Mamiriro epasi rose ari kuchinja nekukurumidza, zvichikanganisa chimiro chenzvimbo yemakemikari chakaumbwa muzana rapfuura. Semusika mukuru wevatengi munyika, China iri kuita zvishoma nezvishoma basa rakakosha rekushandura makemikari. Indasitiri yemakemikari yeEurope inoenderera mberi nekusimudzira yakanangana neindasitiri yemakemikari. Indasitiri yemakemikari yekuNorth America iri kukonzera "anti globalization" yekutengeserana kwemakemikari. Indasitiri yemakemikari kuMiddle East neEastern Europe iri kuwedzera zvishoma nezvishoma cheni yayo yeindasitiri, kuvandudza kugona kwekushandisa kwezvinhu zvakabikwa uye kukwikwidza kwepasirese. Indasitiri yemakemikari kutenderera pasirese iri kutora mukana weyayo mabhenefiti kuti ikurumidze kukura kwayo, uye maitiro eindasitiri yemakemikari epasi rose anogona kuchinja zvakanyanya mune ramangwana.
Mafambiro ekusimudzira kweindasitiri yemakemikari yepasi rose inopfupikiswa sezvizvi:
Iyo "double carbon" maitiro anogona kushandura hurongwa hwekumisikidzwa kwemazhinji emabhizinesi epetrochemical
Nyika dzakawanda pasi rose dzakazivisa kuti "double carbon" China ichasvika pakakwirira muna 2030 uye ichange iine carbon neutral muna 2060. Kunyange zvazvo mamiriro ezvinhu aripo e "dual carbon" ane zvishoma, kazhinji, "dual carbon" ichiri chiyero chepasi rose chekugadzirisa kupisa kwemamiriro ekunze.
Sezvo iyo petrochemical indasitiri inoverengera chikamu chikuru chekubuda kwekabhoni, iindasitiri inoda kugadzirisa zvakanyanya pasi pehuviri kabhoni maitiro. Iko kugadzirisa kwehungwaru kwemabhizinesi epetrochemical mukupindura kune maviri maviri kabhoni maitiro kwagara kuri kutarisa kweindasitiri.
Pasi pehuviri kabhoni maitiro, iyo nzira yekugadziridza nzira yeEuropean neAmerica hofori dzemafuta epasi rose dzakafanana. Pakati pavo, hofori dzeoiri dzeAmerica dzinotarisa pakuvandudzwa kwekabhoni kubata uye kabhoni sealing ine hukama matekinoroji, uye nekusimudzira nesimba biomass simba. EEurope nedzimwe hofori dzemafuta epasi rose dzakachinja pfungwa dzadzo kusimba rinodzokororwa, magetsi akachena uye mamwe mafambiro.
Mune ramangwana, pasi pemaitiro ekusimudzira e "dual carbon", indasitiri yemakemikari yepasi rose inogona kuita shanduko huru. Mamwe mahofori emafuta epasi rese anogona kushanduka kubva kune vekutanga vanopa mafuta sevhisi kuenda kune vatsva vanopa masevhisi emagetsi, vachishandura chinzvimbo chekambani chezana ramakore rapfuura.
Mabhizinesi emakemikari epasi rose acharamba achimhanyisa kugadzirisa kwemaitiro
Nekuvandudzwa kweindasitiri yepasi rose, kukwidziridzwa kwemaindasitiri nekusimudzira mashandisirwo akaunzwa nemusika wekupedzisira kwakasimudzira musika mutsva wemakemikari wepamusoro uye kutenderera kutsva kwekugadzirisa uye kusimudzira kwepasi rose indasitiri yemakemikari chimiro.
Kune kutungamira kwekusimudzira chimiro cheindasitiri yepasi rose, kune rumwe rutivi, iko kusimudzira kwebiomass simba uye simba idzva; Kune rumwe rutivi, zvinhu zvitsva, zvishandiso zvekushanda, makemikari emagetsi, zvigadzirwa zvemafirimu, zvitsva zvinogadzirisa, nezvimwewo. Pasi peutungamiri hwemarudzi makuru epetrochemical giants, hutungamiri hwekusimudzira kwemabhizimisi emakemikari epasi rose huchatarisa pazvinhu zvitsva, masayenzi ehupenyu uye sciences yezvakatipoteredza.
Kureruka kwekemikari raw materials kunounza shanduko yepasi rose yemakemikari chigadzirwa chimiro
Nekukura kwemafuta e shale muUnited States, United States yachinja kubva kune yekutanga kutenga kunze kwenyika yemafuta asina kuchena kuenda kune yazvino mambure ekunze emafuta asina kuchena, izvo zvisina kungounza shanduko huru kusimba reUnited States, asi zvakare yakave nekukanganisa kwakadzama pasimba repasi rose. Oiri yeUS shale imhando yemafuta asina kuchena, uye kuwedzera kweUS shale oiri inopa nenzira inowirirana inowedzera huwandu hwepasi rose hwemafuta asina kuchena.
Nekudaro, maererano neChina, China mutengi wemafuta epasi rose. Mazhinji ekunatsa oiri uye mapurojekiti ekubatanidza makemikari ari kuvakwa anonyanya kuve akazaradistillation range crude oil processing, inoda kwete chete light crude oil but also heavy crude oil.
Kubva pamaonero ekupa uye kudiwa, zvinotarisirwa kuti mutsauko wemutengo wepasi rose pakati pemafuta akajeka uye anorema crude uchadzikira zvishoma nezvishoma, zvichiunza zvinotevera kuindasitiri yemakemikari yepasi rose:
Chekutanga pane zvese, chibvumirano che arbitrage pakati peakareruka uye anorema crude oiri nekuda kwekudzikisira kwemutengo wemafuta musiyano pakati pechiedza uye inorema isina mafuta arbitrage yakanganisa fungidziro nemutengo wemafuta arbitrage seyemhando huru yebhizinesi, iyo inobatsira kushanda kwakasimba kwemusika wepasi rose wemafuta.
Kechipiri, nekuwedzera kwemafuta akareruka uye kudzikira kwemutengo, zvinotarisirwa kuwedzera kushandiswa kwepasi rose kwemafuta akareruka uye kuwedzera chiyero chekugadzira che naphtha. Nekudaro, pasi pemaitiro epasirese mwenje kupaza feedstock, kushandiswa kwenaphtha kunotarisirwa kudzikira, izvo zvinogona kutungamira mukukwira kwekupokana pakati pekupa naphtha uye kushandiswa, nokudaro kuderedza kukosha kwekutarisira kwenaphtha.
Chechitatu, kukura kwemafuta akareruka kunoderedza kubuda kwezvigadzirwa zvinorema zvichidzika zvichishandisa petroleum yakazara sezvinhu zvakasvibiswa, zvakadai sezvinhu zvinonhuhwirira, mafuta edhiziri, petroleum coke, etc. Iyi budiriro yekusimudzira inofambiranawo netarisiro yekuti light cracking feedstock inotungamira mukudzikiswa kwezvinhu zvinonhuhwirira, izvo zvinogona kuwedzera musika wekufungidzira mamiriro ezvigadzirwa zvinoenderana.
Chechina, kudzikisira kwemusiyano wemutengo wemafuta pakati pezvakareruka uye zvinorema zvigadziriso zvinogona kuwedzera mutengo wezvigadzirwa zvemabhizinesi akabatanidzwa ekunatsa, nokudaro zvichideredza tarisiro yepurofiti yemapurojekiti akabatanidzwa ekunatsa. Pasi pemaitiro aya, ichasimudzirawo kuvandudzwa kweyero yakanatswa yemabhizinesi akabatanidzwa ekunatsa.
Indasitiri yemakemikari yepasi rose inogona kusimudzira kubatanidzwa kwakawanda uye kutora
Pasi pemashure e "double carbon", "energy structure transformation" uye "anti globalization", nharaunda yemakwikwi eSMEs ichawedzera uye yakanyanyisa, uye zvisingabatsiri zvakadai sehukuru, mari, mari, teknolojia uye kuchengetedza kwezvakatipoteredza zvichakanganisa zvakanyanya maSME.
Mukupesana, hofori dzepasi rose petrochemical dziri kuita yakazara bhizinesi yekubatanidza uye optimization. Kune rimwe divi, ivo vanozobvisa zvishoma nezvishoma bhizinesi rechinyakare petrochemical rine simba rekushandisa, yakaderera kukosha uye kusvibiswa kwakanyanya. Kune rimwe divi, kuti uwane tarisiro yebhizinesi repasi rose, petrochemical giants ichabhadhara zvakanyanya uye zvakanyanya kutarisisa kubatanidzwa uye kutora. Huyero hwekuita uye huwandu hweM&A nekuronga patsva hwaro hwakakosha hwekuongorora kutenderera kweindasitiri yemakemikari emuno. Ehe, kana kune hupfumi huri kusimukira, ivo vachiri kutora kuzvivakira senzira huru yekusimudzira uye vanowana kukurumidza uye hukuru hwekuwedzera nekutsvaga mari.
Zvinotarisirwa kuti kubatanidzwa kweindasitiri yemakemikari nekuronga patsva kuchanyanya kutarisa nyika dzakabudirira dzakaita seEurope neUnited States, uye hupfumi huri kusimukira hunomiririrwa neChina hunogona kutora chikamu zvine mwero.
Iyo yepakati uye yenguva refu yehurongwa hwekutungamira kwemakemikari hofori inogona kuve yakanyanya kunangana mune ramangwana
Iri izano rekuchengetedza kutevedzera gwara rekusimudzira repasi rose kemikari hofori, asi ine kumwe kurehwa kwakakosha.
Mumatanho ese akatorwa nepetrochemical giants, mazhinji acho akatanga kubva kune imwe nzvimbo yehunyanzvi, ndokuzotanga kupararira nekuwedzera. Mafungiro ebudiriro ezvese ane imwe nguva, kuchinjika kuchinjika zvakare kusiyanisa… Parizvino uye kwenguva yakati mune ramangwana, hofori dzinogona kunge dziri mukusangana, dziine mapazi akawanda, mibatanidzwa yakasimba uye yakanyanyonangana nzira yehurongwa. Semuyenzaniso, BASF ichave yakakosha danho rekusimudzira kutungamira mumachira, zvinokonzeresa, zvinoshanda uye mamwe minda, uye Huntsman acharamba achivandudza bhizinesi rayo re polyurethane mune ramangwana.
Nguva yekutumira: Zvita-19-2022