財聯社3月31日電,一季度甲醇價格先震蕩后爆發式上漲,核心驅動為3月中東地緣沖突。國內產量同比增長6.7%,進口前高后低,3月受沖突影響預計降至50萬噸左右。沿海庫存快速回落,內地庫存沖高后去化。二季度若霍爾木茲海峽持續封鎖,進口將維持低位,供需維持偏緊格局;若局勢緩解,地緣溢價回落,價格面臨高位回調風險。 (一德期貨)
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