What is the impact of vinyl chloride leakage on the market and prices?

氯乙烯的泄露源于美国俄亥俄州一辆运载有毒化学品氯乙烯的列车在俄亥俄州的东巴勒斯坦镇脱轨。

The leakage of vinyl chloride originated from the derailment of a train carrying the toxic chemical vinyl chloride in the East Palestinian town of Ohio.

氯乙烯作为一种有毒易燃的无色气体，可以通过空气和水源传播，对人体的呼吸系统、眼睛、皮肤、神经系统、生殖系统等均有危害。

As a toxic, flammable and colorless gas, vinyl chloride can be transmitted through air and water, and is harmful to human respiratory system, eyes, skin, nervous system, reproductive system, etc.

在世界卫生组织国际癌症研究机构公布的致癌物清单中，氯乙烯被列为“1类”致癌物，长期吸入可引发脑癌、肺癌或血癌。

In the list of carcinogens published by the International Agency for Cancer Research of the World Health Organization, vinyl chloride is listed as "Class 1" carcinogen, and long-term inhalation can cause brain cancer, lung cancer or blood cancer.

在工业方面，氯乙烯主要用于生产聚氯乙烯树脂(PVC)，部分用作染料及香料萃取剂。

In industry, vinyl chloride is mainly used in the production of polyvinyl chloride resin (PVC), and part of it is used as dye and perfume extractant.

“PVC是最大下游产品。”全球大宗品市场信息服务商ICIS(安迅思)行业分析师徐娌娜向第一财经记者介绍称，氯乙烯被美国国家癌症研究所认定为致癌物质，长期吸入氯乙烯“可能与脑癌、肺癌和一些血癌有关”。氯乙烯燃烧时可产生光气和氯化氢等有毒气体。光气可致人呕吐和呼吸困难，在最急性接触中甚至可能导致死亡。

"PVC is the largest downstream product. The combustion of vinyl chloride can produce toxic gases such as phosgene and hydrogen chloride. Phosgene can cause vomiting and dyspnea, and may even cause death in the most acute contact.

产业方面，记者从多位业内人士处获悉，目前国内可外售氯乙烯(VCM)的供应商以乙烯法居多，如上海氯碱，新浦化学等，电石法供应商外售VCM比较少，一般作为中间体直接生产下游PVC。

In terms of industry, the reporter learned from many insiders that at present, the majority of domestic and foreign suppliers of vinyl chloride (VCM) are vinyl chloride, such as Shanghai chlor-alkali, Xinpu Chemical, etc., while the suppliers of calcium carbide method sell less VCM, and generally produce downstream PVC directly as an intermediate.

“目前国内VCM/PVC产业链基本已实现自给自足，未来市场发展方向是进一步拓展海外市场。”徐娌娜告诉记者。

"At present, the domestic VCM/PVC industry chain has basically achieved self-sufficiency, and the future market development direction is to further expand overseas markets," Xu Linna told reporters.

谈及本次俄亥俄州氯乙烯泄露事件对氯乙烯市场和价格的影响，徐娌娜告诉记者，“脱轨火车负载氯乙烯(VCM)总量不大，货量可能仅仅只是占美国当地氯乙烯(VCM)年产能的2%，对供应面影响有限，铁路沿线受影响聚氯乙烯树脂(PVC)产能也同样较小，上下游供应链整体受火车脱轨事件影响有限。目前价格方面暂时没有受到该事件影响。”

When talking about the impact of the leakage of vinyl chloride in Ohio on the market and price of vinyl chloride, Xu Linna told reporters, "The total amount of vinyl chloride (VCM) loaded on derailed trains is not large, and the cargo volume may only account for 2% of the annual capacity of the local vinyl chloride (VCM) in the United States, which has limited impact on the supply side. The capacity of PVC resin (PVC) affected along the railway is also small, and the upstream and downstream supply chains are generally limited by the derailment incident. At present, the price is not affected by the incident."

Recommand products from TDD:

Polyvinyl Chloride Resin SG-5

Tianjin Dagu Chemicals PVC Resin DG-1300