The impact of the dual energy consumption control policy on the chemical industry

The impact of the dual energy consumption control policy on the chemical industry mainly has the following three aspects:
First, in the short term, it will have an impact on the supply of chemical products with a high proportion of production capacity in 9 provinces (regions), and the prices of related products may remain strong.
Second, it will be more difficult to obtain approval for new additions to the“two highs”projects in the future, and there is a risk that small and medium-sized production capacity will be shut down due to substandard energy consumption. In the future, the supply of related products for the “two highs” projects will be tight, and energy consumption will be under dual control pressure. There is a possibility of price revaluation.