化工行业_氦气、硫磺与苯或面临夏季供应冲击-Chemicals Sector_ Potential Summer Supply Shocks For Helium, Sulfur, and Benzene

USA | Chemicals Equity Research March 12, 2026 Potential Summer Supply Shocks For Helium, Sulfur, and Benzene The markets for benzene, helium, and sulfur are currently experiencing significant volatility driven by geopolitical conflict, supply chain realignments, and shifting downstream demand. While benzene was in excess supply prior to the Strait closure, helium and sulfur have seen significant price spikes (>50% for helium and >2x for sulfur) due to acute disruptions in the Middle East and Russia. Sulfur ...