Khohlano e ntseng e eketseha ea Russia le Ukraine e bakile koluoa e kholo 'marakeng oa lefatše.Linaha tse 'maloa li eketsa likotlo khahlanong le Russia lefapheng la lichelete mme likotlo li ka fihla lekaleng la matla.Ka lebaka leo, litheko tsa oli e tala le khase ea tlhaho li ile tsa phahama haufinyane.Ka Mar 3, bokamoso ba oli e tala ea Brent bo nyolohetse ho $116/bbl, bo phahameng bo bocha ho tloha ka Sep 2013;le WTI crude futures e tsoela pele ho $113/bbl, e khatholla lilemo tse leshome holimo.Theko ea khase ea tlhaho ea Europe e nyolohile ka 60% ka la 2 Hlakubele, e fihletse rekoto e phahameng.
Ho tloha ka 2021, theko ea khase ea tlhaho ea Europe e ntse e nyoloha haholo, e nyoloha ho tloha ho 19.58 EUR/MWh qalong ea selemo ho ea ho 180.68 EUR/MWh ho tloha ka la 21 Tšitoe 2021.
Theko e ile ea phahamisoa ke khaello ea phepelo.90% ea phepelo ea khase ea tlhaho Europe e its'etleha ho tsoa kantle ho naha, 'me Russia ke mohloli o moholo ka ho fetisisa o fanang ka khase ea tlhaho Europe.Ka 2020, EU e ile ea kenya chelete e ka bang limilione tse likete tse 152.65 m3 ea khase ea tlhaho e tsoang Russia, 38% ea thepa eohle e tsoang linaheng tse ling;'me khase ea tlhaho e tsoang Russia e ne e etsa hoo e batlang e le 30% ea kakaretso e sebelisoang.
Ha ntoa ea Russia le Ukraine e ntse e eketseha, Jeremane bekeng e fetileng e ile ea emisa tumello ea pompo ea khase ea tlhaho ea Nord Stream 2.Mopresidente oa US Biden o boetse a phatlalalitse likotlo khahlano le projeke ea lipeipi tsa Nord Stream 2.Ho phaella moo, lipeipi tse ling tsa Ukraine li ile tsa senyeha ho tloha ha ntoa e qala.Ka lebaka leo, ho tšoenyeha ka phepelo ea khase ea tlhaho ho eketsehile, e leng se lebisang ho phahama ho hoholo ha theko.
Limela tsa methanol kantle ho China kaofela li thehiloe ho khase ea tlhaho joalo ka phepelo.Ho tloha ka Phuptjane 2021, limela tse ling tsa methanol Jeremane le Netherlands li phatlalalitse ho emisa tlhahiso kaha theko ea tlhaho e ne e le holimo haholo e boetseng e imenne ka makhetlo a 'maloa ho tloha boemong ba selemo se fetileng.
Limela tsa methanol Europe
| Moetsi | Bokhoni (kt/yr) | Boemo ba ts'ebetso |
| Bioethanol (Netherlands) | 1000 | Koala bohareng ba Phup 2021 |
| BioMCN (Netherlands) | 780 | Ho matha ka botsitso |
| Statoil/Equinor (Norway) | 900 | E sebetsa ka mokhoa o tsitsitseng, moralo oa tlhokomelo ka May-June |
| BP (Jeremane) | 285 | Koala mafelong a Pherekhong 2022 ka lebaka la bothata ba tekheniki |
| Mider Helm (Jeremane) | 660 | Ho matha ka botsitso |
| Shell (Jeremane) | 400 | Ho matha ka botsitso |
| BASF (Jeremane) | 330 | Koala qalong ea Phuptjane 2021 |
| Kakaretso | 4355 |
Hajoale, matla a methanol a fihla ho lithane tse limilione tse 4.355 / selemo Europe, e leng karolo ea 2.7% ea kakaretso ea lefats'e.Tlhokahalo ea methanol e fihlile ho lithane tse ka bang limilione tse 9 Europe ka 2021 mme ho feta 50% ea phepelo ea methanol e itšetlehile ka thepa e tsoang kantle ho naha.Tšimoloho e kholo e tlatselitseng methanol Europe e ne e le Bochabela bo Hare, Amerika Leboea le Russia (e ikarabellang bakeng sa 18% ea thepa ea methanol ea Europe).
Tlhahiso ea Methanol naheng ea Russia e fihlile ho lithane tse limilione tse 3 ka selemo, lithane tse limilione tse 1,5 tsa tsona li ile tsa romeloa Europe.Haeba phepelo ea methanol e tsoang Russia e emisoa, 'maraka oa Europe o ka tobana le tahlehelo ea phepelo ea 120-130kt ka khoeli.Mme haeba tlhahiso ea methanol naheng ea Russia e ka sitisoa, phepelo ea methanol ea lefats'e e ka ameha.
Haufinyane tjena, ka likotlo tse behiloeng, khoebo ea methanol Europe e se e le mafolofolo, ha theko ea methanol ea FOB Rotterdam e ntse e nyoloha haholo, e nyolohang ka 12% ka la 2 Hlakubele.
Kaha khohlano e ke keng ea rarolloa ka nako e khuts'oane, 'maraka oa Europe o ka ba tlas'a khatello ea khaello ea khase ea tlhaho nakong e mahareng le e telele.Limela tsa methanol tsa Europe li ka angoa ke ho khona ho khona ha theko ea khase ea tlhaho.Theko ea methanol ea FOB Rotterdam e lebelletsoe ho tsoela pele ho nyoloha, 'me thepa e ngata e ka phalla ho tloha Middle East le Amerika Leboea ho ea Europe hang ha arbitrage e ata.Ka lebaka leo, thepa ea methanol eo e seng ea Iran e eang Chaena e tla fokotseha.Ho feta moo, ha arbitrage e bulehile, China ea ho romela hape methanol Europe e ka eketseha.Phepelo ea methanol naheng ea China e lebelletsoe ho ba e lekaneng, empa maemo a ka fetoha.
Leha ho le joalo, ha theko ea methanol e ntse e nyoloha, limela tse tlase tsa MTO li na le tahlehelo e kholo Chaena.Ka hona, tlhoko ea methanol e ka ameha mme phaello ea theko ea methanol e ka fokotsoa.
Nako ea poso: Mar-17-2022