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颜值糕（乞讨版）
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周末地缘事件持续发酵，伊朗总统强硬表态拒绝投降，胡塞武装精准打击沙特军事基地并夺取曼德海峡关键据点丕林岛，沙特东西输油管道设施遭袭后停运，地缘风险溢价并未消退，原油供应端的不确定性仍在支撑油价，进而托住乙二醇的成本端。
阿曼周一会谈仅为交换意见，伊朗已明确表态不期待马上签署正式通航协议，市场对局势快速缓和的预期落空，所谓“彻底降温”的幻想并不现实。下周美联储加息预期已被市场大部分计价，属于旧消息，对盘面的冲击有限。
从盘面来看，油价在冲突升级后快速反弹，WTI原油站稳92美元上方，布伦特原油接近97美元，乙二醇跟随成本端震荡，并未出现大幅下跌。当前地缘博弈仍是能化板块的核心驱动，只要冲突没有实质性缓和，油价和乙二醇的下方支撑就比较明确。
#PPI、CPI公布后，多家机构上调9月加息预期
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