Core Viewpoint - The ongoing tensions in the Middle East have led to concerns in South Korea regarding the supply of key raw materials for plastic products, particularly garbage bags, prompting a surge in purchases and the implementation of purchase limits in some supermarkets [1][2] Group 1: Government Response - The South Korean government plans to classify garbage bags as "core controlled items" to monitor supply and demand, emphasizing that current inventory levels are sufficient and there is no need for panic buying [1][2] - A government official stated that the management system is being strengthened to prevent potential disruptions in the supply chain [2] Group 2: Supply Chain and Inventory - Current data indicates that the average inventory of garbage bags across 228 local governments in South Korea can last over three months, with 123 local governments having reserves that can supply for more than six months [1] - Recycling companies possess enough recycled materials to produce approximately 1.83 billion garbage bags, exceeding the total sales of 1.78 billion bags in the previous year, suggesting that production can continue for over a year even if raw material supply is completely interrupted [1] Group 3: Oil Supply Concerns - Approximately 55% of South Korea's naphtha demand is met by domestic production, while about 45% is imported, raising concerns that companies heavily reliant on imported naphtha may be forced to halt operations due to supply disruptions from the Middle East [2] - The South Korean government announced a restriction on naphtha exports starting from the 27th, in response to the supply concerns [2]
韩国多地现垃圾袋“抢购潮”
第一财经·2026-03-27 02:55