石化工业注定爆发

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[文摘片段。从中品读石油需求问题和石油化工的前景问题】

The Petrochemical Industry Is Set To Explode 石化工业注定爆发

*The global movement to ditch fossil fuels is largely focused on transport and industry, but the petrochemical industry will need fossil fuels for decades to come.

*The value of the petrochemical market is forecast to grow to $1 trillion by 2030, increasing its demand for crude oil and natural gas.

*the petrochemical industry is all but certain to see growth in the coming decade, it will need to invest heavily in decarbonizing operations.

* 摒弃化石能源主要关注点在交通和工业上面,但是石化工业在未来的几十年继续需要化石原料。

* 到2030石化市场预计成长到1万亿美元,从而增加石油和天然气的需求量。

* 然而在未来十年里石化工业确定性的增长前提下,对其大举减碳投资也刻不容缓。

The International Energy Agency (IEA) predicts that global crude demand will continue to increase until 2025, before decreasing at a CAGR of 1 percent between 2026 and 2050. The IEA believes that oil use as a petrochemical feedstock is the only area that will see an increase in demand, with 55 percent of all global oil demand contributing to the petrochemical market by 2050.

国际能源署预测全球原油需求将持续增加直到2025年,从2026开始到2050年期间将每年以1%的速度萎缩。能源署相信石化原料需求将是唯一增长的环节,到2050年55%的石油需求来自于石化市场。

The petrochemical industry is expected to continue to grow well into the next two decades, with the demand for petrochemical products continuing to increase worldwide. This will be a major driver for oil and gas demand over the next 30 years, even as we see a decrease in the reliance on fossil fuels for heating and transport.

得益于全球对石化产品的需求增长,石化工业预计在未来20年将继续成长。这将是未来30年油气需求的主要驱动力,尽管我们会看到在制热和交通方面对石化能源需求依赖的减少。

$中国石化(SH600028)$ $万华化学(SH600309)$ $东方盛虹(SZ000301)$ 

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