陶氏加拿大裂解项目推迟复工

Core Insights - Dow Chemical is considering delaying the restart of its Path2Zero integrated polyethylene project in Canada by 1 to 2 years [1] - The CEO emphasized that the timing of project launch is crucial for maximizing returns, and the current market conditions are not favorable for starting the project [1] - The project was initially planned for phase one production by the end of 2027 and phase two by 2029 [1] Industry Context - The petrochemical market has entered a downturn since Dow made its final investment decision for the Path2Zero project at the end of 2023 [1] - The announcement of import tariffs by the U.S. on nearly all countries has further extended the market's low period, leading economists to lower growth forecasts [1] - Despite the delay, the project remains a viable investment due to Canada's abundant low-cost ethane resources, providing a significant cost advantage for ethylene producers [2] - The project's location in Alberta will utilize existing infrastructure, which can enhance investment returns [2]