Core Insights - The Nylon New Materials Development Zone in Pingdingshan, Henan Province, achieved fixed asset investment of 2.71 billion yuan, a year-on-year increase of 5%, and an industrial added value of 2.65 billion yuan, with a growth of 10.3% [1] - The development zone's success is attributed to its innovative management model, which has received recognition from the Henan provincial government [1] Group 1 - The development zone emphasizes planning as a guiding principle, aiming to build a world-class 100 billion yuan nylon new materials industry base [2] - Key strategies include the construction of an integrated logistics system and a comprehensive support system for water, electricity, gas, heat, and human resources [2] - The zone has invested 460 million yuan in infrastructure improvements, including road renovations and the establishment of a hazardous materials vehicle parking lot [2] Group 2 - The development zone is advancing the construction of a smart chemical park, focusing on environmental management, public service enhancement, and big data platform development [3] - A three-tier grid linkage system has been established to enhance management efficiency and address project approval challenges [3] - The zone collaborates closely with local government to ensure that issues are identified and resolved on-site [3]

Core Insights - The Huai'an Industrial Park is focusing on the high-quality development of the polyurethane industry, establishing a collaborative innovation platform involving government, industry, academia, and finance to promote project signings and implementation [1][4] - The park aims to create a first-class polyurethane new materials industrial base in China, leveraging its existing industrial foundations and enhancing the supply chain with specialized products [2][4] Group 1: Industrial Development - The Huai'an Industrial Park has identified polyurethane as a core focus area, attracting key enterprises across the entire supply chain to enhance its industrial ecosystem [1][2] - The park is developing a distinctive industrial system in functional new materials and polyether-based polyurethane, positioning itself as a significant hub for the national polyurethane industry [2][4] Group 2: Infrastructure and Services - The Huai'an Polyurethane New Materials Industrial Park covers an area of 686 acres and is equipped with comprehensive facilities, enabling companies to quickly set up operations with minimal hassle [3][4] - The park offers seven advantages, including policies, transportation, research, talent, resources, elements, and business environment, to support enterprises [3][4] Group 3: Innovation and Collaboration - The park has signed multiple strategic cooperation agreements and projects, including the establishment of a technology transfer center in collaboration with Beijing University of Chemical Technology [5][6] - The park aims to achieve a significant increase in industrial output value by 2030, targeting a fourfold increase in total industrial output [6]

中化新网讯 近日，沙特阿美首席执行官阿明·纳赛尔在伦敦举行的能源情报论坛上指出，能源转型未能 兑现，当前正向传统能源回摆。 纳赛尔表示，首先，替代能源实际增加而非取代了油气消费;其次，所有主流预测机构都在修正情景预 测，石油和天然气在未来数十年仍将占据主导地位，他期待长期油气投资前景向好转变;再次，随着各 国政要开始承认能源转型理论与现实的巨大落差，政策层面的立场转变正在加速。纳赛尔同时披露数 据：过去十年全球能源需求日均增长达4000万桶油当量，其中66%由石油、天然气和煤炭满足。尽管全 球已在风电、光伏等替代能源领域投入约11万亿美元，但截至目前，全球一次能源总消费量折合3.4亿 桶油当量/日，其中80%仍来自化石燃料。"这根本不是化石燃料的逐步淘汰，甚至连逐步减少都谈不 上。"纳赛尔称。数据显示，即便在多国实施减煤政策背景下，煤炭需求仍在持续攀升。纳赛尔还就AI 驱动的用电需求激增发出预警："到2030年，全球数据中心耗电量可能达到电动汽车电池组总耗电量的4 倍。" 会上，纳赛尔还表示，沙特阿美可维持一年1200万桶/日的原油产量，且无需额外成本。他预测今年全 球石油需求将增加110万至130万桶/日， ...

Group 1 - The global polybutadiene rubber (PBR) trade structure is undergoing a significant shift as downstream tire manufacturers move production to Southeast Asia, with China transitioning from a net importer to a net exporter of PBR [1] - China's PBR exports from January to August 2025 reached 215,369 tons, surpassing imports of 176,079 tons, marking a notable change from previous years when China was a net importer [1] - The demand for PBR in China is expected to rise to 1.14 million tons in the first three quarters of 2025, aligning with a 4% increase in passenger car tire production, which reached 460 million units [1] Group 2 - The average price of PBR in Northeast Asia fell to $1,518 per ton in the third quarter of 2025, making it cheaper than natural rubber, which was priced at $1,698 per ton during the same period [2] - China's PBR production increased by over 25% year-on-year to 1.023 million tons in the first three quarters of 2025, aided by the addition of 243,000 tons of new capacity [2] - The industry is shifting focus towards high-performance and high-value-added products, particularly rare earth PBR and low-cis PBR, with manufacturers able to switch production lines flexibly [2] Group 3 - Natural rubber prices in Asia remain consistently higher than PBR due to supply instability in major rubber-producing countries in Southeast Asia, with recent prices showing PBR at $1,671 per ton compared to $1,785 per ton for TSR 20 [3] - The acceleration of Chinese tire manufacturers relocating to Southeast Asia has directly contributed to the growth of PBR exports from China, with export prices significantly lower than local sources [3] - In 2024, nearly 50% of the 168 million tires imported by the U.S. came from Southeast Asia, highlighting the region's growing importance as a source for tire exports [3]

Core Viewpoint - Eni Group is accelerating its expansion plans in Southeast Asia, aiming to launch a significant natural gas joint venture with Petronas by 2026, which could reshape the regional energy supply landscape and optimize energy production in both countries [1] Group 1: Joint Venture and Strategic Goals - The two state-owned energy giants announced plans to consolidate their upstream assets in Malaysia and Indonesia, with the new company expected to achieve a full-load production capacity of 500,000 barrels of oil equivalent per day [1] - The joint venture will hold approximately 3 billion barrels of oil equivalent in reserves and possess about 10 billion barrels of oil equivalent in exploration potential, highlighting its scale and long-term strategic value for Southeast Asia [1] Group 2: Impact on Energy Security and Employment - Petronas President Mohammad Taufik stated that this collaboration will "unlock new opportunities" and enhance energy security in Southeast Asia [1] - Eni Group's CEO Claudio Descalzi referred to the initiative as a "transformation benchmark," aiming to create jobs and new infrastructure in Malaysia and Indonesia through asset integration, expertise, and financing capabilities [1] Group 3: Future Operations and LNG Strategy - Eni Group's Chief Operating Officer for Global Natural Resources, Guido Brusco, confirmed that the project will commence operations next year upon receiving regulatory approval [1] - This project aligns with Eni's strategic goal to expand its liquefied natural gas (LNG) business, with natural gas expected to account for 60% of Eni's total hydrocarbon production by 2030 [1]

摩尔表示，欧洲不利的立法环境带来许多后果，首先是裂解装置关停。摩尔透露："以我司为例，我们 不得不关停欧洲重要资产。"2024年4月，埃克森美孚宣布永久关闭位于法国诺曼底格拉文雄的42.5万吨/ 年蒸汽裂解装置及下游衍生物装置。该公司还正考虑出售英国和比利时石化装置，潜在交易额或达10亿 美元。据标普全球商品洞察数据，埃克森美孚在英国Mossmorran运营有83万吨/年裂解装置，在比利时 拥有两座线型低密度聚乙烯工厂。 欧洲化工委员会(Cefic)总干事Marco Mensink同期强调："急需明确化学回收与机械回收规则，法规滞后 将阻碍投资。"他呼吁建立欧洲循环经济法案，促进本土塑料回收体系建设。 监管争议也困扰埃克森美孚。埃克森美孚此前批评欧盟委员会对质量平衡法采取限制性立场，威胁其在 欧化学回收项目的可行性。该公司指出："严苛的质量平衡法规可能抑制化学回收规模化，限制再生材 料获取，最终延缓塑料循环经济转型。"摩尔呼吁欧洲监管机构："让市场决定解决方案。停止规定技术 路径，相信工业界能推动社会进步。" 中化新网讯 近日，埃克森美孚聚乙烯业务执行副总裁丹·摩尔在于德国杜塞尔多夫举办的K 2025塑料展 ...

报告显示，卡博特已提前实现15项2025年目标中的11项，其余目标也预计在2025年内持续推进。关键成 果包括实现向运营所在地社区投入1000万美元的目标；推出REPLASBLAK产品系列获得国际可持续发 展与碳认证(ISCC)PLUS认证的黑色母粒：实现六年来最高的废弃物资源化利用水平，显著减少废弃物 填埋量；温室气体排放强度较2022年水平降低超5%，提前完成2025年目标。卡博特位于比利时 Pepinster和Loncin的两家黑色母粒和聚合物工厂成功获得OCS欧洲认证，彰显了公司在减少环境中塑料 废弃物方面的承诺。 中化新网讯 卡博特公司近日发布《2025年可持续发展报告》，阐述了公司2024年在推进可持续发展绩 效、实现关键目标方面所取得的进展。报告同时发布了卡博特2030年可持续发展目标，聚焦六项重要优 先议题，彰显了公司为利益相关方持续推动可衡量影响的坚定承诺。 根据报告发布的卡博特2030年可持续发展目标，该公司将聚焦以下六大优先议题：将直接和间接的温室 气体排放强度降低15%；将二氧化硫绝对排放量降低20%；能源输出量达到输入量的250%；在水资源紧 张地区的生产基地，将淡水取用强度降低10 ...

Group 1 - The U.S. ethane net export volume is projected to increase by 14% in 2025 and by 16% in 2026 according to the EIA's Short-Term Energy Outlook [1] - Significant growth in U.S. ethane exports is driven by strong global demand for ethane as a petrochemical feedstock, enhanced export capacity, and the development of larger ethane transport vessels [1] - Expansion of U.S. ethane export infrastructure supports this growth, with Energy Transfer's new mixed export facility in Texas set to operate in Q2 2025, capable of exporting 250,000 barrels per day [1] Group 2 - The expansion of U.S. ethane export capacity aims to meet the increasing global demand for ethane as a petrochemical feedstock, with China being the largest market, accounting for 47% of total exports in 2024 [2] - In Europe, INEOS's "Project One" ethylene cracker in Antwerp, Belgium, is scheduled to start production in Q3 2026 [2]

DBDPE主要用于十溴二苯醚阻燃剂的替代，常见于HIPS、ABS树脂，以及PVC、PP等塑料中，也广泛 应用于胶黏剂和密封剂、涂料产品、润滑剂和油脂、洗涤和清洁产品等。因DBDPE的vPvB特性，2025 年4月23日瑞典提出将其列为SVHC意向物质，2025年6月2日ECHA发布DBDPE为SVHC意向物质，并于 2025年6月27日至8月11日进行公众咨询。 除了列入候选清单后的常规义务外，将DBDPE确定为SVHC将支持对溴化阻燃剂的潜在限制工作。此外 也与该物质转入CLP法规统一条目清单的截止时间保持一致。 根据REACH法规要求，制造商和进口商在其产品中使用SVHC时，如果浓度超过0.1%(重量比)，并且该 物质每年在欧盟市场上生产的总重量超过1吨，则需要进行相应的通报。基于欧盟《废弃物框架指令》 (WFD)要求，在欧盟市场投放SVHC物质含量超过0.1%物品的企业需要完成SCIP通报。 中化新网讯 近日，欧洲化学品管理局(ECHA)发布消息称，成员国委员会(MSC)同意将十溴二苯乙烷 (DBDPE)确定为高度关注物质(SVHC)，因为它具有高持久性和高生物累积性(vPvB)的特征。ECHA计划 在 ...

DNV表示："到2050年，航运业二氧化碳排放量将减少77%。尽管无法完全实现国际海事组织设定 的'2050年左右净零排放'目标，但航运业的脱碳速度有望超过其他交通子领域。" 不同于航空、航运业生物基燃料需求的持续增长，随着电动化进程加快，道路交通领域的生物燃料需求 将先达峰后下降。DNV预测，到2032年，电动汽车将占全球乘用车销量的50%以上，生物燃料的作用将 局限于小众场景。在拉美、东南亚等中等收入地区，生物燃料在替代石油方面仅能发挥"适度作用"，占 道路交通能源需求的比例约为5%。DNV预计，到2060年，生物质与氢能合计仅能满足全球乘用车能源 需求的1%。 除交通领域外，DNV强调，工业制造是现代生物能源(尤其是生物甲烷)的关键增长领域。在低排放选项 稀缺的高温生产环节，生物甲烷的作用尤为突出。生物甲烷是工业领域应用最广泛的生物燃气类型之 一。DNV预测，2060年前，生物甲烷产量将持续增长，占生物能源总需求的比例将达10%，其中欧洲和 经合组织太平洋地区的占比最高。报告指出："在低排放替代方案稀缺的制造业高温生产环节，生物燃 气可满足能源需求，因此正越来越多地取代天然气，应用于难脱碳行业。" DN ...