据安迅思纽约7月21日消息，陶氏化学首席执行官周四表示，与二季度相比，三季度美国和欧洲聚乙烯（PE）的利润率预计将下降。
陶氏化学CEO菲特林在公司二季度财报电话会议上表示：“我们认为三季度美国墨西哥湾地区PE业务的综合利润率前景良好，与第二季度差不多，可能比第二季度低1美分。在欧洲，我预计第三季度将会下降几美分。包装需求继续强劲。我们第二季度的PE销量同比增长了5%。如果没有物流方面的限制，销量会更高。”
陶氏化学预计，与第二季度相比，第三季度公司所有三个业务部门的销售额都将下降，其中包括PE业务所在的包装和特种塑料（P&SP）业务部门的销售额将下降5%-8%。
公司计划中的对位于德州、阿根廷和加拿大的裂解装置进行停工检修将抑制销售收入，并对第三季度的息税前营业利润（EBIT）造成7500万美元的不利影响。预计欧洲能源成本上升和近期地区供应失衡将给第三季度带来1.25亿美元的不利影响。
菲特林指出，美国PE的库存增加受到了供应链拥堵（导致产品无法出口）以及美国墨西哥湾沿岸飓风季节之前刻意建立库存的影响，每种因素都占了第二季度库存增加的一半左右。
菲特林表示：“港口的供应链仍然存在拥堵，我们正在解决这个问题。”他指出，海运货物是主要问题，因为铁路和卡车运输已经相对平稳。
庞晓华 摘译自 ICIS
原文如下：
US, Europe PE margins expected to decline in Q3 versus Q2 – Dow CEO
US and Europe polyethylene (PE) margins are expected to decline in Q3 versus Q2 levels, the CEO of Dow said on Thursday.
“We have a good integrated margin outlook for the US Gulf Coast in Q3 – similar, maybe 1 cent lower than what we had in Q2. In Europe, I expect it will come off a few cents… from Q2,” said Dow CEO Jim Fitterling on the company’s Q2 earnings conference call.
“Packaging [demand] continues to be strong. Our volumes in Q2 were up 5% year over year. Without logistics constraints they would have been higher,” he added.
Dow expects Q3 sales to decline across all three of its segments versus Q2, including by 5-8% in Packaging & Specialty Plastics (P&SP), which houses its polyethylene (PE) business.
Planned cracker turnarounds in Texas, Argentina and Canada will dampen sales and be a $75m headwind to operating earnings before interest and tax (EBIT) in Q3. Higher energy costs in Europe and near-term regional supply imbalances are expected to present a $125m headwind in Q3.
Inventory builds in US PE were impacted by supply chain congestion which held up product exiting ports, and on-purpose building ahead of hurricane season on the US Gulf Coast, with each factor accounting for about half the build-up in Q2, the CEO noted.
“There’s still supply chain congestion at the ports and we’re working through that,” said Fitterling, who pointed to marine packed cargo being the main issue, as rail and truck transport has been relatively smooth.
免责声明：本网转载自其它媒体的文章及图片，目的在于弘扬石化精神，传递更多石化信息，宣传国家石化产业政策，展示国家石化产业形象，参与国际石化产业舆论竞争，提高国际石化产业话语权，并不代表本网赞同其观点和对其真实性负责，在此我们谨向原作者和原媒体致以崇高敬意。如果您认为本站文章及图片侵犯了您的版权，请与我们联系，我们将第一时间删除。
