节点：上游（原材料/资源端）位置：上游情绪：利空参考度：4/10
6月8日，印尼矿业部长Bahlil Lahadalia公开表示，若市场价格处于有利区间，印尼或考虑调整矿业产量配额政策。作为全球最大的动力煤及镍出口国，印尼的产量政策调整对全球相关大宗商品市场具有显著影响。
今年以来，印尼矿业部已下调镍矿及煤炭产量配额（RKAB），旨在通过供给端调控稳定市场价格。然而，此举导致国内镍冶炼产能利用率承压，行业生产活动受到一定抑制。
Bahlil指出，当前正就包括煤炭在内的商品RKAB..
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