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华泰期货：冷冬预期和双控限电对全球商品的影响

华泰期货：冷冬预期和双控限电对全球商品的影响
jrj.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from jrj.com.cn Daily Mail and Mail on Sunday newspapers.

Cheng chiUnited statesInner mongoliaNei mongolRepublic ofLiaoning provinceGuangdong shandong jiangsuGuangdong jiangsu anhuiEurope asiaYankuang yulinShaanxi puchengZhejiang sichuan anhuiGuangxi shaanxiShaanxi yulinCountry new officeRegion bank

成本端与供应端利好，甲醇刷新年内高点_期货日报网

成本端与供应端利好，甲醇刷新年内高点_期货日报网
qhrb.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from qhrb.com.cn Daily Mail and Mail on Sunday newspapers.

Cheng chiUnited statesHong kongTrinidad and tobagoInner mongoliaNei mongolNew zealandFujian jiangsu guangdongKai ningxiaXinjiang yankuangYankuang yulinNorthwest regionEast central northRegion startFirst start shandong southShaanxi coal

榆林：迈出高质量发展更大步伐

榆林：迈出高质量发展更大步伐
sxdaily.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from sxdaily.com.cn Daily Mail and Mail on Sunday newspapers.

Republic ofYulin shaanxiShenhua shaanxiShenhua yulinA yulin hallGroup yulin chemicalTechnology innovationUsa missionTechnology progressShaanxi north coalGroup yulin chemical limitedTechnology fuChemical limitedTechnology innovationa roadDevelopmenta kamChemical limited for industrial

机构点评榆林能耗双控：PVC库存进一步收紧逢回调配多 _ 东方财富网

【机构点评榆林能耗双控：PVC库存进一步收紧逢回调配多】9月15日榆林能耗双控对部分化工生产企业作50%-100%的减产，本次榆林双控影响4.8%的电石产能以及2.7%的PVC产能，在Q4本身有去库驱动的预期背景下，进一步收紧Q4库存，PVC持续偏强。策略推荐：甲醇和PVC继续多头配置，逢回调配多。PE，PP选择观望。

Cheng chiInner mongoliaNei mongolAugust liaoyang sinopecYankuang yulinZhejiang sinopecQinghai ningxiaGuangdong fujian jiangsuJiangsu guangdongGuangxi guangdongA shaanxi yulinMissiona yulin cityNational dayProvince cityYulin cityShaanxi northwest

能化产业链日报：飓风事件性影响久于预期电力短缺拉高气价油价 _ 东方财富网

原油：侍奉事件性影响久与预期，电力短缺拉高气价油价1。核心逻辑：热带风暴尼古拉斯再度袭击湾区，放缓了产量和炼厂开工的时间。目前美湾仍有29.5%约合53.72万桶/天的产量关停，预计后续将会加快恢复速度，与此相对应的是受影响炼厂的恢复速度仍旧相对缓慢，截至上周的数据为1438万桶/天。但Colonial管道受影响关停，汽柴油短期价格大幅推涨，汽柴和原油库存也仍旧处于大量去化中。

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