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Westlake Chemical Partners Announce Third Quarter 2026 Conference Call
Globenewswire· 2026-10-21 20:00
Westlake Chemical Partners is a limited partnership formed by Westlake Corporation to operate, acquire and develop ethylene production facilities and other qualified assets. Headquartered in Houston, the Partnership owns an 22.8% interest in Westlake Chemical OpCo LP. Westlake Chemical OpCo LP's assets consist of three ethylene production facilities in Calvert City, Kentucky, and Lake Charles, Louisiana and an ethylene pipeline. For more information about Westlake Chemical Partners LP, please visit http://w ...
中国石化用油需求:当前需求疲弱大多难以持续-Oil Analyst_ China Petchem Oil Demand Weakness Likely Mostly Unsustainable
2026-10-21 18:37
8 October 2026 | 1:58AM EDT Commodities Research OIL ANALYST China Petchem Oil Demand Weakness Likely Mostly Unsustainable Alexandra Paulus +1(212)902-7111 | alexandra.paulus@gs.com Goldman Sachs & Co. LLC Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Filippo Cuscito +44(20)7051-9073 | filippo.cuscito@gs.com Goldman Sachs International 8 Investors should consider this report as only a single ...
芳烃烯烃涨价弹性可期-炼能收缩支撑炼化景气
2026-10-21 18:36
Q&A 如何解读近期石化市场的价格波动与库存变化,以及对行业景气的短期、中期 和长期判断? 近期石化市场经历了剧烈的价格波动和库存再平衡。短期来看,油价的大幅波 动导致下游从补库转为观望,石化产品呈现有价无市、成交疲弱的局面,行业 进入库存再平衡阶段。中期来看,下游库存普遍处于低位,若油价能在高位企 稳且需求回暖,产品的涨价弹性将逐步显现。长期来看,全球炼能持续收缩, 而国内扩张受限,叠加中东冲突可能导致的炼能关停,全球供需正转向紧平衡。 由于重资产行业的新建周期较长,短期波动不会改变行业的长期景气趋势。 当前原油市场的价格走势、地缘政治风险和供需基本面情况如何? 近期原油价格呈现宽幅震荡和多空交织的行情。截至 10 月 8 日当周,布伦特 原油收于约 104 美元/桶,较前一周上涨近 2%;WTI 原油收于约 91 美元/桶, 较前一周下跌约 1 美元,两者价差因美国释放战略储备而扩大。回顾来看,9 月布伦特现货均价为 114 美元/桶,并在 9 月 15 日因沙特东西管道遭袭而短暂 触及 131 美元/桶,该管道运量约为 550 万桶/天,目前影响已基本消退。政策 方面,自 10 月 2 日起,通过 IE ...
全球化工:线上研讨会要点Chemicals-Global Chemicals Webcast Highlights
2026-10-21 18:36
October 14, 2026 02:46 PM GMT Chemicals | Europe M Update Global Chemicals Webcast Highlights Post our October Global Chemicals Webcast, joined by Vincent Andrews (US Head of Chemicals) and Kaylee Xu (China Chemicals Analyst), we highlight key views and takeaways: (1) China chemicals exports still on the rise, albeit gradually. China chemical operating rates are trending largely stable MoM, with Ethylene cracker rates averaging at around ~80% (yet still below February levels of ~85%), although Ethylene pric ...