节点：上游（原材料/资源端）位置：上游情绪：利空参考度：7/10
ESDM部长日前确认，2026年印尼煤炭产量将下调至约6亿吨，较2025年全国7.9亿吨的总产量显著收缩。该表态于2026年1月8日雅加达中部举行的“2025年ESDM部门绩效成果”新闻发布会上作出，部长透露已与矿产与煤炭总局局长会商，拟通过修订年度工作计划与预算（RKAB）推动产量下调。
目前RKAB具体数值仍在总局层面核算，最终规模或围绕6亿吨小幅浮动。此次减产举措旨在锚定全球煤炭供需平衡并稳定价格中枢。数据显示，当前全球煤炭...
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