《大行報告》大摩料內地或在冬季放寬煤炭進口 涉俄羅斯及印尼等地
大摩發表報告指,據路透社報道,中國在長達一年的禁令後開始釋放倉庫中澳洲煤炭,數量涉及約100萬噸。
大摩認爲,雖然預計政府會在冬季放寬港口的進口管制,但並不會放鬆對澳洲煤炭的管制。主要的進口來源是印尼、俄羅斯和蒙古,它們是今年中國對澳大利亞煤炭的主要替代。據貿易商和礦工稱,進入中國的澳洲貨物已經到達了幾乎一年時間才被中國海關清關。另外目前亦沒有更多的煤炭運輸進入中國。
大摩預計中國第四季的煤炭進口量將增加,中國的煤炭進口量已從每月2,000萬噸,在夏季上升到2,800萬至3,000萬噸。
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