The rebound in raw material costs continues, with methanol futures prices gaining support
1. Маркетревью и перспективой
на сегодняшний день, с 5,161positionsintedmethedmetetedmetanolcontractand4 966positionsinthe05maint.Themetanolcontract, внутридневной тренд, колебание вниз в течение всего дня, близкое снижение на 0,8% в целом.
EmergingdownstreamdemandTheaverageoperatingloadrateofChina 'scoal (метанол) toolefinsunitswas88.38%, снижение 1,24% месяца.Ithasbeendeconsecutiveweeks, butisstillamid-to-high-historicallevel; portinventorieshavestoppedfallindrebounded.Inthetreemajorproductionareasof NorthwestChina, EastChina, and NorthChina, theopratinghaveall.
Technicaltrend: IntheHourlycycle, aftertherebrokeсквозной thesecondarydowndresseline, itcameunderpressureandadjectedlightlyattherecenthighpoint.Inthedailycycle, thepricetreturnedtobelow2350again, theshort-termlongandshort-shortsidesweatthekeyprice.Thereisfierecompetitionnideshorttermiswindtobevolatory.
2.IndustryNews
AccordingtoClarksonstatistics, in2023, therewere72ordersformethanoldual-fuelpoweredcontainershipswithadeadweightof8.869million, whileordersforLNGdual-fuelpoweredcontainershipswereonly43withadeadweightof5.916million.Comparedwithlastyear, ordersforLNGdual-fuelpoweredcontainershipswereashighas103withadeadweightof12.613milliontons, whileordersformethanoldual-fuelpoweredcontainershipswereonly34withadeadweightof5.640million.Fromthispointofview, theorderscaleofmethanoldual-fuelpowercontainershipsin2023hascompletelysurpassedthatofLNGdual-fuelpowercontainerships.BytheendofDecember2023, intermsofdeadweighttonnage, theproportionofmethanoldual-fuelpoweredshipsintheglobalcontainershiporderbookhasreached31.6%, andLNGdual-fuelpoweredships, whichaccountedfor40.4%, formedthe"twostrongones"ofenvironmentallyfriendlyfuelships."pattern.
CSSCTongliaoCity- ™ s500000-kilowattwindpowerhygenproductionandmethanolintegrateddelectionproject-hydrogenproductionandmetanolprojecthasbeenregistered.
