中东冲突持续升级,霍尔木兹海峡受阻正在将一场地缘政治危机转化为全球化工行业的系统性供应冲击。 据追风交易台,据摩根士丹利3月13日发布的最新不可抗力追踪报告,自伊朗冲突爆发以来,全球主要化工产品的不可抗力声明已呈现出跨地区、跨品类的连锁蔓延态势,涉及乙烯、丙烯、聚乙烯、聚丙烯、PVC及液化天然气等核心品类,波及企业遍及中国、日本、韩国、新加坡、印度尼西亚、波兰、德国、科威特、沙特阿拉伯及卡塔尔等...
Source Link中东冲突持续升级,霍尔木兹海峡受阻正在将一场地缘政治危机转化为全球化工行业的系统性供应冲击。 据追风交易台,据摩根士丹利3月13日发布的最新不可抗力追踪报告,自伊朗冲突爆发以来,全球主要化工产品的不可抗力声明已呈现出跨地区、跨品类的连锁蔓延态势,涉及乙烯、丙烯、聚乙烯、聚丙烯、PVC及液化天然气等核心品类,波及企业遍及中国、日本、韩国、新加坡、印度尼西亚、波兰、德国、科威特、沙特阿拉伯及卡塔尔等...
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