日前，一艘满载石化原辅料的船舶靠泊海南洋浦港国投洋浦油储码头30万吨级原油泊位。这是海南全岛 封关运作后，洋浦港"一线口岸"首批以"零关税"政策通关的石化原料。 封关不仅是海关监管模式的转变，更为油气产业注入了全新的发展动力。这批货物的顺利通关，标志着 海南自由贸易港全岛封关运作正式启航，也拉开了油气产业在全新制度框架下转型升级的序幕。 为成本"做减法" 封关带来的改变不止于此。在关税制度层面，系统性的重塑已经展开。封关首日的17.9万吨"零关税"石 化原料货值近4亿元，可为企业节省成本近千万元。 同时，"零关税"清单税目也"越拉越长"，从此前约1900个大幅扩展至约6600个，已覆盖海南自贸港约 74%的进出境商品税目，意味着绝大多数进口生产原料和设备可享受免税待遇。 促产业升级 "'加工增值免关税'政策实际上为技术创新成果商业化开辟了快速通道。一旦企业通过新技术、新工艺使 产品增值超过30%，就能立即享受内地市场的关税减免，形成'研发-增值-收益-再研发'的良性循环。"某 油气行业资深人士指出，"这样一来，企业会更愿意投资开发能将低值副产品转化为高值化学品的新工 艺，增值的这一部分能直接转化为市场竞争力。 ...

Group 1 - The International Energy Agency (IEA) reports that in 2024, the share of oil in global energy consumption will fall below 30% for the first time, primarily due to slow post-pandemic recovery in oil demand and growth driven by aviation fuel and petrochemical feedstock [1] - Global oil demand is projected to increase by 830,000 barrels per day in 2024, significantly lower than the 2.1 million barrels per day growth in 2023, and slightly below the 900,000 barrels per day forecast by S&P Global Commodity Insights [1] - Road transport oil demand growth has significantly slowed, contributing only 5% to global oil demand growth since 2022, due to the rise of alternative fuels like electric vehicles and liquefied natural gas [1] Group 2 - In the latest monthly oil market report, the IEA predicts that global oil demand growth will slightly exceed 1 million barrels per day in 2025, while S&P Global Commodity Insights expects a growth of 1.3 million barrels per day [2] - The IEA forecasts a 2.2% increase in total global energy demand in 2024, with electricity consumption being the main driver, supported by increased generation from natural gas, coal, nuclear, and renewable energy sources [2] - All major fuels are expected to see an increase in demand in 2024, with renewable energy having the highest share, followed by natural gas [2]