我们之前在这里的某个地方讨论过lion delasel。当时情况很糟，后来又遇上了伊朗的事。靠着那件事它又大涨回来了。不过现在它受到拖累，因为最初伊朗战争推高了塑料以及他们正在做的各种东西的价格，但现在他们的投入成本在上升，这给他们带来了压力。
这对我来说太疯狂了，我根本不知道它会走向哪里。即便它很可能对市场是利好，但对他们来说，由于伊朗那边的生产已被摧毁，竞争减少、价格更高，可你也说不准，还有衰退之类的事情。
We discussed lion delasel here somewhere. It was ugly then and then we had Iran. It boomed back thanks to that. However, now it suffers because first Iran war pushed the plastic and all whatever they are doing prices higher, but now their input costs are going higher and that's putting pressure on them.
Too crazy for me to know where will it go. Even if likely it will be a positive for the market, but for them as the production there in Iran has been destroyed, less competition, higher prices, but you never know, recessions and things like that.