据ICIS 8月6日消息，需求的普遍增长推动了第二季度化学品产量的增长，6月份全球化学品开工率也有所上升。

　　美国化学理事会的最新全球数据显示，尽管存在明显的地区差异，但6月份的增长势头有所增强，这增加了管理层对今年下半年或至少在第三季度继续增长的普遍预期。

　　欧洲丙烯腈-丁二烯-苯乙烯(ABS)市场的供应短缺预计将持续到2021年下半年，因为持续的压力可能会阻止艰难的市场形势的任何缓解，包括供应链中的生产问题、进口量低以及强劲的需求。

　　看涨的美国乙二醇醚现货价格开启了对第三季度欧洲丙二醇甲基醚(PM)出口的套利。

　　中东石化需求在夏季呈上升趋势，而市场参与者继续解决高运费和严重的集装箱短缺问题。

　　然而，随着Delta毒株蔓延至亚洲的每一个角落，快速上升的病例可能会令各经济体陷入困境。在某种程度上，高传染性的Delta变种甚至可能颠覆石化和石油化工市场的需求。

　　港口拥堵可能会继续影响亚洲对ABS的需求，因为供应链上的买家在货物抵达延迟的情况下选择推迟采购。

　　化学品市场可能受到供应链延伸库存增加的人为提振，但下游需求疲弱可能导致2021年下半年快速去库存化。

　　与此同时，即将在美国生效的制冷剂法规应鼓励建筑改用氢氟烯烃(HFOs)和其他强敌较低的温室气体，正如汽车制造商大多已改用的那样。

　　裘寅 编译自 ICIS

　　原文如下：

　　Coronavirus, oil price direction – impact on chemicals

　　A widespread increase in demand drove chemicals production up in the second quarter, with the global chemical operating rate climbing higher in June.

　　The latest global data from the American Chemistry Council shows increased momentum in June, albeit with clear regional differences, adding weight to widespread management expectations of continued growth in the second half of the year, or in the third quarter, at least.

　　The supply shortage in the European acrylonitrile-butadiene-styrene (ABS) market is expected to continue across H2 2021, as ongoing pressures are likely to prevent any relief to the difficult market situation, including production issues in the supply chain, low imports, and strong demand.

　　Bullish US glycol ether spot prices have opened an arbitrage for European propylene glycol methyl ether (PM) exports in Q3.

　　Petrochemical demand in the Middle East is on an uptrend during summer while market players continue to tackle high freight costs and severe container shortages.

　　However, with the Delta strain in every nook and cranny of Asia, economies could be brought to their knees amid fast-rising cases. To some degree, the highly transmissible Delta variant could even upend demand in petrochemical and oleochemical markets.

　　Port congestion is likely to continue to affect Asian demand for ABS as buyers across the supply chain opt to postpone purchases amid delayed cargo arrivals.

　　Chemical markets may be artificially buoyed by inventory building along stretched supply chains, but poor downstream demand could lead to rapid destocking in the second half of 2021.

　　Meanwhile, refrigerant regulations that should soon go into effect in the US should encourage buildings to switch over to hydrofluoroolefins (HFOs) and other less powerful greenhouse gases, as automobile producers have mostly changed over.

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