全球石化工业市场前景及投资研究报告-外文版培训课件中石油中石化中海油

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MARKETSPetrochemicalindustryworldwideCHAPTER

01OverviewProductioncapacityofpetrochemicalsworldwidefrom2018to2023(inmillionmetrictons)Globalpetrochemicalproductioncapacity2018-20233,0002,5002,600.062,397.092,285.12,190.82,1292,0001,5001,0005001,592.502018201920202021202220233Description:Theproductioncapacityofpetrochemicalsworldwideamountedtoroughly2.4billionmetrictonsin2023.Thisrepresentsanincreasefromavalueofonly1.6billionmetrictonsin2018.ReadmoreNote(s):Worldwide;2018to2023Source(s):GlobalDataSalesofpetrochemicalsworldwidein2023,byleadingcountry(inbillioneuros)Globalpetrochemicalsales2023,bycountrySalesinbillioneuros3000100200400500600700ChinaUSA637.4133GermanyJapan82.472.2Korea,RepublicTaiwan47.540.628.8NetherlandsBrazilIndonesiaFranceSaudiArabiaIndia28.326.525.124.421.620.7Belgium4Description:In2023,Chinawastheworld'slargestsellingcountryofpetrochemicals,withsalessurpassing637billioneuros.TheEastAsiancountryꢀaccountedfor45percentoftheglobalpetrochemicalsalesthatyear.Meanwhile,theUnitedStatesrankedsecond,butbyawidemargin,withsalesamountingtosome133billioneuros.ReadmoreNote(s):Worldwide;2022Source(s):VCIDistributionofpetrochemicalsalesworldwidein2022,bycountryGlobalpetrochemicalrevenuedistribution2022,bycountryShareofpetrochemicalsales0%5%10%15%20%25%30%35%40%45%50%ChinaUSA45.3%9.5%GermanyJapan5.9%5.1%Korea,RepublicTaiwan3.4%2.9%2.1%NetherlandsBrazilIndonesiaFranceSaudiArabiaIndia2%1.9%1.8%1.7%1.5%1.5%BelgiumIranMalaysia1.1%1%5Description:In2022,Chinaaccountedforover45percentofglobalpetrochemicalsales.TheUnitedStateshadthesecond-largestshareofpetrochemicalsalesworldwidebutbyawidemargin,accountingforroughly9.5percent.Theglobalpetrochemicalindustryhadamarketvalueof584.5billionU.S.dollarsin2022.ReadmoreNote(s):Worldwide;2022Source(s):VCICHAPTER

02SegmentsProductioncapacityofethyleneworldwidefrom2018to2022(inmillionmetrictons)Globalproductioncapacityofethylene2018-2022250200225.52214.3201.32191.54185150100500201820192020202120227Description:Theproductioncapacityofubiquitoushydrocarbonethyleneamountedto225.52millionmetrictonsin2022,anincreaseincomparisonwith2018.ReadmoreNote(s):Worldwide;2018to2022Source(s):GlobalDataProductioncapacityofpropyleneworldwidein2018and2022,withaforecastto2030(inmillionmetrictons)Globalproductioncapacityofpropylene2018-2022250200150207.95150.3144.16133.18129.8120100500201820192020202120222030*8Description:In2022,theglobalproductioncapacityofpropylenestoodatroughly150.3millionmetrictons.Theglobalproductioncapacityofpropyleneisexpectedtoexpandintheupcomingyears,mostlyduetopropyleneproductionplantsexpectedtoopeninAsiaandtheMiddleEast.ReadmoreNote(s):Worldwide;2018to2021Source(s):GlobalDataProductioncapacityofmethanolworldwidefrom2018to2022(inmillionmetrictons)Globalproductioncapacityofmethanol2018-2022200180171.84160.46157.27160148.44140140120100806040200201820192020202120229Description:Theglobalproductioncapacityofmethanolreachedapproximately171.84millionmetrictonsin2022.Theglobalmethanolproductioncapacityisexpectedtogrowbymorethan80percentbetween2021and2030.Thisgrowthisattributabletoplannedmethanolplants,mainlylocatedintheFormerSovietUnion,theMiddleEast,andAsia,thatareexpectedtocomeonlinebetween2021and2030.ReadmoreNote(s):Worldwide;2018to2022Source(s):GlobalDataParaxyleneproductioncapacityworldwidefrom2018to2021(inmillionmetrictons)Globalcapacityofparaxylene2018-2021908077.3573.387060605040302010020182020202110Description:Theorganicchemicalparaxylenehadatotalproductioncapacityofsome77.35millionmetrictonsworldwideasof2021.In2018,theproductioncapacityofthispetrochemicalstoodat60millionmetrictons.ReadmoreNote(s):Worldwide;2018Source(s):GlobalDataProductioncapacityofbutadieneworldwidefrom2024to2028(inmillionmetrictons)Globalproductioncapacityofbutadiene2024and20283026.952521.912015105020242028*11Description:Theproductioncapacityoftheorganicchemicalbutadieneisexpectedtoincreasefrom21.91millionmetrictonsin2024to26.95millionmetrictonsin2028.AsiaandtheMiddleEastareexpectedtoleadcapacityadditionsinthenextyears.

ReadmoreNote(s):Worldwide;2024Source(s):GlobalDataCHAPTER

03MarketvalueMarketvalueofpolyethyleneworldwidefrom2015to2022,withaforecastfor2023to2030(inbillionU.S.dollars)Globalmarketvalueofpolyethylene2015-2030250205.29200.73196.17191.42200187.42182.24177.35172.22168.04164.15161.18

159.89156.18151.38146.53141.98150100500201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*13Description:In2022,themarketvalueofthethermoplasticpolyethylenewasroughly168billionU.S.dollarsworldwide.By2030,theglobalmarketvalueofpolyethyleneisexpectedtorisetonearly205.29billionU.S.dollars.

ReadmoreNote(s):Worldwide;2015to2022;*Forecast.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)Marketvalueofpolypropyleneworldwidefrom2015to2022withaforecastfor2023to2030(inbillionU.S.dollars)Globalpolypropylenemarketvalue2015-2030180160159.87155.13150.19145.45140.93135.7214012010080130.49125.28120.94116.73114.37113109.36104.0396.5194.5604020020152016201720182019202020212022*2023*2024*2025*2026*2027*2028*2029*2030*14/statistics/858659/global-polypropylene-market-value-projectionsIn2022,theglobalpolypropylenemarketwasvaluedat120.94billionU.S.dollars.TheglobalpolypropylenemarketvalueisexpectedtogrowataCAGRof3.5percentduringtheforecastperiodof2022to2030toreachavalueof159.87billionU.S.dollars.ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof3.5percentduringtheforecastperiod2023-2030ReadmoreSource(s):AgileIntelResearch(ChemIntel360)Marketvalueofbenzeneworldwidefrom2015to2022,withaforecastfor2023to2030(inbillionU.S.dollars)Globalmarketvalueofbenzene2015-2030140120100121.67119.9116.06112.18108.37104.7100.8797.1793.8590.3687.2985.482.0478.8175.7780604020072.85201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*15Description:Themarketvalueoftheorganiccompoundbenzenewasapproximately93.85billionU.S.dollarsworldwidein2022.By2030,theglobalmarketvalueofthischemicalisexpectedtoriseconsiderablytosome121.67billionU.S.dollars.

ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof3.3percentfrom2023-2030.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)Marketvalueofpolyethyleneterephthalateworldwidefrom2015to2022,withaforecastfor2023to2030(inbillionU.S.dollars)GlobalmarketvalueofPET2015-2030504543.2641.8540.6439.3240353025201510538.0636.8135.7334.7333.5132.3531.9431.4329.728.0726.5324.390201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*16Description:Theglobalpolyethyleneterephthalate(PET)marketwasvaluedat33.51billionU.S.dollarsin2022.TheglobalPETmarketisexpectedtoreachavalueof43.26billionU.S.dollarsby2029,registeringaCAGRof3.2percentduringtheforecastperiodof2023to2030.ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof3.2percentfrom2023-2030.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)Marketvalueoftolueneworldwidefrom2015to2022,withaforecastfor2023to2030(inbillionU.S.dollars)Globalmarketvalueoftoluene2015-203035302531.1530.3829.3328.2727.1826.1325.092422.9621.0520.7220.3519.49201510518.3317.2516.060201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*17Description:Themarketvalueoftoluenewasapproximately22.96billionU.S.dollarsworldwidein2022.By2030,theglobalmarketvalueofthisorganiccompoundisexpectedtorisetoaround31.15billionU.S.dollars.

ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof3.8percentfrom2023-2030.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)CHAPTER

04MarketvolumeMarketvolumeofbenzeneworldwidefrom2015to2022,withaforecastfor2023to2030(inmillionmetrictons)Globalbenzenemarketvolume2015-20308076.0474.9572.8670.7768.837066.6164.3962.1960.2858.38605040302010056.6455.6853.8652.1150.4448.82201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*19Description:In2022,marketvolumeofbenzeneworldwideamountedtonearly60.28millionmetrictons.Itisforecastthatthemarketvolumeofthisorganicsolventwillgrowtoaround76.04millionmetrictonsworldwideintheyear2030.

ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof2.9percentfrom2023-2030.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)Marketvolumeoftolueneworldwidefrom2015to2022,withaforecastfor2023to2030(inmillionmetrictons)Globaltoluenemarketvolume2015-203045403540.0139.2937.9436.9735.934.6433.4932.3331.2630.3229.6929.4429.1928.583025201510527.7226.870201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*20Description:In2022,theglobalmarketvolumeoftolueneamountedtonearly31.26millionmetrictons.Itisforecastthatthemarketvolumeofthisorganiccompoundwillgrowtoaroundfortymillionmetrictonsworldwideintheyear2030.ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof3.1percentfrom2023-2030.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)Marketvolumeofethyleneoxideworldwidefrom2015to2022,withaforecastfor2023to2030(inmillionmetrictons)Globalethyleneoxidemarketvolume2015-20304036.4535.8435.3234.8134.05353025201510533.4333.1231.8931.5830.7630.0429.1328.4826.9925.4423.880201520162017201820192020202120222023*2024*2025*2026*2027*2028*2029*2030*21Description:In2022,themarketvolumeofethyleneoxideworldwideamountedtonearly31.58millionmetrictons.Itisforecastthatthemarketvolumeofthisorganiccompoundwillgrowtoaround36.45millionmetrictonsworldwideintheyear2030.

ReadmoreNote(s):Worldwide;2015to2022;*ForecastbasedonaCAGRof1.9percentfrom2023-2030.ReadmoreSource(s):AgileIntelResearch(ChemIntel360)CHAPTER

05ConsumptionLeadingcountriesinconsumptionofpetrochemicalsworldwidein2022(inbillioneuros)Globalpetrochemicalconsumption2022,bycountryConsumptioninbillioneuros3000100200400500600700ChinaUnitedStatesGermanyJapan638.7129.5105.671.6TaiwanKorea,RepublicBrazil43.641.438.1IndiaBelgium33.326.7France26.425.1NetherlandsIndonesiaItaly20.820.623Description:In2022,Chinawasbyfarthelargestconsumerofpetrochemicalsworldwide,atnearly638.7billioneuros.TheUnitedStatestrailedinsecond,withaconsumptionvaluedatsome129.5billioneuros.ThiswasfollowedbyGermany,whichusedupto105.6billioneurosworthofpetrochemicalsthatyear.ReadmoreNote(s):Worldwide;2022Source(s):VCIDistributionofprimarypetrochemicalconsumptionworldwidein2022,byregionGlobalshareofprimarypetrochemicalconsumption2022,byregionOther6%IndianSubcontinent4%SoutheastAsia7%MiddleEast9%NortheastAsia50%WesternEurope9%NorthAmerica15%24Description:In2022,NortheastAsiawasbyfarthelargestconsumerofprimarypetrochemicalsworldwide,accountingforhalfoftheglobalpetrochemicalconsumption.NorthAmericafollowedwithapetrochemicalconsumptionshareof15percent.

ReadmoreNote(s):Worldwide;2022Source(s):IHSMarkitDistributionofprimarypetrochemicalconsumptionworldwidein2022,bytypeGlobalshareofprimarypetrochemicalconsumption2022,bytypeButadiene2%Toluene5%Benzene10%Ethylene32%Xylenes13%Methanol16%Propylene22%25Description:In2022,ethyleneaccountedforroughly32percentoftheglobalprimarypetrochemicalconsumption.Propylenewasthesecondmost-consumedprimarypetrochemicalworldwidewithapproximately22percent.

ReadmoreNote(s):Worldwide;2022Source(s):IHSMarkitCHAPTER

06PricesPriceofpolystyrene(PS)worldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofpolystyrene2017-20221,8001,6001,5351,5111,4621,3721,4001,2001,00080060040020001,2151,05720172018201920202021202227Description:In2022,theglobalpriceofpolystyrenestoodatapproximately1,462U.S.dollarspermetricton.Thisrepresentsaslightdecreasefromtheaverageglobalpriceperinthepreviousyearof1,535U.S.dollarspermetricton.

ReadmoreNote(s):Worldwide;2017to2022Source(s):Bloomberg;KrungsriResearchPriceofpolyethyleneterephthalate(PET)worldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofpolyethyleneterephthalate2017-20221,4001,300.41,161.91,2001,00080060040020001,065.71,038.31,026.972520172018201920202021202228Description:Theglobalpriceofpolyethyleneterephthalate(PET)in2022was1,161.9U.S.dollarspermetricton,showinganincreasefromthepreviousyear'svalueof1,065.7U.S.dollarspermetricton.PETisextensivelyusedinthetextileindustrytomakepolyesterfibers,aswellasforvariouspackagingapplicationslikebeveragebottles,foodcontainers,andpersonalcareproducts.ReadmoreNote(s):Worldwide;2017to2022Source(s):Bloomberg;KrungsriResearch;estimatesPriceofpolypropyleneworldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofpolypropylene2017-20221,4001,2001,2851,2371,1331,1031,0641,000800600400200094520172018201920202021202229/statistics/1171084/price-polypropylene-forecast-globallyIn2021,theglobalaveragepriceofpolypropylene(PP)was1,285U.S.dollarsperton–anincreaseof340U.S.dollars,or36percent,comparedwiththepreviousyears.AsofFebruary2022,theaveragepriceofPPstoodat1,208U.S.dollarsperton.

ReadmoreNote(s):Worldwide;2017to2022Source(s):Bloomberg;KrungsriResearchPriceofpolyvinylchlorideworldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofpolyvinylchloride2017-20221,6001,4001,2001,0001,4491,115921896889860800600400200020172018201920202021202230Description:Theaverageglobalpriceofpolyvinylchloride(PVC)in2022was1,115U.S.dollarspermetricton,whichrepresentsadecreasefromthepreviousyear’saveragepriceof1,449U.S.dollarspermetricton.

ReadmoreNote(s):Worldwide;2017to2022Source(s):Bloomberg;KrungsriResearchPriceofp-xyleneworldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofp-xylene2017-20221,2001,0001,1131,0598878478498005666004002000201720182019202020212022*31Description:Theaveragepriceofp-xyleneworldwideamountedtosome849U.S.dollarspermetrictonin2021.AsofMay2022,theaveragepricefortheyearhadincreasedto1,113U.S.dollarspermetricton.

ReadmoreNote(s):Worldwide;2017to2022;*AsofMay2022.Thestatisticwasassembledusingseveraleditionsofthereport.ReadmoreSource(s):Bloomberg;KrungsriResearchPriceofbenzeneworldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofbenzene2017-20221,2001,0001,107933832828800647600400200498020172018201920202021202232Description:Afterreachingalowof498U.S.dollarspermetrictonin2020,theglobalpriceofbenzenehasincreasedrapidlyoverthelasttwoyears,reachinganaverageof1,107U.S.dollarspermetrictonin2022.Withamonthlyaveragepriceof1,392U.S.dollarspermetrictoninJune2022.Thisisalmostthreetimesmorethanthepriceregisteredinthesamemonthtwoyearsearlier.ReadmoreNote(s):Worldwide;2017to2022Source(s):Bloomberg;KrungsriResearchPriceofhigh-densitypolyethyleneworldwidefrom2017to2022(inU.S.dollarspermetricton)Globalpriceofhigh-densitypolyethylene2017-20221,4001,2111,2001,00080060040020001,1451,1191,10693583720172018201920202021202233Description:Thepriceofhigh-densitypolyethylene(HDPE)hasfluctuatedsignificantlyfrom2017to2022,reachingalowof837U.S.dollarspermetrictonin2020andahighof1,211U.S.ꢀdollarspermetrictonin2018.ꢀThepricewasshowntohaveincreasedslightlyfromthis2020minimumtoavalueof1,106U.S.dollarspermetrictonin2022.ReadmoreNote(s):Worldwide;2017to202