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Exclusive: Korea ramps up Canadian crude imports as Iran war disrupts Middle Eastern supply_蜘蛛资讯网

n its future import portfolio. “Korean refiners are actively bringing in Canadian crude as an alternative supply amid the current inability to secure Middle Eastern barrels,” a government offici

镍韧性较强，而低端产品对成本传导更为敏感，整体复苏节奏温和。　　【产业链：成本倒推与利润挤压】　　成本压力沿产业链加速传导。上游镍矿升水坚挺、港口去库；中游冶炼利润承压，中小产能出清加速行业集中；下游不锈钢及电池企业被迫接受高价原料，贸易商惜售进一步加剧现货紧张。　　【现货与库存：交投活跃但隐忧仍存】　　现货量价齐升，进口镍升水转正，下游备货积极。然而高库存仍是最大制约，LME及国内外社会库存呈现

ing at the port of Vancouver. In practice, the landed cost of Canadian crude to Korea was $64.65 per barrel as of 2025, roughly $10 cheaper than U.S. crude at $73.64 and Saudi Arabian crude at $

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