印尼能源部：印尼解除煤炭出口禁令 2月1日生效
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<p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">财联社2月1日电，根据印尼能源和矿产资源部的一份声明，政府已经解除了煤炭出口禁令。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">此前报道</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;"><span style="font-weight: bolder;">1月10日丨14艘装载煤炭船只获准启航，外媒：印尼放松煤炭出口禁令</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">据路透社雅加达1月10日报道，全球最大动力煤出口国印度尼西亚一位高级部长10日表示，该国允许14艘装载煤炭的船只在获得矿业和交通部门核实后离境，从而放松了出口禁令。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">报道称，印尼国营电力公司（PLN）报告煤炭库存水平极低后，印尼在1月1日暂停出口，导致上周全球煤炭价格走高，并促使日本、韩国和菲律宾呼吁放松禁令。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">印尼海洋与投资统筹部在一份声明中说：“截至10日，在看到PLN的供应状况大大好转后，14艘满载煤炭且买家已经付款的船只可以立即放行出口。”</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;"><span style="font-weight: bolder;">1月1日丨印尼宣布暂停煤炭出口</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">1月1日，印尼能源部高级官员里德万·贾玛鲁丁（Ridwan Jamaludin）当天宣布印尼1月禁止煤炭出口，以应对国内发电厂能源供应不足引起的大范围停电。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">分析指出，由于印尼是世界最大发电用煤炭出口国，这将对世界能源格局造成显著影响。该政策也迅速引起了印尼国内煤炭企业的消极反馈。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;"><span style="font-weight: bolder;">“断供”有何影响？</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">印尼发布出口禁令后，日本、韩国、菲律宾都呼吁印尼放缓出口限制。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">Kpler船运数据显示，2021年，印尼全年73%的出口煤炭都销往中国、印度、日本和韩国四国。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 16px; white-space: normal;">据国盛证券分析师测算，2021年，中国自印尼月均进口动力煤约1600万吨， 若印尼禁止煤炭出口，将影响中国动力煤有效供应的5.3%，且考虑到目前澳煤依然受限，其他国家进口体量有限，因此短期内该缺口难以通过其他国家进行弥补，若印尼出口禁令长期持续，可能造成中国动力煤市场重回供需平衡甚至略偏紧局面。</p>
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