據(jù)石化產(chǎn)品新聞2021年4月22日休斯敦報(bào)道,陶氏化學(xué)公司首席執(zhí)行官吉姆·菲特林4月22日表示,陶氏化學(xué)公司預(yù)計(jì)其旗下的工廠在2021年剩余時(shí)間內(nèi)將處于“強(qiáng)勁開工率范圍”,但隨著來(lái)自新冠肺炎疫情大流行的經(jīng)濟(jì)復(fù)蘇,需求不斷增加,將使供應(yīng)緊張。
菲特林在4月23日舉行的公司2021年第一季度財(cái)報(bào)電話會(huì)議上表示:“我認(rèn)為我們可能要到第四季度末才會(huì)增加庫(kù)存,而這完全取決于我們第四季度的業(yè)績(jī)是否低迷。”
菲特林說(shuō),“汽車市場(chǎng)、旅游市場(chǎng)、建筑和住宅市場(chǎng)需求都會(huì)有上漲,家電市場(chǎng)需求積壓,交貨時(shí)間長(zhǎng)。一切都指向高開工率的方向。”
菲特林表示,陶氏化學(xué)公司2月中旬因美國(guó)墨西哥灣沿岸持續(xù)低于冰點(diǎn)溫度而關(guān)閉的所有設(shè)施現(xiàn)都已恢復(fù)運(yùn)營(yíng),并在3月底前達(dá)到冬季風(fēng)暴前的運(yùn)營(yíng)水平。
菲特林還表示,陶氏化學(xué)公司的銷售額同比增長(zhǎng)了22%,每個(gè)地區(qū)的所有業(yè)務(wù)部門都實(shí)現(xiàn)了增長(zhǎng)。成交量與上年同期持平,因建筑、移動(dòng)、電子和汽車、家電等耐用消費(fèi)品的增長(zhǎng),被來(lái)自凍結(jié)的供應(yīng)限制所抵消。
陶氏化學(xué)公司表示,得益于產(chǎn)品價(jià)格同比上漲19%,該公司第一季度凈利潤(rùn)比去年第一季度的2.39億美元增長(zhǎng)了三倍多,達(dá)到了9.91億美元。
菲特林表示,聚乙烯需求強(qiáng)勁,供應(yīng)緊俏,庫(kù)存處于5年低點(diǎn),推動(dòng)了公司的利潤(rùn)增長(zhǎng),尤其是工業(yè)和消費(fèi)包裝,以及柔性食品和飲料包裝。
聚乙烯被用來(lái)制造世界上使用最多的塑料,從牛奶罐、食品雜貨袋到洗發(fā)水瓶和餅干包裝。
李峻 編譯自 石化產(chǎn)品新聞
原文如下:
Dow expects strong operating rates for 2021: CEO
Dow Chemical expects its facilities to be in "strong operating rate territory" for the rest of 2021, but increasing demand amid economic recovery from the coronavirus pandemic will keep supply tight, CEO Jim Fitterling said April 22.
"I don't think we'll be building inventory until maybe possibly the end of the fourth quarter, and that all depends on whether we have a slow fourth quarter or not," he said during the company's Q1 2021 earnings call.
"There's upside in automotive, there's upside in travel, there's upside in construction and home, there's backlog in appliances and long lead times," Fitterling said. "Everything is pointing to the direction of high operating rates."
All of Dow's units that shut down in mid-February when sustained subfreezing temperatures hit the US Gulf Coast were back online and reached pre-storm operating rates by the end of March, he said.
Fitterling also said Dow's sales were up 22% year over year, with gains in all operating segments in every region. Volumes were in in line with year-ago levels as gains in construction, mobility, electronics and consumer durables, such as vehicles and appliances, were offset by supply constraints from the freeze.
Dow's net income for the quarter more than quadrupled to $991 million from $239 million in Q1 2020, the company said, benefiting from product prices up 19% from the year-ago period.
Fitterling said resilient demand for polyethylene amid tight supply and inventories at five-year lows enabled profit momentum, particularly for industrial and consumer packaging, and flexible food and beverage packaging.
Polyethylene is used to make the world's most-used plastics, from milk jugs and grocery bags to shampoo bottles and cookie packaging.
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