节点:上游(原材料/资源端)位置:上游情绪:中性参考度:2/10


澳大利亚铁石生产商Fenix Resources Ltd表示,受热带气旋纳雷勒(Narelle)及柴油供应限制影响,其铁矿石运输面临潜在中断,但该公司确认2025-26财年生产及销售指引保持不变。

Fenix称正密切关注热带气旋纳雷勒的动态,该气旋正在西澳大利亚州西北海岸外迅速增强。为此,中西部港口管理局已在杰拉尔顿港启动气旋响应程序,导致所有航运作业暂时暂停。皮尔巴拉地区的丹皮尔港和阿什伯顿港也已停止运营,这一情况预计将直接影响Fenix的出口物流。该生产商表示,所有运营场地均已实施安全措施,强调员工、承包商及其家属的福祉仍是公司首要任务。

柴油供应限制加剧压力。除天气相关风险外,Fenix指出中东地区持续的地缘政治紧张局势已导致区域柴...采矿作业,包括其自身运营。因此,Fenix预计其签约供应商的燃料供应将出现中断,并已开始缩减非必要采矿及运输作业。

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