巴西国家石油公司（Petrobras）刚刚发布了其2026-2030年战略计划，作为离岸场景的主要动力能源，有必要对巴西市场上的下一个FPSO进行更新。 FPSO P-78 - 2025 P-78 FPSO P-78是布齐奥斯的第6个项目，是世界上 deepest waters 的最大油田。随着"第一桶油"预计在2025年12月开采，该装置在国家公司提高该油田的日产量 到160万桶的十年目标中发挥着关键作用。 P-78由Seatrium交付。这个复杂的安排涉及在韩国现代重工业建造新的船体， 在BrasFELS船厂（安格拉 dos Reis，RJ）建造战略模块， 最后在新加坡进行最 终集成。 在一项物流创新中，该单位进行了新加坡-巴西的航行，船员在船上，这使得在航行期间可以继续进行调试，并在大约两周内提前开始生产。该平台于2025 年9月30日到达布齐奥斯海上油田的租赁地点，并且目前处于海底互联的最后阶段。 P-78 旨在圣桑托斯盆地盐下地区运营，水深可达2,100米，具有180,000桶/日的生产能力以及720万立方米/日的气体处理能力。该项目由布齐奥斯联合体管 理，由巴西国家石油公司（Petrobras，占 ...

今天分享的是：IEA国际能源署：煤炭2025-分析和预测至2030报告（英文版） 报告共计：128页 《煤炭2025：至2030年分析与预测》核心总结 国际能源署（IEA）发布的《煤炭2025：至2030年分析与预测》报告显示，全球煤炭市场正处于转型关键期，需求总体趋于平稳 后将逐步回落，区域分化与能源替代竞争成为主要特征。 2025年全球煤炭需求预计达88.45亿吨，创历史新高，与2024年基本持平。区域表现呈现显著差异：传统需求增长引擎印度因季 风季水电出力增加，煤炭发电量出现近五十年第三次同比下降；美国受天然气价格上涨和政策支持影响，煤炭消费同比增长 8%；欧盟因可再生能源出力波动，煤炭需求降幅收窄至2%。中国作为全球最大煤炭消费国，需求与2024年持平，占全球总量的 56%。长期来看，2025至2030年全球煤炭需求将缓慢下降3%，2030年消费量将低于2023年水平，电力领域用煤量将回落至2021 年以下。 供应端方面，2025年全球煤炭产量维持2024年的91.11亿吨高位，随后将逐步降至2030年的86.41亿吨。中国、印度仍是主要生产 国，其中中国2025年产量增长1%至47.3亿吨，印度产量 ...

Core Insights - The global energy industry is at a historic crossroads, with oil and gas remaining essential for economic growth while facing pressure to reduce emissions and enhance efficiency [1][2] - The oil market is undergoing a deep transformation, with a shift in demand from traditional fuels to aviation fuels and chemical feedstocks [2] - The transition to green energy is creating new growth opportunities, particularly in emerging fields like green marine fuels, hydrogen, and carbon capture [2][3] Group 1: Oil and Gas Industry Trends - The global oil market is expected to remain oversupplied until 2030, with Brent crude prices consistently below $65 per barrel [2] - Continuous integration of refining capacity is anticipated to boost industry profits despite the oversupply [2] - The shipping industry's decarbonization is leading to the development of multiple pathways for marine fuel solutions, with natural gas and biofuels showing competitive advantages [2] Group 2: Chemical Industry Developments - The future of the petrochemical industry is focused on "greening, high-end, intelligent, and safe" production [4] - China's petrochemical sector faces both challenges and opportunities, with a need to enhance high-end product supply and reduce low-end capacity [4][5] - Southeast Asia and the Middle East are becoming preferred targets for Chinese companies' international expansion due to resource and policy advantages [4] Group 3: Marine Fuel Innovations - The International Maritime Organization (IMO) is working on a legally binding net-zero emissions framework, which will significantly impact marine fuel choices [6] - Companies are developing platforms to collect and analyze carbon emissions data to comply with emerging regulations [6] - The demand for green methanol is expected to surge if the IMO's net-zero framework is approved, with significant projects already underway in China [6][7] Group 4: Green Methanol Market Outlook - Approximately half of the global green methanol supply is located in China, with many projects in the research and pre-construction phases [7] - By 2028, China is projected to achieve an annual green methanol production capacity of 4 to 5 million tons [7] - The demand for green methanol as a marine fuel is expected to reach 6 to 7 million tons globally by 2030 [7]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) has successfully implemented its first offshore carbon capture, utilization, and storage (CCUS) project at the Enping 15-1 oil field, achieving a milestone of over 100 million cubic meters of carbon dioxide (CO2) stored, equivalent to the carbon offset of planting 2.2 million trees, showcasing the maturity of China's offshore CO2 storage technology and capabilities [6][9][15] Group 1: Project Overview - The Enping 15-1 oil field is China's first high CO2 content oil field located in the South China Sea, where CO2 is typically released during oil extraction, contributing to environmental concerns [7][8] - The CCUS project at Enping 15-1 was launched in May 2023, marking a significant step in China's efforts to accelerate offshore CO2 storage and utilization [8][12] - The project aims to achieve dual objectives: CO2 storage and enhanced oil recovery, with a projected CO2 injection of over 1 million tons and an increase in oil production by 200,000 tons over the next decade [9][15] Group 2: Technical Details - The CCUS process involves capturing CO2 from oil and gas production, purifying, compressing, and injecting it into geological formations for long-term storage [8][10] - The project utilizes a complete set of domestically developed equipment with a 100% localization rate, ensuring efficient operation and monitoring of CO2 injection [12][14] - Advanced technologies, including real-time monitoring systems and intelligent gas injection techniques, have been implemented to optimize CO2 injection and enhance oil recovery [12][11] Group 3: Industry Implications - The successful implementation of the Enping 15-1 project is expected to serve as a replicable model for green and low-carbon development in offshore oil and gas fields across China [9][12] - China's offshore CCUS industry is poised for growth, with significant potential for CO2 geological storage estimated at 25.8 billion tons, providing a robust foundation for large-scale applications [14][15] - CNOOC is also developing a comprehensive offshore CCUS industrial chain, including a major carbon capture and storage project in Guangdong, aimed at enhancing oil recovery and contributing to national carbon neutrality goals [15]

Core Viewpoint - The 2025 Nobel Prize in Chemistry has been awarded to Susumu Kitagawa, Richard Robson, and Omar M. Yaghi for their contributions to the development of Metal-Organic Frameworks (MOFs), which have significant implications in various fields including chemistry, energy, and environmental science [1][2]. Group 1: Metal-Organic Frameworks (MOFs) - MOFs are porous materials created by the self-assembly of inorganic metal centers and organic ligands, allowing for the construction of thousands of different frameworks with controllable pore sizes, surface areas, and chemical environments [1][2]. - The industrial application of MOFs is currently limited, but extensive research is being conducted in the chemical field, with potential uses in gas separation and storage, such as hydrogen and methane storage for hydrogen fuel vehicles [1][2]. Group 2: Applications and Advantages - MOFs can be utilized in carbon capture, utilization, and storage (CCUS), which is essential for achieving China's dual carbon goals, due to their high surface area that allows for significant CO2 adsorption capacity [2]. - In arid desert regions, MOFs can absorb water vapor at night and release it during the day, providing a source of clean drinking water [2]. - In the pharmaceutical sector, MOFs can serve as drug carriers, enabling targeted delivery to affected areas [2]. - The use of MOFs in membrane separation can reduce energy consumption by over 90% compared to conventional methods [2]. - The versatility of MOFs allows for customization in gas separation by adjusting pore sizes and modifying chemical properties to meet specific needs [2].

Core Insights - The project is the world's largest coal-fired carbon capture demonstration project, with a design capacity to capture 1.5 million tons of CO2 per year and a capture rate exceeding 90% [1][3] - The project has achieved significant technological breakthroughs, including the development of China's first eight-stage supercritical CO2 compressor and the largest deep saline aquifer multi-layer storage system [3] - The carbon reduction capability of the project is equivalent to planting approximately 130 million trees or reducing the carbon emissions of nearly 600,000 gasoline vehicles annually [3] Project Details - The project has completed a 72-hour trial run and is now officially operational [1] - It utilizes digital management platforms for precise control over project progress, quality, and safety, employing BIM and Tekla models for structural components [2][3] - The project team has established industry standards for CO2 capture engineering and summarized over ten key technologies and methods, filling a gap in domestic standards for million-ton-level CCUS projects [4]

Core Viewpoint - The first offshore carbon dioxide (CO2) storage demonstration project in China has successfully stored over 100 million cubic meters of CO2, indicating the maturity of China's offshore CO2 storage technology and its significance in achieving national carbon neutrality goals and promoting a green low-carbon transition in the economy [2][4]. Group 1: Project Overview - The Enping 15-1 oil field, located in the Pearl River Mouth Basin, is China's first high CO2 content oil field, where the offshore CO2 capture and storage project was initiated in June 2023, achieving an annual CO2 storage volume exceeding 40 million cubic meters [4][8]. - The project has introduced a new model of "carbon-driven oil, oil solidifying carbon" by utilizing CO2 to enhance oil recovery, resulting in an increase of 200,000 tons of crude oil production [6][8]. Group 2: Technological Advancements - The project has transitioned from a "technical blank" to "independent and controllable" capabilities, establishing a complete set of standardized operating procedures that provide important practical experience and data support for the large-scale application of offshore carbon storage technology [9][10]. - The Enping 15-1 platform has developed and added CO2 compressors and gas treatment systems to ensure precise control of gas quality during the injection process, addressing potential corrosion and emissions issues associated with traditional oil extraction methods [12]. Group 3: Future Developments - Over the next decade, the Enping 15-1 oil field is expected to inject over 550 million cubic meters of CO2, further driving crude oil production [8]. - China is promoting the cluster development of CO2 capture, storage, and utilization projects, with plans to establish a competitive offshore carbon capture and storage industry chain, including a 10 million-ton-level carbon capture and storage cluster project in Huizhou, Guangdong [14].

MOF、COF等新型分离材料量产突破 《巴黎协定》6.4条款 全球碳市场即将启动 前沿材料突破、新兴应用场景层出不穷 面对全球性的能源与环境挑战 政策与局势的不断变化 如何发掘下一个材料、应用爆点？ 实现政产学研用金协同合作？ 2025（第四届）中国国际气体分离产业大会 全体论坛 阐述产业发展趋势及最新进展 应用专题 解读产业化现状及应用难题 10日签到当天 "青年科学家论坛" 集聚全球青年力量 江苏油田CO 2 驱油现场 、 华电句容电厂万吨级CCUS示范工程项目参观 了解工艺现状及生产难题 墙报展示、需求对接、学术成果交流······ 顶层设计者、大咖科学家、产业化先驱 EPC及业主单位、业界龙头企业汇聚 5月11-12日 江苏扬州 邀您共襄盛举！ GSIC 2025 排名不分先后，更新至 4 月 25 日 | 14:20-14:45 | 化氮技术的突破 | 张佳瑶 | 金宏气体股份有限公司研发工程师 | | --- | --- | --- | --- | | 14:45-15:10 | 面向溶剂纯化与资源化的分子选择 | 杨昊 | 南京大学副教授 | | | 型有机框架膜 | | | | 10日 | | ...

MOF、COF等新型分离材料量产突破 《巴黎协定》6.4条款 全球碳市场即将启动 前沿材料突破、新兴应用场景层出不穷 面对全球性的能源与环境挑战 政策与局势的不断变化 如何发掘下一个材料、应用爆点？ 实现政产学研用金协同合作？ 2025（第四届）中国国际气体分离产业大会 全体论坛 阐述产业发展趋势及最新进展 应用专题 解读产业化现状及应用难题 青年科学家论坛 集聚全球青年力量 实地参观 了解工艺现状及生产难题 墙报展示、需求对接、学术成果交流······ 顶层设计者、大咖科学家、产业化先驱 EPC及业主单位、业界龙头企业汇聚 5月11-12日 江苏扬州 邀您共襄盛举！ GSIC 2025 排名不分先后，更新至4月17日 | 10日 | | 青年科学家论坛 | | | --- | --- | --- | --- | | 时间 | 主题 | 报告人 | 单位 | | 13:30-13:50 | 确认中 | #8 | 新加坡国立大学化学与生物分子工程系教 | | | | | 授 | | 13:50-14:10 | 碳分子筛气体分离膜 | 刘中云 | 东南大学能源与环境学院青年首席教授 | | 14:10-14:30 ...