Report Industry Investment Rating - No information provided Core View of the Report - The current lithium carbonate fundamentals are strong, with supply and demand in a tight balance. After today's limit - down, the spot market trading volume has increased, and the replenishment enthusiasm is high. However, the price is still influenced by market sentiment. The power terminal demand in January - February was below expectations, and whether it can recover remains to be seen. It is expected that the price will mainly fluctuate in the short term [5] Summary by Relevant Catalogs Latest Dynamics and Reasons - According to Flush data, today the lithium carbonate main contract hit the limit - down, closing at the limit - down price of 150,860 yuan/ton. The price decline is mainly due to weakening market sentiment and concerns about demand expectations. In January, the retail sales volume of new energy vehicles in China was 596,000, a year - on - year decrease of 20.0% and a month - on - month decrease of 55.4%. The year - on - year decline was mainly concentrated in models under 200,000 yuan, which are the main force for sales volume in 2025. This has triggered market concerns about order cancellations by downstream enterprises due to the decline in demand in the second quarter. In addition, concerns about the impact of overseas geopolitics on demand have led to weak overall market sentiment, affecting the decline of lithium carbonate prices [3] Fundamental Situation - In March, the fundamentals of lithium carbonate are still strong, but the subsequent performance of the terminal remains to be observed. Since 2026, the supply has been relatively strong. Although some enterprises have carried out maintenance and production cuts, the overall supply is at a high level. At the same time, the demand is good. Downstream enterprises are active in stocking after the price correction, and the supply and demand are still in a tight balance, with a reduction in social inventory. After the Spring Festival, both the supply and demand sides have recovered. The strong demand performance in March and Zimbabwe's ban on lithium ore exports have supported the market. However, the sales volume of new energy vehicles in December was not optimistic, and it remains to be further verified in March and April, which is the key to affecting the supply - demand balance in the second quarter [4] Summary and Strategy - Currently, the lithium carbonate fundamentals are strong, and supply and demand are in a tight balance. After today's limit - down, the spot market trading volume has increased, and the replenishment enthusiasm is high. However, the price is still influenced by market sentiment. The power terminal demand in January - February was below expectations, and whether it can recover remains to be seen. It is expected that the price will mainly fluctuate in the short term [5]

1. Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2. Core Viewpoints The report provides a comprehensive overview of the Chinese futures market in February 2026, covering key events, price changes, trading volume, and other aspects of different types of futures, including financial, metal, energy & chemicals, agricultural products, and indices futures [10][25][30]. 3. Summary by Directory 3.1 Futures Overview 3.1.1 News of the Month - **Global**: The US and Israel launched a joint strike on Iran, killing Iran's Supreme Leader Ayatollah Ali Khamenei; the Strait of Hormuz was closed; Trump is likely to visit China from March 31 to April 2 [10]. - **US**: The US Supreme Court rejected Trump's IEEPA tariffs, and the White House imposed a 10% import duty on all goods entering the US for 150 days [14]. - **China**: Putin may visit China in the first half of 2026; China will impose zero tariffs on all imports from 53 African countries with diplomatic ties; German Chancellor Merz made his first official visit to China; China suspended additional tariffs on certain Canadian goods [17]. - **Industry**: Zimbabwe banned lithium ore exports; Indonesia is studying an export ban on tin and other raw materials; Myanmar tensions raised tin supply concerns [20]. 3.1.2 Price Change - **Financial Futures**: In February 2026, equity index futures rose, with IC increasing by 3.4% and IH decreasing by 0.9%; CGB futures also rose, with TL and TF increasing by 0.1% [25]. - **Commodity Futures**: Slightly more commodities fell. The top 3 gainers were Lithium Carbonate (18.8%), Tin (10.8%), and Egg (8.8%); the top 3 losers were Silver (17.6%), Methanol (6.1%), and LLDPE (5.9%) [30]. - **Metals**: Slightly more metal futures fell. The top 3 gainers were Lithium Carbonate (18.8%), Tin (10.8%), and Manganese Silicon (2.6%); the top 3 losers were Silver (17.6%), Iron Ore (5.2%), and Silicon Metal (5.1%) [33]. - **Energy & Chemicals**: Most energy and chemical futures fell. The top 3 gainers were Sodium Hydroxide (7.6%), LSFO (7.2%), and LPG (5.3%); the top 3 losers were Methanol (6.1%), LLDPE (5.9%), and Ethylene Glycol (5.4%) [37]. - **Agricultural Products**: Most agricultural futures rose. The top 3 gainers were Egg (8.8%), No.1 Soybean (7.4%), and Corn Starch (5.8%); the top 3 losers were Synthetic Rubber (5.7%), RBD Palm Olein (5.0%), and Peanut Kernel (2.1%) [41]. 3.1.3 Trading Volume - **Initial Margin**: On February 27, 2026, compared with January 30, 2026, initial margin outflow occurred in Metal (-0.2%), Equity Index (-12.2%), and Interest Rates (-4.0%); initial margin inflow occurred in Energy & Chemicals (7.8%), Indices (12.3%), and Agricultural Products (3.7%) [46]. - **Volume**: In February, the volume of China's futures market reached 398.44 million lots, with a -14.6% year-on-year growth [51]. - **Turnover**: In February, the turnover of China's futures market reached 553,348.31 billion yuan, with a 7.5% year-on-year growth [55]. - **Future Exchanges**: Different futures exchanges had varying changes in trading volume and turnover year-on-year [57]. - **Futures Share**: Detailed information on the volume, turnover, and cumulative turnover share of different futures varieties was provided [60][62]. 3.2 Financial Futures 3.2.1 Equity Index Futures - In February 2026, CSI 500 and CSI 1000 increased by 3.4% and 3.3% respectively, while SSE 50 decreased by 0.9% [65]. 3.2.2 Interest Rates Futures - In February 2026, 2-Year CGB, 5-Year CGB, 10-Year CGB, and 30-Year CGB all increased by 0.1% [69]. 3.3 Metal Futures 3.3.1 Precious Metals Futures - In February 2026, Gold decreased by 1.2%, Silver decreased by 17.6%, Palladium increased by 0.2%, and Platinum decreased by 1.1% [74]. 3.3.2 Nonferrous Metals Futures - In February 2026, Tin increased by 10.8%, while Zinc decreased by 4.4% [78]. 3.3.3 Ferrous Metals Futures - In February 2026, Manganese Silicon increased by 2.6%, while Iron Ore decreased by 5.2% [82]. 3.3.4 Novel Materials Futures - In February 2026, Lithium Carbonate increased by 18.8%, while Silicon Metal decreased by 5.1% [87]. 3.4 Energy & Chemicals 3.4.1 Oil & Gas Futures - In February 2026, Crude Oil increased by 3.7%, while Bitumen decreased by 2.3% [93]. 3.4.2 Olefins Futures - In February 2026, Propylene decreased by 0.3%, while LLDPE decreased by 5.9% [97]. 3.4.3 Aromatics Futures - In February 2026, Benzene decreased by 0.6%, while Paraxylene decreased by 0.1% [103]. 3.4.4 Organics Futures - In February 2026, Methanol decreased by 6.1%, while Urea increased by 3.2% [106]. 3.4.5 Inorganics Futures - In February 2026, Soda Ash decreased by 0.8%, while Sodium Hydroxide increased by 7.6% [110]. 3.4.6 Coals Futures - In February 2026, Coking Coal decreased by 5.4%, while Coke decreased by 5.0% [113]. 3.5 Agricultural Products 3.5.1 Oil Crops Futures - In February 2026, No.1 Soybean increased by 7.4%, while RBD Palm Olein decreased by 5.0% [119]. 3.5.2 Grains Futures - In February 2026, Corn increased by 3.9%, while Corn Starch increased by 5.8% [128]. 3.5.3 Rubber & Woods Futures - In February 2026, Natural Rubber increased by 4.9%, while Synthetic Rubber decreased by 5.7% [132]. 3.5.4 Animals Futures - In February 2026, Egg increased by 8.8%, while Live Hog increased by 2.4% [136]. 3.5.5 Economic Crops Futures - In February 2026, Cotton increased by 4.9%, while Peanut Kernel decreased by 2.1% [140]. 3.6 Indices Futures - In February 2026, SCFIS(Europe) decreased by 0.2% [146].

1. Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2. Core Viewpoint of the Report The Shanghai International Energy Exchange released a notice on the implementation of the revised Containerized Freight Index (Europe Service) Futures Contract. The main revisions include changes to the contract months and the minimum price fluctuation [2][4]. 3. Summary According to the Table of Contents 3.1 Circular on the Implementation of the Revised Containerized Freight Index (Europe Service) Futures Contract - **Implementation of the Revision to the Listed Contracts**: As of February 10, 2026, EC2605, EC2607, and EC2609 were newly listed. Considering the switch of the most active contract, EC2603 was not listed. EC2703 will be listed on March 31, 2026. New contracts will be listed according to the contract specification in subsequent months [10][18][20]. - **Implementation of the Revision to the Minimum Price Fluctuation**: As of May 11, 2026, the minimum price fluctuation will be revised. The settlement on May 8, 2026, will be executed according to the previous rules, and the settlement prices on May 8 will serve as the previous settlement prices for May 11. On May 11, the real - time market data will be released after adjusting the market data, previous settlement, and closing prices according to the revised provision. The adjusted previous settlement prices will be applied to the daily price limit and margin calculation [11][12][19]. 3.2 Comparison and Interpretation of the Revisions to the Containerized Freight Index (Europe Service) Futures Contract - **Contract Comparison**: The main changes in the contract are the contract months and the minimum price fluctuation. The contract months change from February, April, June, August, October, and December to monthly contracts of the most recent six consecutive months among January, March, April, May, June, July, August, September, October, November, and December, followed by two quarterly contracts. The minimum price fluctuation changes from 0.1 index points to 0.5 index points [13][15][22]. - **Typical Structure of Contract Months**: Each column in the table represents the month. From March to August, the number of listed contracts is 8 because the 07 and 08 contracts are added in March. From September to February, the number of listed contracts is 7 as the 08 contract is delisted with no new contracts added. Quarter - month contracts have a lifecycle of 12 months, while non - quarter - month contracts have a lifecycle of 6 months [17][19][23].

Group 1: Report Summary - The report is based on Kpler data and focuses on the global crude oil inventory situation as of the week of March 1st [1]. Group 2: Core Viewpoints - Global full - caliber (including in - transit) crude oil inventory decreased slightly in the week of March 1st, while global onshore crude oil inventory reached a new high for the year [1]. - In terms of regions, crude oil inventories in Europe, the Middle East, and Russia increased, while those in China and India decreased [1]. Group 3: Data Charts - There are multiple charts showing global crude oil inventory data, including global on - shore inventory, floating storage, combined land and floating storage, combined land and sea (including in - transit) inventory, as well as inventory data of China, the US, India, Russia, Europe, and the Middle East [2][3][5][7][9][10]

1. Report Industry Investment Rating - No information provided 2. Core Viewpoint - On March 2, 2026, the main methanol contract hit the daily limit due to geopolitical emergencies. The short - term focus of the domestic methanol market has returned to geopolitics, and the weak fundamental pattern may change. Attention should be paid to the development of the Iranian situation, the operation dynamics of domestic coastal downstream MTO devices, and the possible de - stocking rhythm [1][2][3] 3. Summary by Relevant Catalogs Geopolitical Disturbance - The sudden change in the Iranian situation has a significant impact on China's methanol. Iran, the world's second - largest methanol producer, has a methanol production capacity of 17.16 million tons, accounting for about 9.2% of the global capacity. In 2025, China imported over 7.92 million tons of methanol from Iran, accounting for over 55% of total imports and about 7% of domestic apparent consumption. After the military attack, Iran closed the Strait of Hormuz, blocking methanol sea - export channels and likely disrupting device restart rhythms [2] Overseas Market - Overseas methanol's main raw material, LNG, is significantly affected by the closure of the Strait of Hormuz. The closure has led to a slowdown in logistics, pushing up gas prices in Europe and Asia, and thus increasing international methanol prices. If the closure persists, it will further stimulate gas price increases in Eurasia [2] Domestic Fundamental - Coastal methanol port inventories are still at a high level, with 1.4467 million tons in the week of February 27, 35% higher year - on - year. If the Strait of Hormuz is closed for a long time, Chinese port inventories may decline in the short term. If the supply gap widens, it may affect the operation of coastal MTO devices, and inland enterprises may become the main supply alternative. The inland market has also raised prices following the coastal market [3] Market Sentiment - The sudden change in the Iranian situation has led to the collective rise of multiple varieties in the energy and chemical sector, and the market sentiment is inclined towards long - positions [3]

【中信期货能源转型与碳中和(天然气)】卡塔尔LNG出口 暂停,欧亚气价大幅跳涨 2026/3/3 能源转型与碳中和组 投资咨询业务资格: 证监许可 2012】669号 北京时间3月2日晚间，卡塔尔能源宣布由于其旗下RasLaffan综合设施遭到军事攻击,该公司已经停止了液化天然气的生产 。消息传出后,欧洲及亚洲天然气价格均快速上涨近50%。 中东地缘冲突升级对于LNG贸易流有显著影响。卡塔尔、阿联酋与阿曼是中东地区主要出口LNG的三个国家,当中卡塔尔 与阿联酋的LNG出口均需要通过霍尔木兹海峡。近年来由于美国LNG出口装置的持续投产,中东二国的出口量占比从2013年 峰值的接近35%下降至2025年的20%左右,但对于全球LNG市场仍然具备举足轻重的影响。近期由于中东地缘冲突持续升级, 各类商船为了规避风险,自发减少了通行霍尔木兹海峡运货的行为,中东LNG出口贸易流已经出现了放缓,而卡塔尔的停产 进一步引发了市场对于供应减量的担忧。 中东LNG出口下降对亚洲地区的冲击最大。2012年以来,卡塔尔的LNG出口量稳定在7700至800万吨/年之间,出口基本全 部来自RasLafffan装置。卡塔尔LNG出口的主要 ...

1. Report Industry Investment Rating - Not provided in the content 2. Core Views of the Report - The stock market risk appetite narrows, and the risk - aversion sentiment in the bond market heats up. In the stock index futures market, the market shows resilience; in the stock index options market, the risk appetite narrows; in the treasury bond futures market, the risk - aversion sentiment drives the bond market to strengthen [2][3]. 3. Summary by Relevant Catalogs 3.1 Market Outlook - **Stock Index Futures**: The market shows resilience. On Monday, the market stabilized and rebounded after opening lower, with the All - A index slightly down. There is differentiation among industries, with oil and gas, coal, communication, and non - ferrous metals leading the rise, while media and computer sectors leading the fall. After a geopolitical event, oil prices generally rise first and then fall. The variable in this round is the duration of the Hormuz Strait embargo. It is recommended to hold IM long positions with a half - position until before the Two Sessions, and short - term positions should be reduced to deal with potential volatility [3][9]. - **Stock Index Options**: The risk appetite narrows. The equity market volume increased significantly, and the trading volume of financial options expanded. Due to overseas geopolitical factors, the index opened low in the morning with an increase in implied volatility, and then the implied volatility decreased. Option sentiment indicators show that the market risk appetite has narrowed. It is recommended to use covered call strategies mainly and supplement with a small amount of buying option strategies [4][9]. - **Treasury Bond Futures**: The risk - aversion sentiment drives the bond market to strengthen. The main contracts of treasury bond futures rose across the board, and the yields of major inter - bank interest - rate bonds mostly declined. The central bank's net liquidity injection supported the short - end of the bond market. Affected by the "US - Iran conflict" over the weekend, the risk - aversion sentiment supported the bond market. In the short term, the bond market may be volatile, and it is recommended to focus on arbitrage strategies and the convergence opportunity of the 30 - 10Y treasury bond term spread [5][10]. 3.2 Derivatives Market Monitoring - **Stock Index Futures Data**: Not detailed in the provided content [11]. - **Stock Index Options Data**: Not detailed in the provided content [15]. - **Treasury Bond Futures Data**: Not detailed in the provided content [27].

Report's Industry Investment Rating - The report doesn't explicitly mention an overall industry investment rating. However, it provides individual outlooks for different agricultural products: - Oils and fats: Bullish with oscillations [1][5][6] - Protein meals: Sideways [7] - Corn: Bullish with oscillations [9] - Hogs: Bearish with oscillations [11] - Natural rubber: Sideways [13][14] - Synthetic rubber: Bullish with oscillations [15] - Cotton: Bullish with oscillations [16] - Sugar: Bearish with oscillations [17] - Pulp: Sideways [18] - Offset paper: Sideways [21] - Logs: Sideways [22] Report's Core View - The report analyzes the market trends of various agricultural products, influenced by factors such as geopolitical situations, supply - demand dynamics, policy changes, and weather conditions. It provides short - to - medium - term outlooks and trading suggestions for each product, highlighting the coexistence of bullish and bearish factors in the market [1][5][6][7][9][11][13][15][16][17][18][21][22] Summary by Relevant Catalogs 1.行情观点 Oils and Fats - **View**: Bullish with oscillations due to a sharp rise in crude oil prices [1][5][6] - **Logic**: Geopolitical tensions in the Middle East have led to a significant increase in crude oil prices. US soybean oil is supported by the rise in crude oil and bio - diesel policy expectations. Malaysian palm oil production decreased in February due to bad weather, but is expected to recover in March. China has lowered the anti - dumping duty on Canadian rapeseed, increasing the expected supply of domestic rapeseed oil [1][5] - **Outlook**: Bullish with oscillations. It is recommended to focus on the strategy of buying at stage - lows [1][6] Protein Meals - **View**: Short - term technical adjustment pressure [7] - **Logic**: Internationally, geopolitical conflicts have pushed up the prices of US soybean oil and soybeans. The US Environmental Protection Agency's policy has boosted the domestic soybean crushing demand. Brazil's soybean harvest is slow, and Argentina's farmers are accelerating the pre - sale of new soybeans. Domestically, the high price of US soybeans provides cost support, but the spot market is weak [7] - **Outlook**: Sideways. There is a short - term adjustment pressure as the market is in the off - season with weak supply and demand [7] Corn - **View**: Bullish with oscillations as the market sentiment warms up, leading to a simultaneous increase in futures and spot prices [9] - **Logic**: The limited remaining grain at the grassroots level, farmers' reluctance to sell, and downstream replenishment needs have supported the price increase. However, there are factors such as the expected increase in wet grain supply after the Lantern Festival and the arrival of imported grains that need to be considered [9] - **Outlook**: Bullish with oscillations in the short - term, and there is a possibility of a narrowing of the spot price increase. In the medium - term, it is generally bullish [9] Hogs - **View**: Bearish as supply exceeds demand and prices are falling [10][11] - **Logic**: In the short - term, some second - fattening pigs enter the market. In the medium - term, the supply is abundant, and in the long - term, the process of capacity reduction is blocked. The demand is in the off - season after the Spring Festival, and the average weight of hogs is increasing [11] - **Outlook**: Bearish with oscillations. The price will remain low in the first half of the year, and it is expected to bottom out and recover in the second half of the year [11] Natural Rubber - **View**: Rising with market sentiment, attention should be paid to the previous high pressure [12][13][14] - **Logic**: The rubber price rose following the synthetic rubber market. Although the Middle East geopolitical situation has little impact on supply, the price is likely to rise. However, it needs fundamental support for further upward movement, and there is a certain adjustment demand at present [13] - **Outlook**: Sideways as fundamental variables are limited, but market attention is increasing [14] Synthetic Rubber - **View**: Rising driven by the overall sector [15] - **Logic**: Affected by the Middle East geopolitical situation, the crude oil and chemical sector rose, driving the BR futures to rise. The short - term trading is mainly based on sentiment, and the mid - term logic is the expected supply shortage of butadiene in the first half of 2026 [15] - **Outlook**: Bullish in the short - term, following the sector sentiment [15] Cotton - **View**: Entering a correction stage [16] - **Logic**: Last week, Zhengzhou cotton rebounded strongly due to macro and industrial positive factors. In the long - run, the domestic and international cotton prices are expected to be bullish, but there are factors such as the increase in imported yarn and the bottom - oscillating of the outer market that limit the upward space [16] - **Outlook**: Bullish with oscillations. It is recommended to buy on dips [16] Sugar - **View**: Short - term slight rebound, but long - term bearish with oscillations [17] - **Logic**: In the long - term, the global sugar market is expected to have a surplus. Although there are some positive factors, it is difficult to reverse the situation. The Middle East conflict has supported the sugar price, but the long - term trend is still bearish [17] - **Outlook**: Bearish with oscillations. The price may have a short - term rebound due to the Middle East conflict, and the domestic price range can be adjusted to 5100 - 5500 yuan/ton [17] Pulp - **View**: Futures are bearish as the spot market is weak [18] - **Logic**: The pulp futures are in an oscillating pattern. The demand is in the off - season, but there is a seasonal improvement expectation. The supply and demand factors are mixed, and the price is expected to oscillate within a wide range [18] - **Outlook**: Sideways. The price will oscillate within the range of 5050 - 5650 yuan/ton [18] Offset Paper - **View**: Oscillating as the post - festival demand has not started [19][21] - **Logic**: The paper price is under pressure from the pulp market. The supply has decreased due to production line shutdowns during the Spring Festival, and the demand recovery is slow. The market is expected to first rise and then fall from March to May [21] - **Outlook**: Sideways. The price will oscillate within the range of 4000 - 4400 yuan/ton [21] Logs - **View**: Narrowly oscillating with light trading [22] - **Logic**: The post - festival demand is weak as downstream industries have few new projects. The foreign market price has bottomed out and is expected to rise slightly. The inventory situation and the lack of upward driving force will keep the price oscillating in the medium - term [22] - **Outlook**: Sideways. The price will oscillate within the range of 770 - 820 yuan/cubic meter [22] 2.品种数据监测 - The report only lists the product categories for data monitoring, including oils and fats, protein meals, corn, hogs, natural rubber, synthetic rubber, cotton, sugar, pulp, offset paper, and logs, but does not provide specific data content [23][42][55][73][115][128][142][166] 3.中信期货商品指数 - On March 2, 2026, the comprehensive index, specialty index, and sector index showed different degrees of increase. The agricultural product index had a daily increase of 0.05%, a 5 - day increase of 0.79%, a 1 - month increase of 0.38%, and a year - to - date increase of 1.24% [181][183]

2. 从海外市场来看,海外甲醇主要生产原料LNG受霍尔木兹海峡关闭影响显著。中东地区卡塔尔与阿联酋的LNG均需要通过霍尔木兹海峡 出口,而目前物流的阶段性放缓推高欧洲及亚洲气价,进而抬升国际甲醇价格。若霍尔木兹海峡的关闭状态长期维持,其将进一步刺激 欧亚气价上涨。 3. 从国内基本面来看,沿海甲醇港口库存仍在高位,2月27日当周港口库存在144.67万吨,同比高出35%。但若霍尔木兹海峡长期关闭, 进口缺位下中国港口库存短期或有去化。若缺口持续扩大, 货源断供或将影响沿海MTO装置开工,内地企业有望成为主要供应替代。内地 市场则随沿海同步调涨，尤其午后期货封于涨停板,持货商多维持挺价销售,部分企业竞拍溢价成交明显。（甲醇数据来自隆众资讯） 4. 从市场情绪来看,伊朗形势骤变带动能源化工板块多品种集体上行,市场情绪偏向多配。 展望后市,伊朗最高国家安全委员会秘书拉里贾尼于当地时间3月2日明确表示"伊朗不会与美国进行谈判",且"已为长期战争做好准 备";美国总统特朗普则于同日表示对伊军事行动"远超预期","一直认为这是一个为期四周的行动"。目前袭击仍在发生,中东局 势需要密切追踪观察。国内甲醇短期持续交易地缘溢价 ...

【中信期货能源转型与碳中和(天然气)】卡塔尔LNG出口 暂停,欧亚气价大幅跳涨 2026/3/3 能源转型与碳中和组 投资咨询业务资格: 证监许可 2012】669号 北京时间3月2日晚间，卡塔尔能源宣布由于其旗下RasLaffan综合设施遭到军事攻击,该公司已经停止了液化天然气的生产 。消息传出后,欧洲及亚洲天然气价格均快速上涨近50%。 中东地缘冲突升级对于LNG贸易流有显著影响。卡塔尔、阿联酋与阿曼是中东地区主要出口LNG的三个国家,当中卡塔尔 与阿联酋的LNG出口均需要通过霍尔木兹海峡。近年来由于美国LNG出口装置的持续投产,中东二国的出口量占比从2013年 峰值的接近35%下降至2025年的20%左右,但对于全球LNG市场仍然具备举足轻重的影响。近期由于中东地缘冲突持续升级, 各类商船为了规避风险,自发减少了通行霍尔木兹海峡运货的行为,中东LNG出口贸易流已经出现了放缓,而卡塔尔的停产 进一步引发了市场对于供应减量的担忧。 中东LNG出口下降对亚洲地区的冲击最大。2012年以来,卡塔尔的LNG出口量稳定在7700至800万吨/年之间,出口基本全 部来自RasLafffan装置。卡塔尔LNG出口的主要 ...