【成本端原油承压,液化气缺乏驱动】金十期货2月20日讯,成本端原油承压,全球LPG供应预期高增长;需求端,化工需求增速料放缓,汽油添加和家用商用燃烧需求料保持平稳或略降,气、油比价反弹难度较大,单边也缺乏驱动。由于未达产和潜在新产能较多,关注逢高做空PDH利润的机会。风险点在于贸易战波及液化气、原油生产商政策及走势等。
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