據安迅思1月29日消息稱，陶氏首席執行官周四表示，2022年全球聚乙烯(PE)需求將繼續保持彈性，而陶氏將增加產量和出口。

陶氏化學首席執行官Jim Fitterling在公司第四季度財報電話會議上說：“市場每增長1%的GDP，就需要2-3家世界級PE工廠上線，我們的預期是，這不會改變。我們看到，所有行業對塑料產品的需求都很強勁。”

“大多數(新項目)將在第二季度至年中開始……所以我認為市場增長將有助于緩解一些(影響)。”我們對開工率的預期比行業對PE的預期高出2-3個百分點。”

這位陶氏化學首席執行官預計，北美地區的年產能將達到400萬噸，其中一半將用于出口市場。

他還指出，到2025年，全球PE產能增加的50%將在高成本地區，其中60%在東北亞。

曹海斌 摘譯自 安迅思

原文如下：

Dow sees resilient PE demand in 2022, will ramp up exports

Global polyethylene (PE) demand should continue to be resilient in 2022 while Dow ramps up production and exports, its CEO said on Thursday.

“For every 1% of GDP growth in the marketplace you need 2-3 world-scale PE plants to come online, and our expectation is that is not going to change. We see strong demand across all sectors for plastic products,” said Dow CEO Jim Fitterling on the company’s Q4 earnings conference call.

“Most of [the new projects] are going to start coming on in the second quarter to mid-year… and so I think market growth is going to help moderate some of that [impact]. Our expectations on operating rates are 2-3 percentage points higher than what the industry is expecting in PE,” he added.

The Dow CEO sees 4m tonnes/year of capacity coming on in North America with half of that destined for the export market.

He also pointed out that about 50% of the global PE capacity additions through 2025 will be in high cost regions, with 60% in northeast Asia.

“With the advantage being in Canada, the US, Argentina and the Middle East – the places that have good structural low-cost ethane positions – we’re going to be in a good place and operating rates are going to be very high,” said Fitterling.

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