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全球化工行业-行业波动加剧,企业如何穿越震荡周期-Global Chemicals Navigating choppy waters
2026-06-22 09:11
Sriharsha Pappu* Global Head of Energy & Materials HSBC Bank plc sriharsha.pappu@hsbc.com +44 20 7991 9243 Ildar Khaziev*, CFA Senior EM Oil & Gas and Utilities Analyst HSBC Bank plc ildar.khaziev@hsbc.com +44 20 7992 3302 Global Chemicals Equities Navigating choppy waters Global Disruption turns oversupply into tightness: The chemical sector has shifted from a backdrop of prolonged oversupply to a geopolitically driven supply shock following the disruption around the Strait of Hormuz. Availability has tigh ...