Grounded in the May-2026 multi-user green-power direct-supply notice (NDRC/NEA [2026] No. 688) and the 2026–2030 industrial green-microgrid guide, we unpack how park-scale green-power direct supply scales from pilot to mainstream, and quantify its double re-rating of chemical firms' carbon and energy costs.

Against the 15th Five-Year climate plan, we map the national ETS timeline for bringing petrochemicals and chemicals into the market by 2027, the tightening quota path, and the re-pricing of carbon cost.

We interpret the Phase-2 scope of the EU Carbon Border Adjustment Mechanism and quantify its potential cost impact on fertilizers, aluminium processing and downstream products.

We summarize offshore and entrepôt trade facilitation measures, flagging red lines on FX settlement and document authenticity compliance.