2026年初的印度化工行业站在转型关键节点，正从规模驱动快速转向价值引领、创新赋能的发展模式， 这一变革由可持续发展、数字化转型及特种化学品崛起共同推动。标普全球能源咨询化工业务总监苏米 特·卡普尔指出，印度化工行业积极拥抱工业4.0技术，显著提升了蒸汽裂解装置的资产可靠性，树立了 运营标杆。 印度长期奉行高关税政策，此次重大让步背后是多重压力与战略调整的结果。美国高达50%的综合关税 对印度制造业造成严重冲击，迫使印度拓展欧盟等市场。同时面对国际制造业竞争与自身经济放缓、外 资流入趋缓的困境，印度意图通过向欧美开放市场，换取更大出口空间、先进技术及战略性投资。 协议内容远超传统关税减让。印欧自贸协定覆盖近20亿人口，双向关税削减超90%，印度在汽车、葡萄 酒等领域做出前所未有的开放承诺。更具战略意义的是，协议延伸至安全防务与关键技术合作领域。而 对美协议中，印度承诺未来采购价值5000亿美元的美国商品，并停止从俄罗斯购买石油，转而进口来自 美国和委内瑞拉的原油。 印度能源进口转向的承诺，是对全球原油贸易格局的一次显著改变。作为全球第三大原油进口国，印度 在过去两年间将自俄原油进口占比从2%大幅提升至约40% ...

数据显示，法国2025年乘用车注册量为163万辆，汽油车及混合动力车占比达74%(2015年为41%)，柴油 车占比则从58%大幅降至6%。 不过，需适配灵活燃料汽车或改装套件的E85高乙醇汽油消费量在持续增长多年后，近两年略有回落， 2025年为8.6亿升。该组织称，2022年因油价飙升刺激了需求，而2025年燃料价格较低，节约成本的吸 引力减弱。 此外，欧盟与南方共同市场的贸易协定规定执行后将分五年逐步开放大量乙醇进口配额，法国生产商对 此表示担忧，认为需要更强劲的需求增长才能消化额外进口。 中化新网讯 2月3日，法国生物乙醇生产商组织表示，随着汽油车注册量上升，2025年法国车用乙醇消 费量同比增长15%，远高于汽油5.6%的消费增长率，达到19亿升，且这一趋势还将持续。 2025年消费的乙醇60%产自法国本地，原料主要为甜菜、小麦、玉米及作物残留物;其余大部分来自欧 盟其他地区。 ...

"2026年，是中国制造业向高端化、智能化、绿色化迈进的关键时期。在这一承前启后的节点，中国化 工以及贵金属产业正从'规模扩张'迈向'质效突围'的新阶段。"这是贺利氏贵金属中国区总经理胡敏的预 测。 面对复杂多变的市场环境，如何通过高质量发展破除"内卷"，成为行业关注的焦点。胡敏强调，贺利氏 将紧扣"十五五"关于循环经济的战略部署，以"技术创新+模式变革+循环共生"为核心，不仅要在技术上 领跑，更要在产业链价值重塑上寻求突破。 对于行业创新，胡敏也带来了全新的诠释。她认为，创新不止于技术与产品，更在于全维度的体系重 构。在"十五五"开局之年，贺利氏将创新的触角延伸至组织效能与商业模式。针对国内高端电子半导体 产业的迫切需求，贺利氏推出新一代高性能新型漏板产品。同时，贺利氏于上海落成的中国氢能创新中 心已步入正轨，聚焦PEM电解槽与燃料电池催化剂的国产化应用，为氢能产业的规模化发展注入技术 动能。 多年来，贺利氏凭借卓越的产品质量与国际信誉，积极参与国内贵金属交易市场的建设。其中，贺利氏 铂钯成为广州期货交易所(GFEX)注册品牌是里程碑式的成就。胡敏介绍说，随着广期所铂钯上市，期 望进一步推动形成反映国内供需 ...

中化新网讯 2月3日，阿克苏诺贝尔发布2025年第四季度财报。财报显示，得益于以14亿欧元完成出售 印度子公司ANIL带来的6.55亿欧元收益，公司当季净利润同比翻倍以上，达到5.98亿欧元。然而，受汇 率波动与销量下滑影响，销售额与调整后息税及摊销前利润(EBITDA)均出现同比下降。公司同时公布 了与艾仕得的合并进展。 阿克苏诺贝尔还宣布，与艾仕得的合并预计于2026年底或2027年初完成，现已进入关键监管审批阶段。 据介绍，阿克苏诺贝尔公司通过剥离印度非核心资产，一次性大幅增厚利润与现金流。此举不仅优化了 资本结构，更标志着其战略重心从广泛布局转向聚焦于更具控制力与增长潜力的核心市场和业务板块。 此次出售也是其评估全球资产组合、践行"优胜劣汰"原则的明确信号。在出售印度业务后，公司明确将 继续评估亚洲其他装饰涂料资产，可能进一步剥离非优势业务。但同时强调要坚守中国市场，等待复 苏。 ...

中化新网讯 近日，雪佛龙公司与卡塔尔UCC控股公司及叙利亚国家石油公司签署谅解备忘录，将对叙 利亚地中海海域的油气资源进行联合勘探。该区域地处富含天然气的东地中海黎凡特盆地，邻近以色列 与埃及的大型气田。 此次合作将聚焦技术评估与前期勘探，具体实施进度将取决于后续技术论证与商业条款的落实。国际能 源企业参与叙利亚海上勘探，反映出对该区域资源潜力的持续关注。 叙利亚目前主要石油产量来自东北部陆上油田，但海上区块具有显著勘探潜力。历史上，俄罗斯企业曾 于2013年在该区域获得勘探合同，但因安全风险于2015年中止作业。此次新协议的推进，标志着叙利亚 在恢复其能源勘探活动方面取得进展。 ...

Core Viewpoint - ExxonMobil has announced the early shutdown of its Fife Ethylene Plant in Mossmoran, Scotland, which was initially scheduled for permanent closure in the third quarter of 2026, indicating a shift in operational strategy in response to economic assessments and market pressures [1] Group 1: Company Actions - The Fife Ethylene Plant has an ethylene production capacity of approximately 830,000 tons per year, making it a significant chemical infrastructure in the UK [1] - The decision to close the plant ahead of schedule is part of ExxonMobil's global asset optimization strategy, focusing on core assets with competitive advantages [1] Group 2: Market Impact - The early closure is expected to affect the local ethylene supply landscape and may further influence the European ethylene market [1] - Analysts suggest that the decision is influenced by multiple factors, including economic evaluations of the facility, cost pressures in Europe, and broader strategic adjustments within the company [1]

Core Viewpoint - BSR has signed multiple memorandums of cooperation with Chevron, Marquis Energy, and ADM to enhance oil supply security in Vietnam and explore collaboration in the biofuel sector [1] Group 1: Cooperation Agreements - The agreements focus on ensuring a stable crude oil supply for the Rong Gai refinery and researching potential imports of bioethanol and corn feedstock to support domestic biofuel production [1] - This initiative coincides with ongoing negotiations for a bilateral trade framework between the U.S. and Vietnam, with energy cooperation identified as a key pillar for enhancing Vietnam's energy security, expanding trade, and reducing trade deficits [1] Group 2: Financial Performance - BSR's international cooperation is backed by strong financial performance, with projected net income of 141.58 trillion VND in 2025, representing a year-on-year increase of approximately 15% [1] - The company's net profit is expected to surge nearly ninefold, reaching 5.19 trillion VND [1]

Core Viewpoint - Cabot reported a 21% year-over-year decline in net profit to $73 million and an 11% decrease in net sales to $849 million for Q1 of fiscal year 2026, primarily due to weak demand in major global markets [1] Financial Performance - Adjusted earnings per share (EPS) decreased by 13% to $1.53, although it exceeded market expectations [1] - The company narrowed its full-year EPS guidance for fiscal year 2026 to a range of $6.00 to $6.50, down from the previous fiscal year's actual earnings of $7.25 [1] Business Segment Analysis - The performance of the Enhanced Materials segment saw a 15% decline in sales to $520 million, with EBITDA down by 22% [1] - The Specialty Chemicals segment experienced a 4% decrease in sales to $300 million, but benefited from product mix optimization, resulting in a 9% increase in EBITDA [1] Market Impact - The CEO, Sean Keohane, indicated that the impact of tire imports on the North American and European markets continues to affect the demand environment for the Enhanced Materials business [1] - Despite challenges, the Specialty Chemicals segment is expected to achieve profit growth in fiscal year 2026, with the battery materials product line maintaining strong momentum [1]

Core Viewpoint - Shell's chemical business continues to incur losses, with a quarterly loss of $589 million in Q4 2025, marking six consecutive quarters of losses [1] Financial Performance - The adjusted annual loss for Shell's chemical business in 2025 reached $1.12 billion, with Q4 losses contributing significantly [1] - Over the past four years, the chemical segment has recorded annual losses, primarily due to narrowing profit margins [1] - The global chemical business margin in Q4 was $140 per ton, with an annual average of $148 per ton, reflecting a year-on-year decrease of $4 [1] Strategic Adjustments - Shell is considering shutting down production facilities on a case-by-case basis, with all adjustment options remaining on the table [1] - The CFO emphasized that restructuring and strategic repositioning of the chemical business will be a core focus for 2026 [1] - To improve cash flow, Shell has planned a cost-cutting initiative worth several hundred million dollars, aiming to bring the chemical business's free cash flow close to balance [1] Operational Metrics - The operating rate of the chemical business fell to 76% in Q4 2025, primarily due to an increase in both planned and unplanned maintenance shutdowns [1] - Shell has divested its loss-making refining and petrochemical assets in Singapore and will continue to adjust its chemical asset portfolio [1]

鲁姆斯技术公司CEO兼总裁Leon de Bruyn表示，新技术结合了鲁姆斯的工艺优势与住友化学的材料创 新，能将PMMA废料转化为高纯度甲基丙烯酸甲酯(MMA)单体，解决了废料填埋、焚烧的行业痛点， 相较传统工艺还能减少约50%全生命周期温室气体排放，且再生MMA品质与化石基产品持平，这一技 术已在住友化学日本中试工厂得到验证。 该技术具备高收率、高纯度、可拓展的特点，模块化设计可适配1万吨至5万吨以上的年产能，再生 MMA可应用于汽车照明、电子、医疗等高端领域，同时大幅降低环境影响，减少对化石原料依赖。住 友化学高管称，此次合作实现了材料科学与工艺工程的优势互补，为石化行业可持续发展提供新方案。 鲁姆斯将成为该技术全球独家授权方，依托自身客户网络推动技术落地，同时为全球商业化工厂提供工 程、采购、施工全流程EPC服务。 中化新网讯 近日，美国鲁姆斯技术公司与日本住友化学宣布，双方合作研发的聚甲基丙烯酸甲酯化学 回收技术(PMMA - CR)正式实现商业化。该合作始于2024年5月，核心是开发石化产业链循环经济与碳 中和相关技术，此次成果是双方技术融合的重要落地。 ...