中化新网讯 近日，印尼主权财富基金丹纳塔拉首席执行官罗桑·勒斯拉尼宣布，该基金启动总投资70亿 美元的6个自然资源加工项目，其中包括印尼国油公司的绿色能源炼油项目。其余项目涵盖氧化铝与铝 冶炼厂、乙醇工厂、棕榈油调和航空燃料厂及综合禽畜养殖设施。 这些项目是印尼政府今年规划的18个自然资源加工优先项目的一部分，该批项目总投资达618万亿印尼 盾。勒斯拉尼表示，印尼强调加快推进能直接惠及民生的下游产业项目。印尼国油公司称，该公司位于 中爪哇省芝拉扎的炼油厂以废食用油生产航空燃料，目前日产量3000桶，预计将提升至6000桶。该公司 还与国有种植企业合作，在东爪哇建设生物乙醇厂，年产能30000千升。 ...

日本引能仕、科斯莫石油等炼油企业表示，日本高度依赖中东原油，但只要加拿大、拉美原油价格足够 优惠，则愿意显著提高其在原油采购结构中的占比。日本经济产业省数据显示，2025年12月，日本进口 哥伦比亚卡斯蒂利亚混合原油8146桶/日，去年同期为零;厄瓜多尔纳波原油进口量同比增长18.4%，至 5.3184万桶/日。 此外，泰国炼厂已长期使用巴西原油，若性价比优于中东基准油种，计划进一步增采巴西图皮、布济奥 斯原油。 2月4日至12日，包括泰国PTT、日本引能仕在内的泰国、韩国、日本炼厂原料采购负责人向普氏表示， 目前亚洲市场上已出现更多4月、5月到港的加拿大及拉美重质高硫原油现货船货，买家正在等待更优惠 的报价和更低的价差贴水。 KNOC在其分析报告中指出："美国控制委内瑞拉原油供应，预计将给亚洲和北美重质原油市场带来明 显变化。"目前，韩国炼油厂正在大力进口美洲原油。韩国蔚山某炼厂采购的55万桶加拿大冷湖含硫重 质原油将于5月到港。另一韩国蔚山炼油厂采购的约100万桶巴西布济奥斯重质原油也将于5月到港。数 据显示，作为亚洲第三大原油进口国，韩国2025年进口巴西原油3090万桶，同比大增30.5%。 中化新网 ...

来源：金十数据 特朗普引以为傲的"石油换关税"交易突生变数！随着美国最高法院限制总统关税权，印度炼油商陷入观 望…… 印度炼油商正将俄罗斯石油的采购量降至最低，因为上周末的一项美国最高法院裁决，让一项期待已久 的贸易协议前途未卜。该协议旨在通过削减关税来换取停止进口这些石油。 因局势敏感而要求匿名的知情人士透露，印度加工商们目前按兵不动，因为他们正在等待印度政府对未 来俄罗斯原油采购的明确态度。此前，由于美国对该贸易的持续施压，印度对俄油的采购量已有所下 降。 最高法院裁定废除美国总统特朗普利用紧急权力征收关税的做法，这一裁决颠覆了全球的贸易措施，可 能给印度留出了回旋余地。知情人士称，炼油商希望这一决定能缓解限制印度进口俄油的压力。 美国政府此后敦促伙伴国遵守协议，包括与新德里达成的一项将印度商品的征税从50%降至18%的协 定。 本月早些时候，特朗普表示他将削减对印度的惩罚性关税，作为停止购买俄罗斯石油的交换条件。印度 总理莫迪确认了该协议，但未提供关于原油进口的任何细节。印度当局至今仍未公开回应特朗普的说 法。 2022年初俄乌冲突爆发后，印度成为了俄罗斯石油的主要买家，抢购那些因其他进口商避开莫斯科能 ...

Core Viewpoint - The collaboration between Italian energy giant Eni and Q8 Italy aims to construct and operate a new bio-refinery in Priolo, Sicily, as part of Eni's strategy to restructure its loss-making chemical business and address the challenges of overcapacity in the European petrochemical industry [1] Group 1: Project Overview - The bio-refinery will utilize waste, residues, and vegetable oils to produce advanced biofuels, with an annual processing capacity of 500,000 tons [1] - The facility is expected to produce sustainable aviation fuel (SAF) and reduce greenhouse gas emissions by at least 65% compared to traditional fossil fuels, aligning with EU environmental standards [1] Group 2: Strategic Implications - Eni has already shut down the steam cracking unit in Priolo and plans to transfer some employees to the new bio-refinery and a potential future mixed plastic recycling plant [1] - The project investment has received approval from both companies' boards, with engineering design completed and final approvals and contract signings expected by the end of 2028 [1]

据外媒报道，总部位于芬兰的能源和清洁空气研究中心（CREA）在一份报告中称，尽管1月份，印度 的俄罗斯原油进口总额同比增长4%，但该国1月份俄罗斯原油进口量仍下降12%。随着来自美国和欧盟 制裁压力越来越大，印度已开始削减俄罗斯原油进口。数据显示，1月份，印度进口俄罗斯原油数量同 比下降12%。CREA公布的数据显示，1月份，印度进口俄罗斯原油数量下降主要是因为信实工业 （RIL）旗下的Jamnagar炼厂导致的。截至2025年11月，印度最大的私营炼厂是俄罗斯原油的最大买家 之一，包括印度 石油公司（IOCL）和NayaraEnergy。该智库指出，印度1月份进口俄罗斯原油数量下降 是由于Jamnagar炼厂完全暂停进口造成的。 ...

省国资委相关负责人介绍，2025年，省国资委积极推进传统产业转型升级，省属企业申报超长期特 别国债支持"两重"（重点项目和重大项目）"两新"（新产业和新技术）项目74个，"两新"计划投入190 亿元改造更新设备8万台（套）。通过升级改造，延长石油集团榆林炼油厂试点智能装车管理系统发油 率提高20%、工作效率提升30%；陕投集团全球首套无汞催化60万吨/年高性能树脂项目全面投产；陕煤 集团智能化矿井产能占比已达到99%。 2025年，省属企业加快布局新兴产业，成效显著。陕煤集团榆林1500万吨/年煤炭分质清洁高效转 化项目开工建设，全球首套10米超大采高智能综采成套装备成功运行；陕汽控股集团加快新能源高端车 型落地，新产品贡献率达55.4%；陕西电子集团8英寸高性能特色工艺半导体生产线建成投产，标志着 陕西在高端半导体制造领域取得重大突破；中陕核构建多层次医康养服务体系，运营医康养中心达16 家；陕数集团建成西北唯一的信创IT设备再生服务工厂；陕西氢能产业发展有限公司的自用撬装加氢站 全面开展运力场景示范运营。（记者：沈谦） 近日，记者从省国资委获悉：2025年，陕西国有资本布局结构持续优化，省属企业加快培育新 ...

从2月15日开始至2月23日结束，今年春节假期共有9天时间，客流强度较大。来自交通运输部的数据显 示，春节假期全社会跨区域人员流动量预计超26亿人次，日均全社会跨区域人员流动量或创春节假期新 高，一幅流动中国的澎湃活力图景徐徐铺展。 "反向春运" 与往年相比，2026年的"阖家团圆"有了一些新变化。许多年轻人改变了团圆的方式，从"自己返乡过 年"变为"接父母来工作的城市一起团圆"，"反向春运"成为出行的一个鲜明特点。 （来源：天津日报） 转自：天津日报 交通 去哪儿旅行大数据显示，春节期间，北京、上海、广州、深圳等一线和新一线城市成为60岁以上旅客最 青睐的飞行目的地。 自驾出行 作为假期出行的绝对主力，今年自驾出行预计将占八成比例，单日自驾出行和高速公路车流量有望创历 史新高，高速公路车流量单日峰值预计达7100万辆次。 与自驾出行同时"火"起来的，还有租车出行。今年春节假期，全国租车出行日均订单量预计同比将有两 位数增长。 生产 机器轰鸣声不绝于耳、自动化生产线高速运转、工人们紧张有序地忙碌……新春佳节，年味漫溢城乡街 巷，全国不少企业生产车间依然是一番忙碌景象。 宁波超260家企业、数万名员工坚守生产一 ...

Core Viewpoint - The article highlights the ongoing production activities across various industries in China during the Spring Festival, emphasizing the commitment of companies to maintain supply and meet market demands despite the holiday season [1][3][4]. Group 1: Production Continuity - Over 260 companies in Ningbo and more than 280 industrial enterprises in Luoyang continued production during the Spring Festival, with an increase of approximately 30 companies compared to 2025 [1]. - In Tianjin, around 90 key industrial enterprises maintained continuous production, with an expected overall resumption rate of 86.3% by February 24 [1]. - Sichuan Zhou Hei Ya Food Co., Ltd. reported a daily production of over 50,000 "modified atmosphere packaging" products to ensure supply to stores in multiple regions [1]. Group 2: Market Opportunities - Zhejiang Hengcheng Hard Alloy Co., Ltd. experienced a significant production value increase of 230% year-on-year in January, with over 100 employees working during the holiday to meet tight delivery schedules [3]. - Nanjing Huaxin Fiber Optic Co., Ltd. reported a full operation of 38 fiber optic production lines during the Spring Festival due to high demand, with orders extending into the second half of the year [4]. Group 3: Safety Measures - Guangxi Sun Paper Industry Co., Ltd. implemented strict safety measures during the holiday, including regular inspections and approvals for hazardous operations, to ensure safe production [6]. - The State Council's Work Safety Committee emphasized the importance of safety production during the holiday, focusing on risk prevention in various industries [6]. Group 4: Support and Coordination - The Gansu Lanzhou New Area Project Construction Center coordinated with various departments to address companies' needs, ensuring uninterrupted supply and support during the holiday [7]. - Local governments established 24-hour service hotlines and conducted special visits to ensure continuous production and address any operational challenges faced by enterprises [7].

Financial Data and Key Metrics Changes - The overall financial performance showed a decline in Adjusted EBITDA year-on-year, reflecting weaker macro conditions, with a positive free cash flow generated despite challenges [9][16][23] - Net debt ended at $3.8 billion, with a focus on cash generation and resilience in the balance sheet [7][22] - Gross margin declined by 6%, impacted by a 17% lower Rand oil price and continued pressure in chemicals pricing [23] Business Line Data and Key Metrics Changes - In the mining segment, EBITDA was lower due to the phaseout of export coal sales, but additional income was realized from leasing coal terminal capacity [26] - Fuels EBITDA increased, supported by higher refining margins and improved operational performance at Secunda and Natref [27] - Chemicals EBITDA generation remains under pressure due to lower prices and soft demand in global markets, with a notable decline in both Africa and America [27] Market Data and Key Metrics Changes - The Brent crude oil price decreased by 14% year-on-year, contributing to a 17% decline in the Rand oil price [16] - The oil market remains in surplus, with supply growth outpacing demand, leading to expected volatility in oil prices [17] - Chemicals faced challenges from global overcapacity and tariff uncertainties, impacting pricing and margins [18] Company Strategy and Development Direction - The company follows a two-pillar strategy: strengthening the foundation business and positioning for long-term growth and transformation [2][4] - Progress in renewable energy includes securing over 1.2 GW in South Africa, with a target of 2 GW by 2030 [30][31] - The focus on decarbonization is pragmatic, aiming to reduce emissions while ensuring energy security and affordability [30][33] Management's Comments on Operating Environment and Future Outlook - The management acknowledged the volatile business environment and emphasized the importance of execution and delivery against commitments [4][5] - There is cautious optimism for recovery in selective end markets, although the pace of decline in chemicals is slowing [18] - The company remains committed to reducing net debt and improving cash generation despite macroeconomic uncertainties [22][28] Other Important Information - The company invested approximately ZAR 200 million in social programs over the past six months, reflecting its commitment to community upliftment [14] - The company has made significant progress in safety measures, with improvements in leading indicators despite a tragic fatality [8] Q&A Session Questions and Answers Question: Synfuels volumes and guidance for the next financial year - Management noted that the annualized run rate in the second quarter was about 7.6 million tons, with maintenance scheduled next year [39][42] Question: Carbon tax suspension proposal - Management emphasized the importance of a carbon tax for protecting South Africa's interests and proposed a recycling mechanism for the tax [40][44] Question: MRG pricing submission and its impact on revenue - Management confirmed that the submitted pricing would be slightly more expensive than current gas, with CapEx included in the overall profile [41][46] Question: De-gearing guidance and CapEx concerns - Management reiterated the commitment to reduce net debt below $3.7 billion by year-end, despite challenges in the second half [55][61] Question: Medium-term notes repayment strategy - Management explained the decision to repay medium-term notes was part of a proactive approach to capital structure management [56][64]

格隆汇2月23日｜据外媒，英国政府正在制定一项战略，以保护炼油厂免受不断上涨的碳成本的影响。 此前，已有两家炼油厂关闭。政府正考虑将炼油行业纳入英国的碳边境调节机制。该机制将对进口的、 环保标准较低的商品征收费用。由于碳成本上升，英国已有两家炼油厂在过去18个月内关闭，埃克森美 孚公司警告称，如果碳成本持续上升，该行业最终可能完全消失。 ...