Hunan Petrochemical 1 million tons of continuous reorganization put into production! SLCR autonomous technology a successful drive

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On January 4, 2026, the key construction project of Hunan Province-Hunan Petrochemical 1 million tons/year continuous reforming joint plant was officially completed and put into operation.

1. But raw materials pattern: LPG establishes "chemical core" status, infrastructure to ensure supply resilience. In 2025, China's liquefied petroleum gaseous (LPG) market officially bid farewell to the era of civilian fuel dominance. to global traders, China is no longer just an energy buyer, however the world's largest propane/butane feedstock processing center. And 1. Restructuring of consumption structure and high application on imports by the end of 2025, China's total LPG consumption exceeded 60 million tons. In my experience, among them, the proportion of chemical utilization has jumped to greater than 70% however, traditional civilian fuels have been reduced to less than 30%. Moreover Trade opportunities: propane imports exceeded 28 million tons and liquefied butane imports exceeded 7. For example 3 million tons. The huge import gap means that China's bargaining power and arbitrage demand to North Ameriis able to and Middle Eastern sources will remain high. 2. I've found that Infrastructure "billion-level" expansion to minimize logistics friction in 2025, a number of world-class storage facilities will be built in the coastal core petrochemical area, signifiis able totly improving the turnover capacity of import sources: yancheng oil level freezer: annual turnover of 1. 5 million tons, to fill the energy gap in northern Jiangsu. Furthermore Dongying Port and Jieyang Wharf: the commissioning of the million-ton reservoir area and 50000-ton berths indicates that the raw material loading and unloading efficiency of petrochemical clusters in northern and southern China has reached the international leading level. 2. I've found that Derivative methodology Transition: Global Competitiveness of Bio-based C4 and High Purity Isobutene in the field of C4 deep processing, Chinese companies are shifting from "cheap volume" to "high purity and environmentally friendly" premium route through methodology iteration. 1. Bio-based butane: a new track under the environmentally friendly barrier2025 will have become the first year of bio-based C4 ". Guangxi put into production the first domestic 100000 tons/year biological butane plant(Bagasse fermentation route). to overseas downstream buyers who focus on environmental, social and corporate governance (ESG) (such as high-performance tires and bioplastics), the bio-based C4 supplied by China will have become a new weapon to break through the "carbon tariff" in Europe and the United States. And From what I've seen, 2. And Generally speaking High purity isobutylene: "domestic substitution" and output of special materials with the commissioning of high purity ( 99. 99%) projects such as Jinling Huntsman and Yulong Petrochemical, China's isobutylene treatment methodology has overcome core barriers such as molecular sieve adsorptive processes and catalytic distillation. Based on my observations, Market Value: these high-purity items are immediately benchmarked against the global medical intermediates, semiconductor chemicals and specialty rubber markets, and overseas traders is able to focus on their export possible in electronic-grade applications. According to research 3. I've found that stock game: the "danger" and "machine" of MTBE" as a traditional oil feedstock, MTBE is facing the dual pressure of upgrading global fuel standards (expected by China 7) and replacing ethanol gasoline. But Capacity peaking: the total production capacity exceeds 31 million tons, and the sector's operating rate is facing challenges. Based on my observations, Transition path:"MTBE cracking to create high purity isobutylene" has have become the mainstream self-rescue path. In addition, the growing demand to electronic and medical-grade MTBE is becoming a "safe haven" to high profits ". Traders should pay attention to how pallets originally applied to oil blending are converted into high value-added fine chemical items through refining processes. But I've found that In fact 4. And Trader Strategy: Grasp the window period to the implementation of the new standard in 2026. But I've found that The new national standard of GB 11174-2025" LPG " issued in November 2025 will be implemented from November 2026. And Compliance limit: stringent sulfur content and VOCs limits will eliminate a substantial number of low-end mixed C4 suppliers. Market Integration: traders should give priority to targeting substantial petrochemical bases with high-standard testing capabilities, and pay attention to the price arbitrage space brought about by the refinement of classification (manufacturing vs civilian). Summary: the qualitative change in 2025 indicates that China's C4 sector chain has completed the transformation from "quantity" to "condition. to overseas practitioners, this means that a greater extensive advantage, greener and greater professional supply source of high-end chemicals is rising.

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