节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
印尼布基特阿萨姆公司（PTBA）明确表示，将持续保障国内蒸汽电厂（PLTU）的煤炭供应。这一声明针对当前独立发电商（IPP）及印尼国家电力公司（PLN）所属电厂面临的煤炭供应趋紧问题，而该供应危机与2026年度工作与预算计划（RKAB）尚未获得政府批准直接相关，且叠加政府今年拟削减煤炭产量的政策影响。
PTBA公司秘书埃科·普拉伊特诺指出，作为肩负国家能源安全使命的国企，公司始终将满足国内煤炭需求置于出口利益之上。今年PTBA未被纳入产量削减范围，但需承担30%的国内市场义务（DMO），优先保障国内电厂供应。
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