节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
中东冲突收紧全球大宗商品市场
伊朗局势已引发全球大宗商品市场即时冲击，石油、化肥及金属市场因冲突面临显著供应风险。蒙特利尔银行资本市场（BMO）分析师指出，中东仍是能源、化工及金属供应的关键枢纽。
油市遭受最大扰动，BMO石油分析师兰迪·奥伦伯格称，油价曾短暂冲高至每桶120美元，随后回落至90美元。霍尔木兹海峡油轮流量从日均80艘骤减至寥寥数艘，即便短期冲突也已收紧库存并重塑全球石油基本面。
化肥及化工市场同样承压，该地区供应约15%的全球聚乙烯及近半数尿素出口。价格上涨正...
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