Letotong la indasteri ea hydrocarbon e nkhang hamonate, ho batla ho se na khoebo e tobileng ea lihlahisoa tse nkhang hamonate lipakeng tsa naha ea China le United States. Leha ho le joalo, US e reka kantle ho naha karolo e kholo ea lihlahisoa tsa eona tse nkhang hamonate ho tsoa Asia, 'me barekisi ba Asia ba nka karolo ea 40–55% ea lihlahisoa tsa US tsa benzene, paraxylene (PX), toluene, le li-xylene tse tsoakiloeng ke Amerika. Litšusumetso tse kholo li sekasekoa ka tlase:
Benzene
China e itšetlehile haholo ka benzene, 'me Korea Boroa e le mofani oa eona oa mantlha. Ka bobeli China le US ke bareki ba benzene, ha ho na khoebo e tobileng lipakeng tsa tsona, e fokotsang tšusumetso e tobileng ea litefiso 'marakeng oa benzene oa China. Ka 2024, thepa ea Korea Boroa e ile ea nka karolo ea 46% ea thepa ea benzene ea US. Ho ea ka lintlha tsa tloaelo tsa Korea Boroa, Korea Boroa e ile ea romela lithane tse fetang 600,000 tsa benzene ho US ka 2024. Leha ho le joalo, kaha Q4 2023, fensetere ea arbitrage pakeng tsa Korea Boroa le US e koetsoe, e lebisang ho phalla ha Korea Boroa ho ea Chaena-e leng moreki e moholo oa benzene oa Asia le khatello e phahameng ea 'maraka oa benzene ea Chaena. Haeba litefiso tsa US li lefisoa ntle le ho lokolloa bakeng sa benzene e entsoeng ka petroleum, thepa ea lefats'e eo qalong e reretsoeng US e ka 'na ea fetela Chaena, e bolokang thepa e tsoang linaheng tse ling. Ho ea tlase, thomelo ea lihlahisoa tse entsoeng ka benzene (mohlala, lisebelisoa tsa lapeng, masela) e ka tobana le maikutlo a fosahetseng ka lebaka la litefiso tse ntseng li phahama.
Toluene
Lihlahisoa tsa China tsa toluene li ntse li eketseha lilemong tsa morao tjena, haholo-holo li shebane le Asia Boroa-bochabela le India, ka khoebo e tobileng e sa tsotelleng le US Leha ho le joalo, US e reka thepa e ngata ea toluene ho tloha Asia, ho kenyelletsa le lithane tse 230,000 tsa metric ho tsoa Korea Boroa ka 2024 (57% ea kakaretso ea thepa ea toluene ea US). Litefiso tsa US li ka sitisa thomello ea toluene ea Korea Boroa ho ea US, tsa mpefatsa phepelo e ngata Asia le ho matlafatsa tlholisano mebarakeng e kang ea Asia Boroa-bochabela le India, e leng monyetla oa ho hatella karolo ea China ea kantle ho naha.
Xylenes
China e ntse e le moreki oa li-xylene tse tsoakiloeng, ntle le khoebo e tobileng le US US e reka li-xylene tse ngata, haholo-holo tse tsoang Korea Boroa (57% ea thepa ea US tlas'a HS code 27073000). Leha ho le joalo, sehlahisoa sena se kenyelelitsoe lethathamong la ho lokolloa ha litefiso tsa US, ho fokotsa tšusumetso mesebetsing ea bo-ralitaba ba Asia-US.
Styrene
US ke morekisi oa lefatše ka bophara oa li-styrene, haholo-holo e fanang ka Mexico, Amerika Boroa le Europe, ka thepa e fokolang e tsoang kantle ho naha (lithane tse 210,000 tsa metric ka 2024, hoo e batlang e le kaofela ho tsoa Canada). Mmaraka oa China oa li-styrene o fepeloa ho feta tekano, 'me maano a khahlanong le ho lahla haesale a thibile khoebo ea setaele sa US-China. Leha ho le joalo, US e rera ho lefisa tefiso ea 25% ho benzene ea Korea Boroa, e ka eketsang phepelo ea li-styrene tsa Asia. Ho sa le joalo, thepa ea thepa ea lapeng e itšetlehileng ka styrene ea China (mohlala, li-air conditioner, lihatsetsi) e tobane le litefiso tse ntseng li phahama tsa US (ho fihla ho ~80%), tse amang lekala lena haholo. Kahoo, litefiso tsa US li tla ama indasteri ea li-styrene tsa China haholo-holo ka ho nyoloha ha litšenyehelo le ho fokolisa tlhokahalo e tlase.
Paraxylene (PX)
China e romela kantle ho naha hoo e batlang e se PX 'me e itšetlehile haholo ka thepa e tsoang Korea Boroa, Japane, le Asia Boroa-bochabela, ntle le khoebo e tobileng ea US. Ka 2024, Korea Boroa e ile ea fana ka 22.5% ea thepa e tsoang kantle ho US PX (lithane tse 300,000 tsa metric, 6% ea kakaretso ea thepa e romelloang kantle ho naha ea Korea Boroa). Litefiso tsa US li ka fokotsa phallo ea PX ea Korea Boroa ho ea US, empa leha e ka fetisetsoa China, molumo o tla ba le tšusumetso e fokolang. Ka kakaretso, litefiso tsa US-China li tla ama phepelo ea PX hanyane empa ka mokhoa o sa tobang li ka hatella thepa e tsoang kantle ho naha le liaparo.
"Litefiso tse khutlisetsang" tsa US li tla fetola kholo ea khoebo ea lefats'e ea li-hydrocarbon tse nkhang hamonate ho e-na le ho sitisa khoebo ea China le US ka kotloloho. Likotsi tse ka sehloohong li kenyelletsa tlatsetso e ngata ho feta tekano limmarakeng tsa Asia, tlholisano e matlafalitsoeng bakeng sa libaka tse romelloang kantle ho naha, le khatello e tlase ho tsoa ho litefiso tse phahameng tsa thepa e felileng (mohlala, lisebelisoa, masela). Indasteri e nkhang hamonate ea China e tlameha ho tsamaisa liketane tsa phepelo e fetisetsoang bocha le ho ikamahanya le maemo a tlhokahalo ea lefats'e.
Nako ea poso: Apr-17-2025