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能源行业-中东局势升级:欧洲能源危机再度来袭-Energy Sector_ Middle East tensions_ here we go again for Europe‘s energy_
2026-03-30 05:15
ab Global Research owered by UBS Evidence Lab YES P 24 March 2026 EMEA Sustainability Middle East tensions: here we go again for Europe's energy? Middle East escalation raises the stakes for European energy markets Tensions in the Middle East raise European energy security concerns, with oil and gas markets responding to escalation risks. The UBS Energy team highlights increased complexity versus 2022 due to potential prolonged disruption in the Strait of Hormuz, which reinforces the importance of energy sy ...
化工行业-高油价是否会导致销量下滑?-Chemicals Sector_ Will higher prices lead to lower volumes_
2026-03-30 05:15
ab 26 March 2026 Global Research Chemicals Sector Will higher prices lead to lower volumes? Focus on volumes rather than prices Over the last four weeks the three key questions we have been asked are: (1) Can chemical companies pass on higher energy and input costs?; (2) what product chains are most impacted? and (3) Will higher prices result in lower demand in the medium term? Looking at previous periods of fossil fuel inflation, we would initially expect rising chemical prices to offset higher energy and ...