彼得森国际经济研究所：2026全球石化行业的控制权格局及其演变趋势研究报告（英文版）（32页）.pdf

1、1750 Massachusetts Avenue,NW|Washington,DC 20036-1903 USA|+1.202.328.9000|WORKING PAPER26-4.Who Controls the Global Petrochemical Industry,and How Might That Change?Abdullah AlHassan,Luc Leruth,Adnan Mazarei,Charles Meuwly,Joseph Moussa,and Pierre Rgibeau.March 2026.Abdullah AlHassan is deputy divis

2、ion chief at the International Monetary Fund.Luc Leruth is an associate researcher at the University of Clermont Ferrand.Adnan Mazarei is a nonresident senior fellow at the Peterson Institute for International Economics.Charles Meuwly is a business developer at ZENO-Indices.Joseph Moussa is a resear

3、ch analyst at the International Monetary Fund.Pierre Rgibeau is a visiting professor at the Warsaw School of Economics.The views expressed in this paper are those of the authors and not necessarily those of the institutions with which they are affiliated.ABSTRACT.Petrochemicals are integral to moder

4、n economies.They are used in many products such as fertilizers,plastics,fibers and clothing,cosmetics,electronics,and medicines.Petrochemicals are also becoming the fastest-growing source of demand for oil.The 2026 conflict in the Middle East has underscored vulnerabilities in the petrochemical sect

5、or and food security.Middle Eastern producers account for much of the global supply of key petrochemical products,including fertilizers,and one-third of global seaborne fertilizer trade transits the Strait of Hormuz.It is,therefore,important to understand the structure of the industry to attenuate s

6、upply chain vulnerabilities.In this paper,we examine both geographical dispersion and corporate control over the industry.Our analysis shows that the global petrochemical industry is largely concentrated in China,the United States,and Saudi Arabia.However,control is more pronounced in China and othe