The hottest polyethylene gap still exists, and ole

2022-10-12
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Polyethylene gap still exists, olefin raw materials must be diversified

China has always been a scarce country in terms of oil resources. For olefin products with oil as the main refining raw material, it is undoubtedly constrained by the resource that the price of upstream 40d products is about 48000 (4) 9000 yuan per ton. Since the beginning of the 21st century, China's economy has developed at a fast speed, but a large number of modern industries need the support of oil resources. This has brought considerable raw material costs and import pressure to China

as an important part of the oil industry chain, with the increasing requirements of power batteries for energy density and performance, the 12th Five Year Plan proposed the diversification of olefin raw materials and formulated the development plan of coal to olefin and shale gas. Although this will play a significant role in changing China's energy structure, careful analysis will not change the traditional position of naphtha to olefins

according to the survey data released by relevant parties, we know that the annual capacity of the unit has reached 10.82 million tons so far. During the 12th Five Year Plan period, Fushun Petrochemical, Wuhan ethylene, Sichuan refining and chemical, Daqing Petrochemical and other units are still put into operation. By the end of the 12th Five Year Plan period, the polyethylene production capacity will reach 16.67 million tons. According to the data of 2011, the domestic production of polyethylene is 10.152 million tons, and the apparent demand is 17.2727 million tons. It can be seen that there is still a gap of more than 7 million tons of polyethylene in China, which has to rely on imports. Therefore, imported products occupy an important proportion of China's polyethylene market with their relatively high performance and cost advantages. However, with the expansion of domestic production capacity and the diversification of olefin raw materials during the 12th Five Year Plan period, the self-sufficiency rate of polyethylene in China will be significantly increased and the degree of external dependence will gradually decrease

all the above shows that there is still a large gap in the market of olefin petrochemical products represented by polyethylene. According to the current development situation, China cannot get rid of the method of importing raw materials from abroad in the short term. However, the fundamental solution to energy scarcity is to tap new energy and raw materials from a new perspective and at a new level. Let olefin raw materials develop in a diversified way

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