據石化產品新聞2021年4月22日休斯敦報道,陶氏化學公司首席執行官吉姆·菲特林4月22日表示,陶氏化學公司預計其旗下的工廠在2021年剩余時間內將處于“強勁開工率范圍”,但隨著來自新冠肺炎疫情大流行的經濟復蘇,需求不斷增加,將使供應緊張。
菲特林在4月23日舉行的公司2021年第一季度財報電話會議上表示:“我認為我們可能要到第四季度末才會增加庫存,而這完全取決于我們第四季度的業績是否低迷?!?/p>
菲特林說,“汽車市場、旅游市場、建筑和住宅市場需求都會有上漲,家電市場需求積壓,交貨時間長。一切都指向高開工率的方向?!?/p>
菲特林表示,陶氏化學公司2月中旬因美國墨西哥灣沿岸持續低于冰點溫度而關閉的所有設施現都已恢復運營,并在3月底前達到冬季風暴前的運營水平。
菲特林還表示,陶氏化學公司的銷售額同比增長了22%,每個地區的所有業務部門都實現了增長。成交量與上年同期持平,因建筑、移動、電子和汽車、家電等耐用消費品的增長,被來自凍結的供應限制所抵消。
陶氏化學公司表示,得益于產品價格同比上漲19%,該公司第一季度凈利潤比去年第一季度的2.39億美元增長了三倍多,達到了9.91億美元。
菲特林表示,聚乙烯需求強勁,供應緊俏,庫存處于5年低點,推動了公司的利潤增長,尤其是工業和消費包裝,以及柔性食品和飲料包裝。
聚乙烯被用來制造世界上使用最多的塑料,從牛奶罐、食品雜貨袋到洗發水瓶和餅干包裝。
李峻 編譯自 石化產品新聞
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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