上述待开发的Dragon气田位于委、特两国之间的浅海区域。该项目投产后，将为特立尼达天然气供应短 缺的液化天然气(LNG)综合体及石化工厂补充原料。特立尼达是液化天然气、氨及其他天然气衍生产品 的重要出口国。 壳牌许可证的即将获批，揭示了美国政府对待委内瑞拉的双轨策略：一方面，美国军舰在委内瑞拉沿海 部署，美军战机对涉嫌运毒的船只实施轰炸;另一方面，石油公司高管与特立尼达官员穿梭于华盛顿、 加拉加斯(委内瑞拉首都)和西班牙港(特立尼达和多巴哥首都)之间，力图重启天然气合作计划。 据知情人士透露，壳牌(SHEL.US)正准备重启委内瑞拉某海上天然气田的前期工作，以期向邻国特立尼 达和多巴哥供应天然气。这表明该公司对特朗普政府将签发新许可证、使该项目免遭制裁的信心日益增 强。 Dragon气田距离壳牌位于特立尼达沿海的Hibiscus钻井平台仅数英里之遥。 今年4月，白宫撤销了在委内瑞拉的油气项目许可，试图以此加大对该国的施压——特朗普政府将委内 瑞拉视为贩毒集团的庇护所。而Dragon气田正是特朗普政府政策转向前，委、特两国曾合作推进的多个 海上天然气项目之一。 知情人士表示，今年7月，美国政府已向雪佛龙(CV ...

创新区研究，就在TOP研究院。TOP研究院专注于全球创新区的一体化研究，从Talent(个人), Organization(组织), Place(区域)三大维度出发，通过"研究/连接/ 分享"，探索中国创新区的实践路径。 文 ｜ 彭博社+TOP 来源｜ TOP创新区研究院（ID：TOP_Lab） 封面来源 ｜ 视觉中国 真正的壁垒， 是一个国家、一个产业集群的系统性效率。 以下文章来源于TOP创新区研究院 ，作者彭博社+TOP TOP创新区研究院 . 2025年7月的中国，盛夏炎炎。一辆普通商务车，载着8位在欧美资本圈呼风唤雨的顶级风险投资人，穿行在中国东部沿海的超级工业带上。车内异常安静， 与车窗外那个热火朝天的世界形成了鲜明对比。这些手握数亿美金、习惯于用资本逻辑丈量世界的VC们， 此刻正经历着一场前所未有的"认知海啸"。 他们来自Kompas VC、Planet A Ventures、Extantia Capital等 知名机构 ，此行的目的并非寻找投资标的，而是一场 "敌后侦察"——亲眼丈量一下，西方引 以为傲的清洁技术初创公司，与中国的产业巨兽之间，那道传说中的鸿沟，究竟有多深。 一周后，他们带着晒 ...

LSB (LXU) shares ended the last trading session 12.4% higher at $8.99. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 2.4% loss over the past four weeks.Gains from strong selling prices and favorable demand have increased the company’s prospects, contributing to the price rally. Steady exports paired with lower imports have led to tight supply fundamentals. The ammonia market is benefiting as distribution channel ...

二是推进能源电力清洁化，助力环境减污治理。新型电力系统加快推动工业、交通、建筑、农业等领域 实施电、氢、氨等多元清洁替代，提高清洁能源消费比重，减少散烧煤、燃油等传统化石能源的直接使 用，有效降低二氧化硫、氮氧化物等污染物排放。"十四五"以来，我国电能替代纵深推进，电能占终端 能源消费比重提升了4个百分点左右。未来，随着电、氢、氨、醇等融合替代的加速推进，用能清洁化 水平将进一步提升。 三是协同新能源开发和生态治理，拓展国土护绿空间。以沙戈荒为重点的大型风光电基地是新能源发展 的主战场和主阵地之一，到2030年，我国沙戈荒基地新能源装机将达到4.55亿千瓦，光伏装机将达到 2.53亿千瓦，实现治理沙化土地面积1010万亩。沙戈荒新能源基地建设将推动国土空间扩绿进程，并带 动林草、畜牧、文旅、碳汇等关联产业的融合发展，实现生态效益和经济效益双赢。 四是加快发展战略性新兴产业，培育经济增长动能。新型电力系统有力推动绿色低碳技术与数字化、智 能化技术的革新，赋能传统产业转型升级，壮大新能源、储能、氢能、智能电网、综合能源等战略性新 兴产业和未来产业，这些产业技术含量高、产业链条长、投资规模大，成为稳定投资、扩大内需 ...

Core Viewpoint - The article highlights the achievements of 35 innovators under the age of 35 in various fields such as climate and energy, artificial intelligence, biotechnology, computing, and materials science, showcasing their groundbreaking contributions and potential impact on their respective industries [6][11][60]. Climate and Energy - Innovators in this sector are developing advanced technologies for decarbonization, with applications across shipping, fashion, and other industries. They are also exploring new methods for sustainable energy and innovative uses for carbon capture [11]. - Iwnetim Abate is working on producing ammonia using underground heat and pressure, aiming to reduce carbon emissions associated with traditional ammonia production, which contributes 1% to 2% of global CO2 emissions [13]. - Sarah Lamaison's company, Dioxycle, is developing a method to produce chemicals using electricity instead of fossil fuels, significantly reducing greenhouse gas emissions [16][17]. - Gaël Gobaille-Shaw's Mission Zero focuses on direct air capture technology to extract CO2 from the atmosphere, while his second company, Supercritical, aims to produce hydrogen efficiently [19][20]. Artificial Intelligence - Aditya Grover has developed ClimaX, an AI model that predicts weather and climate events, utilizing extensive datasets for improved accuracy [22][23]. - Neel Nanda is researching the interpretability of AI models to ensure their safe and beneficial development, focusing on understanding the decision-making processes of these models [34][35]. - Mark Chen has led advancements in AI models for image processing and code generation, contributing to the development of OpenAI's DALL·E and Codex [38][39]. - Akari Asai is working on retrieval-augmented generation technology to reduce AI hallucinations by allowing models to reference stored data before generating responses [51][52]. Biotechnology - Christian Kramme's company, Gameto, is developing artificial ovarian technology to assist IVF patients, aiming to reduce hormonal injections and stress during the process [62][63]. - Kevin Eisenfrats founded Contraline to create a long-lasting male contraceptive gel, with ongoing clinical trials to validate its effectiveness [64][65]. Computing and Materials Science - Pierre Forin's company, Calcarea, is developing a system to capture and store CO2 emissions from ships, with plans for commercial deployment by 2027 or 2028 [28][29]. - Neeka Mashouf's Rubi Laboratories is innovating a method to produce textiles by extracting CO2 directly from the atmosphere, aiming for sustainable fashion solutions [25][26].

Core Insights - The joint statement between India's Ministry of New and Renewable Energy and Japan's Ministry of Economy, Trade and Industry aims to promote the development of low-carbon and renewable hydrogen/ammonia ecosystems in both countries and beyond [1][2] - The collaboration is based on the "Japan-India Clean Energy Partnership" established in 2022, focusing on enhancing cooperation in hydrogen and ammonia technology research and application [1][2] Group 1 - The core objectives of the joint statement include promoting research, investment, and project implementation related to hydrogen and ammonia, covering transportation and specific applications [1] - Japan is recognized for its leading position in hydrogen/ammonia production, transportation, and application technologies, while India aims to leverage its renewable energy potential for large-scale production of low-cost clean hydrogen/ammonia [2] - India has set a target to achieve an annual production of 5 million tons of renewable hydrogen by 2030 and aims to capture 10% of the global hydrogen trade [2] Group 2 - A "Hydrogen/Ammonia Special Working Group" will be established under the "New Energy and Renewable Energy Working Group" within the framework of the "Japan-India Energy Dialogue" [2] - Progress on the joint statement will be reported annually to the ministers of both countries, with the working group responsible for the implementation of specific tasks [2]

Core Viewpoint - Bureau Veritas is actively promoting sustainable hydrogen-based fuels and their applications, focusing on certification systems and services to support the green transition in various industries [5][9]. Group 1: Industry Insights - Bureau Veritas Industrial Technology Center covers five major sectors: oil and gas, chemicals, power and renewable energy, transportation and logistics, and industrial supply chains [2]. - The European Union has been enhancing regulatory frameworks to promote green energy, providing regulatory certainty for renewable hydrogen producers and investors since the first Renewable Energy Directive (RED) was issued in 2009 [7]. Group 2: Certification System Overview - The certification system aims to ensure supply chain sustainability, achieve greenhouse gas emission reductions, and facilitate global market access, creating a fair competitive environment for enterprises [9]. - The certification process encompasses the entire lifecycle of sustainable fuels, from raw material collection to processing, production, transportation, and usage [14]. Group 3: Certification Conditions - The certification conditions include comprehensive coverage of the supply chain elements, ensuring that each stage meets sustainability requirements [14]. - Bureau Veritas provides full support throughout the certification process, typically issuing certificates within 60 days after on-site audits [15]. Group 4: Fuel Testing Services - Bureau Veritas offers specialized fuel testing services, including C-14 biomass carbon content testing, which accurately assesses biomass carbon components in mixed raw material products [17]. - The company also provides sustainable aviation fuel testing, helping clients quickly apply for airworthiness certification and significantly shortening the certification cycle [20].

Report Industry Investment Rating No information provided in the content. Core Viewpoints of the Report - The shipping industry is transitioning from environmental awareness to mandatory compliance, and decarbonization has become a necessity. The IMO's new strategy and other policies are driving the industry towards green alternative fuels [2][11]. - Methanol is leading in commercial applications, while ammonia is considered the most promising long - term solution for ocean shipping. However, both face challenges such as high green production costs and low energy density [3]. - Biofuels offer a short - term transition for existing fleets, while hydrogen and electricity are mainly used in short - distance markets due to infrastructure and energy density limitations [4]. Summary According to the Directory 1. Policy Background of Ship Alternative Fuels - **IMO《2023 年船舶温室气体减排战略》**: In 2023, the IMO replaced the 2018 strategy with a new one, significantly raising the target requirements. By 2050, it aims for net - zero emissions in international shipping, making green methanol and green ammonia priority options [12][13][15]. - **EU ETS**: Since January 1, 2024, the shipping industry has been included. It requires ships to pay for carbon emissions, changing the demand logic for alternative fuels and driving the industry towards compliance [16][17]. - **US《通胀削减法案》**: It provides production tax credits for clean hydrogen and subsidies for low - carbon transportation fuels. It also allocates $3 billion for port infrastructure. However, policy changes under Trump may weaken support [18][19]. - **China's "Dual Carbon" Goal Strategy**: China is promoting the green transformation of the shipping industry from both supply and demand sides. It aims to increase the market share of green - powered ships and build an incentive and infrastructure system [20][21]. 2. Current Situation and Limitations of Mainstream Ship Fuels - **Fossil Fuels**: They still dominate the shipping industry, accounting for over 90% of sales. Although the industry can adapt to some regulations, they cannot meet the net - zero emission requirements [23][29][30]. - **LNG**: It has developed rapidly, with the global fleet expected to nearly double by 2028. But due to methane emissions, it is difficult to meet the net - zero goal [31][32][33]. 3. Future Alternative Fuel Solutions - **Methanol**: It is the fastest - growing alternative fuel in commercialization. It has advantages in storage and infrastructure compatibility but has low energy density and high green production costs [38][41][46]. - **Ammonia**: It offers a zero - carbon solution but faces challenges such as toxicity, low energy density, and harmful emissions [48][49][51]. - **Biofuels (Renewable Diesel)**: HVO can be directly used in existing engines and facilities, reducing emissions immediately. However, raw material supply is a major constraint [53][54][57]. - **Electricity**: Battery - powered ships offer zero - emissions but are limited by low energy density, high costs, and lack of infrastructure, mainly used in short - distance markets [58][60][61]. - **Hydrogen**: It has high energy potential but faces storage difficulties, lack of infrastructure, and immature technology, mainly in the demonstration stage [62][63][67]. 4. Future Development Trends of Ship Alternative Fuels - **Policy and Market - Driven Fuel Pattern**: Regional policies will shape the choice of alternative fuels, leading to the emergence of "green corridors" [71][72]. - **New Shipbuilding Orders**: LNG is still the leading alternative fuel in terms of orders but is a transitional option. Methanol is rising rapidly, especially in container ships. Ammonia orders are few but show industry confidence in long - term use [74][76][77].

Core Viewpoint - A research team from the University of Tokyo has developed a new method for synthesizing ammonia from nitrogen and water at ambient temperature and pressure, potentially revolutionizing the ammonia production process and contributing to a "nitrogen cycle society" [1][2]. Group 1: Traditional Ammonia Production Challenges - Traditional ammonia synthesis relies on the Haber process, which requires high temperature and pressure, leading to high energy consumption and carbon emissions [1]. - The current method is heavily dependent on fossil fuels for hydrogen extraction, primarily from coal and natural gas [1]. Group 2: New Ammonia Synthesis Method - The Tokyo University team previously created a thermal-driven system that bypasses hydrogen as an intermediate, achieving ammonia synthesis with a nearly 100-fold increase in efficiency compared to traditional methods [2]. - The new light-driven ammonia synthesis system utilizes an iridium-based compound to harness solar energy, allowing for ammonia production under mild conditions without CO2 emissions [2]. Group 3: Future Prospects and Challenges - The research team aims to develop an artificial nitrogenase to enhance ammonia synthesis efficiency and achieve scalability [3]. - Current challenges include improving reaction efficiency, optimizing material selection, and ensuring system durability and recyclability [3][4]. - Ammonia is viewed as a more suitable energy carrier than hydrogen due to its easier storage and transportation, making it a crucial component in the future hydrogen economy [4].

Group 1 - The core viewpoint of the article highlights the struggles of German chemical companies, particularly BASF, which are forced to relocate production to China due to the adverse effects of the Russia-Ukraine conflict and rising energy costs [4][6][20] - The German chemical industry contributes significantly to the national GDP, accounting for 10%, and provides stable employment for hundreds of thousands [2][4] - The energy crisis, exacerbated by sanctions against Russia, has led to a dramatic increase in natural gas prices, tripling within three months, severely impacting production costs for chemical companies [10][12][14] Group 2 - BASF's decision to move production lines to China is driven by the need to reduce costs associated with skyrocketing energy prices and labor costs in Germany, where wages are significantly higher than in China [14][23] - The company has invested heavily in a new integrated production facility in Guangdong, China, with a total investment of 13 billion euros, making it the third-largest integrated production base globally [21][25] - China's favorable policies for foreign investment, including tax breaks and support for the chemical industry, make it an attractive location for BASF to establish operations [25][27] Group 3 - The article discusses the challenges posed by stringent EU environmental regulations, which increase operational costs for chemical companies in Germany, making it difficult to compete globally [16][18] - The bureaucratic hurdles in Germany, such as lengthy project approval processes, further complicate the operational landscape for local chemical firms [18][20] - The shift of production to China not only aims to cut costs but also positions BASF closer to a market that accounts for 30% of global chemical product consumption, allowing for better market access [23][25]