Temporary or permanent loss of competition in PVC?!
Since the beginning of the year 1405 and after the damage to the Fajar power plant (Arvand's electrical and petrochemical power supplier) in the Mashhar area, one of the products that caught an upward trend was PVC, and it competed with percentages of over 100% on the commodity exchange.
In two phases, the competition of PVC was accompanied by a decline, one was the Islamabad MoU and the sharp drop in the exchange rate, and the other was Arvand's return to the PVC production circuit. But after a while, this effect disappears!
In the recent PVC transactions of the Commodity Exchange, we saw a decrease in competition and Arvand and Shugadir's sales turn followed. During the last week, the increase in supply due to the absence of power outages in the last 1.5 months was the cause of the increase in production and the news of the negotiations was the cause of the drop in the exchange rate and subsequently the competition.
But with the beginning of the cold season and the possibility of an increase in energy imbalance and the rise of currency prices, there is a possibility of increased competition!
value investment.
ᅠ.