节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
奥里萨邦矿山与地质局颁布更为严苛的矿物发运监管细则，明确对低于已批准采矿计划规定标准的矿石品位，将不再授予发运许可。该指令于2026年6月16日发布，旨在遏制矿石品位稀释、混矿操作违规、品类错误划分及品位低报等问题，此类行为可能影响特许权使用费及其他法定款项的征收。
修订后的指令将印度矿山局在采矿计划中批准的年度平均矿石品位，设定为采矿租约下矿物发运的最低允许基准。奥里萨邦2026财年环评产能上限为2.78亿吨，上一财年铁矿石产量约1.58亿吨，占印度铁矿石总产量的50%左右。
现场监管官员已收到指令，需加强对产量、发运及库存状况的监测，以排查报告数据差异、产量瞒报及未入账开采等情况。通知中明确，任何情形下均不允许发运低于已批准年度平均品位的矿石。
有贸易商指出，自新规发布午夜起，各矿区铁矿石发运已出现放缓迹象。由于发运规定趋严，后续发运许可审批可能面临 ..
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