美国取消对华乙烷出口限制，卫星化学全球原料供应链韧性显现

Group 1 - Energy Transfer and Enterprise Products Partners announced the cancellation of restrictions on ethane exports to China by the U.S. Department of Commerce on July 2 [1] - Energy Transfer is a key supplier of ethane to China's low-carbon chemical giant, Satellite Chemical, which is expected to resume imports of ethane from the U.S. soon [1] - The U.S. had previously implemented a licensing regime for ethane exports in late May, which halted shipments to China in June, but Satellite Chemical was not significantly affected due to its large ethane inventory [1] Group 2 - The U.S. is the world's largest ethane supplier, accounting for 62% of global supply, while China is the largest consumer, primarily importing from the U.S. [2] - Starting January 1, 2025, China will reduce the import tariff on ethane from 2% to 1%, indicating a positive signal for energy trade between the U.S. and China [2] - The normalization of U.S.-China ethane trade will allow Satellite Chemical to continue building a global raw material supply chain, contributing to market stability [2]