全球化工市场要情 2026年第21期(总45期)

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全球化工市场要情

Global Chemical Market Highlights

2026年第21期（总45期）

Issue #21, 2026 (Total 45)

中文版

一、

全球化工市场要情

塞拉尼斯关闭韩国工厂

6月6日，塞拉尼斯（Celanese）宣布，将关闭其位于韩国蔚山的工程材料混配工厂，制造与生产运营即刻停止。该公司计划将蔚山工厂的产能转移至其位于中国南京和深圳的工厂，以及印度锡尔瓦萨的工厂，以提高PET（聚对苯二甲酸乙二醇酯）、PA（聚酰胺）和PBT（聚对苯二甲酸丁二醇酯）等产品的在客户群附近的生产和改性能力，以更好地满足消费市场不断增长的需求。

陶氏化学计划在荷兰裁员

6月3日，据报道陶氏化学计划在荷兰裁员605人，涉及泽兰省泰尔讷曾（Terneuzen）、德尔夫宰尔（Delfzijl）和多德雷赫特（Dordrecht）三大生产基地。目前，欧洲化工行业正面临压力，高昂的能源价格、严格的监管以及来自欧洲以外的竞争，都使公司运营面临困难。陶氏化学表示，此次荷兰裁员计划是陶氏化学新效率提升计划“转型超越”的一部分，旨在简化运营并提高整体盈利能力。

罗姆美国MMA工厂投产

近日，罗姆位于美国得克萨斯州贝城的MMA工厂已实现满负荷运行，其专有LiMA技术完成全球首次工业化落地。该工厂是北美首座采用C2路线生产MMA的装置，年产能达25万吨。LiMA工艺的能耗、水耗更低，二氧化碳减排幅度可达42%；同时，工厂依托稳定的原料供应及数字孪生系统优化运营，既强化了北美区域MMA供应链保障能力，也推动行业生产工艺升级。其产品广泛应用于汽车、建筑、电子、医疗等领域。

二、

主要化工产品市场动态

石脑油CFR日本下跌3.2%至760.3美元/吨

装置及市场动态：本周，亚洲石脑油市场供应整体宽松：日韩炼厂因加工轻质原油，石脑油产量有所增加，市场供应压力有所缓解；但当前烯烃端需求支撑不足，仅夏季汽油旺季存在需求增长预期。

乙烯CFR东北亚下跌4.9%至945美元/吨

装置及市场动态：本周，亚洲乙烯市场整体呈现弱势运行态势。受国际原油及石脑油价格大幅波动的影响，市场分歧加剧；叠加多套装置陆续恢复运行，7月供应增量预期增强，而终端需求持续低迷，导致市场交投僵持，观望氛围浓厚。

纯苯FOB韩国下跌1.9%至980.9美元/吨

装置及市场动态：本周，亚洲市场受原油与下游苯乙烯行情交替影响，价格呈区间震荡走势；欧美市场重心持续下移，货源供应逐步宽松，下游采购积极性不足，市场交投冷清。

对二甲苯CFR中国上涨1.8%至1147.7元/吨

装置及市场动态：本周，亚洲PX价格震荡走高，受装置开工率偏低、现货供应偏紧，叠加下游PTA及聚酯需求回暖的支撑；欧洲价格保持平稳，美国价格小幅回落。

English Version

Ⅰ、

Global Chemical Market Brief

Celanese Closes South Korean Plant

On 6th June, Celanese announced the closure of its engineering materials compounding plant in Ulsan, South Korea, with manufacturing and production operations ceasing immediately. The company plans to transfer production capacity from the Ulsan plant to its facilities in Nanjing and Shenzhen in China, as well as its plant in Silvassa, India. This move is intended to enhance the production and modification capabilities for PET, PA and PBT products closer to customer bases, in order to better meet the growing demand in consumer markets.

Dow Plans Job Cuts in the Netherlands

On 3rd June, it was reported that Dow plans to cut 605 jobs in the Netherlands, affecting its three major production sites in Terneuzen (Zeeland), Delfzijl and Dordrecht. The European chemical industry is currently under pressure, with high energy prices, stringent regulations and competition from outside Europe all making operations challenging. Dow stated that the Dutch job cuts are part of its new efficiency improvement programme, “Transform & Outperform”, aimed at streamlining operations and enhancing overall profitability.

Röhm’s US MMA Plant Comes On Stream

Recently, Röhm’s MMA plant in Bay City, Texas, USA, has reached full operating capacity, marking the world’s first industrial-scale application of its proprietary LiMA technology. The plant is the first facility in North America to produce MMA using the C2 route, with an annual capacity of 250,000 tonnes. The LiMA process offers lower energy and water consumption, and reduces CO₂ emissions by up to 42%. Supported by stable raw material supply and a digital twin system to optimise operations, the plant not only strengthens the MMA supply chain in North America but also promotes technological upgrading in the industry. Its products are widely used in automotive, construction, electronics and medical sectors.

Ⅱ、

Market Dynamics of Major Chemical Products

Naphtha CFR Japan fell by 3.2% to $760.3/tonne

Plant and Market Dynamics: This week, the Asian naphtha market remained generally loose. Refineries in Japan and South Korea increased naphtha output due to processing light crude, easing supply pressure. However, demand from the olefins sector remains weak, with only expectations of increased demand during the summer gasoline season providing some support.

Ethylene CFR Northeast Asia fell by 4.9% to $945/tonne

Plant and Market Dynamics:This week, the Asian ethylene market showed a weak trend overall. Significant fluctuations in crude oil and naphtha prices have intensified market divergence. Meanwhile, several units have resumed operations, raising expectations of increased supply in July, while end-user demand remains persistently weak. As a result, trading has been sluggish with a strong wait-and-see sentiment.

Benzene FOB South Korea fell by 1.9% to $980.9/tonne

Plant and Market Dynamics: This week, Asian benzene prices fluctuated within a range under the alternating influence of crude oil and downstream styrene markets. Markets in Europe and the US continued to soften, with supply gradually becoming ample and downstream buyers showing limited purchasing enthusiasm, leading to thin trading.

Paraxylene CFR China rose by 1.8% to $1,147.7/tonne

Plant and Market Dynamics:This week, the Asian PX prices moved higher,supported by low operating rates, tight spot supply, and recovering demand from downstream PTA and polyester sectors. Prices in Europe remained stable, while US prices edged slightly lower.