Chemical Strategy Daily: The drive differentiates and the liquid is still stronger than the solid

Chemical sector in the near future is mainly fundamental logic and transfer logic, winter gas restrictions and environmental protection to supply and cost to bring some support, such as methanol, urea and even PVC (electric stone), but PVC by downstream resistance to overlay demand has fallen, the recent correction is larger.
is also the logic of shifting positions, chemicals basically long shift positions 05 contract lead to 1-5 is basically a counter-set trend.
after the market to see, short-term warehouse transfer logic will still affect the recent chemical trend, the other is the fundamental situation, the overall sector is still divided, olefins face the accumulation of new capacity supply pressure and demand high fall expectations, price pressure, polyester high supply locked to the disk, and the incremental supply and demand is relatively balanced, the contradiction is not large, the future attention to incremental supply pressure, coal and natural gas chemicals are still concerned about the supply side of support and demand sustainability.
as a whole, the divisions will continue in the near term.
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