Group 1 - Braskem has completely shut down its chlor-alkali production facility in Maceió, Brazil, and plans to dismantle it for waste treatment, while continuing to operate its downstream PVC and EDC production lines, sourcing the necessary feedstock from the U.S. [1] - The chlor-alkali facility in Maceió had a caustic soda production capacity of 460,000 tons per year, with Brazil's total remaining caustic soda capacity at 1.3 million tons per year. [1] - Unipar Carbocloro is the largest chlor-alkali producer in Brazil, with a total capacity of 607,000 tons per year across four plants, followed by Dow with a single plant capacity of 468,000 tons per year. [1] Group 2 - The shutdown of the Maceió chlor-alkali facility is expected to significantly impact the PVC and polyethylene markets, as confirmed by PVC traders and distributors. [1] - The U.S. is the primary exporter of caustic soda to Brazil, and with Braskem's exit, U.S. producers are likely to see an increase in demand. In the first half of 2025, Brazil accounted for 53% of U.S. caustic soda exports, consistent with the same period in 2024. [1] - Braskem's contract customers are actively seeking alternative solutions, including negotiations with external suppliers and Unipar, another Brazilian caustic soda producer. [1] Group 3 - As of October 14, the spot export price for caustic soda from the U.S. Gulf Coast was $400 per dry ton, reflecting a decrease of $30 from the previous week. [2]

Core Viewpoint - Major oil executives maintain an optimistic outlook on the medium to long-term oil market, expecting demand growth and falling oil prices to alleviate the current oversupply situation and rebalance supply and demand [1][2] Group 1: Market Outlook - Executives from major oil companies and U.S. shale regions believe that when WTI prices fall below $60, U.S. shale oil production will decrease [1] - TotalEnergies CEO Patrick Pouyanne states that while the short-term oil market fundamentals appear weak, the medium-term outlook is positive due to declining production rates and sustained global oil demand [1] - Pouyanne identifies $60 per barrel as the critical point where non-OPEC oil production, particularly shale oil, will begin to decline, predicting a significant reduction in non-OPEC supply starting mid-2026 [1] Group 2: U.S. Oil Production Predictions - ConocoPhillips CEO Ryan Lance suggests that if WTI prices remain in the $60-$65 range, U.S. oil production may stabilize, with a potential increase of 300,000 to 400,000 barrels per day this year [2] - However, if prices drop to the $50-$60 range, production may peak or even slightly decline, raising concerns about how to meet market demand through conventional oil as unconventional supply reaches its limit [2]

Core Insights - Covestro has been awarded the "Good Design Award" for its achievements in transforming recycled engineering plastics into high-end design elements through Color, Material, and Finish (CMF) solutions, highlighting the company's ability to turn sustainability into a design advantage [1] Group 1: Award and Recognition - The "Good Design Award" is an internationally recognized design award originating from Japan, aimed at honoring outstanding designs that contribute to improving quality of life and social development across various fields including products, architecture, software, and services [1] - Covestro's award-winning project, "Transforming Sustainable Materials into Ideal Designs," is a result of deep collaboration with Tsinghua University's Institute of Color Research [1] Group 2: Innovation and Technology - The technological foundation of this design innovation lies in the excellent recyclability of polycarbonate, which allows waste products like buckets to be collected, sorted, crushed, cleaned, and reprocessed into high-performance plastic pellets [1] - These CMF solutions have been successfully applied in various high-end applications, from luggage to premium furniture, demonstrating the commercial value of sustainable design approaches [1] Group 3: Market Feedback - Market feedback indicates that recycled materials are no longer seen as a compromise in design but can instead become a high-end feature and highlight of products [1]

英国化学商业协会(CBA)首席执行官蒂姆·多盖特指出，数字化正推动供应链从基于假设的预测和被动响 应转向数据驱动的主动模式。传统依赖手工表格和邮件的管理方式正被实时库存追踪、在线订单和合规 文档管理等数字平台取代，以显著减少错误并提升交付可靠性。仓储领域也因数字化仓库管理系统 (WMS)与运输管理系统(TMS)的整合而发生变革，实现批次级库存可视化和危险品精准追溯。自动化技 术(如机器人搬运、无人机巡检)和物联网传感器、区块链、数字孪生等技术的应用，进一步优化路线规 划、合规检查和安全保障。 近段时期以来，数字技术为传统化工供应链提供了创新解决方案，通过提升可见性、韧性和灵活性，在 当前地缘政治和经济不确定性加剧的背景下，为化工行业提供了新机遇。但多位国际化工公司高管也指 出，尽管不少化工企业已意识到人工智能等数字技术在增强供应链可见性、敏捷性和应对地缘冲突、气 候风险及法规变化方面的潜力，但其固有的保守态度仍阻碍了技术应用速度和整体数字化转型进程，全 球化工行业应加速拥抱供应链数字化。 迪拜环球港务集团化学品全球垂直业务负责人Markus Kanis表示，化工行业需利用数字技术和战略合作 改进需求预测、实时 ...

IEA预测，2025年剩余时间及2026年，全球原油需求日均增量约为70万桶，尽管今年第三季度需求已实 现日均75万桶的增长，但整体增速仍远低于历史趋势。第三季度原油需求增长，主要得益于石化原料需 求反弹，第二季度受关税影响，石化原料原油需求日均增量仅为42万桶，而第三季度石化原料需求回暖 拉动了整体增长。 供应方面，9月，在OPEC+产量增长带动下，全球原油供应环比增加76万桶/日，达到1.08亿桶/日。IEA 预计，未来原油供应将持续超过需求。2025年全球原油供应预计增加300万桶/日，达到1.061亿桶/ 日;2026年供应增幅预计为240万桶/日。分阵营来看，非OPEC+国家将成为供应增长的重要来源。 中化新网讯 近日，国际能源署(IEA)表示，受宏观经济疲软态势持续影响，2026年全球原油需求仍将保 持低迷。石化行业将成为原油需求增长的核心驱动力，但由于宏观经济表现不佳，石化行业对原油需求 的驱动作用将走弱。 IEA在10月《月度原油市场报告》中指出，当前原油需求增速预期仍远低于历史趋势，交通领域电动化 正持续压制原油消费增长。IEA表示："宏观经济表现不佳、车辆能效提升及电动汽车销量激增，都对 ...

OPEC+的增产趋势引发了市场对原油供应过剩的担忧，原油价格也受到打压。OPEC指出："2025年第 三季度全球经济表现强劲，加之美国和日本对2025年第二季度GDP增长率的上调，以及印度和中国的强 劲数据，支撑了全球增长前景的稳定。" 中化新网讯 近日，石油输出国组织(OPEC)在发布的月度报告中预测，随着OPEC和OPEC+原油产量的 增加，2026年全球原油供应将与需求基本持平。这标志着该机构对今年9月的供应短缺预测进行了修 正。 同时，该报告指出，鉴于全球经济持续稳健增长，维持2025年原油需求130万桶/日的预测不变，2026年 原油需求将略有增加。 9月份，OPEC+原油产量增加63万桶/日，达4305万桶/日。预计2026年OPEC+原油需求平均为4310万桶/ 日，如果9月份OPEC+继续保持目前的生产速度，全球市场将出现5万桶/日的供应短缺。OPEC+9月份 的月度报告显示，如果OPEC+维持8月份的产量水平，2026年将出现70万桶/日的供应短缺。 另一方面，国际能源署(IEA)的最新报告指出，2026年原油供应可能超过需求约330万桶/日。 ...

Core Viewpoint - ExxonMobil's CEO Darren Woods emphasizes that current global oil and gas investment levels are insufficient to meet medium to long-term demand growth, suggesting that concerns about oversupply are merely short-term issues [1] Group 1: Oil and Gas Investment - Woods criticizes European energy policies, stating they are heading in the wrong direction [1] - He highlights the rapid decline in shale oil production and insufficient investment in deepwater exploration as significant risks [1] - The CEO notes that the ongoing economic development, particularly in the "Global South," will drive long-term oil and gas demand growth [1] Group 2: Shale Oil Production - Despite signs of a production plateau in the shale oil industry, ExxonMobil's shale oil output is expected to continue growing [1] - The current recovery rate for shale oil is only 5%-10%, indicating a substantial amount of crude oil remains untapped [1] - The company aims to double the recovery rate through new technology, which has already shown significant results [1] Group 3: European Market and Net Zero Goals - Woods questions the feasibility of the EU's net-zero targets, citing a lack of precise tracking mechanisms for carbon emissions [1] - ExxonMobil is gradually withdrawing from the European market [1]

"这是我们孤网运行系统全流程打通后取得的实效。"利源集团常务副总经理付俊红说，从2024年6月启 动孤网运行系统建设及运行试验以来，该公司用一年多的时间进行攻坚，完成了从被动防御到主动构建 能源安全格局的跨越，不仅有效规避了非计划停产风险，更以自主可控、多元融合、智慧高效的模式， 为工业领域能源转型提供了实践范本。 探索"一模式" 摆脱外部供电束缚 2024年6月24日，一场突如其来的外部电网大停电，给利源集团带来了巨大损失。"煤化工企业要想安全 稳定生产，必须摆脱对外部大电网的依赖，探索孤网运行新模式，实现局部区域安全自主供电。"付俊 红表示。 据他介绍，外部电网危机事件发生后，利源集团决策层决定上马孤网运行项目。经过多方调研和实地考 察，该公司与南京磐控微型电网技术有限公司达成合作，对企业内部3座110千伏变电站、3个电厂，以 及各用电单位进行了一次全面、系统性的电力升级。改造过程中，利源集团项目小组和南京磐控技术团 队自主研发核心控制算法，反复调试参数，最终经过19次大小孤网试验，实现了孤网系统的全部技术目 标。 其间，为满足孤网系统的技术要求，利源集团相继对6B重型燃机控制系统新增了孤网控制模式，将G ...

Core Viewpoint - The Tarim branch of Zhongyuan Petroleum Engineering Company has significantly improved its drilling team equipment relocation and installation efficiency, achieving a notable reduction in average relocation time compared to previous periods [1] Group 1: Equipment Relocation Efficiency - In September, the average equipment relocation and installation time for five drilling teams was 7.3 days, a reduction of 6.8 days year-on-year and 2.7 days shorter than the monthly target [1] - From January to September, the company completed 61 equipment relocations with an average "move and install" cycle of 10.6 days, which is 2.5 days less than the same period last year [1] Group 2: Implementation of New Measures - The company introduced the "Drilling Team Equipment Relocation and Installation Assessment Method" in June to ensure safe and efficient operations, focusing on controlling the number of relocated drilling rigs and optimizing the relocation process [1] - The implementation of 20 measures to speed up the "disassemble, move, and install" process has enhanced overall relocation capabilities [1] Group 3: Resource Optimization - The company has recovered 243 sets of surplus equipment and tools from drilling teams this year, which has improved relocation efficiency and reduced the risks associated with equipment handling [1] - By promoting modular relocation and optimizing the "disassemble, move, and install" procedures, the company has reduced transportation vehicle usage and improved the installation speed of drilling rigs while minimizing safety risks [1]

在石油化工领域，碳中和管理体系认证对企业全链条碳管控能力提出极高要求。为深入贯彻落实《福建 省工业领域碳达峰实施方案》及《福建省能源石化集团有限责任公司碳达峰碳中和实施方案》部署，福 海创公司依据《T/CAS 612—2022 碳中和管理体系要求》，全面构建碳中和管理体系，并顺利通过认证 审核。 中化新网讯 10月13日，福建福海创石油化工有限公司顺利通过权威机构认证审核，成功获得福建省化 工行业首张"碳中和管理体系"认证证书。 ...