Core View - The short - term geopolitical risks and inventory decline support a rebound, but the weak chemical demand and the global pattern of strong supply and weak demand remain unchanged. LPG is expected to remain weak in the medium - to - long term [3] - Port inventory decreased month - on - month, and the supply pressure was relieved in the short term [2] - Crude oil rebounded due to geopolitical risks, and the expected increase in Saudi CP drove up the cost of LPG [2] - The operating rate of PDH plants remained at a multi - year low, the polypropylene price fell below the 2023 low, and the profit loss of alkylation plants widened [2] - The propane inventory in the United States is at a historical high, the export volume from the Middle East has increased significantly, and the unexpected decline in Saudi CP reflects the abundant supply [2]
LPG行业周报-20251027
Dong Ya Qi Huo·2025-10-27 10:58