Что думаешь? Оцени!
“冲突持续”假设下，第二轮谁接棒？在“战争拖长、霍尔木兹海峡长期不畅”的情景假设下，除了已经明显涨价的甲醇、LPG、硫磺、国际尿素外，部分目前仅处于情绪预热或温和跟涨的品种，将逐步进入第二轮、更具结构性的涨价周期，典型代表是硫磺的二次冲击、聚烯烃系统抬升，以及乙二醇的成本托底与补涨机会。
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“But we get to decide what system to build, and the DOW understands that there are lot of risks we deeply understand. We can, and will, build a lot of protections into that system, including for ensuring that the redlines are not crossed,” he wrote.