节点：上游（原材料/资源端）位置：上游情绪：利空参考度：9/10
印尼能源和矿产资源部（ESDM）计划在2026年工作计划和预算（RKAB）中将镍产量目标下调至约2.5亿至2.6亿吨，该数值低于2025年RKAB设定的3.79亿吨目标。ESDM矿产和煤炭总局局长特里·维纳诺表示，削减配额旨在匹配国内加工厂或冶炼厂的需求，“我们将根据冶炼厂的生产能力调整镍产量，产量可能在2.5亿至2.6亿吨左右”。
特里·维纳诺承认，削减镍产量政策是提振镍价的策略之一，政策实施后全球镍价一度飙升至每吨18000美元。他透露，RKAB评估流程仍在进行中，与新应用程序实施同步推进，整体进展顺利，现有RKAB可使用ȇ..
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