{"id":9500,"date":"2026-01-12T11:34:19","date_gmt":"2026-01-12T04:34:19","guid":{"rendered":"https:\/\/abcchem.com\/?p=9500"},"modified":"2026-02-05T14:17:12","modified_gmt":"2026-02-05T07:17:12","slug":"europe-pe-outlook-for-2026-a-market-in-search-of-balance-amid-structural-surplus-trade-realignment-and-slow-demand","status":"publish","type":"post","link":"https:\/\/abcchem.com\/vi\/europe-pe-outlook-for-2026-a-market-in-search-of-balance-amid-structural-surplus-trade-realignment-and-slow-demand\/","title":{"rendered":"Tri\u1ec3n v\u1ecdng th\u1ecb tr\u01b0\u1eddng PE ch\u00e2u \u00c2u n\u0103m 2026: M\u1ed9t th\u1ecb tr\u01b0\u1eddng \u0111ang t\u00ecm ki\u1ebfm s\u1ef1 c\u00e2n b\u1eb1ng trong b\u1ed1i c\u1ea3nh d\u01b0 th\u1eeba ngu\u1ed3n cung c\u01a1 c\u1ea5u, t\u00e1i c\u1ea5u tr\u00fac th\u01b0\u01a1ng m\u1ea1i v\u00e0 nhu c\u1ea7u ch\u1eadm l\u1ea1i."},"content":{"rendered":"

Nhu c\u1ea7u v\u1eabn l\u00e0 \u0111i\u1ec3m y\u1ebfu ch\u00ed m\u1ea1ng::<\/strong> n\u0103m 2025 \u0111\u00e1nh d\u1ea5u m\u1ee9c th\u1ea5p nh\u1ea5t trong 5 n\u0103m \u0111\u1ed1i v\u1edbi h\u1ea7u h\u1ebft c\u00e1c lo\u1ea1i ng\u00e0nh ngh\u1ec1, do nhu c\u1ea7u ti\u00eau th\u1ee5 ch\u1eadm, ng\u01b0\u1eddi mua th\u1eadn tr\u1ecdng v\u00e0 t\u00ecnh tr\u1ea1ng d\u01b0 cung k\u00e9o d\u00e0i.
Kh\u00f4ng c\u00f3 d\u1ea5u hi\u1ec7u ph\u1ee5c h\u1ed3i h\u00ecnh ch\u1eef V n\u00e0o h\u01b0\u1edbng \u0111\u1ebfn n\u0103m 2026: Th\u1ecb tr\u01b0\u1eddng v\u1eabn c\u00f2n mong manh do nh\u1eefng th\u00e1ch th\u1ee9c kinh t\u1ebf v\u0129 m\u00f4, vi\u1ec7c b\u1ed5 sung c\u00f4ng su\u1ea5t cao \u1edf ch\u00e2u \u00c1 v\u00e0 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng h\u1ea1n ch\u1ebf.
C\u00fa s\u1ed1c t\u1eeb Trung Qu\u1ed1c v\u1eabn ti\u1ebfp di\u1ec5n: Vi\u1ec7c m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t c\u1ee7a Trung Qu\u1ed1c l\u00e0m tr\u00e0n ng\u1eadp th\u1ecb tr\u01b0\u1eddng b\u1eb1ng ngu\u1ed3n cung PE d\u01b0 th\u1eeba, g\u00e2y \u00e1p l\u1ef1c gi\u1ea3m gi\u00e1 li\u00ean t\u1ee5c tr\u00ean to\u00e0n th\u1ebf gi\u1edbi.
Vai tr\u00f2 ng\u00e0y c\u00e0ng t\u0103ng c\u1ee7a PE M\u1ef9 v\u00e0 thu\u1ebf quan: H\u00e0ng nh\u1eadp kh\u1ea9u t\u1eeb M\u1ef9 chi\u1ebfm m\u1ed9t ph\u1ea7n \u0111\u00e1ng k\u1ec3 trong th\u1ecb tr\u01b0\u1eddng PE c\u1ee7a ch\u00e2u \u00c2u, v\u00e0 vi\u1ec7c gi\u1ea3m thu\u1ebf quan ti\u1ec1m n\u0103ng c\u00f3 th\u1ec3 th\u00fac \u0111\u1ea9y h\u01a1n n\u1eefa th\u1ecb ph\u1ea7n c\u1ee7a M\u1ef9 t\u1ea1i ch\u00e2u \u00c2u.
S\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o nh\u1eadp kh\u1ea9u ng\u00e0y c\u00e0ng s\u00e2u s\u1eafc: Th\u00e2m h\u1ee5t th\u01b0\u01a1ng m\u1ea1i h\u00e0ng xu\u1ea5t nh\u1eadp kh\u1ea9u c\u1ee7a ch\u00e2u \u00c2u m\u1edf r\u1ed9ng, v\u1edbi nh\u1eadp kh\u1ea9u \u0111\u1ea1t m\u1ee9c k\u1ef7 l\u1ee5c, l\u00e0m t\u0103ng s\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c nh\u00e0 cung c\u1ea5p n\u01b0\u1edbc ngo\u00e0i trong b\u1ed1i c\u1ea3nh xu\u1ea5t kh\u1ea9u y\u1ebfu.
C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00e2u \u00c2u \u0111ang \u0111\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c n\u1eb7ng n\u1ec1: Vi\u1ec7c t\u00e1i c\u1ea5u tr\u00fac, \u0111\u00f3ng c\u1eeda v\u00e0 \u0111\u1ea7u t\u01b0 nh\u1eb1m m\u1ee5c \u0111\u00edch hi\u1ec7n \u0111\u1ea1i h\u00f3a v\u00e0 gi\u1ea3m ph\u00e1t th\u1ea3i carbon, nh\u01b0ng c\u0169ng ph\u1ea3n \u00e1nh s\u1ef1 c\u0103ng th\u1eb3ng v\u00e0 t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba c\u00f4ng su\u1ea5t c\u1ee7a ng\u00e0nh.
C\u00e1c bi\u1ebfn s\u1ed1 quan tr\u1ecdng c\u1ea7n theo d\u00f5i trong n\u0103m 2026: Chi ph\u00ed v\u1eadn chuy\u1ec3n h\u00e0ng h\u00f3a, \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng s\u1ebd \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn \u0111\u1ed9ng l\u1ef1c cung \u1ee9ng, d\u00f2ng ch\u1ea3y th\u01b0\u01a1ng m\u1ea1i v\u00e0 kh\u1ea3 n\u0103ng c\u1ea1nh tranh c\u1ee7a ch\u00e2u \u00c2u.<\/p>\n\n\n\n

Ch\u00e2u \u00c2u b\u01b0\u1edbc v\u00e0o n\u0103m 2026 v\u1edbi th\u1ecb tr\u01b0\u1eddng PE v\u1eabn b\u1ecb chi ph\u1ed1i b\u1edfi nh\u1eefng v\u1ea5n \u0111\u1ec1 l\u1eb7p \u0111i l\u1eb7p l\u1ea1i \u0111\u00e3 \u0111\u1ecbnh h\u00ecnh hai n\u0103m qua: nhu c\u1ea7u y\u1ebfu k\u00e9o d\u00e0i, ngu\u1ed3n cung to\u00e0n c\u1ea7u d\u01b0 th\u1eeba v\u00e0 d\u00f2ng ch\u1ea3y nh\u1eadp kh\u1ea9u \u1ed5n \u0111\u1ecbnh v\u1edbi gi\u00e1 c\u1ea3 c\u1ea1nh tranh \u0111\u00e3 h\u1ea1n ch\u1ebf b\u1ea5t k\u1ef3 s\u1ef1 ph\u1ee5c h\u1ed3i \u0111\u00e1ng k\u1ec3 n\u00e0o. Sau m\u1ed9t th\u1eddi gian ng\u1eafn \u0111\u1ea1t \u0111\u1ec9nh v\u00e0o th\u00e1ng 3 n\u0103m 2025, gi\u00e1 \u0111\u00e3 gi\u1ea3m trong t\u00e1m th\u00e1ng li\u00ean ti\u1ebfp tr\u01b0\u1edbc khi \u1ed5n \u0111\u1ecbnh t\u1ea1m th\u1eddi v\u00e0o th\u00e1ng 12, cho th\u1ea5y th\u1ecb tr\u01b0\u1eddng v\u1eabn c\u00f2n r\u1ea5t mong manh.\u00a0

Nh\u00ecn v\u1ec1 ph\u00eda tr\u01b0\u1edbc, th\u00e1ch th\u1ee9c ch\u00ednh c\u1ee7a ch\u00e2u \u00c2u s\u1ebd l\u00e0 duy tr\u00ec an ninh n\u0103ng l\u01b0\u1ee3ng v\u00e0 n\u0103ng l\u1ef1c c\u00f4ng nghi\u1ec7p \u0111\u1ed3ng th\u1eddi \u0111\u1ea9y nhanh qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i sang s\u1ea3n xu\u1ea5t \u00edt carbon h\u01a1n \u2013 m\u1ed9t qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i quan tr\u1ecdng \u0111\u1ed1i v\u1edbi kh\u1ea3 n\u0103ng c\u1ea1nh tranh d\u00e0i h\u1ea1n nh\u01b0ng kh\u00f3 th\u1ef1c hi\u1ec7n trong b\u1ed1i c\u1ea3nh ngu\u1ed3n cung d\u01b0 th\u1eeba k\u00e9o d\u00e0i v\u00e0 \u00e1p l\u1ef1c nh\u1eadp kh\u1ea9u ng\u00e0y c\u00e0ng t\u0103ng. Trong b\u1ed1i c\u1ea3nh n\u00e0y, th\u1ecb tr\u01b0\u1eddng PE ch\u00e2u \u00c2u kh\u00f4ng thi\u1ebfu bi\u1ebfn \u0111\u1ed9ng \u2013 m\u00e0 thi\u1ebfu \u0111\u1ed9ng l\u1ef1c. T\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba c\u1ea5u tr\u00fac, nhu c\u1ea7u y\u1ebfu v\u00e0 nh\u1eadp kh\u1ea9u d\u1ed3i d\u00e0o \u0111\u1ea3m b\u1ea3o r\u1eb1ng n\u0103m 2026 kh\u00f4ng b\u1eaft \u0111\u1ea7u b\u1eb1ng giai \u0111o\u1ea1n ph\u1ee5c h\u1ed3i, m\u00e0 l\u00e0 m\u1ed9t n\u0103m \u0111i\u1ec1u ch\u1ec9nh n\u1eefa.<\/em>

Nhu c\u1ea7u v\u1eabn l\u00e0 \u0111i\u1ec3m y\u1ebfu ch\u00ed m\u1ea1ng: n\u0103m 2025 \u0111\u00e1nh d\u1ea5u m\u1ee9c th\u1ea5p nh\u1ea5t trong 5 n\u0103m \u0111\u1ed1i v\u1edbi h\u1ea7u h\u1ebft c\u00e1c lo\u1ea1i ng\u00e0nh ngh\u1ec1<\/strong>

Th\u1ecb tr\u01b0\u1eddng PE ti\u1ebfp t\u1ee5c ph\u1ea3i v\u1eadt l\u1ed9n v\u1edbi t\u00ecnh tr\u1ea1ng ti\u00eau th\u1ee5 tr\u00ec tr\u1ec7, th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi m\u1ee9c tr\u01b0\u1edbc \u0111\u1ea1i d\u1ecbch. Ng\u00e0nh bao b\u00ec, ph\u00e2n kh\u00fac l\u1edbn nh\u1ea5t, v\u1eabn ch\u01b0a th\u1ec3 ph\u1ee5c h\u1ed3i \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng, trong khi c\u00e1c ng\u00e0nh x\u00e2y d\u1ef1ng v\u00e0 c\u00f4ng nghi\u1ec7p ti\u1ebfp t\u1ee5c ho\u1ea1t \u0111\u1ed9ng v\u1edbi t\u1ed1c \u0111\u1ed9 gi\u1ea3m. S\u1ea3n xu\u1ea5t \u00f4 t\u00f4 v\u1eabn kh\u00f4ng \u1ed5n \u0111\u1ecbnh, v\u00e0 c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t bao b\u00ec tr\u00ean kh\u1eafp l\u1ee5c \u0111\u1ecba ho\u1ea1t \u0111\u1ed9ng th\u1eadn tr\u1ecdng trong b\u1ed1i c\u1ea3nh \u0111i\u1ec1u ki\u1ec7n t\u00e0i ch\u00ednh eo h\u1eb9p.

Trong su\u1ed1t n\u0103m 2025, ng\u01b0\u1eddi mua v\u1eabn ng\u1ea7n ng\u1ea1i cam k\u1ebft mua s\u1ed1 l\u01b0\u1ee3ng l\u1edbn, \u01b0a chu\u1ed9ng chi\u1ebfn l\u01b0\u1ee3c mua t\u1eebng \u0111\u1ee3t nh\u1ecf ngay c\u1ea3 khi h\u1ea7u h\u1ebft c\u00e1c lo\u1ea1i nh\u1ef1a \u0111\u1ec1u gi\u1ea3m xu\u1ed1ng m\u1ee9c th\u1ea5p nh\u1ea5t trong 5 n\u0103m v\u00e0o th\u00e1ng 11. Gi\u00e1 giao ngay c\u1ee7a LLDPE, m\u00e0ng HDPE, nh\u1ef1a th\u1ed5i khu\u00f4n v\u00e0 \u00e9p phun, MDPE v\u00e0 mLLDPE \u0111\u1ec1u gi\u1ea3m xu\u1ed1ng m\u1ee9c th\u1ea5p nh\u1ea5t trong 5 n\u0103m, trong khi LDPE ch\u1ea1m m\u1ee9c th\u1ea5p nh\u1ea5t k\u1ec3 t\u1eeb kho\u1ea3ng gi\u1eefa n\u0103m 2023. S\u1ef1 th\u1eadn tr\u1ecdng k\u00e9o d\u00e0i n\u00e0y kh\u00f4ng ch\u1ec9 ph\u1ea3n \u00e1nh nhu c\u1ea7u kh\u00f4ng ch\u1eafc ch\u1eafn m\u00e0 c\u00f2n th\u1ec3 hi\u1ec7n ni\u1ec1m tin r\u1eb1ng ngu\u1ed3n cung v\u1eabn d\u1ed3i d\u00e0o, l\u00e0m gi\u1ea3m nhu c\u1ea7u mua tr\u01b0\u1edbc m\u1ea1nh m\u1ebd.

\u0110\u1ebfn cu\u1ed1i n\u0103m, c\u00e1c n\u1ed7 l\u1ef1c \u1ed5n \u0111\u1ecbnh gi\u00e1 c\u1ea3, bao g\u1ed3m vi\u1ec7c t\u0103ng nh\u1eb9 gi\u00e1 LDPE trong b\u1ed1i c\u1ea3nh th\u1eaft ch\u1eb7t ngu\u1ed3n cung, h\u1ea7u nh\u01b0 kh\u00f4ng l\u00e0m thay \u0111\u1ed5i b\u1ee9c tranh t\u1ed5ng th\u1ec3 v\u1ec1 m\u1ed9t th\u1ecb tr\u01b0\u1eddng d\u01b0 cung tr\u1ea7m tr\u1ecdng v\u00e0 thi\u1ebfu c\u1ea7u trong b\u1ed1i c\u1ea3nh m\u00f4 h\u00ecnh th\u01b0\u01a1ng m\u1ea1i thay \u0111\u1ed5i.

Kh\u00f4ng c\u00f3 d\u1ea5u hi\u1ec7u n\u00e0o cho th\u1ea5y s\u1ef1 ph\u1ee5c h\u1ed3i h\u00ecnh ch\u1eef V khi b\u01b0\u1edbc sang n\u0103m 2026.<\/strong>

C\u00e1c t\u00edn hi\u1ec7u kinh t\u1ebf v\u0129 m\u00f4 cho th\u1ea5y m\u1ed9t n\u0103m y\u1ebfu k\u00e9m n\u1eefa. L\u00e3i su\u1ea5t cao, b\u1ea5t \u1ed5n \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 \u0111\u01a1n \u0111\u1eb7t h\u00e0ng xu\u1ea5t kh\u1ea9u y\u1ebfu h\u1ea1n ch\u1ebf m\u1ecdi tri\u1ec3n v\u1ecdng v\u1ec1 m\u1ed9t xu h\u01b0\u1edbng t\u0103ng tr\u01b0\u1edfng b\u1ec1n v\u1eefng. Khi n\u0103m 2026 b\u1eaft \u0111\u1ea7u, c\u00e1c \u0111i\u1ec1u ki\u1ec7n t\u1eebng cho ph\u00e9p s\u1ef1 ph\u1ee5c h\u1ed3i m\u1ea1nh m\u1ebd h\u00ecnh ch\u1eef V kh\u00f4ng c\u00f2n n\u1eefa: nhu c\u1ea7u v\u1eabn c\u00f2n y\u1ebfu, c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p h\u1ea1 ngu\u1ed3n v\u1eabn \u0111ang trong giai \u0111o\u1ea1n \u0111i\u1ec1u ch\u1ec9nh, v\u00e0 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t m\u1edbi kh\u1ed5ng l\u1ed3 \u1edf ch\u00e2u \u00c1 - \u0111\u01b0\u1ee3c khu\u1ebfch \u0111\u1ea1i b\u1edfi s\u1ef1 d\u1ecbch chuy\u1ec3n c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng th\u01b0\u01a1ng m\u1ea1i - cho th\u1ea5y m\u1ed9t con \u0111\u01b0\u1eddng d\u00e0i v\u00e0 kh\u00f4ng \u0111\u1ed3ng \u0111\u1ec1u \u0111\u1ec3 tr\u1edf l\u1ea1i tr\u1ea1ng th\u00e1i c\u00e2n b\u1eb1ng.

Gi\u00e1 c\u00f3 th\u1ec3 t\u0103ng nh\u1eb9 trong th\u1eddi gian ng\u1eafn trong giai \u0111o\u1ea1n b\u1ed5 sung h\u00e0ng theo m\u00f9a, \u0111\u1eb7c bi\u1ec7t l\u00e0 v\u00e0o qu\u00fd 2, nh\u01b0ng kh\u1ea3 n\u0103ng cao l\u00e0 s\u1ebd ch\u1ec9 \u1edf m\u1ee9c h\u1ea1n ch\u1ebf. Do ng\u01b0\u1eddi mua gi\u1eef l\u01b0\u1ee3ng h\u00e0ng t\u1ed3n kho \u1edf m\u1ee9c th\u1ea5p v\u00e0 t\u00ecnh tr\u1ea1ng d\u01b0 cung to\u00e0n c\u1ea7u v\u1eabn ti\u1ebfp di\u1ec5n, n\u00ean bi\u1ebfn \u0111\u1ed9ng gi\u00e1 c\u00f3 th\u1ec3 s\u1ebd v\u1eabn n\u1eb1m trong ph\u1ea1m vi h\u1eb9p b\u1ea5t ch\u1ea5p nh\u1eefng n\u1ed7 l\u1ef1c t\u0103ng gi\u00e1 \u0111\u1ecbnh k\u1ef3.

\u0110\u00e2y l\u00e0 l\u00ed do:

C\u00fa s\u1ed1c Trung Qu\u1ed1c v\u1eabn ti\u1ebfp di\u1ec5n: M\u1ed9t th\u1eadp k\u1ef7 d\u01b0 th\u1eeba n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t to\u00e0n c\u1ea7u<\/strong>

Trung Qu\u1ed1c \u0111\u00e3 th\u00fac \u0111\u1ea9y m\u1ed9t l\u00e0n s\u00f3ng m\u1edf r\u1ed9ng c\u00f4ng su\u1ea5t s\u1ea3n xu\u1ea5t PE ch\u01b0a t\u1eebng c\u00f3, b\u1ed5 sung g\u1ea7n 6 tri\u1ec7u t\u1ea5n\/n\u0103m v\u00e0o n\u0103m 2025 v\u00e0 chu\u1ea9n b\u1ecb cho vi\u1ec7c kh\u1edfi c\u00f4ng th\u00eam c\u00e1c d\u1ef1 \u00e1n quy m\u00f4 l\u1edbn kh\u00e1c trong giai \u0111o\u1ea1n 2026-2027. L\u01b0\u1ee3ng b\u1ed5 sung n\u00e0y v\u01b0\u1ee3t xa d\u1ef1 ki\u1ebfn \u200b\u200bl\u01b0\u1ee3ng ng\u1eebng ho\u1ea1t \u0111\u1ed9ng, \u0111\u1ea9y t\u1ef7 l\u1ec7 v\u1eadn h\u00e0nh to\u00e0n c\u1ea7u xu\u1ed1ng th\u1ea5p h\u01a1n v\u00e0 l\u00e0m d\u01b0 th\u1eeba ngu\u1ed3n cung tr\u00ean th\u1ecb tr\u01b0\u1eddng xu\u1ea5t kh\u1ea9u. \u0110\u1ed1i v\u1edbi ch\u00e2u \u00c2u - m\u1ed9t khu v\u1ef1c c\u00f3 chi ph\u00ed cao v\u00e0 th\u00e2m h\u1ee5t ngu\u1ed3n cung - \u0111i\u1ec1u n\u00e0y c\u00f3 ngh\u0129a l\u00e0 \u00e1p l\u1ef1c ti\u1ebfp t\u1ee5c gia t\u0103ng t\u1eeb c\u00e1c l\u00f4 h\u00e0ng PE c\u1ee7a Trung Qu\u1ed1c v\u00e0 khu v\u1ef1c trong su\u1ed1t n\u0103m 2026.

H\u00e0ng xu\u1ea5t nh\u1eadp kh\u1ea9u M\u1ef9: T\u1eeb l\u00e0n s\u00f3ng gi\u1ea3m t\u1ed3n kho \u0111\u1ebfn v\u1ea5n \u0111\u1ec1 thu\u1ebf quan nan gi\u1ea3i<\/strong>

\u00cdt y\u1ebfu t\u1ed1 n\u00e0o \u0111\u1ecbnh h\u00ecnh b\u1ee9c tranh th\u1ecb tr\u01b0\u1eddng thi\u1ebft b\u1ecb \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng (PE) c\u1ee7a ch\u00e2u \u00c2u n\u0103m 2025 m\u1ea1nh m\u1ebd nh\u01b0 Hoa K\u1ef3. C\u00e1c nh\u00e0 cung c\u1ea5p M\u1ef9 th\u1ed1ng tr\u1ecb d\u00f2ng ch\u1ea3y nh\u1eadp kh\u1ea9u trong ph\u1ea7n l\u1edbn n\u0103m, d\u1eabn \u0111\u1ea7u b\u1edfi chi\u1ebfn d\u1ecbch x\u1ea3 h\u00e0ng cu\u1ed1i n\u0103m m\u1ea1nh m\u1ebd, \u0111\u1ea9y m\u1ea1nh kh\u1ed1i l\u01b0\u1ee3ng h\u00e0ng h\u00f3a gi\u1ea3m gi\u00e1 s\u00e2u v\u00e0o ch\u00e2u \u00c2u, Th\u1ed5 Nh\u0129 K\u1ef3 v\u00e0 ch\u00e2u \u00c1. \u0110\u1ebfn cu\u1ed1i qu\u00fd 4, khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t M\u1ef9 r\u00fat l\u1ea1i c\u00e1c m\u1ee9c gi\u00e1 ch\u00e0o b\u00e1n th\u1ea5p nh\u1ea5t v\u00e0 chi ph\u00ed thay th\u1ebf t\u0103ng l\u00ean, gi\u00e1 PE giao ngay \u1edf ch\u00e2u \u00c2u b\u1eaft \u0111\u1ea7u \u1ed5n \u0111\u1ecbnh\u2014c\u0169ng \u0111\u00fang l\u00fac s\u1ef1 ch\u00fa \u00fd chuy\u1ec3n sang s\u1ef1 kh\u00f4ng ch\u1eafc ch\u1eafn ng\u00e0y c\u00e0ng t\u0103ng v\u1ec1 thu\u1ebf quan, \u0111i\u1ec1u s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i k\u1ef3 v\u1ecdng th\u01b0\u01a1ng m\u1ea1i cho n\u0103m 2026.

L\u1ed9 tr\u00ecnh \u00e1p thu\u1ebf n\u0103m 2025: T\u1eeb leo thang \u0111\u1ebfn \u0111\u1ed9t ph\u00e1<\/strong><\/em>

Ch\u00ednh s\u00e1ch th\u01b0\u01a1ng m\u1ea1i xuy\u00ean \u0110\u1ea1i T\u00e2y D\u01b0\u01a1ng \u0111\u00e3 thay \u0111\u1ed5i li\u00ean t\u1ee5c trong su\u1ed1t n\u0103m:<\/em>

Th\u00e1ng 3-th\u00e1ng 5: Washington \u0111\u01b0a ra khung thu\u1ebf quan c\u00f3 \u0111i c\u00f3 l\u1ea1i, ban \u0111\u1ea7u \u00e1p d\u1ee5ng m\u1ee9c thu\u1ebf 20% tr\u01b0\u1edbc khi gi\u1ea3m xu\u1ed1ng 10%. Brussels so\u1ea1n th\u1ea3o c\u00e1c bi\u1ec7n ph\u00e1p \u0111\u1ed1i ph\u00f3, ban \u0111\u1ea7u bao g\u1ed3m c\u1ea3 PE c\u00f3 ngu\u1ed3n g\u1ed1c t\u1eeb M\u1ef9, m\u1eb7c d\u00f9 \u0111\u1ebfn gi\u1eefa th\u00e1ng 4, c\u00e1c lo\u1ea1i PE quan tr\u1ecdng \u2013 LLDPE v\u00e0 mLLDPE \u2013 kh\u00f4ng c\u00f2n \u0111\u01b0\u1ee3c xem x\u00e9t n\u1eefa. \u0110\u1ea7u th\u00e1ng 5, \u1ee6y ban ch\u00e2u \u00c2u c\u00f4ng b\u1ed1 danh s\u00e1ch \u0111\u1ec1 xu\u1ea5t c\u1ee7a m\u00ecnh, trong \u0111\u00f3 LLDPE, mLLDPE, LDPE v\u00e0 HDPE b\u1ecb lo\u1ea1i tr\u1eeb r\u00f5 r\u00e0ng.

Ng\u00e0y 24 th\u00e1ng 7: EU \u0111\u00e3 ho\u00e0n thi\u1ec7n d\u1ef1 th\u1ea3o danh s\u00e1ch c\u00e1c bi\u1ec7n ph\u00e1p tr\u1ea3 \u0111\u0169a, ch\u1ec9 \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng n\u1ebfu c\u00e1c cu\u1ed9c \u0111\u00e0m ph\u00e1n th\u1ea5t b\u1ea1i, trong \u0111\u00f3 bao g\u1ed3m m\u1ee9c thu\u1ebf 25% \u0111\u1ed1i v\u1edbi h\u1ea7u h\u1ebft c\u00e1c lo\u1ea1i PE c\u1ee7a M\u1ef9, ngo\u1ea1i tr\u1eeb metallocene.

Ng\u00e0y 27 th\u00e1ng 7: M\u1ed9t th\u1ecfa thu\u1eadn khung ch\u00ednh tr\u1ecb v\u00e0o ph\u00fat ch\u00f3t \u0111\u00e3 ng\u0103n ch\u1eb7n leo thang c\u0103ng th\u1eb3ng. H\u00e0ng h\u00f3a PE c\u1ee7a M\u1ef9 ti\u1ebfp t\u1ee5c ch\u1ec9 ph\u1ea3i ch\u1ecbu m\u1ee9c thu\u1ebf ti\u00eau chu\u1ea9n 6,5%.\u00a0

Cu\u1ed1i th\u00e1ng 8: Nh\u01b0 m\u1ed9t ph\u1ea7n c\u1ee7a vi\u1ec7c th\u1ef1c hi\u1ec7n th\u1ecfa thu\u1eadn, \u1ee6y ban \u0111\u1ec1 xu\u1ea5t gi\u1ea3m \u2014 ho\u1eb7c lo\u1ea1i b\u1ecf \u2014 thu\u1ebf quan \u0111\u1ed1i v\u1edbi m\u1ed9t s\u1ed1 m\u1eb7t h\u00e0ng c\u00f4ng nghi\u1ec7p c\u1ee7a M\u1ef9, bao g\u1ed3m c\u1ea3 nh\u1ef1a theo CN 39. C\u00e1c bi\u1ec7n ph\u00e1p n\u00e0y \u0111ang ch\u1edd s\u1ef1 ph\u00ea duy\u1ec7t c\u1ee7a Ngh\u1ecb vi\u1ec7n v\u00e0 H\u1ed9i \u0111\u1ed3ng.

Nh\u00ecn chung, n\u0103m nay ch\u1ee9ng ki\u1ebfn \u200b\u200bs\u1ef1 chuy\u1ec3n bi\u1ebfn t\u1eeb n\u1ed7i lo s\u1ee3 b\u1ecb tr\u1ea3 \u0111\u0169a sang kh\u1ea3 n\u0103ng lo\u1ea1i b\u1ecf ho\u00e0n to\u00e0n thu\u1ebf quan, t\u1ea1o \u0111i\u1ec1u ki\u1ec7n cho c\u00e1c qu\u1ef9 \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n c\u1ee7a M\u1ef9 m\u1edf r\u1ed9ng l\u1ee3i th\u1ebf c\u1ea1nh tranh t\u1ea1i ch\u00e2u \u00c2u trong n\u0103m 2026.

T\u1ea7m quan tr\u1ecdng c\u1ee7a PE Ch\u00e2u \u00c2u nh\u01b0 th\u1ebf n\u00e0o?<\/strong>

T\u1eeb th\u00e1ng 1 \u0111\u1ebfn th\u00e1ng 9 n\u0103m 2025, M\u1ef9 chi\u1ebfm kho\u1ea3ng 40% t\u1ed5ng l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u PE c\u1ee7a EU, c\u1ee7ng c\u1ed1 v\u1eefng ch\u1eafc vai tr\u00f2 l\u00e0 nh\u00e0 cung c\u1ea5p b\u00ean ngo\u00e0i ch\u1ee7 \u0111\u1ea1o c\u1ee7a kh\u1ed1i. M\u1ef9 n\u1eafm gi\u1eef th\u1ecb ph\u1ea7n \u00e1p \u0111\u1ea3o \u1edf h\u1ea7u h\u1ebft c\u00e1c lo\u1ea1i PE: cung c\u1ea5p kho\u1ea3ng 30% l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u HDPE c\u1ee7a EU v\u00e0 th\u1eadm ch\u00ed c\u00f2n nhi\u1ec1u h\u01a1n v\u1edbi 63% l\u01b0\u1ee3ng nh\u1eadp kh\u1ea9u mLLDPE. M\u1ef9 c\u0169ng duy tr\u00ec v\u1ecb th\u1ebf v\u1eefng ch\u1eafc trong l\u0129nh v\u1ef1c LDPE, chi\u1ebfm 37,5% kh\u1ed1i l\u01b0\u1ee3ng, trong khi th\u1ecb ph\u1ea7n c\u1ee7a n\u01b0\u1edbc n\u00e0y trong LLDPE \u0111\u1ea1t 21%. Ngo\u1ea1i tr\u1eeb LLDPE, M\u1ef9 l\u00e0 nh\u00e0 cung c\u1ea5p l\u1edbn nh\u1ea5t c\u1ee7a EU trong m\u1ecdi lo\u1ea1i PE ch\u00ednh - ph\u1ea3n \u00e1nh s\u1ef1 k\u1ebft h\u1ee3p gi\u1eefa l\u1ee3i th\u1ebf v\u1ec1 chi ph\u00ed, t\u00ednh linh ho\u1ea1t xu\u1ea5t kh\u1ea9u v\u00e0 n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t d\u01b0 th\u1eeba d\u1ed3i d\u00e0o.

C\u1ea1nh tranh to\u00e0n c\u1ea7u ng\u00e0y c\u00e0ng gay g\u1eaft: Trung \u0110\u00f4ng v\u00e0 B\u1eafc M\u1ef9 nh\u1eafm \u0111\u1ebfn th\u1ecb ph\u1ea7n ch\u00e2u \u00c2u.<\/em>

Vi\u1ec7c b\u00e3i b\u1ecf thu\u1ebf nh\u1eadp kh\u1ea9u ti\u1ec1m n\u0103ng c\u1ee7a EU s\u1ebd mang l\u1ea1i cho c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb \u0111\u1ea7u cu\u1ed1i c\u1ee7a M\u1ef9 l\u1ee3i th\u1ebf c\u1ea1nh tranh v\u1ec1 chi ph\u00ed so v\u1edbi c\u00e1c \u0111\u1ed1i th\u1ee7 ch\u00ednh \u2013 \u0111\u00e1ng ch\u00fa \u00fd nh\u1ea5t l\u00e0 \u1ea2 R\u1eadp X\u00ea \u00dat v\u00e0 H\u00e0n Qu\u1ed1c. C\u00e1c nh\u00e0 xu\u1ea5t kh\u1ea9u B\u1eafc M\u1ef9 c\u0169ng c\u00f3 th\u00eam \u0111\u1ed9ng l\u1ef1c \u0111\u1ec3 chuy\u1ec3n h\u01b0\u1edbng h\u00e0ng h\u00f3a sang ch\u00e2u \u00c2u sau khi thu\u1ebf ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 t\u1ea1m th\u1eddi \u1edf Brazil g\u00e2y \u00e1p l\u1ef1c l\u00ean doanh s\u1ed1 b\u00e1n h\u00e0ng c\u1ee7a h\u1ecd t\u1ea1i th\u1ecb tr\u01b0\u1eddng n\u00e0y.

T\u1ea7m quan tr\u1ecdng chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a ch\u00e2u \u00c2u \u0111ang t\u0103ng l\u00ean t\u01b0\u01a1ng \u1ee9ng. EU l\u00e0 \u0111i\u1ec3m \u0111\u1ebfn l\u1edbn th\u1ee9 hai cho PE c\u1ee7a M\u1ef9 v\u00e0o n\u0103m 2024 (15% xu\u1ea5t kh\u1ea9u), trong khi th\u1ecb ph\u1ea7n c\u1ee7a EU \u0111\u00e3 t\u0103ng l\u00ean 16% t\u00ednh \u0111\u1ebfn th\u1eddi \u0111i\u1ec3m hi\u1ec7n t\u1ea1i c\u1ee7a n\u0103m 2025, v\u00e0 EU l\u00e0 ng\u01b0\u1eddi mua PE h\u00e0ng \u0111\u1ea7u c\u1ee7a M\u1ef9, v\u01b0\u1ee3t qua Trung Qu\u1ed1c v\u00e0 Mexico. V\u1edbi nhu c\u1ea7u nh\u1eadp kh\u1ea9u c\u1ee7a Trung Qu\u1ed1c gi\u1ea3m trong b\u1ed1i c\u1ea3nh t\u0103ng m\u1ea1nh n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t m\u1edbi, ch\u00e2u \u00c2u \u0111ang tr\u1edf th\u00e0nh c\u1eeda ng\u00f5 ch\u00ednh cho l\u01b0\u1ee3ng nguy\u00ean li\u1ec7u d\u01b0 th\u1eeba c\u1ee7a M\u1ef9 - bu\u1ed9c c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t hi\u1ec7n t\u1ea1i ph\u1ea3i b\u1ea3o v\u1ec7 v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh.

H\u00e0n Qu\u1ed1c \u0111ang ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi nh\u1eefng th\u00e1ch th\u1ee9c b\u1ed5 sung t\u1eeb vi\u1ec7c Trung Qu\u1ed1c t\u0103ng c\u01b0\u1eddng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, l\u00e0m gia t\u0103ng qu\u00e1 tr\u00ecnh t\u00e1i c\u1ea5u tr\u00fac ng\u00e0nh h\u00f3a d\u1ea7u v\u00e0 l\u00e0m suy gi\u1ea3m d\u1ea7n th\u1ecb ph\u1ea7n c\u1ee7a n\u01b0\u1edbc n\u00e0y t\u1ea1i ch\u00e2u \u00c2u - m\u1ed9t kho\u1ea3ng tr\u1ed1ng m\u00e0 M\u1ef9 c\u00f3 v\u1ecb th\u1ebf t\u1ed1t \u0111\u1ec3 l\u1ea5p \u0111\u1ea7y. Trong khi \u0111\u00f3, tham v\u1ecdng xu\u1ea5t kh\u1ea9u ng\u00e0y c\u00e0ng l\u1edbn c\u1ee7a Trung Qu\u1ed1c ti\u1ebfp t\u1ee5c \u0111\u1ecbnh h\u00ecnh l\u1ea1i d\u00f2ng ch\u1ea3y to\u00e0n c\u1ea7u, l\u00e0m gi\u1ea3m ngu\u1ed3n cung khu v\u1ef1c th\u01b0\u1eddng \u0111\u01b0\u1ee3c \u0111\u01b0a v\u00e0o ch\u00e2u \u00c2u th\u00f4ng qua c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u1edf Trung \u0110\u00f4ng v\u00e0 ch\u00e2u \u00c1.

Trong b\u1ed1i c\u1ea3nh \u0111\u00f3, cu\u1ed9c chi\u1ebfn gi\u00e0nh th\u1ecb ph\u1ea7n t\u1ea1i th\u1ecb tr\u01b0\u1eddng ch\u00e2u \u00c2u s\u1ebd c\u00e0ng gay g\u1eaft h\u01a1n v\u00e0o n\u0103m 2026. Cho d\u00f9 th\u00f4ng qua l\u1ee3i th\u1ebf v\u1ec1 chi ph\u00ed hay kh\u1ea3 n\u0103ng ti\u1ebfp c\u1eadn th\u1ecb tr\u01b0\u1eddng mi\u1ec5n thu\u1ebf, c\u00e1c nh\u00e0 cung c\u1ea5p c\u1ee7a M\u1ef9 \u0111ang \u1edf v\u1ecb th\u1ebf thu\u1eadn l\u1ee3i \u0111\u1ec3 g\u00e2y th\u00eam \u00e1p l\u1ef1c\u2014x\u00e1c nh\u1eadn nh\u1eefng c\u1ea3nh b\u00e1o trong ng\u00e0nh r\u1eb1ng ch\u00e2u \u00c2u v\u1eabn l\u00e0 th\u1ecb tr\u01b0\u1eddng ti\u00eau th\u1ee5 PE d\u01b0 th\u1eeba c\u1ea1nh tranh nh\u1ea5t th\u1ebf gi\u1edbi.

S\u1ef1 ph\u1ee5 thu\u1ed9c v\u00e0o nh\u1eadp kh\u1ea9u ng\u00e0y c\u00e0ng tr\u1ea7m tr\u1ecdng: Th\u00e2m h\u1ee5t th\u01b0\u01a1ng m\u1ea1i c\u1ee7a EU d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd m\u1edf r\u1ed9ng l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c.<\/strong>

C\u00e1n c\u00e2n PE c\u1ee7a EU \u0111\u00e3 th\u00e2m h\u1ee5t k\u1ec3 t\u1eeb n\u0103m 2010, nh\u01b0ng kho\u1ea3ng c\u00e1ch n\u00e0y \u0111\u00e3 n\u1edbi r\u1ed9ng \u0111\u00e1ng k\u1ec3. Nh\u1eadp kh\u1ea9u, v\u1ed1n dao \u0111\u1ed9ng quanh m\u1ee9c 4,5-5 tri\u1ec7u t\u1ea5n trong giai \u0111o\u1ea1n 2016-2024, \u0111\u00e3 t\u0103ng v\u1ecdt l\u00ean m\u1ee9c k\u1ef7 l\u1ee5c 5 tri\u1ec7u t\u1ea5n v\u00e0o n\u0103m 2022 v\u00e0 \u0111ang tr\u00ean \u0111\u00e0 \u0111\u1ea1t g\u1ea7n 6 tri\u1ec7u t\u1ea5n v\u00e0o n\u0103m 2025. Ng\u01b0\u1ee3c l\u1ea1i, xu\u1ea5t kh\u1ea9u \u0111\u00e3 duy tr\u00ec \u1edf m\u1ee9c 2-3 tri\u1ec7u t\u1ea5n trong g\u1ea7n hai th\u1eadp k\u1ef7, khi\u1ebfn ch\u00e2u \u00c2u ng\u00e0y c\u00e0ng ph\u1ee5 thu\u1ed9c v\u00e0o c\u00e1c nh\u00e0 cung c\u1ea5p n\u01b0\u1edbc ngo\u00e0i v\u00e0 m\u1ed9t qu\u1ed1c gia c\u00f3 ti\u1ec1m n\u0103ng tr\u1edf th\u00e0nh ng\u01b0\u1eddi mua PE h\u00e0ng \u0111\u1ea7u.

S\u1ef1 ph\u1ee5 thu\u1ed9c ng\u00e0y c\u00e0ng t\u0103ng n\u00e0y ph\u1ea3n \u00e1nh m\u1ed9t s\u1ef1 chuy\u1ec3n d\u1ecbch c\u1ea5u tr\u00fac: t\u00ecnh tr\u1ea1ng d\u01b0 th\u1eeba c\u00f4ng su\u1ea5t \u1edf M\u1ef9 v\u00e0 ch\u00e2u \u00c1, c\u00f9ng v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn th\u1ea5p c\u1ee7a c\u00e1c nh\u00e0 m\u00e1y cracking \u1edf ch\u00e2u \u00c2u, qu\u00e1 tr\u00ecnh h\u1ee3p l\u00fd h\u00f3a \u0111\u01b0\u1ee3c \u0111\u1ea9y nhanh v\u00e0 vi\u1ec7c \u0111\u01b0a th\u00eam nhi\u1ec1u PE c\u00f3 gi\u00e1 c\u1ea1nh tranh v\u00e0o kh\u1ed1i khi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u01b0\u1edbc ngo\u00e0i t\u00ecm ki\u1ebfm th\u1ecb tr\u01b0\u1eddng ti\u00eau th\u1ee5 trong b\u1ed1i c\u1ea3nh nhu c\u1ea7u y\u1ebfu \u1edf Trung Qu\u1ed1c.

\u0110\u01b0\u1eddng cong nh\u1eadp kh\u1ea9u hi\u1ec7n nay lu\u00f4n v\u01b0\u1ee3t xa xu\u1ea5t kh\u1ea9u m\u1ed7i n\u0103m, v\u00e0 \u0111\u1ebfn th\u00e1ng 1-9 n\u0103m 2025, t\u1ef7 l\u1ec7 xu\u1ea5t kh\u1ea9u tr\u00ean nh\u1eadp kh\u1ea9u \u0111\u00e3 gi\u1ea3m xu\u1ed1ng m\u1ee9c th\u1ea5p k\u1ef7 l\u1ee5c l\u00e0 44%, x\u00e1c nh\u1eadn s\u1ef1 chuy\u1ec3n \u0111\u1ed5i c\u1ee7a ch\u00e2u \u00c2u th\u00e0nh m\u1ed9t khu v\u1ef1c ph\u1ee5 thu\u1ed9c v\u00e0o nh\u1eadp kh\u1ea9u v\u1ec1 m\u1eb7t c\u1ea5u tr\u00fac.

Trong b\u1ed1i c\u1ea3nh \u0111\u00f3, nh\u1eefng c\u1ea3nh b\u00e1o c\u1ee7a INEOS \u2013 \u0111\u01b0\u1ee3c \u0111\u01b0a ra c\u00f9ng v\u1edbi 10 h\u1ed3 s\u01a1 ch\u1ed1ng b\u00e1n ph\u00e1 gi\u00e1 \u2013 l\u00e0m n\u1ed5i b\u1eadt m\u1ed1i lo ng\u1ea1i ng\u00e0y c\u00e0ng t\u0103ng r\u1eb1ng ch\u1ebf \u0111\u1ed9 thu\u1ebf su\u1ea5t b\u1eb1ng 0 ti\u1ec1m n\u0103ng \u0111\u1ed1i v\u1edbi PE c\u1ee7a M\u1ef9 c\u00f3 th\u1ec3 l\u00e0m t\u0103ng th\u00eam d\u00f2ng v\u1ed1n nh\u1eadp kh\u1ea9u v\u00e0 gia t\u0103ng \u00e1p l\u1ef1c l\u00ean c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00e2u \u00c2u v\u1ed1n \u0111\u00e3 \u0111ang g\u1eb7p kh\u00f3 kh\u0103n. C\u00e1c b\u00ean tham gia th\u1ecb tr\u01b0\u1eddng \u0111ang theo d\u00f5i s\u00e1t sao nh\u1eefng s\u1ea3n ph\u1ea9m v\u00e0 ngu\u1ed3n g\u1ed1c n\u00e0o n\u1eb1m trong di\u1ec7n xem x\u00e9t.

C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00e2u \u00c2u ch\u1ecbu \u00e1p l\u1ef1c n\u1eb7ng n\u1ec1: L\u00e0n s\u00f3ng t\u00e1i c\u1ea5u tr\u00fac lan r\u1ed9ng.<\/strong>

Ng\u00e0nh c\u00f4ng nghi\u1ec7p h\u00f3a d\u1ea7u ch\u00e2u \u00c2u \u0111ang tr\u1ea3i qua m\u1ed9t l\u00e0n s\u00f3ng t\u00e1i c\u1ea5u tr\u00fac s\u00e2u r\u1ed9ng, v\u1edbi h\u01a1n 4 tri\u1ec7u t\u1ea5n c\u00f4ng su\u1ea5t \u0111ang g\u1eb7p r\u1ee7i ro v\u00e0 c\u00e1c t\u1eadp \u0111o\u00e0n l\u1edbn \u2013 t\u1eeb ExxonMobil v\u00e0 BASF \u0111\u1ebfn Ineos v\u00e0 LyondellBasell \u2013 \u0111ang \u0111\u00f3ng c\u1eeda c\u00e1c nh\u00e0 m\u00e1y ho\u1eb7c xem x\u00e9t l\u1ea1i t\u00e0i s\u1ea3n trong b\u1ed1i c\u1ea3nh chi ph\u00ed cao v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn th\u1ea5p. Cefic c\u1ea3nh b\u00e1o ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u00e0y \u0111\u00e3 b\u01b0\u1edbc v\u00e0o \u201cgiai \u0111o\u1ea1n quan tr\u1ecdng\u201d khi nh\u1eadp kh\u1ea9u t\u0103ng m\u1ea1nh v\u00e0 t\u1ef7 l\u1ec7 s\u1eed d\u1ee5ng c\u00f4ng su\u1ea5t gi\u1ea3m.

\u0110\u1ed3ng th\u1eddi, vi\u1ec7c t\u00e1i \u0111\u1ea7u t\u01b0 c\u00f3 ch\u1ecdn l\u1ecdc v\u1eabn ti\u1ebfp t\u1ee5c: D\u1ef1 \u00e1n One v\u00e0 n\u00e2ng c\u1ea5p Lavera c\u1ee7a INEOS, nh\u00e0 m\u00e1y cracking \u0111i\u1ec7n h\u00f3a c\u1ee7a BASF\u2013SABIC\u2013Linde, ch\u01b0\u01a1ng tr\u00ecnh cracking \u0111i\u1ec7n h\u00f3a c\u1ee7a Shell v\u00e0 Dow, qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i Priolo c\u1ee7a Eni, v\u00e0 c\u00e1c d\u1ef1 \u00e1n t\u00e1i ch\u1ebf m\u1edbi t\u1eeb LyondellBasell, Borealis v\u00e0 Dow.

Nh\u00ecn chung, c\u00e1c n\u00e2ng c\u1ea5p c\u00f3 m\u1ee5c ti\u00eau c\u1ee5 th\u1ec3 ph\u1ea3n \u00e1nh n\u1ed7 l\u1ef1c c\u1ee7a ch\u00e2u \u00c2u nh\u1eb1m b\u1ea3o t\u1ed3n n\u0103ng l\u1ef1c c\u00f4ng nghi\u1ec7p v\u00e0 kh\u1ea3 n\u0103ng c\u1ea1nh tranh, \u0111\u1ed3ng th\u1eddi t\u1eebng b\u01b0\u1edbc th\u00fac \u0111\u1ea9y l\u1ed9 tr\u00ecnh kh\u1eed carbon \u2013 ti\u1ebfn t\u1eebng b\u01b0\u1edbc t\u1eeb \u0111i\u1ec7n kh\u00ed h\u00f3a \u0111\u1ebfn hi\u1ec7n \u0111\u1ea1i h\u00f3a v\u00e0 cu\u1ed1i c\u00f9ng l\u00e0 ngu\u1ed3n nguy\u00ean li\u1ec7u tu\u1ea7n ho\u00e0n. N\u0103m 2026 c\u00f3 th\u1ec3 \u0111\u00e1nh d\u1ea5u s\u1ef1 kh\u1edfi \u0111\u1ea7u c\u1ee7a qu\u00e1 tr\u00ecnh chuy\u1ec3n \u0111\u1ed5i d\u00e0i h\u1ea1n h\u01b0\u1edbng t\u1edbi m\u1ed9t c\u1ea5u tr\u00fac c\u00f4ng nghi\u1ec7p b\u1ec1n v\u1eefng v\u00e0 ki\u00ean c\u01b0\u1eddng h\u01a1n.

Nh\u1eefng thay \u0111\u1ed5i ch\u00ednh c\u00f3 th\u1ec3 nh\u00ecn ra \u0111\u01b0\u1ee3c trong n\u0103m 2026<\/strong>

V\u1eadn t\u1ea3i v\u00e0 h\u1eadu c\u1ea7n:<\/em>

B\u1ea5t k\u1ef3 s\u1ef1 gia t\u0103ng n\u00e0o trong v\u1eadn chuy\u1ec3n h\u00e0ng h\u00f3a qua Bi\u1ec3n \u0110\u1ecf, \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi vi\u1ec7c d\u1ea7n d\u1ea7n quay tr\u1edf l\u1ea1i tuy\u1ebfn \u0111\u01b0\u1eddng Suez, \u0111\u1ec1u c\u00f3 th\u1ec3 t\u1ea1m th\u1eddi l\u00e0m th\u1eaft ch\u1eb7t n\u0103ng l\u1ef1c v\u1eadn chuy\u1ec3n. M\u1eb7c d\u00f9 c\u00f3 th\u1ec3 x\u1ea3y ra t\u00ecnh tr\u1ea1ng t\u1eafc ngh\u1ebdn ho\u1eb7c t\u0103ng gi\u00e1 \u0111\u1ed9t bi\u1ebfn trong th\u1eddi gian ng\u1eafn, nh\u01b0ng nh\u00ecn chung, ho\u1ea1t \u0111\u1ed9ng h\u1eadu c\u1ea7n v\u1eabn t\u01b0\u01a1ng \u0111\u1ed1i d\u1ec5 d\u00e0ng v\u00e0 ti\u1ebft ki\u1ec7m chi ph\u00ed cho \u0111\u1ebfn n\u0103m 2026 trong b\u1ed1i c\u1ea3nh ngu\u1ed3n cung d\u01b0 th\u1eeba.

Chi ph\u00ed v\u1eadn chuy\u1ec3n h\u00e0ng h\u00f3a th\u1ea5p h\u01a1n v\u1ec1 m\u1eb7t c\u1ea5u tr\u00fac s\u1ebd ti\u1ebfp t\u1ee5c l\u00e0m t\u0103ng s\u1ef1 ph\u1ee5 thu\u1ed9c c\u1ee7a ch\u00e2u \u00c2u v\u00e0o h\u00e0ng nh\u1eadp kh\u1ea9u c\u00f3 gi\u00e1 c\u1ea1nh tranh t\u1eeb ch\u00e2u \u00c1, Trung \u0110\u00f4ng v\u00e0 M\u1ef9. M\u1eb7c d\u00f9 th\u1eddi gian v\u1eadn chuy\u1ec3n d\u00e0i h\u01a1n qua eo bi\u1ec3n Suez \u0111\u00e3 t\u1ea1m th\u1eddi l\u00e0m ch\u1eadm d\u00f2ng ch\u1ea3y h\u00e0ng h\u00f3a v\u00e0 t\u0103ng th\u00eam m\u1ee9c \u0111\u1ed9 b\u1ea3o v\u1ec7 cho m\u1ed9t s\u1ed1 ng\u00e0nh c\u00f4ng nghi\u1ec7p h\u1ea1 ngu\u1ed3n, nh\u01b0ng b\u1ea5t k\u1ef3 s\u1ef1 gi\u1ea3m th\u1eddi gian giao h\u00e0ng n\u00e0o k\u00e9o d\u00e0i \u0111\u1ec1u c\u00f3 th\u1ec3 kh\u00f4i ph\u1ee5c l\u1ee3i th\u1ebf c\u1ea1nh tranh c\u1ee7a ch\u00e2u \u00c1 so v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t ch\u00e2u \u00c2u. Tuy nhi\u00ean, m\u1ee9c \u0111\u1ed9 v\u00e0 th\u1eddi \u0111i\u1ec3m c\u1ee7a nh\u1eefng t\u00e1c \u0111\u1ed9ng n\u00e0y s\u1ebd ph\u1ee5 thu\u1ed9c v\u00e0o t\u1ed1c \u0111\u1ed9 c\u00e1c h\u00e3ng v\u1eadn t\u1ea3i kh\u00f4i ph\u1ee5c ho\u00e0n to\u00e0n c\u00e1c tuy\u1ebfn \u0111\u01b0\u1eddng v\u1eadn chuy\u1ec3n qua Suez v\u00e0 li\u1ec7u c\u00e1c \u0111i\u1ec1u ki\u1ec7n \u0111\u1ecba ch\u00ednh tr\u1ecb hi\u1ec7n t\u1ea1i c\u00f3 cho ph\u00e9p s\u1ef1 tr\u1edf l\u1ea1i \u1ed5n \u0111\u1ecbnh hay kh\u00f4ng.

\u0110\u1ecba ch\u00ednh tr\u1ecb:<\/em>

Vi\u1ec7c xung \u0111\u1ed9t Ukraine-Nga di\u1ec5n ra ch\u1eadm h\u01a1n, s\u1ef1 thay \u0111\u1ed5i trong li\u00ean minh th\u01b0\u01a1ng m\u1ea1i v\u00e0 b\u1ed1i c\u1ea3nh thu\u1ebf quan M\u1ef9-EU \u0111ang ph\u00e1t tri\u1ec3n s\u1ebd \u0111\u1ecbnh h\u01b0\u1edbng d\u00f2ng v\u1ed1n PE trong n\u0103m 2026, trong khi c\u00e1c \u0111\u1ed9ng th\u00e1i ch\u00ednh s\u00e1ch \u1edf Trung Qu\u1ed1c v\u00e0 Trung \u0110\u00f4ng v\u1eabn s\u1ebd \u0111\u00f3ng vai tr\u00f2 then ch\u1ed1t trong vi\u1ec7c x\u00e1c \u0111\u1ecbnh l\u01b0\u1ee3ng h\u00e0ng d\u01b0 th\u1eeba cu\u1ed1i c\u00f9ng s\u1ebd \u0111\u01b0\u1ee3c chuy\u1ec3n h\u01b0\u1edbng \u0111\u1ebfn \u0111\u00e2u.

Nh\u1eefng ph\u00e1t tri\u1ec3n trong l\u0129nh v\u1ef1c n\u0103ng l\u01b0\u1ee3ng \u1edf ch\u00e2u \u00c2u:\u00a0<\/em>

Th\u1ecb tr\u01b0\u1eddng kh\u00ed \u0111\u1ed1t v\u00e0 \u0111i\u1ec7n n\u0103ng v\u1eabn bi\u1ebfn \u0111\u1ed9ng, khi\u1ebfn v\u1ecb th\u1ebf chi ph\u00ed c\u1ee7a ch\u00e2u \u00c2u tr\u1edf n\u00ean mong manh. B\u1ea5t k\u1ef3 s\u1ef1 t\u0103ng \u0111\u1ed9t bi\u1ebfn n\u00e0o n\u1eefa tr\u00ean th\u1ecb tr\u01b0\u1eddng n\u0103ng l\u01b0\u1ee3ng ho\u1eb7c ch\u00ednh s\u00e1ch carbon ch\u1eb7t ch\u1ebd h\u01a1n \u0111\u1ec1u s\u1ebd g\u00e2y \u00e1p l\u1ef1c n\u1eb7ng n\u1ec1 l\u00ean kinh t\u1ebf c\u1ee7a c\u00e1c nh\u00e0 m\u00e1y ch\u1ebf bi\u1ebfn kh\u00ed \u0111\u1ed1t v\u00e0 c\u00f3 th\u1ec3 \u0111\u1ea9y nhanh xu h\u01b0\u1edbng h\u1ee3p l\u00fd h\u00f3a, l\u00e0m s\u00e2u s\u1eafc th\u00eam s\u1ef1 ph\u1ee5 thu\u1ed9c nh\u1eadp kh\u1ea9u c\u1ee7a ch\u00e2u \u00c2u.<\/p>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

Nhu c\u1ea7u v\u1eabn l\u00e0 \u201cg\u00f3t ch\u00e2n Achilles\u201d: n\u0103m 2025 ghi nh\u1eadn m\u1ee9c th\u1ea5p nh\u1ea5t trong v\u00f2ng 5 n\u0103m \u0111\u1ed1i v\u1edbi h\u1ea7u h\u1ebft c\u00e1c ch\u1ee7ng lo\u1ea1i, do ti\u00eau th\u1ee5 ch\u1eadm, ng\u01b0\u1eddi mua th\u1eadn tr\u1ecdng v\u00e0 t\u00ecnh tr\u1ea1ng d\u01b0 cung k\u00e9o d\u00e0i.<\/p>","protected":false},"author":56,"featured_media":9511,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[649],"tags":[575,576],"class_list":["post-9500","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-europe-area-news","tag-europe-pe-outlook-for-2026-a-market-in-search-of-balance-amid-structural-surplus","tag-trade-realignment-and-slow-demand"],"_links":{"self":[{"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/posts\/9500","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/users\/56"}],"replies":[{"embeddable":true,"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/comments?post=9500"}],"version-history":[{"count":0,"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/posts\/9500\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/media\/9511"}],"wp:attachment":[{"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/media?parent=9500"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/categories?post=9500"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/abcchem.com\/vi\/wp-json\/wp\/v2\/tags?post=9500"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}