[미·이란 종전] 공급난 여전…롯데·HD현대케미칼 '통합 효과' 관심

Global petrochemical supply disruptions from Middle East geopolitical tensions are reshaping industry economics—downstream PE/PP margins are expanding while upstream ethylene faces compression. Lotte Chemical and HD Hyundai Chemical's September merger strategically responds by prioritizing high-margin polymer products and reducing ethylene capacity, signaling a structural transition away from traditional upstream-focused strategies.