基于中国暂缓关键矿产出口限制的承诺所形成的贸易“休战”，预计将成为特朗普与习近平3月北京会晤的重要议题之一。
Petrochemicals – of which plastics are the dominant output – now account for roughly 75% of net global oil-demand growth, and are projected to become the largest driver of future oil demand. Plastic production has already doubled in the past two decades. Major oil companies are responding accordingly. Recent consolidation – including a $60bn merger creating one of the world’s largest plastics producers – reflects a deliberate pivot toward petrochemical assets as a long-term demand anchor.
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