PTA：成本下降 本周行情下跌
Sou Hu Cai Jing·2025-10-16 02:56
Core Viewpoint - The PTA market has experienced a decline this week primarily due to decreasing costs and ample supply of PTA spot goods [1] Group 1: Market Dynamics - The International Energy Agency predicts a significant oversupply of crude oil by 2026, which negatively impacts the crude oil market and indirectly affects the PTA market [1] - Rumors of a potential launch of 2.7 million tons of new PTA capacity in East China next week have heightened expectations of oversupply in the PTA market, leading to a weakening of spot basis [1] - The market currently lacks positive driving factors, suggesting that a rebound in PTA prices is unlikely in the short term [1]