
一 | 海峡出现松动迹象,国际油价大幅下跌,成本支撑减弱,市场情绪盘中出现极致反转,乙二醇冲高后回落,夜盘大幅下跌。基本面而言,乙二醇9月上半月前显性库存仍将呈现低位压缩态势,社会库存已降至历史偏低水平。 PORTLAND, Ore. -- Teachers in Portland, Oregon, have voted to go on strike, their union announced Friday, in another sign of a growing national organized labor movement that's seen thousands of workers in various sectors walk off the job this year. The Portland Association of Teachers' strike would start Nov. 1 unless an agreement with the school district is reached before then. The union said nearly 99% of teachers voted in favor of the strike, with 93% of its members participating in the ballot. Teachers have cited large class sizes, salaries that have not kept up with inflation and a lack of resources as key concerns. The union has been bargaining for months with the district for a new contract, which expired in June.“Students need stability and experienced educators in our schools, but the high cost of living is pushing teachers to leave the district. I don’t know how I’m going to survive on a teacher salary in Portland and I’m at the top of the pay scale," said Shannon Kittrick, a high school educator, in an emailed statement from the union.Schools will close and there will be no classroom or online instruction if the strike takes place, according to the district, which said it wants to avoid such a scenario.“We want to reach a fair, sustainable settlement, and we will stay at the bargaining table as long as it takes to get there. We ask our educators to stay at the table with us, not close schools," Portland Public Schools said in an emailed statement.The district is the largest in Oregon with roughly 45,000 students.Public education has been gripped by a series of high-profile strikes this year. In the Los Angeles Unified School District, the nation's second-largest, workers including teachers' aides, cafeteria workers and custodians walked out for three days in March to demand better wages and increased staffing, shutting down education for half a million students.In Oakland, California, the union representing teachers, counselors, librarians and other workers went on strike for more than a week in May. In addition to typical demands such as higher salaries, it also pushed for “common good” changes, such as reparations for Black students and resources for students who are homeless.。但随着乙二醇现金流持续改善,国内部分油制企业存在提升负荷的动作,后期可逐步释放流动性,叠加聚酯减产意愿加深,乙二醇供需终将趋于平衡,9-10月整体去库幅度收窄。

二 | 短期而言,预计价格高位宽幅整理,短期价格高点已现,资金和市场情绪仍然主导价格波...。
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