ICIS发布报告称：美国今年拟投产化工新项目屈指可数

Group 1 - The core viewpoint of the article highlights that the global chemical market is experiencing an oversupply, leading to a significant slowdown in major chemical projects planned for the U.S. by 2026 [1] - ICIS analysis suggests that the global supply-demand imbalance may take at least two years to gradually alleviate, fundamentally altering the investment rhythm and strategic layout of the industry [1] - The only major project expected to be operational in the U.S. by 2026 is the Golden Triangle Polymers polyethylene (PE) project, a joint venture between Chevron Phillips and QatarEnergy, anticipated to start in late 2026 or early 2027 in Texas [1] Group 2 - Other projects are either limited in scale or delayed, with BASF expected to complete its third-phase expansion of methylene diphenyl diisocyanate (MDI) at the Geismar site in Louisiana by mid-2026 [1] - A startup company, Again, plans to build a small demonstration facility in Texas City to produce acetic acid using carbon dioxide and hydrogen [1] - As the industry enters its fourth year of decline, more production facilities may be permanently closed due to global capacity contradictions, weak demand, and a high-interest-rate environment, putting pressure on profit margins for many products [1] Group 3 - Industry forecasts indicate that the global ethylene and PE market cycle may not hit bottom until at least 2028 [1]