节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
印尼能源部长巴赫里尔·拉哈达利亚指出，作为全球最大动力煤及镍生产国，若相关商品价格维持高位，印尼或考虑适度放宽两类资源的生产配额。其在周三晚间与总统普拉博沃会晤后声明称，若价格保持稳定且走势向好，将视市场供需关系协调生产计划，或对现有配额实施适度调整。
印尼今年已宣布削减多种矿产开采配额以支撑价格，其中动力煤生产配额..镍矿生产配额设定在2.6亿至2.7亿吨区间，低于印尼镍冶炼厂协会预估的3.4亿至3.5亿吨需求。需注意，RKAB配额具备修订空间。
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