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中国钢铁行业的深度脱碳进程，正深刻重塑着全球原材料贸易格局。澳大利亚作为全球最大的铁矿石与炼焦煤供应国，在此背景下面临着严峻的挑战。2024 年，澳大利亚对华铁矿石出口额超过 1000 亿美元，占据其对华出口总额一半以上。然而，中国钢铁产业转型已取得实质性进展，电炉钢产能突破 1.6 亿吨，规模相当于美国与日本之和，同时碳排放交易体系已覆盖钢铁行业，并且政府强制要求企..
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