[SMM PV] PV-grade EVA prices fell, cost side disturbed by geopolitical tensions, uncertainty remains

Published: May 9, 2026 09:14

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EVA prices have recently fluctuated and pulled back, mainly under the dual pressure of weakening crude oil dragging down costs and sluggish downstream procurement demand. Although the US and Iran are in the negotiation phase, on May 8 local time, US forces again struck two Iranian tankers. The Iranian military warned that if the US continues to interfere with Iranian vessels in the relevant areas, the conflict risks escalating again. With recurring geopolitical maneuvering in the Middle East, the risk of crude oil price fluctuations remains high and the trend carries significant uncertainty, making changes on the EVA cost side still difficult to predict, and wait-and-see sentiment in the market is strong.

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