Since 2022, Russia-Ukraine geopolitical conflicts have intensified, and global energy prices have risen sharply, with international natural gas prices hitting historic highs. As the most important transitional energy source in the transition from fossil energy to non-fossil energy, the share of natural gas in primary energy has increased from 14.6% in 1965 to 24.7% in 2020. The global gas price indices showed a unilateral downward trend from 2018, bottomed out in 2020, and remained low for a long time. However, since July 2020, the global gas prices have gradually fluctuated upward, and the impact of geopolitical events made the Dutch TTF gas price even hit record highs repeatedly.
An analyst of a securities company believes that the core catalyst of this round of global gas market lies in the lack of investment in upstream oil and gas resources caused by long-term low prices. Since 2020, although the epidemic has led to a decline in demand, the decline in supply has been faster, resulting in a large inventory consumption. In 2021, demand will recover faster than supply (the supply-side is less sensitive to prices, which will be reflected in investment).
As the world's two largest gas zinc stearate emulsion are also expected to change significantly.
Overview of zinc stearate emulsion
Water-based zinc stearate mainly uses zinc stearate special additives, sandpaper polishing paint, thermal paper sensitizer functional additives, rubber and water-based paint release agents, etc.…
Gazprom recently said it had completely suspended gas supplies to Bulgarian Gas company and Polish Oil and Gas Company (PGNiG) because it was not being paid in rubles. Russia said it would resume gas supplies after it agreed to pay for them in ruble…