Core Viewpoint - SABIC remains optimistic about the growth opportunities in sustainable and circular plastic demand in Europe despite current challenges in the petrochemical market [1] Group 1: Market Outlook - SABIC's Polymer Executive Vice President, Sami Osama, highlighted Europe as an innovation center, particularly in sectors like automotive, mobility, and healthcare, where there is significant focus on developing circular solutions [1] - The global chemical industry is currently facing a difficult period with fluctuating demand [1] Group 2: Strategic Actions - To address market downturns and competitiveness issues, SABIC plans to permanently close several petrochemical facilities in Europe over an 18-month period from January 2024 to June 2025 [1] - The company is open to further optimizing its European asset portfolio and will continue to assess operations and business for efficiency improvements [1] Group 3: Recent Developments - In August, SABIC established a joint venture with Plastic Energy in Herne, which has produced its first batch of pyrolysis oil [1] - The facility is designed to process 20,000 tons of mixed waste plastic annually and is expected to begin commercial production by the end of this year, integrating the pyrolysis oil as a substitute for traditional naphtha in polymer production [1]

Core Insights - BP has confirmed a significant discovery of high-value condensate gas reservoir at the Wolans-1X exploration well in Namibia's Orange Basin, marking another breakthrough in this globally sought-after exploration area [1] Exploration and Discovery - The Wolans-1X well is located in the Petroleum Exploration License 85 (PEL85) block, drilled by Rhino Resources using the semi-submersible platform "Deepwater Mira" [1] - A net pay zone of 26 meters was found in the condensate gas reservoir, with excellent rock physical properties and no signs of water [1] - The analysis of rock samples indicates a condensate-to-gas ratio exceeding 140 barrels per million cubic feet, with a liquid density of nearly 40° API, classifying it as high-value light condensate [1] Business Growth and Achievements - This discovery represents the third major achievement for Azule Energy and its partners in 2025, following the discoveries of the Capricorn-1X light oil field in Namibia and the Cagajela-01 gas field in Angola [1] - For BP, this finding increases its global exploration achievements to 11 in 2025, highlighting the growth momentum in its upstream business [1]

管网作为连接油气上下游的基础设施，在我国能源安全保障体系中发挥着关键作用。油气管网能否公平 开放，不仅关系油气产品流通效率，也关系民生保障、能源安全、经济运行效率。 近日，国家发展改革委、国家能源局联合出台《油气管网设施公平开放监管办法》（以下简称新《监管 办法》），进一步健全油气领域监管制度体系。针对新《监管办法》的出台，业内专家进行了解读。 应时而生，直面监管难点堵点痛点 专家认为，新《监管办法》的出台，适应了新形势下监管要求、服务需求及行业发展需要。 我国油气管网设施公平开放监管的建章立制工作，始于2014年发布的试行监管办法，经5年试行后，于 2019年以规范性文件形式发布实施。"原监管办法既立足管网自然垄断属性的客观规律，又通过规范开 放行为筑牢监管基础，实现设施利用效率的持续优化，以稳定的管网服务支撑油气供应安全。新办法则 精确瞄准过去监管实践中遇到的痛点、难点和堵点，使监管具有更完善的抓手和举措，更好服务于市场 主体对油气管网设施公平开放的诉求，加快推动形成更加完善的'X+1+X'的油气市场体系。"中国工程 院院士马永生认为，新《监管办法》明确油气自然垄断环节公平开放的范围和运营规则，将进一步推 ...

信诚实业董事长兼总经理穆克什·安巴尼表示："尽管能源市场持续波动，炼化业务仍实现同比稳健增 长。下游化工品市场仍受产能过剩影响，行业参与者的调整措施将有助于中期平衡全球下游市场。" 第二财季，印度国内聚合物需求同比增长3%。聚丙烯(PP)需求同比增长9%;聚乙烯(PE)需求同比增长 4%。但受雨季延长影响，聚氯乙烯(PVC)需求同比下降9%。聚合物利润空间扩大主要受益于原料石脑 油价格下降，PP、PE和PVC利润同比分别增长8%、6%和5%。聚酯业务方面，受季节性面料需求推动 下游开工改善，印度国内聚酯需求同比增长3%，其中聚酯长丝和短纤需求分别增长7%和6%。但强降雨 影响饮料行业，聚对苯二甲酸乙二醇酯(PET)需求同比下降13%。 中化新网讯 近日，印度信诚实业表示，其炼化业务(O2C)在截至9月30日的第二财季实现息税折旧摊销 前利润(EBITDA)1500亿印度卢比，同比增长10.8%，增长主要得益于运输燃料毛利显著回升以及聚合物 利润改善。公司报告期内炼化业务销售收入同比增长3.2%至1.6万亿卢比，总产量增长3%至2080万吨。 ...

Core Insights - The rapid development of the new energy vehicle industry has positioned China as the largest producer and consumer of power batteries globally, leading to an impending wave of large-scale battery retirements that necessitates a standardized, safe, and efficient recycling system [1][2] Group 1: Market Overview - China is expected to enter a large-scale retirement phase for power batteries, with an estimated recovery volume exceeding 300,000 tons in 2024, corresponding to a market size of over 48 billion yuan, and projected to surpass 100 billion yuan by 2030 [2] - The implementation of battery recycling standards has significantly improved resource recovery rates and promoted the standardized and large-scale development of the industry [4] Group 2: Standardization Efforts - The State Administration for Market Regulation has released 22 national standards related to battery recycling, covering various aspects such as general recovery requirements, management specifications, disassembly standards, and recycling of lithium-ion waste [2][3] - A national technical committee for battery recycling standardization is being established to coordinate standards across the entire supply chain, addressing the needs of various sectors including automotive, marine, and energy storage [3] Group 3: Regional Initiatives - Fujian Province has pioneered the integration of battery recycling into local legislation, establishing a supportive policy framework and providing financial incentives for organizations involved in standard-setting and pilot projects [4] - Fujian has three institutions capable of conducting critical safety testing for batteries, with a key laboratory serving as a core platform for risk monitoring and technical evaluation across the industry [4] Group 4: Technological Advancements - Companies like CATL's subsidiary, Bangpu Recycling, have achieved high recovery rates of 99.6% for nickel-cobalt-manganese and 96.5% for lithium, with plans to process over 120,000 tons of waste batteries in 2024 [5] - Quanzhou Qingneng Company is expected to process 237 tons of retired batteries in 2024, generating a revenue of 23 million yuan while reducing carbon emissions by 238 tons, showcasing a replicable standardized model [5] Group 5: International Collaboration - China is actively participating in the formulation of international standards for battery recycling, with experts involved in developing performance evaluation methods and general guidelines for retired battery recycling [6][7] - The country has successfully proposed an IEC international standard for deep discharge guidelines in battery recycling, with nearly 40 Chinese experts engaged in relevant international technical organizations [7]

标普全球大宗商品洞察亚太聚合物总监冯少华指出，未来20年人口趋势与终端应用行业仍是聚烯烃需求 的核心驱动力。他分析称，对有能力长期布局的企业而言，行业增长前景依然可期：全球增长最快的新 兴市场对聚合物的需求持续扩大；风能、太阳能等清洁能源所需的复合材料需求激增。 市场人士仍认为，塑料将成为油气行业的重要下游。据美国银行9月发布的能源报告中指出："过去二十 年间，全球塑料需求实现翻倍，已成为油气市场的主要增长领域。"国际能源署(IEA)在最近的一项研究 中也强调了塑料需求对石油增长的驱动趋势。IEA报告中称，2024年石油基塑料原料使用量上升，石化 品贡献全球石油需求净增长的75%，预计到2030年石化品原料占原油消费比例将从15.8%增至17.4%。 《报告》称："塑料需求受收入和人口增长以及技术进步的推动。从历史上看，全球塑料需求与全球 GDP密切相关，消费的同比变化与GDP的同比变化呈强线性关系。"因此，美国银行也将新兴市场列为 聚合物的主要增长动力。 标普全球指出，全球PE市场仍然供过于求，但由于今年迄今为止有多套装置关停，乐观情绪正在增 长。《报告》称："一些PE项目，如陶氏化学加拿大项目已经推迟了几 ...

专家：应扬长避短、差异化竞争 哈尔滨工业大学副研究员邓亮指出，聚阴离子型磷酸盐正极材料因其结构稳定、安全性高，尤其适合钠 离子电池在宽温域与高倍率场景的应用。正极材料性能的充分发挥需与耐低温/高温电解液、适配负极 等系统部件协同优化，方能实现长循环与高倍率充放电。展望未来，钠电池需在成本控制与性能优化方 面持续突破，并提前布局材料回收利用体系，以更好响应市场期待。 中国电子技术标准化研究院副主任何鹏林表示，我国钠离子电池标准化工作稳步推进，目前已发布2项 国标，另有11项国标及行标正在制定中。此外，我国牵头的4项钠电池国际标准也正在起草过程中。标 准制定过程中，对44家企业生产的钠电池进行了试验验证，数据显示，钠电池在低温性能与安全性方面 总体优于锂电池，与锂电池在动力、储能等领域形成互补，并在多个领域具备替代铅酸电池的潜力。 中国科学院院士、新基石研究员、清华大学化学系教授李景虹指出，钠离子电池是绿色能源的重要发展 方向，应扬长避短，充分发挥其功率高、低温性能好、安全性高和成本低等优势，瞄准混合动力汽车、 UPS、调频储能、铅酸替代等应用场景。 "钠离子电池产业已进入从样品验证到商业化落地的关键阶段。"北京 ...

迁安中化开展了降本增效"大宣讲"活动，并评选出降本增效"排头兵";设立降本增效示范岗，如炼焦车 间点检组通过编制程序实现4号电机车全自动运行，开展修旧利废工作，节约费用超21万元;化工车间油 库班组持续改进焦油提水工作，三季度严控焦油外销含水指标，共提高产量创收150余万元;化工车间点 检员刘博积极开展备件替代、节能改造和修旧利废工作，累计节支94万元。 迁安中化还积极开展降本增效"微创新"行动。干熄焦车间员工王磊提出的1号排出集尘管道改造及自动 给脂泵改型项目，通过提升管道耐磨性能和优化给脂泵结构，降低了岗位人员工作量，减少了现场环境 污染风险;化工车间点检员颜超针对一段脱硫再生塔扩大区漏点，采用"强磁+钛棒"组合处理方法，全程 无需动火作业，大幅减少泄漏时长以降低安全环保风险，大幅压缩了检修成本。 中化新网讯 近日，记者从开滦股份迁安中化公司了解到，该公司今年多措并举开展增收节支行动，在 降本增效、创新管理等方面取得了显著成效。 ...

中化新网讯 中韩石化乙烯裂解炉核心部件——线性急冷换热器下锥体自4月份投用以来，已稳定运行半 年，性能达标，其成本仅为进口产品的1/5，有望为企业节省设备更新费1500多万元。 据了解，乙烯装置裂解炉的线性急冷换热器核心部件下锥体因在高温、高应力环境下工作，存在较高安 全风险，需定期更换。但该部件的核心制造技术与密封方案被国外厂商严格封锁，导致采购价格极为高 昂。 为破解这一"卡脖子"难题，降低运维成本，中韩石化设备工程部静设备专家团队于2023年组建攻关团 队，对该部件的国产化进行科研立项。经过技术攻坚，团队成功研发出完全适配进口急冷换热器的国产 下锥体，并率先应用于6号裂解炉。截至目前，该国产部件已平稳运行半年，各项检测指标均显示正 常。 国产化的成功带来了显著的经济效益。国产下锥体单价约为1万元，不到进口产品的20%。据此计算， 单台裂解炉的该部件更新总费用从420万元降至84万元，降幅高达80%。中韩石化5台同类裂解炉全部采 用国产部件更新，总费用将节省1500万元以上，减轻了设备运维成本压力。 ...

神木煤化工主动对接各类惠企政策，实现"政策红利"向"发展实效"的高效转化，累计获得各级专项基 金、奖补、税收减免等570余万元;积极申报并充分享受西部大开发企业所得税减免及节能专用设备抵免 政策，获税款减免412.1万元;积极争取专项支持，旗下联众公司获中小企业转型，外贸发展等基金86万 元，五洲公司获中央外贸发展基金15万元，形成"内生动力+外部助力"的良性循环。 神木煤化工聚焦生产环节的痛点难点，以技改升级破解发展瓶颈。该公司脱硫氨水系统通过增设备用储 罐，引进低成本试用氨水，既破解难题，又实现年节约氨水成本288万元;电石炉创新采用"皮带固定转 运"模式，单月创效3.4万元;实施锅炉燃烧优化项目，创效106.48万元;实施4号锅炉空预器在线冲洗，年 节约成本85.77万元。 神木煤化工秉持"向管理要效益、向细节要利润"的理念，将成本管控融入经营全链条管理，通过盘活办 公闲置物资，让"沉睡资产"焕发生机;优化人力成本结构，适时调整津补贴，年节约费用8.28万元;创新 资金管理模式，签订2025年低价购电合同，年节约电费322.25万元。 中化新网讯 2025年，神木煤化工能源公司从技术革新、精益管理、外部 ...