Benchmarking the "dual carbon" petrochemical industry requires "three hurdles" for the full iteration
The petrochemical industry has a large scale, many products, and a wide range of radiation, which is of great significance to economic transformation and upgrading.
The reporter learned from a recent survey that the national petrochemical industry has accelerated its strategic adjustments around the goal of "carbon peak and carbon neutrality", but facing full iteration, there are still insufficient regional synergy, low industrial levels, and the industry is facing "stigmatization", etc. Challenges require advancement of location restructuring, restructuring, revitalization, and speeding up high-quality development.
"Double carbon" forces innovation and evolution
As a resource-based and energy-based industry, the petrochemical industry's carbon emissions are at the forefront of the industrial field.
Recently, all localities have focused on green, low-carbon, and high-quality development, and are actively advancing the adjustment of development strategies.
Enterprises and parks actively explore low-carbon paths.
At the end of June, Shenghong's 16 million tons/year refining and chemical integration project was delivered in the mid-term in Lianyungang, Jiangsu.
"The total investment is 67.7 billion yuan, and the safety and environmental protection investment reaches 11 billion yuan. After completion, more than 80% of the raw materials and products will be mutually supplied and circulated in the base." Design the general process based on the principle of “heating, no new oil products, and more olefins” to create a world-class green and low-carbon benchmark.
According to the China Petroleum and Chemical Industry Federation, in Shanghai, Nanjing, Huizhou and other places, chemical parks with strong scale are committed to green, low-carbon, and coordinated development.
Strengthen the coastal layout, and the east, the middle and the west are synergistically strengthened.
For a period of time, the layout of my country's chemical industry along the Yangtze River has obvious characteristics.
In recent years, Jiangsu, Shandong, Guangdong, Zhejiang and other provinces have accelerated the construction of coastal petrochemical industries.
For example, Guangdong has deployed a coastal petrochemical industry belt from a high starting point, and petrochemical projects led by multinational giants such as BASF and ExxonMobil and domestic central enterprises have landed one after another.
Some progress has been made in the exploration of linkages between the east, middle and west regions. For example, Jiangsu Yangnong Group and Sinochem International build a new material industry base in Ningxia, and Zhejiang Huafeng Group relies on Chongqing natural gas resources to focus on the development of adiponitrile, spandex and polyurethane industries.
Major petrochemical provinces promote major strategic deployments.
Shandong Province proposed that during the "14th Five-Year Plan" period, it strives to achieve "five breakthroughs" in park upgrading, technological innovation, key project construction, intelligent transformation, and ecological optimization.
Zhejiang Province proposed that during the "14th Five-Year Plan" period, it will focus on 7 types of new chemical materials and 5 types of high-end specialty chemicals, and establish a green manufacturing system in the petrochemical industry by promoting green chemical manufacturing technologies, cultivating green chemical factories, and building green supply chains. , To promote the green and low-carbon transformation of the petrochemical industry.
"'Dual carbon' is not only a traditional concept of energy saving, emission reduction and environmental protection, but also a development model innovation." Li Shousheng, president of the China Petroleum and Chemical Industry Federation, said that China's petroleum and chemical industry will enter the "14th Five-Year Plan" period. The era of major transformation and major restructuring of the development mode: the strategic major transformation of the energy industry is coming, and the major structural restructuring of the chemical industry is imminent. The low-carbon green development mode will leap forward in the "butterfly style", leading the competitiveness of enterprises and parks Will enhance and reshape, the new development pattern, the win-win cooperation value chain will create the future with a new attitude.
Industry iteration faces triple challenges
The petrochemical industry is related to the national economy and people's livelihood, and almost all developed countries are chemical powers.
Some business leaders and industry experts believe that in the face of the new situation and new requirements, my country's petrochemical industry still has at least three shortcomings.
Regional coordination is still insufficient, and the spatial pattern needs to be reconstructed.
"Many of the shifting to the west are resource-based industries, labor-intensive industries, and high-environmental load industries." According to Zheng Baoshan, deputy dean of the Petroleum and Chemical Industry Planning Institute, the separation of resources and markets is also likely to bring new problems, such as The production capacity of methanol and other bulk commodities is mainly located in the northwest resource areas and needs to be transported to the east for further processing, which not only increases transportation costs and carbon emissions, but also poses safety risks.
"The chemical industry in the central and western regions has problems such as insufficient technology conversion, lack of leading enterprises, lagging park construction, and insufficient openness. If we simply undertake the transfer of production capacity, it will be difficult to solve the problems of industrial upgrading and reduction of total carbon emissions." A certain western province chemical industry association The chairman thinks.
The overall development level is low, and the industrial structure needs to be reshaped.
According to analysis by industry experts, my country’s petrochemical industry is mainly concentrated at low-end levels such as mining, basic raw material processing, and general manufacturing. High-end manufacturing and strategic emerging industries account for a very low proportion, and homogeneity is serious. The modernization of the industrial chain and supply chain needs to be improved. Facing a series of challenges such as process technology, basic management, and alternative energy, the task of accelerating the transformation and upgrading of the whole industry is arduous.
On the whole, my country's chemical industry has a high proportion of low-end products, with obvious resource-driven characteristics, and prominent resource contradictions. High-end chemicals such as surface coagulants and biochemicals are not only insufficiently produced, but also have a huge gap with international advanced technologies.
In recent years, a number of integrated refining and chemical projects led by private enterprises have been put into production one after another, which has greatly changed the situation where some chemical products are highly dependent on imports.
The industry is facing "stigmatization" and technical vitality needs to be revived.
"Study in chemical industry is unwilling to do chemical industry, which greatly restricts the motivation and ability of technological innovation." Qiao Xu, president of Nanjing University of Technology, said that in recent years, the public image of the chemical industry has been poor, and it has not been seen in many places, and its attractiveness to talents has decreased significantly. .
Some people in the industry reported that some regions generally included the petrochemical industry in the “two highs and one capital” and strictly controlled them, and some regions unilaterally emphasized the control of total energy consumption, which affected stability expectations and objectively restricted the high-quality development of the petrochemical industry.
Demonstration of scientific planning, leading the use of advantages and boosting "dual carbon"
Some industry insiders believe that thanks to my country’s huge market demand and the general trend of world economic recovery, the petrochemical industry is still in an important period of development opportunities. Whether the petrochemical industry can supply high-quality and sufficient new energy materials will also greatly affect the Carbon" process.
In the long run, it is necessary to strengthen policy design, guide the healthy, efficient and sustainable development of the petrochemical industry, and help achieve the "dual carbon" goal.
Optimize the spatial pattern and adapt to corresponding policies.
Zheng Baoshan said that the adjustment of the petrochemical industry's layout in the new era should follow the four principles of high-quality upgrade development, high-standard and standardized development, high-level agglomeration development, and high-standard green development.
According to the analysis of the China Petroleum and Chemical Industry Federation, the petrochemical industry must do a good job in the basic work of the new target of carbon peak and carbon neutrality, relying on advanced green technology and process technology to achieve carbon emission reduction.
Some experts and business leaders believe that it is necessary to attach great importance to the current status of carbon emissions in the industry, and to leave room for development appropriately. It is necessary to integrate the market and resources to promote "transfer and upgrade", and to study the corresponding emission rights, Environmental capacity and other policies.
Encourage cutting-edge projects and strengthen demonstration and leadership.
Some large petrochemical companies called for "strict approval" while moderately speeding up the implementation of projects with real strategic leading value.
Yu Huiyong said that aiming at the national energy transition, industrial security, and the shortcomings of high-end new energy and new materials, Shenghong Group is deepening its strategic transformation. With the overall goal of building a world-leading new energy and new material industrial base, it will refining and chemical The project is transformed into a large platform with strong basic raw material guarantee capabilities, and self-reliance with science and technology will help my country to move from a big petrochemical country to a strong petrochemical country.
Give full play to the industrial advantages and contribute to the "dual carbon" goal.
The final solution to carbon neutrality cannot be separated from the chemical industry, and energy evolution, energy conservation and emission reduction cannot be separated from chemical reactions and chemical technology progress.
Qiao Xu said that the chemical industry has a lot to do in the process of carbon neutrality. While promoting its own green development, the chemical industry must expand the carbon capture and carbon utilization industrial chain.
Experts in the industry believe that we must not only see the problem of carbon dioxide emissions from the petrochemical industry’s production process, but also fully affirm and play the important role of petrochemical products and petrochemical materials in energy conservation and emission reduction for mankind and the whole society. The preparation, purification and application of green hydrogen, and carbon dioxide capture Storage and utilization have strong potential, and cross-industry collaboration needs to be encouraged to explore new spaces for technological development and application.
Strengthen diversion and guidance, and reverse the image of the industry.
"The chemical industry is by no means a sunset industry." Many industry experts believe that, from chips to biomedicine, the chemical industry is the foundation for the development of many strategic emerging industries.
Companies in the petrochemical industry need to use their own efforts to achieve iterative upgrades and gradually reverse their image; in some places, they should also accurately adjust and change a series of "discriminatory" policies, including investment access, to form an organic renewal and virtuous cycle of the industry.
Ling Junhui Chen Gang Zhu Cheng