Core Insights - The European Hydrogen Association's report indicates that by 2030, Europe will only be able to produce and import enough clean hydrogen to meet about 60% of regulatory requirements, resulting in a supply gap of approximately 1.1 million tons, which poses a threat to the region's decarbonization goals [1][2] Group 1: Hydrogen Demand and Supply - By 2030, the EU's hydrogen demand is projected to reach 2.8 million tons due to regulations such as the Renewable Energy Directive (III) and the EU Aviation and Maritime Fuel Directives [1] - The domestic electrolysis hydrogen production is expected to reach only 1.43 million tons, with an additional 250,000 tons expected from imports, leading to a total hydrogen supply of about 1.7 million tons by 2030 [1] Group 2: Project Development and Investment - The report highlights a significant slowdown in project development, with only 517 megawatts of electrolysis capacity expected to reach final investment decision between September 2024 and July 2025, compared to 730 megawatts in the third quarter of 2024 alone [2] - The EU has failed to meet its target of deploying 6 gigawatts of electrolysis capacity by 2024, with only 2.84 gigawatts currently under construction, representing just 26% of the capacity needed by 2030 [2] - Germany leads in hydrogen project development with 993 megawatts of capacity in progress, while 94% of planned hydrogen capacity in Europe is concentrated in eight countries, indicating an uneven distribution of hydrogen investment across the continent [2] Group 3: Regulatory and Economic Uncertainties - As of August 2025, only four out of the 27 EU member states have fully or partially implemented the Renewable Energy Directive (III), creating uncertainty regarding actual hydrogen demand and project economics [2] - The lack of clarity in implementation details and insufficient incentives for businesses have particularly impacted the industrial sector's hydrogen demand of 1.3 million tons per year [2]

据介绍，世索科最新的无含氟表面活性剂的全氟橡胶高温牌号可提供高于320°C的连续工作温度，远超 传统全氟橡胶的性能。这一全新牌号采用最新研发的耐高温固化剂，可在高温环境下提供无与伦比的纯 度和可靠性，并无需添加额外的填料。全新的无含氟表面活性剂全氟橡胶高温牌号专为高纯度、高温制 程设计，并且对氟、氧和氢等离子体具有优异的耐受性，结合低黏性和高可靠性使其特别适合闸阀和隔 离阀应用，从而减少客户的维护和停机时间。 世索科特种聚合物全球事业部电子与工业资深执行副总裁Andrew Lau表示："全新高温牌号的推出代表 了世索科近十年来在全氟橡胶技术研发能力方面的极大飞跃。通过启用全新的、更高的温度工艺并减少 成熟工艺的停机时间，世索科将继续为我们的客户带来创新和价值，并同时将可持续发展铭记于心。" 中化新网讯 10月9日，世索科发布全新的高温牌号无含氟表面活性剂全氟橡胶产品组合。这一系列的创 新产品经过精心设计，可在严苛的环境中提供卓越的密封性能，同时支持半导体行业向更可持续的未来 迈进。 ...

Core Viewpoint - Dow's polyurethane (PU) division plans to close its 55,000 tons/year polyol plant in Tertre, Belgium by the end of Q1 2026 due to high local operating costs and a burdensome regulatory environment [1] Group 1: Company Strategy - The decision to close the Tertre plant is part of Dow's ongoing strategic assessment of its European assets, focusing on the capacity layout of its polyurethane business [1] - Dow emphasizes its capability to maintain the supply of its existing product portfolio, indicating that the closure will not negatively impact customers or related markets [1] - The measures taken are aimed at adjusting regional capacity according to market demand, eliminating high-cost assets, enhancing cost efficiency, and ensuring long-term competitiveness [1] Group 2: Market Context - CEO Jim Fitterling highlighted the increasing challenges posed by the European regulatory environment, prompting a review of the competitiveness of several European assets, particularly those related to the polyurethane business [1] - Polyols typically react with isocyanates to produce polyurethanes, which are used in various products such as mattresses, appliance foam insulation, automotive seats, elastic shoe soles, fibers, and adhesives [1]

PFAS被称为"永久化学物质"，在环境中无法分解，人们担心它会在生态系统、饮用水和人体中积累。 该规定将于10月底生效，过渡期从几个月到10年不等，具体取决于行业和用途。含PFAS的便携式灭火 器将在6个月后受到销售限制，而用于培训、测试和市政消防的含PFAS灭火器将在一年半后受到限制。 10年的过渡期将适用于受欧盟安全规则约束的高风险工业设施，例如储存大量易燃液体的设施。 欧盟环境、水资源恢复力和竞争性循环经济专员杰西卡·罗斯沃尔表示："约60%的灭火泡沫含有PFAS。 这已导致多起土壤和水污染事件。这项法规是朝着在整个欧洲应对PFAS迈出的重要一步。" 中化新网讯 近日，欧盟委员会宣布，将限制灭火器泡沫中含氟有机化合物(PFAS)的使用。欧盟已设定 目标，最大限度地减少消费品中PFAS的使用。 ...

Group 1 - Thai and Japanese refiners are actively increasing their procurement of U.S. crude oil for the remainder of the year, driven by the competitive pricing of low-sulfur U.S. crude and a desire to reduce dependence on Middle Eastern oil [1][2] - Thai refiners are diversifying their crude oil sources to mitigate the impact of geopolitical tensions that have significantly affected profitability, while Japanese refiners are also seeking to lessen their reliance on Middle Eastern oil amid escalating conflicts [1] - PTT, Thailand's state-owned oil giant, has established an "emergency team" to monitor global economic conditions and optimize procurement strategies, including increasing U.S. crude purchases [1] Group 2 - In August, Thailand imported 146,682 barrels per day of U.S. crude oil, a year-on-year increase of 44.7%, while the total imports from January to August rose by 30.5% to 151,250 barrels per day, accounting for nearly 16% of Thailand's total crude imports [2] - Japan's imports of U.S. crude oil in August were 68,918 barrels per day, a year-on-year decrease of 7.8%, but still above the three-year average; from January to August, imports increased by 42.9% to 85,017 barrels per day [2] - The pricing advantage of U.S. crude is driving demand from Thai and Japanese refiners, with the Brent-Dubai spread turning negative, indicating that various low-sulfur crudes from the Americas, North Sea, and Southeast Asia are more economically competitive than Middle Eastern crude [2] Group 3 - The increase in U.S. crude imports is also serving as a diplomatic tool to support trade negotiations; for instance, PTT's imports reached a record high of 7.3 million barrels in June, enhancing Thailand's strategic position in ongoing trade talks with the U.S. [3] - Thailand successfully reduced the U.S. reciprocal tariff from 36% to 19% effective August 6, which is expected to further strengthen its negotiating position by committing to import more U.S. crude [3] - Japan's significant increase in U.S. crude purchases is anticipated to provide leverage in future trade negotiations, despite the U.S. agreeing to impose a 15% import tariff on Japanese goods [3]

Core Viewpoint - The collaboration between Sinopec and CATL marks a significant advancement in the operation of the first next-generation heavy-duty truck battery swapping station in China, enhancing the electric vehicle infrastructure for freight transport [1] Group 1: Project Overview - The battery swapping station is located at the Fujian Petroleum Fuqing Jinghong Charging Station and has officially commenced operations [1] - This project utilizes CATL's latest battery swapping system, which offers the lowest lifecycle cost per ton-kilometer and the highest safety performance in the industry [1] Group 2: Operational Impact - Once fully operational, the station is expected to serve 30 to 40 heavy-duty truck battery swaps daily, significantly reducing the time required for each swap [1] - The initiative is set to enhance the operational efficiency of freight vehicles, providing a strong impetus for the electrification of the heavy-duty truck sector [1]

福建LNG接收站：优化工序保证工期 双节不停工 建设抢进度 国庆中秋双节期间，福建省石化行业多个重点项目不停工，建设者全力以赴抢工期、抓安全、保质量， 以奋斗之姿为"十四五"收官画上完美句号。 古雷石化基地：机械轰鸣焊花闪烁 双节期间，福建省和中国石化重点项目、总投资超40亿元的中石化南化苯胺—橡胶助剂产业链项目建设 现场依旧机械轰鸣、焊花闪烁，2000多名工人坚守在岗位一线，一派热火朝天的奋战景象。 "作为一名南京人，能跨越千里来到古雷，参与中石化这一重点项目的建设，并亲眼见证它在我和同事 们手中一天天'成长'，我感到非常荣幸。"该项目助剂分部施工负责人刘亚军说，自项目开工以来，他 便从南京远赴古雷，以前能每天相见的家人，如今几个月才能团聚一次。但看着这个重点项目从无到 有、拔地而起，他心中充满了自豪与成就感。 该项目落户古雷，是南化公司到异地升级优势产业的关键之举，项目于去年启动，目前已全面进入设备 安装高峰期，预计2026年建成投产。项目投产后将与南京原址项目共同形成苯胺、橡胶助剂、甲基异丁 基酮细分领域行业最大的产能，增强了苯系列特色精细化工产业链竞争力，为古雷开发区稳链固链、强 链补链贡献重要力量。 ...

德国化工协会常务董事沃尔夫冈·格罗瑟·恩特鲁普表示："德国政府兑现政策转向、减轻行业负担的承 诺，如今已迫在眉睫。"他强调："必须迅速采取行动，大幅降低电费成本、简化烦冗的官僚程序，并取 消欧盟出台的不合理法规。若政界此刻仍不行动，我们失去的将不仅是生产设施和就业岗位，整个工业 的未来都将岌岌可危。" 该协会表示，德国工业的困境在国内市场已十分明显，多个客户行业仍在持续缩减产能，化工产品国内 销售额也显著低于去年同期水平。海外市场方面，德国化工行业正受困于自身竞争力不足的问题，而不 断提高的关税则进一步加剧了这一困境。7月德国化工产品出口额同比下降2%，进口额同比下降0.9%。 中化新网讯 近日，德国化工协会(VCI)最新发布的《化学与制药行业焦点报告》显示，由于对经济和政 治转机的期望已化为泡影，德国化工行业预计要到明年才会迎来"经济复苏"。 该协会表示，化工行业的危机情绪持续弥漫，且企业已连续三年将行业现状评为"不尽如人意"，整体呈 下滑趋势。行业预期在经历短暂回升后，目前再次陷入下滑。德国及欧洲当前急需明确聚焦竞争力、增 长与创新三大核心。 ...

"海岸平原项目"目前仍处于初步规划阶段，埃克森美孚尚未宣布最终投资决策(FID)。该项目的曝光源 于埃克森美孚为申请得克萨斯州税收激励计划提交的材料。从申请文件可知，"海岸平原项目"当前处于 开发第二阶段，最早可能于2026年开工建设，预计2031年前后投产。此外，埃克森美孚在申请中提及， 正考虑在中东、北美其他地区、中国、印度、印度尼西亚等多地布局同类项目。值得注意的是，该公司 曾在2023年11月与印尼政府签署谅解备忘录，探索在当地开展石化项目的可能性。 埃克森美孚未具体说明导致项目延迟的市场环境细节，但市场人士称，自2024年底提交项目申请以来， 全球市场已发生诸多变化。一方面，美国对全球多数地区加征关税后，众多经济学家下调了全球GDP增 长预期;另一方面，乙烯与聚乙烯市场长期面临产能过剩问题，安迅思预测该市场需等到2028至2029年 才有望触底回升。此前，陶氏化学已暂停其在加拿大推进的"Path2Zero聚乙烯项目"，而该项目当时已 完成最终投资决策。 中化新网讯 10月1日，埃克森美孚公司宣布，将推迟一项拟议中的新建聚乙烯(PE)项目开发进度。埃克 森美孚在声明中表示："基于当前市场情况，我们将放 ...

Core Viewpoint - The oil and chemical industry is at a critical juncture for transformation in response to the "dual carbon" goals, emphasizing proactive choices for future survival and competitiveness [1][3]. Group 1: Steps for Transformation - Step 1: Process Management - The company has established a dedicated environmental management department and a rigorous standardized assessment system to ensure that environmental and carbon reduction goals are integrated into every employee's responsibilities [1][2]. - Step 2: Product Development - The company focuses on developing green products, such as neutral fertilizers and bio-fertilizers, to address soil pollution and improve fertilizer efficiency, collaborating with research institutions to enhance crop yields [2]. - Step 3: Circular Utilization - The company is researching the comprehensive utilization of by-products like phosphogypsum, applying it in various fields such as cement and soil improvement, thus achieving effective resource utilization and environmental restoration [2]. Group 2: Industry Perspective - The green and low-carbon transformation in the chemical industry is a broad and profound systemic project that requires strategic foresight, innovation to break path dependence, and meticulous management to enhance operational efficiency [3].