【出版时间及名称】:2010年2月中东化工行业研究报告
【作者】:汇丰银行
【文件格式】:PDF
【页数】:38
【目录或简介】:
Middle East Chemicals - HSBC vs. consensus 3
Overview 4
Valuation Comps 5
Product Prices 6
Feedstock costs 10
Integrated Margins - Middle East (Ethane feed) 14
Integrated Margins – Middle East (Gas feed) 16
Integrated Margins – Middle East (Mixed feed - 40% ethane, 60% others) 17
Integrated Margins – Global (Marginal producer) 19
Operating rates and Imports 22
Capacity shutdowns 25
Trade 27
Economic Indicators 31
Disclosure appendix 34
Disclaimer 37