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WTI plunges 16% in May, transmitting to plastics supply chain. Ethylene and propylene weaken together.
5月29日、WTIが88.32ドル（-0.65%）に下落。美イラン交渉のプラス信号が継続，油価压制。PVC高在庫継続，PE/PP弱含み。
5月29日WTI跌破$88/桶（-0.65%），布伦特跌至$93.24（-0.50%），OPEC一揽子跌2.37%。美伊谈判积极信号持续压制油价，塑料原料成本支撑进一步松动，PVC高库存压制，PE/PP偏弱震荡。
Chemical market faces dual pressure of falling costs and weak demand. Pure benzene breaks below 8,100 yuan/ton, hitting recent lows. Vinyl acetate follows lower.
US-Iran negotiation twists cause sharp volatility in international oil prices, with both WTI and Brent posting single-day declines exceeding 3%. Geopolitical risk premiums unwind rapidly.
5月27日、WTIが1.64%下落して92.35ドルに下落。ブレントも1.30%安の98.29ドル。OPEC+政策不透明感で原油下落。塑料コスト支援が弱めている。
5月27日WTI跌1.64%至$92.35，布伦特跌1.30%至$98.29，OPEC+政策不确定性压制市场。塑料成本支撑续弱，LLDPE、PP业者心态谨慎，PVC高库存压力延续。
WTI plunged 5.42% to $91.36, Brent fell 5.03% to $95.17 on May 25. Positive US-Iran negotiation signals hit the market. PVC rebounded 2%, PE remained weak with dual-weak supply and demand.
WTI crude fell 8.4% this week, Brent down 5.2%. US-Iran negotiations pressure oil prices, PVC market remains weak with dual-weak supply and demand.
Lithium carbonate spot surges back above 170k, battery grade quoted at 177,500-181,300 yuan/ton. Core Finniss mine planned Q4 restart. How will the market evolve?
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