【供应增量短期存压制，LPG短期运行逻辑是什么？】金十期货4月15日讯，作为中国液化气第一大进口来源国，2024年中国进口美国LPG占总进口的50%，大约1800万吨，在中美贸易战升级天气下，中国对美国LPG强力回应对等关税反制措施，短期内中东进口货源无法弥补缺口，叠加月初CP报价相对偏强，LPG短期延续强势运行，当前国际油价在关税政策压制下，全球经济增速下调，需求增速预期减弱，短期国内燃烧需求进入淡季，近期多套PDH进入检修，化工需求预期走弱，中辉期货分析师苏日嘎拉图认为，液化气短期在关税情绪下延续震荡拉升，在基本面整体压力下不建议盲目追高追涨，有冲高回落的风险。
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