Hoʻokomo nui ʻo Saudi Aramco i nā papahana petrochemical ma Kina

1. Hoʻokomo nui ʻo Saudi Aramco i nā papahana petrochemical ma Kina

ʻO Saudi Aramco, ka mea hana aila nui loa o ka honua, ua hoʻonui i kāna hoʻopukapuka ʻana ma Kina: ua hoʻokomo ʻo ia i Rongsheng Petrochemical, kahi hui hoʻomaʻemaʻe pilikino a me nā ʻoihana kemika ma Kina, ma kahi kumukūʻai nui, a ua hoʻopukapuka ʻia i ke kūkulu ʻana i kahi papahana refinery nui. i Panjin, e hōʻike piha ana i ka hilinaʻi o Saudi Aramco i ka hoʻomohala ʻana i ka ʻoihana petrochemical o Kina.

Ma Malaki 27, ua hoʻolaha ʻo Saudi Aramco ua kau inoa ʻo ia i kahi ʻaelike e loaʻa i kahi 10% stake ma Rongsheng Petrochemical no US $ 3.6 biliona (ma kahi o 24.6 biliona yuan).He mea pono ke hoʻomaopopo ʻia ua hoʻokomo ʻo Saudi Aramco i Rongsheng Petrochemical ma ke kumukūʻai ma kahi o 90%.

Ua hoʻomaopopo ʻia e hui pū ʻo Rongsheng Petrochemical a me Saudi Aramco i ke kūʻai ʻana i ka aila ʻaila, ka lako waiwai, ke kūʻai aku i nā kemika, ke kūʻai aku ʻana i nā huahana kemika, ka mālama ʻana i ka aila a me ka ʻenehana.

Wahi a ka ʻaelike, e hāʻawi aku ʻo Saudi Aramco i 480,000 barela i kēlā me kēia lā o ka aila ʻaila i Zhejiang Petrochemical Co., Ltd.

ʻO Saudi Aramco a me Rongsheng Petrochemical aia i luna a i lalo o kekahi i kekahi i ke kaulahao ʻoihana.Ma ke ʻano he ʻoihana ikaika a me nā ʻoihana kemika nui loa o ka honua, ʻo Saudi Aramco ke hana nui nei i ka ʻimi ʻaila, hoʻomohala, hana, hoʻomaʻemaʻe, lawe a me nā kūʻai aku.Hōʻike ka ʻikepili i ka makahiki 2022, ʻo 10.5239 miliona mau barela i kēlā me kēia lā, e helu ana i ka 14.12% o ka hana aila ʻaila honua, a ʻo Saudi Aramco ka hana aila ʻaila e ʻoi aku ma mua o 99% o ka hana ʻaila ʻaila Saudi.Hoʻohana nui ʻia ʻo Rongsheng Petrochemical i ka noiʻi a me ka hoʻomohala ʻana, ka hana ʻana a me ke kūʻai aku ʻana i nā huahana aila like ʻole, nā kemika a me nā huahana polyester.I kēia manawa, ke hana nei ka hui i ka mea hoʻoheheʻe monomer nui loa o ka honua ʻo Zhejiang Petrochemical ʻo 40 miliona tons/makahiki hoʻomaʻemaʻe a me ka hana hoʻohui kemika, a loaʻa iā ia ka mana hana nui loa o ka honua no ka hoʻomaʻemaʻe terephthalic acid (PTA), paraxylene (PX) a me nā mea ʻē aʻe.ʻO ka mea waiwai nui o Rongsheng Petrochemical ʻo ia ka aila ʻaila i hana ʻia e Saudi Aramco.

Ua ʻōlelo ʻo Mohammad Qahtani, ka hope pelekikena o ka ʻoihana o lalo o Saudi Aramco, ua hōʻike kēia kālepa i ka hoʻopukapuka lōʻihi o ka ʻoihana ma Kina a me ka hilinaʻi i nā kumu kumu o ka ʻoihana petrochemical o Kina, a ua hoʻohiki pū ʻo ia e hāʻawi iā Zhejiang Petrochemical, kekahi o nā mea hoʻomaʻemaʻe nui loa o Kina. lako aila.

I ka lā ma mua, ma Malaki 26, ua hoʻolaha pū ʻo Saudi Aramco i ka hoʻokumu ʻana i kahi hui hui ma Panjin City, Liaoning Province, koʻu ʻāina, a me ke kūkulu ʻana i kahi hoʻomaʻemaʻe nui a me ka paʻakikī.

Ua hoʻomaopopo ʻia ʻo Saudi Aramco, me North Industries Group a me Panjin Xincheng Industrial Group, e kūkulu i kahi hui hoʻomaʻemaʻe nui a me ka hoʻohui kemika ma Northeast Kina a hoʻokumu i kahi hui hui i kapa ʻia ʻo Huajin Aramco Petrochemical Co., Ltd. ʻO nā ʻaoʻao ʻekolu. e paʻa i 30% o nā ʻāpana.%, 51% a me 19%.E kūkulu ka hui hui i kahi mea hoʻoheheʻe me ka mana hana o 300,000 barela i kēlā me kēia lā, kahi mea kanu kemika me ka mana o 1.65 miliona tons o ka makahiki o ka ethylene a me 2 miliona tons o ka makahiki o PX.E hoʻomaka ana ka papahana i ke kūkulu ʻana i ka hapaha ʻelua o kēia makahiki a manaʻo ʻia e hana piha ʻia i 2026.

Ua ʻōlelo ʻo Mohammad Qahtani: “E kākoʻo kēia papahana koʻikoʻi i ka ulu nui ʻana o Kina no nā wahie a me nā kemika.He mea koʻikoʻi kēia i kā mākou hoʻolālā hoʻonui hoʻonui i lalo ma Kina a ma waho aʻe, a he ʻāpana ia o ka ulu nui o ka noi no nā petrochemical ma ka honua.ikaika hoʻokele waiwai. "

Ma Malaki 26, ua hoʻopaʻa inoa pū ʻo Saudi Aramco i kahi memo o ka hui pū ʻana me ke Aupuni People o Guangdong Province.Hāʻawi ka memo i kahi papa hana no ka hui ʻana e ʻimi i nā manawa hoʻopukapuka ma nā ʻāpana like ʻole, me ka ikehu.

ʻO Amin Nasser, Pelekikena a me Luna Nui o Saudi Aramco, ua ʻōlelo ʻo Saudi Aramco lāua ʻo Guangdong i kahi ākea ākea ma ka ʻoihana petrochemical, nā mea hou a me nā ʻoihana e ulu mai ana, a makemake lākou e hoʻoikaika i ka hui ʻana i ka petrochemical, hydrogen energy, ammonia energy a me nā kula ʻē aʻe. kākoʻo i ka hoʻomohala ʻana o Guangdong He ʻoihana petrochemical hou a ʻoi aku ka hoʻomau e hoʻokō i ka pōmaikaʻi a lanakila-lanakila ma waena o Saudi Aramco, Kina a me Guangdong.

2. Dusty outlook no ka US olefins market

Ma hope o ka hoʻomaka ʻino ʻana i ka makahiki 2023, hoʻomau ka hoʻonui ʻana i nā mākeke ethylene, propylene a me butadiene o US.Ke nānā nei i mua, ʻōlelo ka poʻe hui o ka mākeke US olefins i ka ulu ʻana o ka maopopo ʻole i ka mākeke i uhi i ka ʻike.

Aia ke kaulahao waiwai olefins o US i ka lohi i ka lohi o ka hoʻokele waiwai, ka piʻi ʻana o ka uku paneʻe a me ka piʻi ʻana o ka inflationary e hoʻemi i ka noi no nā plastics lōʻihi.Ke hoʻomau nei kēia i ke ʻano i ka Q4 2022. Hōʻike ʻia kēia kānalua maʻamau i nā kumukūʻai kikoʻī o US no ka ethylene, propylene a me ka butadiene i ka hoʻomaka ʻana o 2023, i emi iho ma nā mākeke āpau i hoʻohālikelike ʻia i ka manawa like o 2022, e hōʻike ana i nā kumu koi nāwaliwali.Wahi a ka ʻikepili S&P Global Commodity Watch, i ka waena o Pepeluali, ʻo ke kumukūʻai wahi o ka ethylene he 29.25 keneta / lb (FOB US Gulf of Mexico), piʻi 3% mai Ianuali, akā i lalo 42% mai Pepeluali 2022.

Wahi a nā poʻe i komo i ka mākeke ma ʻAmelika Hui Pū ʻIa, ua hoʻopau nā kūlana hana a me nā pani ʻana i nā mea kanu i hoʻolālā ʻole ʻia i nā kumu kūʻai o ka mākeke, e hoʻoulu ai i kahi kaulike paʻa ʻole ma waena o ka hoʻemi ʻana o ka lako a me nā koi lohi i kekahi mau ʻoihana.Ua ʻike nui ʻia kēia ʻano ikaika ma ka mākeke propylene US, kahi i pani ʻia ai ʻelua o nā mea kanu propane dehydrogenation (PDH) ʻekolu ma US i hoʻopaʻa ʻole ʻia i Pepeluali.Ua piʻi aʻe nā kumukūʻai o US no ka polymer-grade propylene i ka 23% ma luna o ka mahina i 50.25 keneta/lb ex-quad, Gulf of Mexico, i hoʻoulu ʻia e nā lako paʻa.ʻAʻole ʻokoʻa ka ʻike maopopo ʻole i ka US, me nā ʻokoʻa o ka lako a me nā kumu koi e hoʻolei ana i kahi malu ma luna o nā mākeke olefins ʻEulopa a me ʻAsia i ka hoʻomaka ʻana o 2023. Ke manaʻo nei nā poʻe mākeke US i nā loli nui i nā kumu honua e hoʻololi i ka pessimism o kēia manawa.

Eia nō naʻe, ʻoi aku ka manaʻo o nā ʻoihana US ma mua o kā lākou mau hoa ma waho i ka wā e pili ana i nā kaomi i luna, ʻoiai ʻo ethane a me propane, nā meaʻai nui no ka hana ʻana o US olefins, ua hōʻike mau i ka hoʻokūkū koʻikoʻi ma mua o ka naphtha.ʻO Naphtha ka mea hānai ʻolefin nui ma Asia a me ʻEulopa.Ua hōʻike aku nā hui ʻĀsia i ke koʻikoʻi o ka pono o ka US feedstock i nā kahe kālepa olefins honua, e hāʻawi ana i nā mea kūʻai aku o ʻAmelika i ka maʻalahi i ka lawe ʻana aku.

Ma waho aʻe o ka macroeconomic a me ka inflationary pressure, nāwaliwali ka noi mai nā mea kūʻai mai ma ka mākeke polymer downstream ua hoʻopiʻi pū i ka manaʻo o ka US olefin market, e hoʻonui ana i ka oversupply o nā olefins.Ke hoʻomau nei ka ulu ʻana o ka polymer honua, e lilo ka oversupply i pilikia lōʻihi no nā hui US.

Eia kekahi, ua hoʻokau ʻia nā kūlana ʻino loa i nā mea hana US, me kahi pōkole pōkole i ka hopena o Dekemaba a me ka hana ʻino ma ka Houston Shipping Channel i Ianuali e pili ana i nā hale olefins a me ka hana ʻana ma lalo o ka US Gulf Coast.Ma kahi ʻāina i hoʻopilikia ʻia e nā ʻino no nā makahiki, hiki i kēia hanana ke hoʻonui i ka maopopo ʻole o ka mākeke a hoʻopau i ka waiwai o ka mākeke.ʻOiai ʻo ia mau hanana i kaupalena ʻia ka hopena koke i nā kumukūʻai, hiki ke piʻi nā kumukūʻai ikehu ma hope o ka hopena, e ʻoki ana i nā palena a hoʻonui i ka ʻokoʻa ma waena o nā manaʻo kumu kūʻai ma waena o nā mea kūʻai aku a me nā mea kūʻai aku ma waena o ka ʻoihana.Hāʻawi ʻia i ka manaʻo maopopo ʻole no ke koena o 2023 a ma waho aʻe, ua hāʻawi ka poʻe mea kūʻai aku i kahi loiloi manaʻo e hoʻonui nei i ka manaʻo o ka mākeke.Hiki i ka oversupply honua ke hoʻonui i ka illiquidity no ka mea e manaʻo ʻia e hoʻomau nā koi mai nā mea kūʻai aku e nāwaliwali i ka wā kokoke.

I kēia manawa, ke noʻonoʻo nei ʻo American Enterprise Products Partners i kahi pahu mokuahi 2 miliona / makahiki hou ma Texas, ʻoiai ʻo Energy Transfer e noʻonoʻo nei e kūkulu i kahi mea kanu 2.4 miliona tone/makahiki e hoʻohana ai i ka catalytic fluidized ʻO ka pahū a me ka pyrolytic steam cracker e hana i ka ethylene a me ka propylene. .ʻAʻohe hui i hoʻoholo i ka hoʻoholo hoʻopukapuka hope loa ma nā papahana.Ua ʻōlelo nā luna hoʻokele o ka Energy Transfer ua paʻa nā mea kūʻai aku i nā mahina i hala aku nei ma muli o nā hopohopo waiwai.

Eia kekahi, he 750,000-ton / makahiki PDH mea kanu i kūkulu ʻia e Enterprise Products Partnership ma Texas e hoʻomaka i ka hana ʻana i ka hapaha lua o 2023, e hoʻonui ana i ka mana PDH ma United States i 3 miliona tons / makahiki.Hoʻolālā ka hui e hoʻonui i kāna 1 miliona mt / makahiki ethylene export capacity ma 50% i ka hapalua ʻelua o 2023 a me 50% hou aʻe ma 2025. ʻO kēia ka mea e koi hou aku i ka ethylene US i ka mākeke honua.

JIN DUN KIMIKAua kūkulu ʻo ia i kahi kumu hana hana monomer acrylic kūikawā (meth) ma ZHEJIANG.Mālama kēia i ka lako paʻa o HEMA, HPMA, HEA, HPA, GMA me ke kūlana kiʻekiʻe.Hoʻohana nui ʻia kā mākou monomers acrylate kūikawā no ka thermosetting acrylic resins, crosslinkable emulsion polymers, acrylate anaerobic adhesive, ʻelua-component acrylate adhesive, solvent acrylate adhesive, emulsion acrylate adhesive, pepa hoʻopau ʻana a me ka pena ʻana i nā resins acrylic i adhesive. a me nā monomers acrylic kūikawā (meth) a me nā mea i loaʻa.E like me nā monomers acrylate fluorinated, hiki ke hoʻohana nui ʻia i ka mea hoʻonaninani hoʻonaninani, pena, inks, resins photosensitive, mea optical, fiber treatment, modifier for plastic or rubber field.Ke manaʻo nei mākou e lilo i mea hoʻolako kiʻekiʻe ma ke kahua onā monomers acrylate kūikawā, e kaʻana like i kā mākou ʻike waiwai me nā huahana maikaʻi aʻe a me ka lawelawe ʻoihana.