目前,原油价格本身已经处于抬升通道,裂解乙烯、丙烯的成本显著上移,PDH路线也在丙烷价格上行中承压;当其与航程延长、运价上涨叠加时,聚乙烯和聚丙烯的成本曲线不可避免地整体抬升。(文 | 公司观察,作者 | 黄田,编辑 | 曹晟源)
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