节点:上游(原材料/资源端)位置:上游情绪:利空参考度:6/10


印尼能源和产资源部部长Bahlil Lahadalia周四表示,印尼可能在2026年批准约6亿吨的煤炭产量配额,并将根据行业需求调整其镍配额。尽管印尼煤炭实际产量经常超过配额,但2026年的产量配额水平将低于去年的7.9亿吨。

印尼镍冶炼厂协会FINI估计,2026年国内冶炼厂的镍矿需求将从2025年的约3亿吨升至约3.4亿至3.5亿吨...

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