Grupa Azoty reduces production in March and April after difficult first quarter in 2023 - Issue 391 || PKN Orlen-petrochemical production Jan-Apr 2023 - Issue 391 || Central European styrene trade Jan-Apr 2023 - Issue 391 || Polish polyethylene production & trade Jan-Apr 2023 - Issue 391 || Polish polypropylene production & trade Jan-Apr 2023 - Issue 391 || Polish synthetic rubber trade, Jan-Apr 2023 - Issue 391 || Central European MDI trade Jan-Apr 2023 - Issue 391 || Central European methanol trade Jan-Apr 2023 - Issue 391 || Russian chemical industry-new terminals required to serve Chinese market - Issue 391 || Russian butadiene production Jan-Apr 2023 - Issue 391 || Russian plastics and polyethylene production Jan-Apr 2023 - Issue 391 || Russian polyethylene trade Jan-Apr 2023 - Issue 391 || PTA deliveries from China to Kaliningrad - Issue 391 || Russian methanol production Jan-Apr 2023 - Issue 391 || Russian methanol exports, Jan-Apr 2023 - Issue 391 || Methanol plant at Volgograd signs agreement with Chinese company - Issue 391 || Russian polyurethane raw materials 2023 - Issue 391 || Uzbek methanol island-Air Products - Issue 391 || Russian Methanol Production, exports and domestic sales 2023 - Issue 392 || Polish petrochemical production Jan-May 2023 - Issue 392 || Olefin 111 project outline - Issue 392 || Polimex Mostostal and Naftoremont-Naftobudowa-Olefin 111 project - Issue 392 || Hungarian propylene exports Jan-Apr 2023 - Issue 392 || Central European styrene trade Jan-May 2023 - Issue 392 || Czech petrochemical trade, Jan-May 2023 - Issue 392 || Polish rubber trade Jan-May 2023 - Issue 392 || Hungarian TDI-MDI exports Jan-Feb 2023 - Issue 392 || Russian propylene exports & sales Jan-May 2023 - Issue 392 || KPI polypropylene outage & exports - Issue 392 || Russian methanol producer operational balances 2023 - Issue 396 || Russian Methanol Exports October 2023 - Issue 396 || Polish Polyol Exports 2022-2023 - Issue 396 || Polish Polyol Imports 2022-2023 - Issue 396 || Central European isocyanate trade Jan-Sep 2023 - Issue 396 || Czech polyol imports Jan-Sep 2023 - Issue 396 || Polish polyol trade Jan-Sep 2023 - Issue 396 || Isocyanate/polyol imports from China into Russia - Issue 396 ||
 
  

Russian methanol production, export and domestic sales balances from January 2018 to December 2023


Russian chemical production full year for 2023 statistics available

Table format shown below.  Please contact us if you would like to receive the full tables covering 2021-2023

2023 Jan  Feb  Mar Apr May  Jun Jul Aug Sep  Oct Nov Dec Total
Ethylene                          
Propylene                          
Benzene                          
Toluene                          
Xylenes                          
Orthoxylene                        
Paraxylene                        
Styrene                          
EB                          
Methanol                          
Isopropanol                        
Butanols                          
Phenol                          
Acetic Acid                        
Phthalic Anhydride                        

 

Polish oil imports Jan-Nov 2023

Polish Crude Imports Jan-Nov 2023

Country

Vol (mil tons)

€ per ton

Saudi Arabia

10.593

575.2

Lithuania

0.026

592.8

Russia

1.150

316.4

Nigeria

1.118

606.2

Norway

7.930

567.5

US

1.218

596.1

UK

0.893

620.6

Total

23.189

557.6

From the total of 23.189 million tons of crude imported into Poland in the first eleven months, supplies from Saudi Arabia amounted to 45.7% followed by Norway with 34.2%.  By volume Saudi Arabia supplied 10.953 million tons in the first eleven months at €575.2 per ton and Norway supplied 7.930 million tons at €567.5 per ton.   Further supplies from Norway have been ensured after the include Orlen Group agreement with BP providing for deliveries of up to 6 million tons. 

PGNiG Upstream Norway, a member of the Orlen Group, has been awarded 10 new licences on the Norwegian Continental Shelf. In addition, two concessions were won by KUFPEC, which the Polish company took over.  Imports of crude from Russia into Poland dropped to 4.95% in January to November 2023, after no further deliveries were made after February.

Czech crude imports Jan-Nov 2023

Czech Crude Imports Jan-Nov 2023

Country

Vol (mil tons)

€ per ton

Azerbaijan

1.796

660.3

Kazakhstan

0.608

649.9

Russia

3.960

562.5

US

0.181

596.1

Others

0.197

635.1

Total

6.743

620.8

Russia supplied 3.960 million tons to the Czech Republic in the first eleven months at an average price of €562.5 per ton.  Deliveries from Russia peaked in the middle of 2023, monthly deliveries have since declined.  In November the Czech Republic imported 530,000 tons of crude of which Russia supplied 232,331 tons against 251,156 tons in October and 340,439 tons in September.  Azerbaijan supplied 1,796 tons in the first eleven months at €660.3 per ton and there are some hopes that Kazakh deliveries could increase in 2024.   The second half this year of 2024 may be particularly difficult for Czech imports, when the capacity of the TAL pipeline will be temporarily limited due to modifications and expansion to 4.0 million tpa. 

MOL’s feedstock imports

Hungary’s crude imports amounted to 4.839 million tons in the first ten months in 2023 against 5.077 million tons in the same period in 2022.  Supplies from Russia declined from 89.1% in 2022 to 67.8% in 2023.  Overall crude import costs dropped from €2.735 million to €2.131 million.  Average prices dropped from €538.2 per ton to €500.0 per ton.  The advantages of cheaper Russian oil from which Hungary was benefiting in the first half of 2023 largely disappeared in the second half of the year as the EU price cap became less effective. 

MOL has reiterated that it will seek to continue supplying Russian oil to its refineries through the Druzhba pipeline through Ukraine, since it does not yet see the possibility of replacing this route.  

The Ukrainian authorities have already warned of their intention to stop the transit of Russian oil after 2024.  Thus, both MOL in Hungary and Slovnaft in Slovakia are striving to find short term and long-term solutions to crude supply.  The only way to transport alternative oil to Slovakia is through the Adria pipeline and the sea port of Omišalj, which is controlled by JANAF.  Owing to vulnerable position facing both MOL and Slovnaft an agreement was reached with JANAF for a one-year contract with a relatively high price for oil transport.  Both MOL and Slovnaft as well as MOL had no choice but to accept the agreement, as the Adria pipeline plays an important role in the security of alternative oil supplies for the CEE region.  MOL will pay several times higher fees compared to the reasonable standard in the EU.

Polish petrochemical production Jan-Nov 2023

Ethylene production in Poland dropped from 426,300 tons in January to November 2022 to 290,100 tons in the same period in 2023, whilst propylene fell from 384,900 tons to 259,700 tons.  Butadiene production at Plock dropped to 44,700 tons from 58,300 tons.  Due to these declines petrochemical production in Poland fell by 21% in the first eleven months in 2023.  In the plastics sector polyethylene production dropped to 245,000 tons in January to November 2023 versus 298,700 tons in corresponding period in 2023.  Polypropylene production at Plock dropped from 295,100 tons to 240,000 tons.   

PKN Orlen Production (unit-kilo tons)

Product

Jan-Nov 23

Jan-Nov 22

Ethylene

290.1

426.3

Propylene

259.7

384.9

Butadiene

44.7

58.3

Toluene

0.5

8.4

Phenol

36.0

40.4

Polyethylene

245.0

298.7

Polypropylene

240.0

295.1

PVC

155.8

254.0

 

Hungarian Butadiene Exports (unit-kilo tons)

Hungarian butadiene exports amounted to 35,979 tons in the first ten months in 2023 against 44,463 tons in the same period in 2022.  Shipments into Poland totalled 19,033 tons in January to October 2023 against 33,304 tons in the same period in 2022.  Exports to Germany dropped from 6,049 tons to 1,995 tons and to the Czech Republic rose from 5,110 tons to 14,951 tons.  Average prices for Hungarian butadiene exports fell to €834.6 per ton versus €1020.4 in the first ten months in 2022.

 

Czech olefin trade Jan-Nov 2023

 

Czech Olefin Exports (unit-kilo tons)

Product

Jan-Nov 23

Jan-Nov 22

Ethylene

13.449

12.114

Propylene

19.192

0.035

Butadiene

0.486

1.100

Czech Olefin Imports (unit-kilo tons)

Product

Jan-Nov 23

Jan-Nov 22

Ethylene

28.746

16.037

Propylene

41.358

33.860

Butadiene

62.183

59.611

Styrene

29.016

13.848

Exports of ethylene from the Czech Republic amounted to 13,449 tons in the period January to November 2023 against 12,114 tons in the same period in 2022.   At the same imports of ethylene increased from 16,037 tons to 28,746 tons, with the rise in supply required to cover unplanned downtime at Litvinov.  Ethylene exports from the Czech Republic included 5,746 tons to Germany and 5,238 tons to Slovakia.

Czech Imports of Propylene

(unit-kilo tons)

Country

Jan-Nov 23

Jan-Nov 22

Germany

35.592

18.800

Total

41.358

33.860

 Av € per ton

909.5

1407.4

Czech imports of ethylene rose from 16,037 tons in January to November 2022 to 28,746 tons in the same period in 2023.  Germany supplied 15,902 tons to the Czech Republic in January to November 2023 for €18.784 million, averaging €1.181 per ton.

Due to weak demand for petrochemicals Czech trade in propylene monomer increased in 2023, with imports rising from 33,860 tons to 41,358 tons and exports rising from only 35 tons in January to November 2022 to 19,192 tons in 2023.  From the total exports 16,167 tons were sent to Poland, primarily for internal company usage in the Orlen Group with around a thousand tons each being delivered to Germany, Hungary and Slovakia. 

Imports of propylene were sourced mainly from Germany, accounting for 35,592 tons in the first eleven months in 2023 against 18,800 tons in the same period in 2022.  Average prices for propylene imports dropped from €1407.4 per ton in 2022 to €909.5 per ton in 2023.

Central European styrene trade Jan-Nov 2023

Polish Styrene Imports (unit-kilo tons)

Country

Jan-Nov 23

Jan-Nov 22

Belgium

7.191

9.866

Czech Republic

9.022

10.057

Finland

  0.818

0.836

Netherlands

30.525

51.017

Germany

11.996

16.437

Others

6.327

3.768

Total

65.880

91.980

Av € per ton

1123.1

1572.7

Synthos in Poland imported 65,880 tons of styrene in January to November 2023 against 91,980 tons in January to November 2022.  The Netherlands provided 30,525 tons in the first eleven months versus 51,017 tons in the same period in 2022. 

Hungarian styrene imports (unit-kilo tons)

Country

Jan-Oct 23

Jan-Oct 22

Italy

57.152

71.672

Netherlands

3.964

4.191

Others

0.548

0.066

Total

62.398

82.024

Av € per ton

1399.5

1819.4

The Czech Republic has also been an important supplier this year, shipping from Kralupy to Oswiecim.  Styrene import costs into Poland dropped from €1582.0 per ton last year to €1124.7 in the first eleven months in 2023. 

Imports of styrene into Hungary totalled 62,398 tons in January to October 2023, down from 82,024 tons in the same period in 2022.  Prices for styrene imports into Hungary dropped from €1819.4 per ton in January to October 2022 to €1399.5 per ton in 2023.

EU targets for recylced plastics-Poland

The EU's targets for the use of recycled raw materials in the production of plastic packaging have been set for 2025. This means that there is very little time left to increase the capacity of the domestic system of obtaining raw materials for recycling.  Polish recycling does not exceed 10% based om 2021 data where 4 million tons of virgin plastics were consumed and only 400,000 tons were recycled of plastic waste.  At the same period, about 4 million tons of virgin plastics were introduced to the Polish market. The rest of the plastic waste is incinerated or ends up in landfills. 

As one of the main consumers of virgin plastics in the EU, Poland is facing the challenge of reducing the amount of plastic released into the environment.  Failure to comply with EU standards in this area has already resulted in high fees and penalties for both the state budget and businesses.

Central European and Polish plastics industry 2023

Polish plastics manufacturers are seeking ways to minimize costs and maintain financial liquidity, while remaining competitive.  Plastics producers in Poland observed suppressed demand affecting purchases amongst all major customer groups in 2023.  Grupa Azoty’s plastics segment recorded a decline in polyamide 6 sales over the third and fourth quarters, estimated in the range of 20% lower than in 2022. 

The production of plastics and semi-finished products declined in Poland in 2023, with no underlying signs of improved market sentiment by the end of the year.  PVC production in Poland saw the largest fall in the first three quarters last year, dropping by 29% versus the same period in 2022, whilst polypropylene production in Poland fell by 18% and polyethylene by 7%.    The declines in polymer production are largely demand driven.  Plastics processing based on ethylene and propylene polymers fell in Poland in the first three quarters last year from 1.420 million tons to 1.307 million tons. 

 

Polish polyolefin production Jan-Nov 2023

 

Polish Polyolefin Production

(unit-kilo tons)

Product

Jan-Nov 23

Jan-Nov 22

Polyethylene

225.7

271.0

Polypropylene

240.0

295.1

 

Production of polyethylene in Poland fell from 298,700 tons in the first eleven months in 2022 to 245,000 tons in the same period in 2023.  Production was down last year mainly due to lower demand.  Polypropylene production fell from 295,100 tons to 240,000 tons.  Currently polypropylene production in Poland takes place at Plock, but depending on Azoty’s finances production could start soon at the new Polimery Police plant.  This plant was expected to start in August or September 2023, but problems with the equipment during the start-up phase has been the cause of the delay.  Hyundai had set the start-up date for 13 February 2024, but this has been revised to some stage in the first quarter.

 

Czech polyethylene trade Jan-Nov 2023

Czech polyethylene exports (unit-kilo tons)

Product

Jan-Nov 23