俄乌战争对全球能源和化工行业有何影响？
Quick answer: For paint and coating topics, formulators usually compare flow, substrate fit, surface quality, and durability together because the same adjustment can improve one property while weakening another.
石化产品等大宗产品的价格肯定会上涨。
欧美国家对俄罗斯的经济制裁，可以借势减轻中国的压力，促进中俄合作的进一步深化。例如，刚刚签署的油气大单将更好地推动 "一带一路 "倡议的战略对接。中国化工产品更顺利地进入欧洲市场。
北气二线难以顺利投入使用。同时，途经乌克兰的天然气管道也受到很大影响。这些势必会提高欧洲天然气的溢价，造成全球能源价格上涨。夏季天然气需求减少，如果俄乌战争持续到冬季，将对欧洲造成更严重的影响。
俄罗斯在 2022 年 1 月将经由乌克兰运往欧洲的天然气减少了三分之二，欧洲天然气储量较低，冬季需求比全年其他月份高出 30%，2022 年迄今为止欧洲的液化天然气（LNG）出口量创历史新高，欧洲 LNG 处于满负荷运行状态。一旦发生冲突，英国天然气价格可能翻两番，而俄罗斯供应着全球海运合成氨市场的20%，供应中断可能会影响化肥和食品的价格和需求，但化工企业将难以转嫁更高的成本，从而损害利润率。关闭德鲁日巴管道将使欧洲乙烯产能减少多达 11%，丙烯产能减少 12%，亚洲需求增长下降，中国经济放缓，亚洲聚乙烯（PE）利润率已经出现负增长。
2021年，我国能源化工进出口贸易额将达到8600.8亿美元，同比增长38.7%。一方面，原材料价格大幅上涨导致成本增加；另一方面，欧美国家受疫情影响后，进出口业务仍未恢复，部分市场被中国企业收购。三是我国坚持稳定外贸政策持续发力，国内产业升级提升了产品整体竞争力。
随着俄乌战争的爆发，地缘政治危机日益凸显，大宗商品价格势必进一步上涨，大宗商品价格上涨将继续导致通胀压力加大。对我国能源化工贸易影响最直接的应该是美国。加大加息力度。加息必将有利于我国能源化工产品的出口。
How buyers usually evaluate coating and paint topics
In conventional coating work, technical buyers usually move fastest when they define the film-performance target first and then review rheology, substrate compatibility, additives, and long-term durability as one system instead of isolated tweaks.
- Start from the application scenario: furniture, powder coating, industrial paint, and waterborne systems often reward different formulation priorities.
- Check surface quality and process stability together: leveling, wetting, foam control, and drying often interact strongly.
- Review the film after full cure or drying: adhesion, hardness, weatherability, and color stability usually decide the commercial result.
- Use targeted additive screening: wetting, leveling, defoaming, and wear-resistance additives work best when the defect is clearly defined.
Recommended product references
- CHLUMINIT CQ: A direct reference for visible-light and color-sensitive curing discussions.
- CHLUMIAF 094: A balanced defoamer reference for waterborne coatings and many general foam-control screens.
- CHLUMIAF 3062: Useful when printing-ink and UV-ink compatibility matter in the defoaming screen.
- CHLUMIAF 3037: A stronger process-defoaming option when persistent foam survives harsher conditions.
FAQ for buyers and formulators
Why can a coating with good initial appearance still fail later?
Because many failures show up only after full cure, storage, or service exposure, when adhesion, flexibility, or weatherability becomes the limiting factor.
Should coating additives be chosen one by one outside the full formula?
It is usually safer to screen them inside the real formula because resin choice, pigments, and the rest of the additive package can change the result.