格林大华期货能化负责人吴志桥表示,伊朗遇袭引发市场对其甲醇生产与发运的担忧。当前伊朗仅5套装置正常运行,3月初计划重启的两套装置复产存疑。2025年国内进口甲醇1443万吨,同比增长7%,伊朗货源占比居前,是国内供应的重要组成部分。
Altman said that in his conversations with US officials, he reiterated that Anthropic shouldn’t be designated as a supply chain risk and that he hoped the Defense Department would offer it the same deal OpenAI agreed to. In an AMA session on X over the weekend, Altman clarified that he didn’t know the details of Anthropic’s agreement and how it differed from the one OpenAI signed. But if it had been the same, he thought Anthropic should have agreed to it.
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