尼龙66（PA66）由于其耐磨性、高强度、温度应用范围广等优异的性能在 国防军工、城建交通、家居生活等方面得到了广泛应用，是关系到国计民生 的重要战略物资。但其原料己二腈长期被海外垄断，截止2021 年全球共199 万吨己二腈产能，其中约98%产能在海外，主要集中在英威达、奥升德、巴 斯夫三家企业手中。中国己二腈消费量占全球的22%，但己二腈产能仅占全 球的2%左右，是全球最大的己二腈进口国，原料端受制于人、价格频繁大 幅波动，已严重影响了我国尼龙产业发展的安全。

Malaysia's national oil and natural gas firm, Petronas, owns all oil and natural gas exploration and production projects in the nation Petronas dominates the upstream sector, where it enters production sharing contracts ( with local and international corporations to explore and exploit Malaysia's oil and gas resources ExxonMobil, Shell, and ConocoPhillips are the three largest multinational oil firms producing the most oil in Malaysia, as estimated by Rystad Energy and published by the US Energy Information Administration ( Other international oil corporations, such as Repsol ( Pertamina ( PetroVietnam ( and JX Nippon Oil and Gas, have been drawn by new investment potential ( Despite the large presence of other regional and international firms in Malaysia, Petronas dominates the downstream industry Shell, Chevron, and Petron are among the foreign gasoline retailers operating domestically

In the wake of the Russian invasion of Ukraine, the conflict between liberal camps centered upon the US and Europe and autocratic camps centered upon China and Russia is growing. Finally, international trade, which had been free for more than 30 years after the collapse of the Soviet Union, is becoming increasingly blocked. For fossil fuels, supply is limited due to conflicts between the two camps, including between the US and China in 2018, Australia and China in 2021, and Russia and Western Europe in 2022. In the meantime, many countries are strengthening their individual carbon-neutral policies to address climate change. Accordingly, we believe that responses to climate change going forward will become a means for countries to regulate one another. Given carbon neutrality and energy independence needs, nuclear power is expected to become a major source of power. In addition, the expansion of the renewable energy market, which has secured economic feasibility compared to fossil fuels, is to accelerate the global transition towards a hydrogen economy. Given this rapidly changing world order, we believe it is time to take a close look at how green energy market being reorganized.

8 月OPEC 总产量2965.1 万桶/天，环比增加61.8 万桶/天，主要来自利比亚；其中减产国实际产量较协议量低141 万桶/天。OPEC 预计2022-2023 年全球原油需求分别同比增长310、270 万桶/天，较上月预测持平。

全球经济增速预期与上月持平，原油预期平均日需求较2021年同比上升3.2%，与经济增速相近。OPEC9月报预期2022年全球经济增速为3.1%，与上月持平。全球原油需求预期与上月持平，为10003万桶/天。7月OECD石油商业库存26.99亿桶，同比降低1.48亿桶，环比增加1810万桶。