总部位于加拿大的锂开发商爱国者电池金属公司澳大利亚籍首席执行官肯·布林斯登在论坛上表示："作 为一个行业，我们对需求的判断显然过于谨慎。我知道人们总在谈论北美电动汽车销量，但这并不重 要。北美从来都不是锂原料需求的主战场，未来也不会。真正的关键是世界其他那些锂需求正在迅猛增 长的地区。行业将很快回归需求超过供应的常态，其速度将远超西方分析师当前的预期。" 亨德森表示，尽管今年年初一些预测机构曾预计锂行业将面临阻力，尤其是来自美国市场的压力，但全 球电动汽车销量意外好于预期。塑造锂行业的需求驱动因素从未改变，即能源转型、技术变革和政府刺 激政策，今年全球能源领域投资将达3.3万亿美元，其中三分之二投向清洁能源技术。 对此，澳大利亚皮尔巴拉矿业有限公司总经理兼首席执行官戴尔·亨德森在论坛上表示："我们正看到整 个供应链都在承受压力，包括锂原料和化学品生产商。"部分压力源于电动汽车增长乏力。7月，美国取 消了电动汽车购买税收抵免，这是美国总统特朗普《大而美法案》的一部分，此举可能阻碍美国电动汽 车行业的发展。 澳大利亚高管们在论坛上呼吁投资者将目光投向美国以外的市场，关注电动汽车和电池储能领域的重大 增长机遇，这两 ...

华尔街对这项战略反响积极。伍德麦肯兹指出，基于地质条件优势和油气联产潜力，墨西哥政府或将优 先开发皮米恩塔和鹰滩非常规地层。据预测，这两处地层到2030年可形成25万桶/日石油和5亿立方英 尺/日天然气的产能。 中化新网讯 近日，墨西哥国家石油公司(Pemex)与政府联合发布《2025-2035战略计划》，旨在通过公私 合营投资提升原油产量、削减债务并强化能源主权。该计划核心目标包括：2030年前实现180万桶/日原 油产量，增加天然气产量，通过政府支持和私人合作获取资金，发展氢能/地热等能源转型项目。 作为墨西哥最大企业和拉美地区重要经济体，Pemex不仅是营收巨头，更是国家主要财政支柱，承担全 产业链运营并主导国家能源安全。 "该战略需巨额资本投入和国际运营商参与，但政府推动开发国内未开发的非常规资源以破解天然气生 产困局值得肯定。"伍德麦肯兹研究助理Ismael Hernandez表示。墨西哥同时布局LNG产业，太平洋沿岸 规划的多个项目有望助其成为拉美LNG强国。 据Gas Outlook报告，墨西哥拟在西海岸建设5座大型LNG出口终端，主要气源将来自美国新墨西哥州和 得克萨斯州的二叠纪盆地而非本土， ...

Core Viewpoint - The collaboration between YN Energy Holdings and Toppan Printing Holdings aims to extract bioethanol from waste paper, promoting resource recycling and providing a stable supply of bioethanol for decarbonization fuel [1] Group 1: Project Details - The verification experiment is set to begin in the first half of 2027 [1] - The project will take place at the Fuji factory of Nippon Paper Industries, which will establish waste paper processing and recycling facilities [1] - The facility is designed to process 1 to 3 tons of waste paper daily, extracting approximately 300 liters of bioethanol [1] Group 2: Technical and Commercial Outlook - Plastic components in the waste paper will be removed, and the remaining paper fibers will undergo fermentation [1] - The commercial viability of the technology is expected to be realized after the fiscal year 2030 [1] - Bioethanol produced can be utilized as automotive fuel or as a raw material for sustainable aviation fuel (SAF) [1]

Group 1 - The company, Butonas Petrochemical, plans to invest $1 billion to build a methanol plant in Bojonegoro, East Java, with an annual production capacity of 1 million tons, expected to start operations in 2029 [1] - Indonesia's annual methanol consumption is approximately 2.35 million tons, while the domestic supply from KMI is only about 680,000 tons, resulting in a 1.75 million ton import gap that the new plant aims to fill [1] - The methanol plant is part of Indonesia's 77 national strategic projects for 2025-2029 and will support the country's energy goals, particularly with the implementation of B40 and B50 biodiesel blending policies [1] Group 2 - The company has selected Air Liquide from France as the technology provider for the methanol plant, which will utilize steam methane reforming (SMR) technology optimized for scalability, energy integration, and environmental performance [1] - The plant will occupy 130 hectares and will use 90 million cubic feet of natural gas and 24 million cubic feet of carbon dioxide annually, sourced from the nearby JTB gas processing plant operated by a subsidiary of the Indonesian National Oil Company [1] - The company is also planning to build a bioethanol plant next to the methanol facility to support Indonesia's clean energy transition, although this project is currently in the early development stage [2]

Core Viewpoint - China National Petroleum Corporation's Bohai Drilling Company has achieved significant success in international markets, showcasing its advanced engineering technology in complex geological conditions, contributing to the Belt and Road Initiative's energy cooperation [2] Group 1: Technological Innovations - The BH-GNB combination gamma instrument made its overseas debut in Bolivia, successfully completing drilling tasks for three wells with a total of 2,703 hours of operation and a record of 14 consecutive trips without failure [3] - The BH-GNB system integrates data decoding and depth tracking functions through a unified software platform, simplifying complex equipment connections on-site [3] - In Iraq's Missan oil field, Bohai Drilling successfully applied a new cement slurry system for the first time, achieving "quality" standards in solid casing for the FQCS-105 well, overcoming significant geological challenges [4] Group 2: Operational Efficiency - The innovative dual packer acidizing technique was successfully applied for the first time in the Missan oil field, significantly reducing the operation time from an average of 29.9 days to just 13.4 days for the BUCN-217D well [5] - The new technique allows for precise targeting and layered treatment of multiple oil layers, enhancing operational efficiency [5] - Bohai Drilling's recent breakthroughs in high-end logging instruments, complex solid casing, and efficient acidizing processes demonstrate its strong R&D capabilities in addressing global challenges such as high temperature, high pressure, and multi-layer operations [5]

龙山石化总裁Kulachet Dharachandra表示："原油价格下跌为我们重启综合体提供了机会"，并表达了对 业务稳定运营的期望。该公司目前正在进行一项耗资5亿美元的改造项目，预计于2027年完工。 该综合体项目规模庞大，总投资额达50亿美元，于2018年开工建设，并于2024年9月投入商业运营。但 投产仅一个月后，该项目就因成本上升和无利可图而被迫停产。该综合体年产烯烃树脂140万吨，可为 包装、农业、电子、汽车等多个行业提供原材料。 中化新网讯 近日，泰国暹罗水泥集团(SCG)旗下的龙山石化公司(LSP)宣布，其位于胡志明市的龙山石 化综合体在停产约一年后已重启。此次重启正值原油价格下跌导致运营成本降低之际。为了提高长期竞 争力，龙山石化正在进行新一轮投资。 ...

Core Viewpoint - Jilin Petrochemical has successfully tested the third batch of products from the world's first 1 million tons/year diesel adsorption unit, marking a significant advancement in the industrial application of diesel adsorption separation technology and supporting the company's transition from refining to chemical production [1][2]. Group 1: Project Overview - The project utilizes a complete set of diesel adsorption separation technology developed jointly by Kunlun Engineering and CNOOC Tianjin Chemical Research Design Institute, overcoming the industry challenge of efficiently separating aromatics from non-aromatics [2]. - The technology embodies the "molecular refining" concept, aiming to maximize the value of each molecule by focusing on the principle of "oil when suitable, olefins when suitable, aromatics when suitable" [2]. Group 2: Economic Impact - The unit uses hydrogenated refined diesel as raw material, producing non-aromatic adsorbents that can be directly supplied to ethylene cracking units as high-quality feedstock, while aromatic adsorbents are sent to catalytic cracking and upgrading units, creating a closed-loop industrial chain of "raw materials - processing - high-value products" [2]. - This unit is part of a larger transformation and upgrading project with a total investment of 33.9 billion yuan, making it one of the largest single investment industrial projects in Jilin Province, thus providing strong support for the company's efforts to promote intelligent and digital transformation of traditional industries and accelerate the development of a trillion-level chemical industry in the region [2].

Core Viewpoint - The article highlights the significant achievements and development trajectory of Hualu Hengsheng Group, emphasizing its commitment to innovation, quality improvement, and industry leadership over the years, particularly in the context of China's historical struggles and the company's growth since its establishment [1][2]. Group 1: Company History and Development - Hualu Hengsheng's predecessor, Dezhou Fertilizer Plant, was established in 1966 and underwent significant reforms after the Third Plenary Session of the 11th Central Committee in December 1978, leading to its transformation into a leader in the small nitrogen fertilizer industry [2]. - From 2002 to 2010, the company experienced substantial growth, with total assets increasing by 9.6 times, operating income by 7.7 times, and total profit by 4.8 times [2]. - Between 2011 and 2024, Hualu Hengsheng's total assets, operating income, and total profit grew by 4.9 times, 7.1 times, and 16 times, respectively, reflecting its focus on enhancing competitiveness and operational excellence [2]. Group 2: Recent Achievements and Investments - The period since the 14th Five-Year Plan has been marked by rapid development for Hualu Hengsheng, with the company investing 5 billion yuan in R&D and 26 billion yuan in construction projects, expanding its second base and implementing major transformation projects [3]. - The fertilizer segment has solidified its advantages, while the company has diversified into polyurethane raw materials and new chemical materials, as well as entering the new energy battery sector [3]. Group 3: Project Milestones and Innovations - Hualu Hengsheng has successfully navigated numerous challenges, exemplified by its bold decision in 1989 to upgrade its production capacity from 40,000 tons to 110,000 tons of urea, completing the project in just 16 months [4]. - The construction of the first domestic large nitrogen fertilizer project was a milestone, overcoming significant technical and financial challenges, and achieving a successful startup after 26 months of construction [5]. - The company has developed a unique "one head, multiple lines" flexible multi-production process, allowing for high resource utilization and strong synergy effects, positioning it as a leader in the industry [7]. Group 4: Industry Position and Recognition - Hualu Hengsheng has consistently ranked among China's top 500 enterprises and has been recognized as a leading enterprise in Shandong Province, demonstrating its strong market position and operational efficiency [7]. - The company has been designated as a benchmark for state-owned enterprise management and is recognized for its efforts in creating a world-class specialized and innovative enterprise [7].

中化新网讯 8月21日，中国可持续发展工商理事会第二十一届可持续发展新趋势报告会在京举行。与 会专家指出，能源、石化、化工、钢铁等重工业企业正在加速拥抱新能源变革，绿色低碳技术产品和服 务将是塑造企业新核心竞争力的重要领域。 世界可持续发展工商理事会会长兼CEO贝德凯在视频致辞中表示，中国在能源转型方面的领导地位已得 到全球认可，凭借世界领先的清洁能源投资和不断增长的可再生能源产能，中国正在推动重工业的低碳 化，并重塑全球供应链标准。 国家发展和改革委员会原副秘书长苏伟指出，企业推进低碳产业发展是实现能源转型和节能降碳的重要 支撑。截至2022年，全球上市公司利润前2000名的企业中，有824家已经承诺净零排放目标，将绿色低 碳与企业品牌、发展战略深度融合，这其中涵盖了钢铁、锂、石化、化工、电解铝等重工业领域。 中国宏观经济研究院能源研究所副所长孙颖提出，我国能源转型变革的目标就是加快建设新型能源体 系，并从能源消费电气化、能源供应低碳化、能源供需互动化、产业科技装备化、能源治理现代化等方 面分析了新型能源体系的特征。 "在全球能源转型的大浪潮中，中国坚定不移推动能源消费革命、能源供给革命、能源技术革命、能源 ...

这十大趋势分别是：能源转型与低碳实践加速推进高质量发展与绿色发展；人类面临气候变化和生物多 样性丧失双重危机；循环经济正成为推动经济转型升级的重要动力，再生资源行业快速发展；数字技术 赋能可持续发展，人工智能引领新一轮科技革命和产业变革；打造韧性供应链，协同提升绿色化和安全 发展；ESG信息披露日趋规范，监管更趋务实；城市更新与高质量发展，是对企业的新要求，也是企业 面临的新机遇；筑牢粮食安全底线，加快农业农村现代化步伐；银发经济释放增量空间，劳动力市场供 需结构性矛盾有待化解；可持续生活逐渐成为主流行动，及时提供符合可持续需求的产品和服务是企业 获得新增长的关键。 喻宝才表示，当前世界战略格局重组与秩序变革加速演进，全球性挑战交织叠加，不确定性显著上升， 极端气候和各类灾害频发，粮食安全危机愈演愈烈，能源体系加快转型，可持续发展形势严峻，希望报 告能为企业更好地把握当前形势和未来发展方向提供帮助和启示。 中化新网讯 8月21日，中国可持续发展工商理事会会长喻宝才在第二十一届可持续发展新趋势报告会 上发布《2025中国企业可持续发展十大趋势》。 ...