--- title: "BigMint 表示,西亚的紧张局势将对印度及其他钢铁市场产生影响" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278250770.md" description: "西亚日益严重的危机预计将对全球钢铁行业产生重大影响,包括印度,原因是燃料和运输成本上升。BigMint Research 的分析师报告称,原油价格已从每桶 70 美元飙升至 90 美元,运输成本几乎增加了 40%。这种情况可能导致煤炭、废钢和矿石的输入成本持续上涨,影响钢铁价格和利润率。如果市场无法吸收这些成本,钢铁需求可能会下降" datetime: "2026-03-08T06:14:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278250770.md) - [en](https://longbridge.com/en/news/278250770.md) - [zh-HK](https://longbridge.com/zh-HK/news/278250770.md) --- # BigMint 表示,西亚的紧张局势将对印度及其他钢铁市场产生影响 The global steel industry, including India, is expected to face multiple market-related issues in the coming days as the escalating crisis in the West Asia impacts fuels cost that has lead to increased freight rates, according to BigMint Research. Military tensions in the region are increasing as both Iran, and the US, along with Israel, continue to attack each other. BigMint analysts said crude oil, LNG, and freight costs are rising simultaneously, transmitting cost pressure directly into steel and steel-related commodity markets. From an average of $70 a barrel before the war, crude oil prices have risen to about $90/per barrel, an analyst said, adding that the cost is expected to continue to rise in the coming days.   War has also impacted freight cost, which jumped almost 40 per cent in recent times. In the absence of insurance cover, marine operators are also offering freight at non-negotiable prices as per the availability of the vessel. On the impact of the US-Iran conflict on steel markets, including India, they said the industry would face sustained input cost inflation across coal, scrap and ore, with freight and energy reinforcing one another. "The players are expected to pass on the increased cost to customers. However, if market is not ready to absorb the cost, steel demand can also be affected," an expert said. Extended disruption could push prices of coking coal -- a key steel making raw material -- from major supplying markets such as Australia, Russia, and the US. Increased input cost, coupled with higher freight cost, will also put pressure on the margins, the analysts added. ### 相关股票 - [SLX.US](https://longbridge.com/zh-CN/quote/SLX.US.md) - [DBB.US](https://longbridge.com/zh-CN/quote/DBB.US.md) - [XME.US](https://longbridge.com/zh-CN/quote/XME.US.md) - [PICK.US](https://longbridge.com/zh-CN/quote/PICK.US.md) ## 相关资讯与研究 - [美国制造业产值一季度反弹 增长扩大到 AI 领域之外](https://longbridge.com/zh-CN/news/283038363.md) - [全球经济的严峻考验](https://longbridge.com/zh-CN/news/283024136.md) - [钢铁行业 “反内卷”:建立产能治理新机制,挖潜新 “钢需”](https://longbridge.com/zh-CN/news/282434778.md) - [钢铁企投战略投资楚雄德胜商贸](https://longbridge.com/zh-CN/news/283097163.md) - [载通:全球原油价格急剧飙升 集团仍需面对燃油价格急升的严峻影响](https://longbridge.com/zh-CN/news/282967289.md)