节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
印尼国家电力公司（PLN）确认，在获得8家核心煤炭供应商总计8400万吨供应保障后，其电厂煤炭供应处于安全区间，该供应量可满足至2026年8月末的需求。PLN发电管理总监里扎尔·卡尔瓦里·马里姆博指出，上述供应覆盖PLN及独立发电商（IPP）的需求，叠加4000万吨续期合同后，今年全年煤炭需求预计可完全覆盖。
2026年3月3日（周二），卡尔瓦里在印尼能源与矿产资源部办公室表示，8家核心供应商包括PT Adaro Indonesia、PT Arutmin Indonesia等大型煤企，均未受年度工作计划与预算（RKAB）调整影响。其透露，8400万吨供应量可支撑..
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