节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
6月24日，印尼官方发布澄清声明，能源与矿产资源部（ESDM）否认2026年工作计划与预算（RKAB）中拟将镍配额提升至3.6亿吨的传闻。尽管印尼官方已对该传言予以否认，但市场对镍矿供应限制可能放松的预期仍导致近期伦敦金属交易所（LME）镍Ļ..
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