Xin Lang Cai Jing·2026-03-02 00:17Core Viewpoint - The escalation of geopolitical conflicts in the Middle East may lead to an increase in oil prices, which could subsequently drive up coal prices. Additionally, disruptions in the trade logistics of chemical products like methanol may boost domestic coal consumption in the coal chemical sector, creating a favorable outlook for coal prices [1] Group 1: Market Dynamics - The potential rise in oil prices due to geopolitical tensions could positively impact coal prices [1] - Disruptions in the logistics of chemical products may increase domestic coal demand in the coal chemical industry [1] Group 2: Recommendations - Companies with coal chemical operations that are undervalued are recommended for investment [1] - Attention is drawn to companies with a relatively high proportion of coal sales in the chemical sector [1] - Companies with coal resources in Indonesia are also highlighted as potential investment opportunities [1]