中国煤制烯烃产业—聚烯烃技术和设备供应商的新机遇

wujixian

本文由 马后炮化工论坛 转载自互联网
中国煤制烯烃产业—聚烯烃技术和设备供应商的新机遇


中国海关总署的数据显示，2009年中国原油进口超过2亿吨。与此同时，聚烯烃净进口量为1147万吨，其中聚乙烯735万吨，聚丙烯412万吨。


以“煤”代“油”生产低碳烯烃，是实现我国以“煤代油”能源战略，保证国家能源安全的重要途径之一。烯烃的巨大需求量、煤炭的价格优势和石油资源的紧缺，使煤制烯烃项目极具市场竞争力，也引起了企业极大的投资热情。


根据国家产业政策的要求，当前中国正在开展煤制烯烃工业化示范。另有超过20个项目处于计划阶段，其中部分已经举行了开工奠基仪式。国家发展改革委表示，到2009年底，各地报来的煤制烯烃项目总产能达2000万吨。


中国蓬勃发展的煤制烯烃工业，为煤气化、空分、甲醇合成以及甲醇制烯烃（MTO/MTP）等供应商带来了良好的业务增长。但受益的行业并不局限于此。绝大部分煤制烯烃项目以聚烯烃为目标产品，产出的乙烯和丙烯必须经过分离提纯、聚合反应和挤出造粒才能够得到最终市售的塑料粒子。因此，聚烯烃相关的技术和设备供应商也将迎来巨大的市场机遇。


神华包头煤制30万吨/年聚乙烯和30万吨/年聚丙烯分别采用了美国Univation公司的气相法聚乙烯工艺和陶氏化学的UNIPOL气相流化床聚丙烯工艺，整个装置已于2010年5月31日建成，将进入试车阶段。


大唐多伦煤制46万吨/年聚丙烯项目采用陶氏化学的UNIPOL气相流化床聚丙烯工艺，通过外购丙烯，其聚丙烯装置已于2009年11月试车成功，将于2010年内进行全流程试车。


神华宁煤集团煤制52万吨/年聚丙烯项目采用ABB-Lummus的Novolen气相法聚丙烯技术，其聚丙烯装置挤压造粒机于2010年5月投料试车成功，同样将于2010年内进行全流程试车。


亚化咨询预计，到2010年底，我国将形成158万吨的煤制聚烯烃产能，其中聚乙烯为30万吨，聚丙烯为128万吨。约占届时中国聚烯烃总产能的7%左右。与此同时，中国有超过20个煤制聚烯烃项目处于计划阶段，其中已经开工建设和宣布于2012年之前开工建设的项目如下表所示（包括外购甲醇制烯烃项目）。





装置所在地公司名产能（吨/年）进度
内蒙古满洲里市华能呼伦贝尔能源公司60万吨/年甲醇，20万吨/年烯烃在建
陕西榆林靖边县陕西延长中煤榆林能源化工公司180万吨/年甲醇、60万吨/年MTO、150万吨/年重质渣油热裂解、60万吨/年聚丙烯、60万吨/年聚乙烯计划中
陕西省延安市延长石油集团180万吨/年甲醇、60万吨/年MTO、40万吨/年轻油裂解、45万吨/年聚乙烯、25万吨/年聚丙烯计划中
陕西渭南市陕西蒲城清洁能源化工公司180万吨/年甲醇，68万吨/年烯烃在建
宁夏宁东煤化工基地神华宁煤集团180万吨甲醇制60万吨/年烯烃计划中
安徽淮南安徽淮化集团170万吨/年甲醇、49万吨/年聚丙烯计划中
河南濮阳市中石化60万吨/年甲醇制20万吨/年烯烃在建
河南鹤壁市中石化/河南煤业化工集团180万吨甲醇制60万吨/年烯烃计划中
浙江宁波宁波禾元化学有限公司180万吨/年甲醇制30万吨/年聚丙烯、50万吨/年乙二醇计划中




这些项目都在积极与相关的技术与设备供应商进行交流，并且部分项目已经完成技术选择。例如Univation公司2009年11月宣布，陕西延长石油集团公司旗下的榆林能源化工有限公司选择Univation公司的聚乙烯工艺，用于该公司的一套30万吨/年聚乙烯装置。


将于2010年底投产的三大项目将验证煤制聚烯烃的技术和经济可行性。工业与信息化部开展了煤制烯烃布局的调研，在示范项目取得成功后，将在综合考虑煤炭资源、水资源、环境容量、交通运输等方面的基础上，提出国内煤制烯烃生产力布局规划。为交流煤制烯烃项目经验，展望未来产业发展方向，第二届煤制烯烃技术经济研讨会也将于2010年11月在北京召开。


总的来说，中国的煤制聚烯烃产业将为烯烃分离、聚烯烃技术和催化剂以及挤出造粒系统的供应商带来良好的市场机遇，也必将成为中国烯烃供应的重要补充和煤化工及甲醇下游衍生物的重点发展方向。聚烯烃技术和设备供应商宜把握商机，密切关注。








China CTO Industry – New Opportunities for Polyolefin Process & Equipment Suppliers




According to the data published by the China Customs, China imported over 200Mt of crude oil in 2009. Net import of polyolefin in same period was 11.47Mt, including 7.35Mt of PE and 4.12Mt of PP.

Use coal instead of oil to produce olefins is an important way to realize China’s energy strategy, and protect the nation’s energy security. Huge demand on olefins, price advantage of coal and tight supply of oil make CTO (coal-to-olefins) projects competitive and attracting.

A series of CTO units of commercial capacity have been built for process demonstration in line with the state industry policy. In addition there are more than 20 such projects are at planning stage or having inauguration ceremony held for part of these projects. As stated by the National Development & Reform Commission, total capacity of CTO projects proposed by investors has aggregated up to 20Mt/a up to the end of 2009.

Booming Chinese CTO industry has brought great business growth for suppliers in the fields of coal gasification, air separation, methanol synthesis and MTO/MTP methanol-to-olefins/propylene etc. Benefited suppliers are not limited in above named industries. Most CTO projects are designed to produce polyolefin as final product; produced ethylene and propylene need purification, polymerization and extrusion/pelletizing steps to obtain the market sellable plastic beads. Thus the process licensors and equipment vendors in polyolefin field will also enjoy the great business opportunities.

Shenhua Baotou coal-based 300kt/a PE and 300kt/a PP projects usedd a gaseous phase polyethylene process from US Univation and UNIPOL gaseous phase fluidized bed polypropylene process from Dow Chemical respectively. The whole project was completed on the date of May 31st 2010 and got ready to start commissioning.

Datang Duolun 460kt/a PP project also use Dow’s UNIPOL PP process. By outsourced propylene, the PP unit in the project was started up with success in November 2009 and the whole process is scheduled to start up before end of 2010.

Shenhua Ningxia Coal Croup’s 520kt/a PP project is designed to use Novolen gaseous phase PP process licensed from ABB-Lummus. Extrusion/pelletizing line in the project’s PP unit passed trial running test in May 2010. The whole process commissioning is also expected to start within the year.

As predicted by ASIACHEM, China will establish 1.58Mt/a of coal-based polyolefin capacity by the end of 2010, including 300kt/a of PE and 1.28Mt/a of PP, accounting around 7% of the nation’s total polyolefin capacity at the time. Over 20 coal based polyolefin projects are currently at the planning stage. Listed in following table are those having started construction and those announced to start construction before 2012 (including polyolefin projects based on outsourced methanol).

LocationCompanyProducts &CapacitiesStatus
Manzhouli, Inner MongoliaHuaneng Hulunbeier Energy Development Co Ltd600kt/a methanol and 200kt/a MTOconstruction underway
Jingbian
County, Yulin, ShaanxiShaanxi Yanchang Zhongmei Yulin Energy Chemical Co., Ltd1,800kt/a methanol, 600kt/a MTO, 1,500kt/a heavy residue oil pyrolysis, 600kt/a PE, 600kt/a PPplanned
Yanan, ShaanxiYanchang Petroleum Group1,800kt/a methanol, 600kt/a MTO, 400kt/a Light Oil pyrolysis, 450kt/a PE, 250kt/a PPplanned
Weinan, ShaanxiPucheng Clean Energy Chemical Company Ltd1,800kt/a methanol and 680kt/a MTOconstruction underway
NingDong Energy Chemical Base, NingxiaShenhua Ningmei Group1,800 kt/a methanol to 600kt/a olefinsplanned
Huainan, AnhuiAnhui Huainan Chemical Group1,700kt/a methanol, 490kt/a MTPplanned
Puyang, HenanSinopec600kt/a methanol to 200kt/a olefinconstruction underway
Hebi, HenanSinopec / Henan Coal Chemical Industry Group1,800kt/a methanol to 600kt/a olefinsplanned
Ningbo, ZhejiangNingbo Heyuan Chemical1,800kt/a methanol to 500kt/a MEG, 300kt/a PPplanned


For these projects, the project owners are contacting with the potential process and equipment suppliers, some have made decisions. For instance, Univation announced in November 2009 that Yulin Energy Chemical Co Ltd, a subsidiary under Shaanxi Yanchang Oil Group, had selected Univation
PE process to construct a 300kt/a PE plant.

Three major projects (Shenhua Baotou, Shenhua Ningmei & Datang) are expected to be on-stream by the end of 2010 will demonstrate technical and economic feasibility of coal-to-polyolefin processes. Ministry of Industry & Information Technology has started a study on CTO project layout and, after successful process demonstration, shall propose a national CTO capacity planning based upon general consideration of coal and water resources, environmental volume and transportation conditions etc. To discuss CTO projects update and outlook, the 2nd Coal-to-Olefins Conference will be held in Beijing, November 2010.

In general, Chinese coal based Polyolefin industry will deliver good market opportunities for suppliers in the fields of olefin separation and polyolefin processes/catalysts as well as the extrusion/pelletizing system etc, and will become a principal supplement of petroleum based polyolefin supply on Chinese market, as well as a focused developing direction of coal chemicals and methanol derivatives. Polyolefin process licensors and equipment vendors shall pay close attention to catch up the business opportunities.




本文摘自亚化咨询的邮件内容。