节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:8/10


印尼淡水河谷(PT Vale Indonesia Tbk)周五宣布,因2026年度生产计划(RKAB)批准延迟,将暂停其在印尼的采活动。印尼所有矿工均需提交RKAB并获政府批准,以确定产量配额。作为全球最大镍生产国,印尼去年底因产量配额下降预期推动镍价飙升。淡水河谷表示,无RKAB批准无法开展采矿作业,同时称该延迟不会影响整体运营可持续性,预计2026年RKAB批准...

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