中化新网讯 12月3日，雪佛龙公司宣布，该公司2026年有机资本支出预算定为180~190亿美元，延续后 疫情时代"资本纪律优先、聚焦高价值"的战略，支出处于长期指引区间合理水平。 该预算中，美国市场占比超半数，达105亿美元，其中近60亿美元投向二叠纪、DJ盆地等页岩与致密油 资产，支撑2026年美国日产量超200万桶油当量的目标，凸显波动油价下对短周期高回报资源的侧重。 170亿美元(占比90%)将投向勘探开发，其中70亿美元用于圭亚那、东地中海、美国墨西哥湾等海上重点 项目。下游业务支出10亿美元，其中75%将用于美国本土，另设10亿美元跨上下游推进低碳转型，在维 持油气主导格局下落实脱碳目标。关联公司资本支出13亿~17亿美元，主要用于雪佛龙菲利普斯化工建 设两座2027年投产的世界级石化厂，及哈萨克斯坦田吉兹项目收尾。 此次预算兼顾盈利增长与灵活性，美国页岩与海外海上项目形成短长期收益互补。当前公司正推进赫斯 整合以强化圭亚那布局，重申将在扩大低碳业务的同时，持续交付股东回报。 ...

Core Insights - The U.S. LNG export volume and natural gas flow to liquefaction plants have recently reached historical highs, indicating a significant increase in the industry [1] Group 1: LNG Export Data - The daily natural gas flow at liquefaction facilities along the Gulf Coast has reached a record 19 billion cubic feet, with Chenier Energy and Venture Global accounting for nearly half of this volume [1] - Kpler forecasts that the total LNG export volume for November will reach 10.7 million tons, a 40% increase compared to November 2024, marking a new monthly export record for a single country [1] - In October, approximately 69% of the 10.1 million tons of LNG exported from the U.S. was sent to Europe, highlighting its status as the primary market for U.S. LNG [1] Group 2: Future Projections - The U.S. Energy Information Administration predicts that if all planned liquefaction facilities are completed, the liquefaction capacity in the U.S. will more than double by 2029, with an increase of approximately 13.9 billion cubic feet per day [1] - Analysts suggest that if all new export terminals become operational, U.S. LNG export volumes could increase by up to 75% by 2030, reaching a daily flow of 30 billion cubic feet [1] Group 3: Market Impact - The surge in exports and peak winter demand have driven up domestic natural gas prices, with benchmark futures rising from below $3 per million British thermal units three months ago to $4.85 last week [1] - Despite industry experts believing that domestic supply is sufficient, the growth in exports, rising demand from data centers, and several weeks of inventory declines have created a perception of tightening supply in the market [1]

中化新网讯近日，独立油气公司Perenco宣布，其在乍得的巴迪拉和曼加拉油田完成大规模钻井作业 后，原油产能已提升至每日1.8万桶以上，超出了三年前油田复产时设定的每日1.6万桶目标。 在乍得之外，Perenco正在中非地区推进多个新项目。今年早些时候，公司开始在刚果共和国的Kombi- Likalala-Libondo许可区域建设Kombi2新平台，预计2026年初投产。该平台每日可开采约700万立方英尺 天然气，并通过优化现有井释放额外的1000万桶储量。 Perenco表示，此次在巴迪拉油田共钻12口新井，贡献了每日7000桶的峰值产量，其中包括8口针对上白 垩纪储层的水平井。项目同时配套建设了4台燃气涡轮机以扩展现场发电能力，并对处理设施进行了升 级以应对更高的产量。完成巴迪拉作业后，钻井设备已转移至多巴盆地的克里姆开发区块。Perenco子 公司PetroChad Mangara将在该区块实施8口新井的钻井计划。该公司还利用生产过程中产生的伴生气为 乍得第二大城市蒙杜供电，为约10万居民提供能源。 ...

据沙特财政部在2026年预算声明中披露，沙特阿美已完成贾富拉天然气处理厂一期工程建设，当前气田 日均产量已达4.5亿立方英尺。该项目总投资高达1000亿美元，是美国以外全球规模最大的非常规天然 气开发项目，已探明储量涵盖约229万亿立方英尺天然气与750亿桶凝析油。按照规划，项目将于2030年 全面完工，届时气田日产量将提升至20亿立方英尺，同时形成日均4.2亿立方英尺乙烷及63万桶高价值 液体的稳定产能。 中化新网讯沙特阿拉伯近日宣布，其国内最大非伴生气开发项目贾富拉天然气田已成功投产。这一举措 对沙特大幅提升天然气处理能力、保障国内日益增长的能源需求具有核心支撑作用，是该国能源战略升 级的关键一步。 今年早些时候，贝莱德旗下全球基础设施合作伙伴部门牵头，与沙特阿美签署价值110亿美元的租赁协 议，合作范围覆盖项目核心天然气基础设施。沙特阿美总裁兼CEO阿明.纳赛尔指出，贾富拉项目的投 产标志着公司天然气产能扩张计划正式落地，不仅将为沙特能源、人工智能、石化等重点行业的发展提 供强劲动能，更将助力公司深化全球液化天然气(LNG)市场的战略布局。 ...

Core Insights - The S&P Global Energy Specialty Chemicals Update Program (SCUP) report indicates that the oilfield chemicals market is expected to recover in 2025 with an annual growth rate of 1.6% after a contraction in some segments in 2024, driven by demand evolution and technological innovation [2][3] - The oilfield chemicals market remains closely tied to crude oil prices, which fluctuate between $50 and $60 per barrel, prompting oil producers to focus on enhancing existing well capacities and optimizing recovery rates [2][3] - Sustainability has emerged as a core competitive advantage in the oilfield chemicals sector, with increasing demand for efficient and biodegradable chemicals as oil companies transition towards carbon reduction [3][4] Market Dynamics - The demand for oilfield chemicals is projected to grow moderately over the next five years, supported by a gradual recovery in exploration and development activities, while also being constrained by energy transition trends [3] - Key growth drivers include population growth, industrial expansion, and the development of energy-intensive industries such as liquefied natural gas (LNG) and data centers [3] - The market is characterized by differentiated opportunities across regions, with the Middle East, Africa, and Asia showing significant expansion potential due to economic development and oil investments [3] Industry Innovations - Environmental pressures and regulatory requirements are driving a deep transformation towards sustainability in the industry, with manufacturers focusing on product sustainability as a key differentiator [4] - Companies like Nouryon and BASF are leading innovations in the sector, with BASF's wax inhibitors significantly reducing solvent usage and costs, while also developing bio-based surfactants for enhanced oil recovery [4] - The global oilfield chemicals market is becoming increasingly concentrated, with major players expanding their service boundaries through mergers and acquisitions, forming integrated capabilities across exploration, drilling, engineering, and chemicals [4] Competitive Landscape - Major companies in the oilfield chemicals market include BASF, Nouryon, Schlumberger, Halliburton, Baker Hughes, Nalco Water, and Clariant, with a notable rise of SNF Group through strategic acquisitions [4] - SNF Group's acquisitions, including the €135 million purchase of the oil and gas business from Suez and another acquisition in Texas, enhance its product offerings in fracturing and completion solutions [4] - The recovery in 2025 is expected to initiate a moderate growth cycle for the oilfield chemicals market, with sustainable innovation and industry consolidation being the central themes driving mid-term development [4]

Core Viewpoint - The petrochemical industry is focusing on cost reduction and efficiency improvement through technological innovation and management optimization to enhance competitiveness amid challenges like raw material price fluctuations and intensified market competition [1] Group 1: Cost Reduction and Efficiency Improvement Practices - The Dushanzi Petrochemical Company has implemented a strategy that includes optimizing raw materials, processing routes, product structures, and equipment operations, resulting in a cumulative efficiency increase of over 1.1 billion yuan this year [1] - The company has achieved cost savings of 320,000 yuan by efficiently recycling leftover vulcanizing agents from major maintenance [1] - Optimization of specialized oil products for cold machines has led to a cost reduction of 110,000 yuan [2] Group 2: Technological Innovation and Resource Utilization - The company has advanced domestic substitution of catalysts, significantly lowering procurement costs and enhancing production efficiency [3] - Digital technologies have been employed to optimize production processes, resulting in an increase of over 1,000 tons in product output [3] - The adjustment of operational conditions in the propylene production process has led to increased propylene yield while ensuring safety [4] Group 3: Market Responsiveness and Product Structure Optimization - The company has proactively adjusted its product structure to meet market demands, increasing the production of linear film materials and polypropylene to cater to seasonal and infrastructure needs [4] - The implementation of a "off-season storage, peak-season use" strategy has resulted in significant savings in procurement costs [4] Group 4: Lean Management and Continuous Improvement - The company has integrated lean management principles into all operational aspects, establishing a comprehensive cost control system that tracks processing costs dynamically [5] - Measures such as optimizing raw material ratios and improving product yield have led to a continuous decrease in processing energy consumption [5] - The company has initiated projects like photovoltaic molten salt energy storage to reduce investment costs while promoting transformation [5]

该工程位于广东潮州市饶平县、梅州市大埔县境内，是国家天然气基础设施互联互通重点工程。中原建 工承建段长64.32千米，含场站阀室2处。施工中，项目部克服山区地形复杂、气候多雨、周边村庄环境 复杂等不利因素，优化隧道内全自动焊接工装，提前在隧道外以钢管焊接拱架模拟隧道轮廓开展试焊， 调整焊接参数，焊接一次合格率始终保持98%以上，为项目工程顺利完工打下坚实基础。 中化新网讯 12月1日，石油工程建设公司中原建工承建的西气东输三线闽粤支干线(潮州至27号阀室)工 程二标段主体线路贯通。 ...

Core Viewpoint - The recent 25th Fine Chemical Industry (Ningdong) Conference highlighted the achievements of Shengao Chemical, which ranked 29th in the "Top 100 Fine Chemicals in China 2025" and 6th in the "Top 10 Innovative Development Enterprises in Fine Chemicals 2025," showing significant improvement from 2024 [1] Group 1: Company Performance - Shengao Chemical has established a strong presence in the polymer additives sector, with a strategic layout across five global production bases, covering over 50 countries and regions [1] - In 2024, the company invested 193 million yuan in R&D, focusing on the development of green and environmentally friendly anti-aging agents, refining plastic additive products, and expanding the flame retardant product chain [1] - The company has achieved breakthroughs in several key technology areas and has received multiple national-level honors [1] Group 2: Sustainability Efforts - Shengao Chemical is making strides towards green sustainability, with a 27.03% reduction in comprehensive energy consumption per ten thousand yuan of output compared to 2020 [1] - The company has also reduced carbon dioxide emissions per ten thousand yuan of output by 20.8% compared to 2020 [1] - A total of 16 carbon reduction projects have been implemented, achieving a carbon reduction of over 20,000 tons of CO2 equivalent through process improvements and enhanced energy utilization [1]

Core Viewpoint - Yanshan Petrochemical has received the Ecovadis Bronze Medal certification, becoming the first enterprise in the state-owned system within the rubber sector to achieve this honor [1] Group 1: Certification Details - The Ecovadis assessment system scores companies on a 100-point scale, focusing on four main themes: environment, economy, society, and governance [1] - The certification framework consists of three levels, seven indicators, and 21 topics, with the score reflecting the company's level of sustainable development [1] Group 2: Improvement and Collaboration - Since the initiation of this certification in 2023, Yanshan Petrochemical's score has been increasing year by year [1] - The 2025 certification process took seven months, led by the production department, involving 15 departments, the synthetic rubber plant, and the material handling center [1] - Multiple training sessions were conducted to address issues and improve technical modifications, with expert one-on-one guidance contributing to the achievement of the certification goal [1]

吉林石化公司党委委员、副总经理李秀强表示，吉林化工大学与吉林石化公司共同成立教学基地和研究 中心，既是高校思政课走出校园的创新突破，也是企业精神走进校园的大胆尝试，更是校企联合培养化 工人才的有益探索。吉林石化公司将以此次合作为新起点，做好精神传承与青年成才的"助推器"，挖掘 吉化"四种精神"在新时代的新内涵，打造产教融合样板工程。 此外，会议同期举行了实践教学基地和研究中心揭牌仪式，吉林化工大学与吉林石化公司签订了理论研 究与实践教学合作协议。 中化新网讯 11月26日，吉化"四种精神"传承实践教学基地签约仪式暨传承弘扬吉化"四种精神"研讨会在 吉林化工大学举行。双方围绕吉化"四种精神"的传承路径及校企协同育人、产教深度融合等话题展开深 入交流，凝聚广泛共识。 吉林化工大学校长艾学忠指出，面向新时代高等教育改革发展的新要求，将吉化"四种精神"融入学校办 学全过程、育人各环节，不仅是学校落实立德树人根本任务的创新举措，更是学校强化应用型办学特 色、提升人才培养质量的关键抓手，必将推动教育链、人才链与产业链、创新链深度衔接，为化工行业 高质量发展注入更强劲的人才动力。 ...