세아제강, 이란 전쟁 고유가 수혜…'유정용 강관' 수요 기대

SeAH Steeltech stands to benefit from sustained high oil prices driven by Iran-US conflict tensions, which historically boost E&P investment in well casing and pipeline infrastructure. While current earnings impact is muted, an extended high oil price environment could unlock significant demand growth in the company's highest-margin products. This represents a potential earnings inflection point worth monitoring for investors.