-- 日経新聞は金曜日、高市早苗首相の発言を引用し、ナフサ供給は中東以外の地域からの輸入拡大により、年内は安定的に推移するとの見通しを示した。 米国、アルジェリア、ペルーからの供給に加え、備蓄原油を用いた国内精製が、イラン紛争に関連した供給途絶を相殺している。中東以外の地域からの調達は、紛争前の水準から3倍に増加する見込みだという。 約1.8カ月分の中間化学品在庫と合わせると、これらの供給は2026年以降も供給を支え、政府が当初設定した目標を上回るだろうと、同紙は報じた。 高市首相は過剰発注を戒め、企業に対し前年並みの水準で調達するよう促すとともに、ゴールデンウィーク期間中の物流制約緩和に向けた取り組みを求めたと、同紙は伝えている。 ホルムズ海峡周辺の混乱に起因するナフサ不足は、化学品サプライチェーンに打撃を与え、塗料シンナーに使用されるトルエンやキシレンなどの製品に影響を及ぼしている、と報告書は述べている。 （マーケットチャッターのニュースは、世界中の市場専門家との会話に基づいています。この情報は信頼できる情報源に基づいていると考えられますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
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Market Chatter: China Resumes Yttrium Exports to US in March
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Subsea 7 Alliance Secures Contract with ExxonMobil for Project Offshore Angola
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