Analysis of ten development trends of chemical industry under the background of carbon neutrality

Brother Pingtou summarized the current application direction of important new materials in the energy storage battery industry, such as: silicon carbon composite negative electrode materials, lithium titanate, graphene, carbon nanotubes, lithium-rich manganese based positive electrode materials, dynamic nickel-cobalt lithium manganese oxide materials, coated membranes, ceramic alumina, high-voltage electrolyte, water-based binder, etc. These materials are expected to become an important upgrading direction for energy storage batteries in the future, and also drive the development direction of the chemical industry in the field of new materials.

04 Energy saving transformation of chemical plant will be a long-term trend

Under the general trend of carbon neutrality, the energy-saving transformation of China's chemical plant production is expected to help China's chemical enterprises reduce carbon emissions and achieve carbon neutrality in the chemical industry. The energy saving transformation of chemical equipment is mainly reflected in the energy saving transformation of traditional industrial systems, the transformation of high energy consumption general equipment, the efficient utilization and recycling of waste heat and pressure, and the application and transformation of carbon storage and capture. The energy saving transformation of these chemical equipment will contribute greatly to the realization of carbon neutrality.

Pingtou brother believes that the energy-saving transformation of China's chemical equipment mainly reflects the following directions:

First, the systematic transformation of key chemical industries, such as the petrochemical industry to implement refining and chemical energy system optimization, light olefin raw materials, advanced coal gasification, nitric acid production technology upgrading.

Second, the transformation of high-energy-consuming equipment in the chemical industry, such as the implementation of permanent magnet synchronous servo motor, high voltage frequency conversion speed regulation and other technical transformation and device replacement. In the distribution transformer system, the implementation of amorphous alloy transformer, on-load capacity regulation and voltage regulation technology, and promote the application of new electronic devices and other information technology.

Third, upgrade the high-pressure recovery technology of waste heat in chemical plants, and implement technical transformation such as waste heat recovery and utilization of flue gas system and high-parameter integrated cycle power generation of supercritical mixed working medium in self-provided power plants.

Fourth, implement carbon capture, carbon utilization and carbon storage technologies in chemical equipment, and strengthen the application of carbon dioxide in the chemical industry in oil extraction, plastic product processing and other fields.

05 Ultra-high voltage power transmission will drive the upgrading of new chemical materials

The overall development trend of China's new energy will be the development model of the integration of the industrial chain, in which ultra-high voltage power transmission is a key link in the development of new energy in China, carrying the long-distance transportation of China's electricity and the application of new energy. In the UHV transmission link, the reduction of power transmission loss and the improvement of efficiency is an important research direction of UHV transmission, which mainly comes from the use of new materials in the UHV transmission environment.

By 2035, China's UHV lines will achieve "national coverage", China's UHV lines like capillaries all over China, at that time, China will be a new energy as the main clean energy consumption of China. The development of UHV will inevitably drive the demand for high-voltage transmission lines, and the demand for new chemical materials will also increase simultaneously. The demand for new materials for UHV transmission lines, such as products such as XLPE, will also usher in an outbreak of demand.

What is the impact of these three chess pieces laid years ago on China's energy industry? Detailed analysis of the UHV transmission situation, if necessary, you can click to browse!

06 A new round of supply-side structural reform in energy-consuming industries

In the context of carbon neutrality, the relevant energy-intensive chemical industry will face a deep supply-side structural reform, and after the production capacity reaches its peak in the short term, it is expected to bring about the integration of production capacity after the impact of carbon neutrality.

According to the relevant experience of Pingtou Brother, the chemical industry that may have the supply-side structural reform under the trend of carbon neutrality may have coal to ethylene glycol, coal to methanol, synthetic ammonia, industrial silicon, calcium carbide, caustic soda, yellow phosphorus, MTO, soda ash. Most of these industries belong to high energy consumption and power consumption industries.

Brother Pingtou believes that with the implementation of carbon neutral policies in various provinces and cities, it is expected to bring decades of development drive for the chemical industry, which has a relative development advantage.