伊朗为全球第二大甲醇生产国，产能1716万吨，占全球近10%，90%产量用于出口。而中国承接伊朗甲醇出口量75%以上，占中国总进口量约50%。海峡停航将导致全球甲醇供应减少20%—30%，国内进口货源紧缺，价格上行压力突出。
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