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当前供应紧张的根本原因之一，在于高端玻纤布市场的极端集中度。日本日东纺控制着全球约90%的高端玻纤布供应。这类玻纤布的生产依赖在1600至1700摄氏度下运行的特种电熔炉，从原料熔融、纺纱到织布，工艺链条长且技术壁垒高，新产能的建设周期通常需要数年。这种高度集中的供应结构，使得市场在面对需求突变时几乎没有弹性缓冲。
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Hours after the threat, there was no sign of an attack on Dubai’s Jebel Ali port — the Mideast’s busiest — or the Khalifa port in Abu Dhabi. But Associated Press images showed a fire at the third port, in Fujairah, caused by debris from an intercepted Iranian drone hitting an oil facility.
Фото: Глеб Щелкунов / Коммерсантъ