美国页岩气革命带来的大量廉价石化原料正在重塑全球石化产业。日本石化生产商与其他地区的同行一样,既存在着机遇也面临着挑战。日本化工生产商们在一些领域面临的竞争将加剧,而在另一些领域将直接受益于低成本的原料。近一段时间,日本化企正根据自身特点调整布局,积极应对产业变化。日本当前最为关注的是页岩气革命对其石脑油为原料的石化产业的影响,因为美国以页岩气为原料的石化生产具有非常大的成本优势。陶氏化学、埃克森美孚化学、雪佛龙菲利浦斯化学、台塑和西方化学公司 The massive petrochemical feedstocks brought by the shale gas revolution in the United States are reshaping the global petrochemical industry. Japanese petrochemical producers, like their counterparts in other regions, face both opportunities and challenges. Japanese chemical producers will face increased competition in some areas while others will directly benefit from low-cost raw materials. Recently, Japanese enterprises are adjusting their layout according to their own characteristics and actively responding to changes in the industry. What Japan is currently most concerned about is the impact of the shale gas revolution on its naphtha-based petrochemical industry, as petrochemical production from shale gas in the United States has a significant cost advantage. Dow Chemical, ExxonMobil Chemical, Chevron Phillips Chemical, Formosa Plastics and Western Chemical Company