印尼禁止煤炭出口始末及影响

扑克投资家2022-01-03

2021年12月31日，印尼能矿部在一封信件中表示，为缓解当前煤炭供应紧缺问题，优先国内电力需求，自2022年1月1日至1月31日，印尼禁止煤炭出口，包括正在装的以及未装完的煤船，都应供给国家电厂。印尼国家电力公司（PLN）的燃煤发电站印尼缘何禁止煤炭出口？印度尼西亚能源和矿产资源部已于 2022 年 1 月 1 日至 31 日暂时禁止煤炭出口，目的是为了确保国内发电厂的煤炭库存可用。出口禁令的...

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CMaster
2022-01-04
CMaster
seY
神话者
2022-01-04
神话者
[開心]
XiaoZ
2022-01-04
XiaoZ
[開心] [開心] [開心]
Alice156
2022-01-04
Alice156
Like
Allen Chin
2022-01-04
Allen Chin
😀
hewtamkong
2022-01-04
hewtamkong
不錯。。。。。。。

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号能源和矿产资源部部长决定，这项法令规定了政府批准的每个生产商计划年度煤炭产量的 25% 的国内需求（国内市场义务/DMO）煤炭销售百分比。该法令还规定，在紧急情况下，如果国内煤炭需求得不到满足，矿产和煤炭局局长代表能源和矿产资源部长可以任命 IUP 或 IUPK 或 PKP2B 持有人或煤炭运输和销售许可证，以满足国内煤炭需求。该法案的英文版被锁定，无法下载印尼禁止煤炭出口的影响印度尼西亚是世界上最大的煤炭生产国和出口国之一。自 2005 年超过澳大利亚以来，该国是动力煤的主要出口国。其出口动力煤的很大一部分包括中等质量类型（5100-6100 卡/克）和低质量类型（5100 卡/克以下），其中大量需求来自中国和印度。2021年上半年印尼煤炭出口金额分国别占比2021年印尼煤炭产量预计为6.09亿吨，高于去年的 5.5 亿吨产量目标；出口4.35亿吨（2020年产量为5.64亿吨，出口4.05亿吨），为世界第一大煤炭出口国。根据Bancosta统计，全球2020年煤炭（焦煤和动力煤）海运量为11.3亿吨。由于印尼中、低质煤储量丰富，这些类型的煤炭在国际市场上的价格具有竞争力（部分原因是印尼的劳动力工资低）。近期印尼受天气影响，煤炭装运受限，加之中国煤炭产量提升后，12月动力煤价格持续下行，市场看空情绪主导下，印尼Q3800 FOB价报至66美金/吨。印尼的煤炭资源分布图印尼煤炭的主要出口目的地国家是中国、印度、日本和韩国。在高峰时期，煤炭占国家采矿业总收入的 85% 左右。印尼面向中国和印度这两个巨大的新兴市场的战略地理位置。由于建造了许多新的燃煤发电厂来为其庞大的人口供电，这两个国家对劣质煤炭的需求猛增。印尼不仅是全球最大的动力煤出口国，也是中国动力煤的主要进口国。2021年1-11月我国动力煤进口国分布：印尼75%、俄罗斯15%、菲律宾3%、南非3%、澳大利亚2%、哥伦比亚1%、蒙古1%。由于澳大利亚煤炭受阻，我国加大了印尼动力煤进口力度，前11个月共计从印尼进口动力煤（含无烟、褐煤、其它烟煤及其它煤）1.7596亿吨，占全国进口总量（2.45232亿吨）的72%。与去年同期比，增幅54%。从目前来看，印尼禁止煤炭出口仅一个月，对我们总体影响不大。当前国内动力煤市场下游库存整体相对充足，终端采购需疲弱，价格弱势运行。反而印尼国家电力公司（PLN）对煤炭的需要呈增长趋势。据预测PLN对电煤的消耗越发强劲印尼已承诺从 2023 年起停止建设新的燃煤发电厂，并在 2060 年实现碳中和。预计近些年，印尼仍将面临煤炭资源外部需求强劲，从而国内市场无法满足需求的局面。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9001668288,"gmtCreate":1641249647454,"gmtModify":1676533586754,"author":{"id":"3581998074279862","authorId":"3581998074279862","name":"CMaster","avatar":"https://static.tigerbbs.com/efa9b152073e08c440ce370e3c42bf47","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581998074279862","authorIdStr":"3581998074279862"},"htmlText":"seY","listText":"seY","text":"seY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001668288","repostId":1139273281,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9001661982,"gmtCreate":1641249469302,"gmtModify":1676533586709,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":0,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"htmlText":"[開心]&nbsp;","listText":"[開心]&nbsp;","text":"[開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001661982","repostId":1139273281,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9001614718,"gmtCreate":1641246525414,"gmtModify":1676533586376,"author":{"id":"3570220781625377","authorId":"3570220781625377","name":"XiaoZ","avatar":"https://static.tigerbbs.com/2a906c12b69962b4dd222f51848e4d05","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3570220781625377","authorIdStr":"3570220781625377"},"htmlText":"[開心]&nbsp;[開心]&nbsp;[開心]&nbsp;","listText":"[開心]&nbsp;[開心]&nbsp;[開心]&nbsp;","text":"[開心] 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