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The propylene oxide industry in the "dual-carbon" era will enter a new round of reshuffle, the path of industrial upgrading is becoming clearer, and advanced production capacity and upstream and downstream integration projects are expected to continue to benefit
As the largest producer and seller of propylene oxide in Asia, China has ushered in a new round of capacity expansion this year, and it is expected that the new capacity will be no less than one million tons
As the largest producer and seller of propylene oxide in Asia, China has ushered in a new round of capacity expansion this year, and it is expected that the new capacity will be no less than one million tons
Lv Xiaodong, an expert from Sinopec Economic and Technological Research Institute, said at the meeting that the improvement of safety and environmental protection requirements will further increase the entry threshold for the propylene oxide and polyether polyol industries
"Dual control of energy consumption will affect the start-up and efficiency of the industry in the short and medium term.
Sun Jie, deputy general manager of Jiangsu Yida Chemical Co.
Ni Ji, chief analyst of Orient Securities Chemicals, believes that according to the statistics of China's carbon accounting database, China's current total annual carbon emissions are about 10 billion tons
In Ni Ji's view, the project of propane dehydrogenation (PDH)-propylene-propylene oxide integrated industrial chain will usher in development opportunities in the "two-carbon" era
.
In the carbon neutral scenario, the carbon price is included in the cost, corresponding to a substantial increase in the cost of hydrogen
.
In the future, the profit center of light hydrocarbon chemical industry should be shifted from the olefin side to the hydrogen side
.
Among them, PDH projects are mostly located in the eastern coastal areas, and the coal index is tight.
It is suitable for the development of chemicals that only require hydrogen.
Synthetic ammonia, hydrogen peroxide, 1,4-butanediol (BDO), adipic acid, etc.
are good choices
.
Hydrogen peroxide can be used to produce lithium iron phosphate.
BDO and adipic acid are the main raw materials of polybutylene terephthalate-adipate (PBAT), and both have huge potential explosive markets
.
"Ni Ji said
.