Russia restricts rare gas exports to cause concerns

Impact on the Asia -Pacific industries limited

Continuous Russia -Ukraine conflicts have caused decreased global rare gas supply, causing tightly prices in rare gases. In this regard, Xi Chungan, executive vice chairman of the China Industrial Gas Industry Association, said in an interview with a reporter from the China Chemical Newspaper on June 21 that the current global rare gas supply is tight, causing the global market price to rise, but my country's high purity rare gases The supply is sufficient and is expected to make up for a small amount of imports from Russia. For the Asia -Pacific region, the impact on related industries is limited because of its main rare gas imports from China. Asia -Pacific countries are also strengthening the stable supply of their rare gas.

Rising prices have become a fact

The rare gases are mainly used in the fields of aerospace, medical care, semiconductor, etc. Russia and Ukraine are important rare gas exporters in Russia and Ukraine. Prior to this, Russia and Ukraine exported rare gases such as gaseous gas to many countries and regions in the world. On May 30, the Russian Ministry of Industry and Trade stated that in order to respond to the sanctions against Russia in Europe and the United States, Russia will restrict the exports of rare gases such as rare gases by the end of 2022. Since February 24, Ukraine, a global rare gas export country, has suspended the production of rare gases, exacerbating the tight supply of 氖, 氪, and 氙.

According to Yichunan, Ukraine provides 70%of the global stories, 40%qi, and 30%of the glorious. In terms of high -purity and rare gases for semiconductors, according to the data from the Reuters quoting the semiconductor market research institution TechCET, 45%~ 54%of the world's semiconductor -grade gases are supplied by two companies: Ukraine Ingas and Cryoin. TechCET estimates that the consumption of mandalas used in chip production in 2021 is about 540 tons.

Affected by the conflict of Russia and Ukraine, the two major global gaseous suppliers in Ukraine were forced to discontinue production, causing rare gas prices to rise. According to Xunchungan, our country rose from about 600 yuan/cubic meter to about 15,500 yuan/cubic meter in early May, and the average price of qi and gas rose from the average price of qi from 10,000 yuan/cubic cubic cube market price The meter soared to about 32,000 yuan/cubic meter, and the sorbe soared to about 380,000 yuan/cubic meter. The report issued by the TechCet stated that Russia's announcement of export ban has limited impact on the current market, but it will lead to a period of extension of the supply of supply.

The rise in rare gas prices will also have an impact on its downstream industries, especially rare gases belong to the upstream industry of the chip storage manufacturing industry. Industry insiders said that rare gases such as 氪, 氙, and 氖 are essential for chip storage and manufacturing. For example, rare gases such as cymbal and grillets are mainly used in semiconductor, LCD display, fiber and other fields. In particular, the stability is essential for the stability of the chip manufacturing process.

Or become a new machine in my country

According to Xun Qian, there is no problem with the supply of rare gases in my country. In 2021, my country's gas production capacity was about 50,000 cubic meters per year, and most of them were exported abroad. During the same period, my country's gas production capacity was about 5,000 cubic meters per year, and the production capacity was about 400,000 cubic meters per year. my country's rare gases basically meet domestic needs, and the gasters can also achieve a lot of exports. However, according to international market prices, my country's rare gas prices will still fluctuate.

Xunchun predicts that the international market will still rise in the future. According to the current situation, the Russian -Ukraine conflict will bring the supply chain risk problem to the major production countries of global semiconductors. sex. "The current situation may not only get rid of industries such as chips, but also an opportunity for industries such as chips, but also an opportunity to build the Chinese fist industry." Xun Chungan said.

Xun Chungan believes that the current enterprise should be encouraged to build a large -scale empty device supporting enterprise to vigorously invest in rare gas extraction devices. This can not only improve the capacity of extracting equipment for rare gas in my country, meet the needs of rare gas in my country, but also seize the gap in the international market. However, my country currently includes rare gases in the hazardous chemical category, which may be the adverse factors that hinder my country's development of the rare gas industry. He said: "Eliminate all rare gases and general gas as a dangerous chemical catalog, which is hindered to the development of the industry." He explained that if the general gas such as rare gases can be the catalog and the dangerous chemical catalog and Exemption or removal in the dangerous goods catalog, promoting the construction and transportation of general gas such as rare gas such as rare gases, which will be very beneficial to the production capacity of rare gas in my country.

The Asia -Pacific region has begun actively responding

Industry insiders in the chip industry said that from the analysis of the short -term situation, the Russian -Ukraine conflict has not impact on the global chip market. Although rare gases have a vital role in chip manufacturing, the amount of rare gas required for chip manufacturing is small, and many chip manufacturers have reserved rare gas in advance, and will not have much impact in a short period of time. Of course, in the long run, Russia -Ukraine's conflict will bring long -term interruptions of Ukraine production, and Russia's export restrictions are likely to decrease further.

The supply pressure of rare gases in various regions is also different. Industry insiders said that South Korea relies on rare gas imports, and South Korea has not been able to increase rare gas production companies in a short time. However, the main source of imports in South Korea is China, accounting for about half of the total imports, and the supply ratio from Ukraine accounts for about 20%. At present, Korean companies have not been too nervous about the supply of rare gas. The South Korean government has exempted import tariffs in 氖, 氪, and 氙 in March to reduce the pressure on enterprises. In addition, Puxuye Railway has been produced locally in South Korea, and it is currently estimated to meet 16%of South Korea's own needs. In Japan, Japan can only produce very small amounts of rare gases in its own production. For example, Dayangric acid has only 2000 cubic meters per year/year in Japan, and 250 cubic meters per year of gas production capacity. However, the main source of imports of rare gases in Japan is China, France and the United States, and the impact of Russia and Ukraine is temporarily not great. In April, the Ministry of Economic and Industry of Japan also announced that it is planned to ensure the supply of special gas used in semiconductor manufacturing by the end of this year, support the introduction and development of reused gas equipment, improve the manufacturing capabilities of domestic manufacturers, and strengthen the supply chain with the United States. Cooperation. Dayangric acid also said that the company will expand the production capacity of rare gas.

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