ICIS：2025年亚太化工及能源市场关键趋势研究报告：聚焦中国、日本、印度与韩国（英文版）（16页）.pdf

1、2025 APAC Key TrendsAPAC Chemicals&EnergySpotlight on China,Japan,India and South Korea2025 APAC Key Trends,APAC Chemicals&Energy|Spotlight on China,Japan,India and South KoreaContentspg 3 Introductionpg 4 Asia Pacific-Protectionism,overcapacity,geopoliticspg 6 China-Trade tensions,overcapacity,weak

2、 demandpg 6 Japan-Consolidation,higher-value chemicals,auto competitionpg 7 India-Strong demand,global oversupply,low-cost importspg 8 South Korea-Diversification,consolidation,political instabilitypg 9 Introductionpg 10 Asia Pacific-Renewable energy,energy security,geopoliticspg 11 China-Decarbonis

3、ation,energy security,technological innovationpg 12 Japan-Decarbonisation,energy security,geopoliticspg 13 India-Growth,renewables,LNG infrastructurepg 14 South Korea-Diversification,energy security,economic uncertaintyChemicalsEnergy22025 APAC Key Trends Chemicals introduction2025 will be a really

4、dynamic year for the chemicals industry with significant restructuring,intense competition and the impact of central bank rate cuts on manufacturing,construction and consumer durables.Geopolitical uncertainty over the Middle East and heightened risks of a trade war between the US and China will cont

5、inue to dominate chemicals markets.Chemicals introduction31.Increased protectionism and overcapacity could see a splinteringof trade patternsUS President Trump has pledged to introduce baseline tariffs of 10-20%and reciprocal trade barriers,as well as tariffs of 60%on imports from China.While this m

6、ay be political rhetoric or a negotiating tactic,and it remains to be seen whether there is domestic appetite for such a move,the direction of travel is clear.Many are expecting 2025 to be a year of continuous change in trade flows to and from Asia Pacific.In 2025,new countries in the region may bec