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印尼政府近期宣布废止今年早些时候推行的矿产及煤炭强制按政府基准价销售规定。这一政策调整,源于买家的强烈反对,意味着全球最大煤炭出口国印尼,在供应过剩的市场背景下,对市场调控策略做出改变。
政策调整背后,是全球煤炭市场的持续低迷。俄乌冲突曾致全球煤炭基准价格飙升,但自2022年底起已累计下跌超70%。高盛报告表明,2025年全球煤炭贸易市场步入“滑落”阶段,贸易量与价格渐趋下降,削弱了出口国议价能力。
在新规调整前,相关政策已冲击其他大宗商品市场。国有矿业巨头印尼国家矿业公司(PT Aneka Tambang,简称Antam)上季度因买家拒绝接受政府基准价,被迫暂停镍铁及铝土矿销售ĸ..
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