节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
南非总统Cyril Ramaphosa在演讲中证实，计划敲定铬和锰出口关税以及新电价措施。这些政策意在重振该国衰落的铬铁工业，提升能源密集型采矿业竞争力。
电力改革重点在电价调整，优惠电价带来的收入，将用于580亿美元基础设施计划，安装新输电线路，扩大发电能力并建立有竞争力的电力市场，以支持铬铁和锰行业。
南非矿业公司Merafe Resources因能源成本高，今年暂停多个关键设施运营，包括年产72万吨的Lion冶炼厂等。之后，Merafe支持铬矿石出口管制和监管改革，但也指出中国需求波动影响生产，因其主要面向中国市场。
南非是中..
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