6 月我国官方制造业PMI 50.9%，比上月上升0.3 个百分点。构成制造业PMI 的五大分类指标中，生产指数、新订单指数和供应商配送时间指数均高于临界点，原材料库存指数和从业人员指数均低于临界点。

The global coal tar market is expected to grow at a significant rate during the forecast period (2017- 2024). Coal tar finds its significant applications in the production of carbon anodes, tire industry, and graphite electrodes, among others. Coal tar acts as a binder for the production of graphite electrodes, registering the highest CAGR during the forecast period. Before venturing into a forthcoming market, a firm must consider certain factors that allow the company to establish itself as an active player in the market. Henceforth, this chapter of the report provides an in-depth understanding of the direction in which the market is heading and the impacts of various factors on it. This segment of the report lists and analyzes several factors, such as market drivers, market restraints, and market opportunities, and their effect on the market.

Oil and gas remains as one of the most highly valued commodities in the energy sector. In recent years, there has been an increased focus on improving efficiency, and reducing downtime has been a priority for the oil and gas companies as their profits slashed since 2014, due to fluctuating oil prices. However, as concerns over the environmental impact of energy production and consumption persist, oil and gas companies are actively seeking innovative approaches to achieve their business goals, while reducing environmental impact. Additionally, the price of oil reduced by 40%, since hitting four-year highs of above USD 76 a barrel in October 2018, in the United States, nur turing concerns for oil and gas firms. Hence, companies in the oil and gas sector are experimenting with contemporary technologies to increase their efficiency and revenue. By leveraging AI in oil and gas operations, corporations can design algorithms to guide drills on land mass and ocean floor. AI is also been used to increase the safety of gas stations for preventive maintenance. But there have been growing incidences of fires at the gas stations. For instance, a gas station in Arkansas had an accidental fire. Such events can prove to be deadly and destroy gas stations and the area surrounding it. However, intelligent cameras based on AI can access the risk area and lessen the extent of potential damage.

Carbon prepregs are widely used in making high-strength composite structures. This can be used in varied products, ranging from an automotive component to the body of an aircraft. Among the various end-user industries, one of the attractive applications is manufacturing the components of a wind turbine. While the world has been harvesting energy from wind for several decades, the growing environmental concerns have driven the deployment of renewables, globally, in the last few years. The usage of wind power has become a noticeable contributor to the world’s energy mix. The exponential growth in the wind energy market is supported by depleting fossil fuel reserves, declining cost of wind power generation, growing sensitivity toward environmental issues, and support fromvarious governments around the world through financial incentives. The global wind power installations increased, from 14.86 GW in 2006 to 591 GW in 2018. The overall growth of the number of turbine installations during 2006-2018 was primarily driven by declining costs. This was due to the improved materials and design, and favorable government policies for wind power in major countries using wind energy, such as China, the United States, Denmark, Germany, the United Kingdom, and India.

全球烯烃进入新一轮扩产周期，2019 年乙烯盈利降至上轮周期底部水平，我国乙烯高需求缺口及煤化工高成本边际产能，有望支撑石脑油路线盈利；我国丙烯多元化路线发展，行业连续两年两位数产能增速，供需压力增加。推荐民营炼化龙头恒力石化、桐昆股份，轻烃裂解龙头卫星石化，及低估值高股息中国石化、上海石化（H）等。

2020 年1 月以来新冠病毒疫情发生叠加沙特俄罗斯打响价格战，供给需求的双重利空致使油价跌至历史底部。但目前以G20 体系为框架的减产行动已经启动，库存和库容压力有所减缓，随着5 月份OPEC+开始执行减产协议，和疫情逐步得到控制，原油市场迎来双重拐点。但是这轮油价反转我们认为不会是V 型反转，更多的可能是U 型或者W 型反弹。

根据重庆天然气交易中心最新披露，5月全国天然气消费量同比增加5%，较4月份增速增加1.2个百分点，较3月份增速增加4.0个百分点，逐级恢复态势明显。

2020 年伊始，新冠疫情全球蔓延叠加OPEC+减产协议谈判失败，国际原油市场遭遇逆风开局。2020 年1 月末，国际原油市场担忧疫情蔓延将造成原油需求锐减，布伦特原油价格开始走低；3 月6 日举行的OPEC+减产谈判以失败告终，沙特随即发动价格战，受此消息影响原油价格大幅走低， 3 月31 日布伦特原油价格触及22.74 美元/桶，3 月单月跌幅高达56%。