea Mainland: USD 810/MT, ho fihlela USD 50/MT
• CIF Boroa-bochabela ho Asia: USD 840/MT, ho nyoloha USD 50/MT
• FOB Taiwan, Chaena: USD 780/MT, e sa fetoha

Tlhahiso ea Formosa e shebaneng le India ea USD 860/MT e lutse hantle kaholimo ho moeli oa theko oa USD 766, e nolofalletsang ho tlosoa ha thepa kantle ho naha ho sa thibeloeng. Sena se fa k'hamphani monyetla o moholo oa tlholisano holim'a thepa e romelloang ka theko e tlase ea PVC eo joale e thibetsoeng ke molao o mocha oa ho kenya thepa kantle ho naha.

India e se e le nako e telele e le 'maraka o ka sehloohong oa kantle ho naha oa China bakeng sa PVC. Ka 2025, thepa e romelloang kantle ho naha ea PVC ea Chaena ho ea India e fihlile ho lithane tse limilione tse 1.515, e leng se etsang 39.6% ea kakaretso ea thepa e romelloang kantle ho naha ea PVC.

Ka Phuptjane 2026, Chaena e rometse kantle ho naha lithane tse ka bang 91,300 tsa PVC ho ea India ka theko e tloaelehileng ea ho romela kantle ho naha ea USD 764.7 ka tonne ea metric. Litheko tse kopaneng tsa ho romela kantle ho naha ho ea India karolong ea pele ea 2026 li fihlile ho lithane tse ka bang 906,400, e leng hoo e ka bang karolo ea boraro ea palo eohle ea thepa ea ho romela kantle ho naha ea Chaena ea PVC.