SAO PAULO (ICIS)–Farashin Polyvinyl chloride (PVC) zai iya daidaita da kusan dala 800 a kowace tan na tsawon lokaci idan ɗanyen mai ya ci gaba da kasancewa a cikin kewayon dala $70-90 a kowace ganga, kamar yadda girgizar samar da kayayyaki da yakin Iran ya haifar ke haifar da fifita masu samar da kayayyaki da ke da tushen farashin Tekun Gulf na Amurka kamar Orbia, in ji babban jami'in kamfanin sinadarai na Mexico a ranar Laraba.
Sameer Bharadwaj ya ce idan danyen mai ya ci gaba da kasancewa sama da dala 60 a kowace ganga, farashin PVC ba zai iya komawa zuwa ƙasa da dala 600 a kowace tan ba, duk da cewa ya yarda cewa wadatar da ake samu a duniya na ci gaba da ƙaruwa.
Zuwa ƙarshen watan Afrilu, farashin PVC ya kai kusan dala $750 a kowace tan. A ranar Laraba da ta gabata, farashin ɗanyen mai na Brent ya fara ciniki a kan dala $117.55 a kowace ganga.
"Abin da muke gani yanzu shi ne girgizar samar da kayayyaki, kuma ƙaruwar yanayin samar da kayayyaki shine abin da ya haifar da hauhawar farashin PVC. Ana samun PVC a adadi mai yawa - matsalar ba ƙarancin kayayyaki ba ce, farashi ne. Farashi yana da yawa saboda yanayin samar da kayayyaki yana da tsauri. Inda za su zauna ya dogara ne akan inda mai ke sauka a cikin watanni masu zuwa," in ji Bharadwaj.
"Idan man fetur ya ci gaba da kasancewa sama da dala 60 a kowace ganga, da wuya farashin dala 600-700 a kowace tan ya dawo. Idan ya daidaita tsakanin dala 70-90 a kowace ganga, za ku yi tsammanin PVC za ta daidaita kusan dala 800 a kowace tan a cikin dogon lokaci, wanda hakan a zahiri sakamako ne mai kyau ga masana'antar."
"Hakanan ya kamata a tuna cewa bambancin saurin aiki tsakanin ƙasa da saman zagayen PVC ba shi da faɗi sosai: ramin yana kusa da kashi 76% kuma kololuwar kusan kashi 82-83%," in ji shi, yana magana da manema labarai da masu sharhi kan harkokin kuɗi na sinadarai bayan Orbia ta buga sakamakon kuɗi na kwata na farko a farkon wannan makon.
Mai shiryawakaruwar tallace-tallace da ribaa lokacin kwata na ɗaya, shekara bayan shekara, kuma ta rage asarar da ta yi yayin da take sake jaddada jagorar samun kuɗin shiga ta 2026 - duba teburin ƙasa don cikakkun bayanai game da kuɗaɗen shiga.
GIRGIZAR YAƘI TABBATACCE
Ko da PVC ta ci gaba da kasancewa da yawa -kumayana ci gaba da kasancewadaya daga cikin manyan kayayyakin da China ke fitarwaKayayyakin man fetur saboda ƙarancin buƙata a ƙasar - yaƙin da ake yi a Gabas ta Tsakiya ya canza yanayin Orbia gaba ɗaya, wanda PVC ita ce babban samfurin da ke cikin fayil ɗinsa.
Kamfanin ya ba da rahoton samun ci gaba sosai a sashen samar da mafita na polymer, wanda ya haifar da mummunan cikas ga masu kera PVC na Asiya, musamman masana'antun da masu samar da ethylene na China a Japan, Koriya ta Kudu, da Taiwan, waɗanda rikicin ya kawo cikas ga samar da naphtha na abinci mai mahimmanci.
"Tasirin da ke kan samar da mai, da kuma yadda ake samar da naphtha daga Gabas ta Tsakiya, yana da matukar tsanani, idan aka kwatanta da masu samar da PVC na Asiya," in ji Bharadwaj.
"Wannan ya sa suke aiki da ƙarancin farashi. Net-net, abin da muke gani shi ne cewa gangaren layin samar da kayayyaki ya ƙaru sosai, wanda ya haifar da ƙaruwa mai yawa a farashin PVC, kuma za mu kasance masu matuƙar amfana da hakan a kwata na biyu."
Babban jami'in ya lura cewa fa'idar tsarin Orbia - tare da tushen samar da ita wanda aka gina shi akan abincin ethane daga Tekun Tekun Amurka - bai canza sosai ba a lokacin rikicin, wanda ya bar kamfanin ya kasance cikin kariya daga matsalar samar da kayayyaki da ta shafi masu fafatawa a Asiya.
Ko da yakin zai ƙare nan ba da jimawa ba, ya ce, lalacewar da aka samu a tsarin samar da kayayyaki zai ɗauki lokaci kafin a daidaita.
Ya ƙara da cewa, "Yawancin kwararru sun ce ko da yakin zai ƙare nan ba da jimawa ba, katsewar hanyoyin samar da kayayyaki da aka yi zai ɗauki aƙalla watanni uku zuwa shida kafin a warware ta."
Lokacin Saƙo: Afrilu-30-2026