[미·이란 종전] 금호석화, 라텍스 수요 증가 ‘펀더멘털 회복’ 기대

The US-Iran ceasefire eliminates supply chain disruptions that have constrained Korea's petrochemical sector, enabling Kumho Petrochemical to shift from temporary war-driven margins to sustainable profitability as NB Latex demand reaches record highs. Global glove manufacturers' return to normal capacity utilization and inventory recovery create sustained demand, while Kumho's downstream focus allows faster capture of cost savings as raw material prices normalize. This marks the start of a multi-year petrochemical upcycle as geopolitical risks fade.