11月25日在天津举办的2025中国石油和化工民营经济高质量发展大会分论坛——石化行业国家级创新平 台科技创新成果交流论坛上，来自多个全国重点实验室的专家学者介绍了微化工、工业人工智能(AI)、 绿色分离技术、高性能新材料制备等创新成果。《中国化工报》记者了解到，面对行业发展的多重压 力，覆盖原料利用、反应工艺、系统集成的全链条技术创新成果正在为行业注入全新动能。 技术协同多点突破：工艺更绿色、更安全 记者从会上了解到，本质安全与绿色低碳依然是创新方向。 清华大学化学工程系党委书记吕阳成介绍了微化工技术——以微结构元件为核心，在微米或亚毫米受限 空间内进行化工过程，减小装置体积以提高安全性和可控性，将实验室成果快速转化为工业生产。 "微化工的核心不是通道大小，而是在微纳尺度上精准控制反应过程，通过强化混合传递，规避相似放 大带来的风险。"吕阳成表示，该团队开发的首套600吨/年重氮盐绝热微反应合成工艺、首套1000吨/年 氯苯绝热硝化微反应工艺，实现了效率提升与能耗降低的双重突破，被应急管理部和中国化学品安全协 会视为危险化工工艺创新的典范。 与吕阳成同属化学工程与低碳技术全国重点实验室的天津大学王志教授介绍 ...

今年以来，克拉玛依石化公司以科技创新为引领，持续深化"减油增特"和"双碳三新"发展战略，推动产 业链向高端化、差异化、多元化迈进。1至11月，该公司自主研发的11个新产品累计增效超1亿元，在新 能源新材料领域实现多点突破。 聚焦新兴赛道 液冷技术引领绿色散热革命 近年来，受原油含钙量升高及市场环境变化影响，克石化石油焦产品一度面临质量下滑、效益走低的困 境。克石化依托20多年的技术积累，通过优化脱钙剂配方、调整工艺参数，严格控制灰分、硫含量等关 键指标，有效提升了石油焦质量。 克石化并未止步于此，而是持续投入研发资源，不断开拓高端负极焦市场，成功研发出锂离子电池负极 专用石油焦，质量满足客户需求，并实现工业化生产。 深化产学研用 高端白油构建多元应用版图 今年以来，克石化持续加大研发投入，成功开发5种高端白油产品，研发产品质量达到进口产品标准， 成为克石化新的效益增长点。 11月25日，克石化生产的首批EV140充电桩冷却液产品发运。该产品是克石化针对新能源汽车大功率充 电设施领域自主研发的新产品。 2019年，克石化组建了研发团队攻关油基浸没式液冷技术，经过上百次配方调整、千余次性能测试，产 品可在-40℃ ...

iGEM是合成生物学领域的顶级国际赛事，已覆盖全球60余个国家。赛事以"用标准化生物元件设计人工 生物系统"为核心，鼓励跨学科协作，结合生物实验、建模、设计等能力，解决环境、医疗、制造等现 实问题。 南工大生物与制药工程学院陈可泉教授团队指导的NJTech-China团队，通过合成生物学技术，解决了聚 酰胺54生物合成流程复杂等难题。该团队创制了智能细胞工厂，利用葡萄糖同步生产尸胺与琥珀酸两种 物质，打造了一种绿色低碳的生产方法。该方法简化了传统生产流程，实现了生产过程中的酸碱自中和 与原位二氧化碳固定，减少了中和剂使用量和废盐排放，实现绿色低碳制造。 南工大食品与轻工学院江凌教授团队指导的NJTECH-CHINA-A团队，利用合成生物学技术设计了宠物 抗菌敷料，为解决宠物临床抗生素耐药性这一难题提供了新方案。该团队通过"新型抗菌肽挖掘—经典 抗菌肽优化—高效表达体系构建—功能性敷料整合"的全链条研究，实现宠物皮肤细菌感染的安全、高 效治疗，解决了传统抗生素耐药性强、抗菌产品成本较高等行业痛点。 中化新网讯 近日，南京工业大学生物与制药工程学院、食品与轻工学院派出的两个团队参加了2025年 国际基因工程机器大 ...

Core Viewpoint - The global titanium dioxide industry is facing significant challenges due to a supply-demand imbalance, with production rates declining and prices remaining weak, leading to severe impacts on profitability for Western producers [1][2]. Group 1: Industry Overview - Over the past four years, the titanium dioxide industry has experienced a substantial decline in operating rates, with a forecasted drop below 70% due to an increase in production capacity outpacing demand growth [1][2]. - In 2021, the industry was still healthy, with a global demand of 7.6 million tons, a net increase of 740,000 tons from 2017, and a compound annual growth rate (CAGR) of 2.6% [1]. - However, from 2021 to 2024, demand growth slowed significantly to an average of 0.8% per year, with only a net increase of 180,000 tons, while production capacity increased by 790,000 tons, exacerbating the supply-demand imbalance [1][2]. Group 2: Financial Performance - Major Western producers have seen a drastic reduction in profitability over the past four years, with Conoco's operating profit margin dropping from 9% in 2021 to 6% in 2024, and further declining to 2% in the first three quarters of 2025 [2]. - Similarly, Teno's operating profit margin fell from 16% to 7%, with only 1% in the first three quarters of 2025, while Chemours' titanium technology division's adjusted EBITDA margin halved from 24% to 12% [2]. Group 3: Market Dynamics - Geopolitical uncertainties have further complicated the industry's challenges, with customers reducing inventory due to these uncertainties, impacting sales and pricing structures [2]. - Conoco reported that while domestic market sales in Europe and the U.S. offset export declines, prices faced significant pressure, with a cumulative decline of 6% in the first three quarters of 2025 despite a 2% increase at the beginning of the year [2]. Group 4: Future Outlook - In response to the industry challenges, global titanium dioxide producers are focusing on capacity optimization and trade policy adjustments to restore supply-demand balance [3]. - Conoco has indicated that a large-scale capacity reduction process has begun, with several factories in China and Europe shutting down, and the implementation of anti-dumping taxes expected to support price recovery in 2026 [3]. - Teno's CEO noted potential demand recovery in the fourth quarter of 2025, signaling a positive outlook despite the current market conditions [3].

Core Viewpoint - The Norwegian government has reached an agreement with left-wing parties to postpone the first round of deep-sea mining licenses until at least 2029, emphasizing the need for further research and regulatory framework improvement while maintaining its long-term policy goals [1] Group 1: Regulatory Changes - The decision to delay exploration and extraction activities for four years is part of budget negotiations [1] - Environmental organizations, such as the World Wildlife Fund, welcomed the postponement, viewing it as a positive step for environmental protection [1] Group 2: Resource Significance - The Norwegian continental shelf is rich in strategic mineral resources, including cobalt, copper, zinc, and rare earth elements, which are crucial for green technologies like batteries and wind power [1] - Despite the postponement of deep-sea mining plans, global competition for Arctic mineral resources continues to intensify [1] Group 3: Regional Resource Distribution - The distribution of mineral resources in the Arctic is uneven but holds significant strategic value, with Greenland rich in rare earth elements and northern Sweden's mining areas producing both copper and rare earth minerals [1] - Other regions contain various minerals such as germanium, gallium, antimony, titanium, tungsten, and precious metals [1]

Core Viewpoint - The UK government has announced a five-year clean energy strategy focusing on carbon dioxide reduction, led by the newly established state-owned entity, Great Britain Energy (GBE) [1] Funding and Investment - The government will inject over $11 billion into the GBE platform and integrate £15 billion of private capital, creating a $31 billion investment system based on "government guidance + market participation" [1] - GBE aims to establish a revenue-generating investment portfolio by 2030 and ensure long-term public equity protection for clean energy infrastructure [1] Strategic Goals - The core task of the strategy is to add 15 gigawatts of wind, solar, and energy storage capacity by 2030, forming a diversified clean power matrix [1] - The strategy emphasizes social benefits, particularly addressing job losses in the oil and gas sector, with plans to create over 10,000 jobs in traditional oil and gas regions through GBE-funded projects [1] Challenges and Criticism - Critics argue that the plan may drive energy costs to unacceptable levels, despite international natural gas prices falling from their 2022 peak [1] - The government attributes rising energy bills to fluctuations in international gas prices, a justification that has not gained widespread acceptance [1] - Balancing the pace of energy transition, job connections, and living costs remains a core challenge for the Starmer government [1]

Core Insights - Petrobras has announced a delay in the commissioning of its new urea plant in Bahia, Brazil, from 2027 to 2029, which is a key strategic project for enhancing Brazil's fertilizer self-sufficiency and reducing agricultural dependence on imports [1] Group 1: Project Details - The new urea plant is designed to have an annual production capacity of 1.3 million tons, making it a significant contributor to Brazil's agricultural sector [1] - The total investment for the project is expected to rise to approximately $2.8 billion due to the delays and necessary optimizations [1] Group 2: Reasons for Delay - The delay is attributed to multiple complex factors, including stricter environmental permitting requirements and ongoing global supply chain challenges affecting the delivery timelines of critical equipment [1] - Petrobras has decided to optimize certain engineering aspects of the project to ensure technological advancement and long-term competitiveness, which also requires additional time [1] Group 3: Market Implications - As a result of the delay, Brazil will continue to rely on high levels of urea imports in the coming years, which may lead to increased agricultural input costs influenced by international market price fluctuations [1] - When the plant is operational in 2029, it will face a new market supply-demand landscape, as several other urea production projects are currently under construction globally [1]

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。 ...