国泰海通：伊朗地缘冲突持续关注石化及下游产品价格变动

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智通财经APP获悉，国泰海通发布研报称，美伊冲突引发全球能源及化工市场剧烈震荡，油价从70.75美元/桶上升至91.98美元/桶，涨幅达30%。由于担忧后续原料供应，亚洲炼厂陆续降负。在化工方面，霍尔木兹海峡承担着全球35%的尿素、33%的合成氨、45%的硫磺运输量，如果中东局势不确定性持续，全球肥料供需市场的平衡可能受到较大影响。价差方面，冲突爆发后，煤制乙烯、丙烯酸、顺酐、净化磷酸、MMA、...

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国泰海通：伊朗地缘冲突持续 关注石化及下游产品价格变动

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国泰海通：伊朗地缘冲突持续关注石化及下游产品价格变动