{"id":2021,"date":"2024-09-30T04:24:52","date_gmt":"2024-09-29T20:24:52","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2021"},"modified":"2024-09-30T04:24:52","modified_gmt":"2024-09-29T20:24:52","slug":"%e5%8c%97%e4%ba%ac%e5%bb%89%e4%bb%b7%e7%85%a4%e8%bf%9b%e5%85%b3%ef%bc%8c%e9%92%a2%e9%93%81%e5%8e%82%e4%b9%8b%e7%97%9b%e6%98%be","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2021","title":{"rendered":"\u5317\u4eac\u5ec9\u4ef7\u7164\u8fdb\u5173\uff0c\u94a2\u94c1\u5382\u4e4b\u75db\u663e"},"content":{"rendered":"

\u6b22\u8fce\u6536\u770b\u672c\u520a\u5173\u4e8e\u9a71\u52a8\u5168\u7403\u7ecf\u6d4e\u8fd0\u884c\u7684\u80fd\u6e90\u4e0e\u5546\u54c1\u5e02\u573a\u7684\u6307\u5357\u3002\u4eca\u65e5\uff0c\u8d44\u6df1\u8bb0\u8005\u963f\u5c14\u5f17\u96f7\u5fb7\u00b7\u574e\u683c\uff08Alfred Cang\uff09\u805a\u7126\u4e86\u4e2d\u56fd\u5bf9\u8499\u53e4\u7164\u70ad\u7684\u5f3a\u52b2\u91c7\u8d2d\u52a8\u5411\uff0c\u5c24\u5176\u662f\u8fd9\u4e9b\u7164\u70ad\u4f9b\u5e94\u7ed9\u5168\u7403\u6700\u5927\u7684\u94a2\u94c1\u884c\u4e1a\u3002<\/p>\n

\u8fd1\u5e74\u6765\uff0c\u968f\u7740\u4e2d\u56fd\u94a2\u94c1\u5382\u5927\u91cf\u8d2d\u4e70\u6765\u81ea\u8499\u53e4\u7684\u7164\u70ad\uff0c\u6fb3\u5927\u5229\u4e9a\u5728\u4e2d\u56fd\u7684\u7164\u70ad\u8fdb\u53e3\u56fd\u6392\u540d\u4e2d\u5931\u53bb\u4e86\u699c\u9996\u5730\u4f4d\uff0c\u8fd9\u662f\u7531\u66f4\u4fbf\u5b9c\u7684\u4ef7\u683c\u4ee5\u53ca\u5730\u7406\u4fbf\u5229\u6027\u5e26\u6765\u7684\u7ed3\u679c\uff0c\u8fd9\u5728\u67d0\u79cd\u7a0b\u5ea6\u4e0a\u4e3a\u4e4c\u5170\u5df4\u6258\u5e26\u6765\u4e86\u7ecf\u6d4e\u589e\u957f\u3002\u540c\u65f6\uff0c\u8fd9\u4e5f\u518d\u6b21\u51f8\u663e\u4e86\u5317\u4eac\u5de5\u4e1a\u9762\u4e34\u7684\u4e00\u7cfb\u5217\u6311\u6218\u3002<\/p>\n

\u59cb\u4e8e2020\u5e74\u4e2d\u6fb3\u5916\u4ea4\u51b2\u7a81\u671f\u95f4\uff0c\u51fa\u53e3\u8499\u53e4\u7164\u7684\u6570\u91cf\u5f00\u59cb\u6fc0\u589e\u3002\u5728\u5168\u7403\u7b2c\u4e8c\u7ecf\u6d4e\u4f53\u8bd5\u56fe\u4ece\u75ab\u60c5\u4e2d\u590d\u82cf\u4e4b\u9645\uff0c\u8fd9\u4e00\u8d8b\u52bf\u8fdb\u4e00\u6b65\u4e0a\u5347\uff0c\u4ee5\u81f3\u4e8e\u5728\u53bb\u5e74\uff0c\u8499\u53e4\u56fd\u7164\u70ad\u5360\u5230\u4e86\u4e2d\u56fd\u90bb\u56fd\u94a2\u94c1\u751f\u4ea7\u7528\u7164\u8fdb\u53e3\u768450%\u4ee5\u4e0a\u3002\u5c3d\u7ba1\u4e0e\u582a\u57f9\u62c9\u7684\u5173\u7cfb\u6709\u6240\u56de\u6696\uff0c\u4f46\u5370\u5ea6\u7b49\u5e02\u573a\u7684\u9700\u6c42\u4f7f\u5f97\u6fb3\u5927\u5229\u4e9a\u7684\u4ef7\u683c\u4fdd\u6301\u9ad8\u4f4d\uff0c\u4ece\u800c\u51cf\u5c11\u4e86\u5bf9\u4e2d\u56fd\u7684\u51fa\u53e3\u91cf\u3002<\/p>\n

\u7136\u800c\uff0c\u4eca\u5e74\u4e2d\u56fd\u7ecf\u6d4e\u9762\u4e34\u7684\u662f\u4e0d\u6539\u7684\u4f4e\u8ff7\u524d\u666f\uff0c\u5373\u4f7f\u662f\u6700\u5267\u70c8\u7684\u523a\u6fc0\u63aa\u65bd\u4e5f\u65e0\u6cd5\u5f7b\u5e95\u89e3\u51b3\u6301\u7eed\u56f0\u6270\u5de5\u4e1a\u9886\u57df\u7684\u5371\u673a\u3002\u623f\u5730\u4ea7\u5e02\u573a\u7684\u72b6\u51b5\u4f9d\u7136\u840e\u9761\u4e0d\u632f\u3002\u56e0\u6b64\uff0c\u8499\u53e4\u56fd\u5f00\u653e\u578b\u7164\u77ff\u751f\u4ea7\u7684\u4f4e\u786b\u3001\u4f4e\u7070\u5206\u7164\u70ad\uff0c\u901a\u8fc7\u5361\u8f66\u6216\u516c\u8def\u8fd0\u8f93\u81f3\u4e2d\u56fd\u5317\u90e8\u8fb9\u5883\u6210\u4e3a\u4e86\u6709\u5438\u5f15\u529b\u7684\u9009\u62e9\u3002<\/p>\n

\u8fd9\u79cd\u7164\u4e0d\u4ec5\u7269\u7f8e\u4ef7\u5ec9\uff0c\u751a\u81f3\u5728\u7269\u6d41\u6548\u7387\u4e0a\u4e5f\u4f18\u4e8e\u4fc4\u7f57\u65af\u7684\u7164\u70ad\uff0c\u540e\u8005\u9700\u8d70\u8f83\u957f\u7684\u8fd0\u8f93\u8def\u7ebf\u3002\u8fd9\u5bf9\u8499\u53e4\u6765\u8bf4\uff0c\u610f\u5473\u7740\u6025\u9700\u7684\u589e\u957f\u52a8\u529b\u3002\u4e9a\u6d32\u5f00\u53d1\u94f6\u884c\u9884\u6d4b2024\u5e74\u548c2025\u5e74\u8be5\u56fd\u7ecf\u6d4e\u589e\u901f\u5206\u522b\u8fbe\u52305.5%\u548c6%\uff0c\u90e8\u5206\u539f\u56e0\u53d7\u76ca\u4e8e\u77ff\u4e1a\u6d3b\u52a8\u3002\u800c\u4eca\u5e74\u8499\u53e4\u56fd\u9884\u671f\u51fa\u53e3\u7164\u70ad7800\u4e07\u5428\uff0c\u9884\u8ba12025\u5e74\u8fd9\u4e2a\u6570\u5b57\u5c06\u8fbe\u52308300\u4e07\u5428\u3002<\/p>\n

\u7136\u800c\uff0c\u4ea7\u91cf\u7684\u63d0\u5347\u5e76\u975e\u552f\u4e00\u6545\u4e8b\u3002\u53ea\u8981\u7164\u70ad\u7ee7\u7eed\u5b58\u5728\u4e8e\u71c3\u6599\u7ec4\u5408\u4e2d\uff0c\u78b3\u6392\u653e\u5c31\u5c06\u6301\u7eed\u589e\u52a0\u3002\u8fdb\u51652025\u5e74\uff0c\u5728\u4e2d\u56fd\u53ca\u5176\u94a2\u94c1\u884c\u4e1a\u524d\u666f\u4e0d\u53d8\u7684\u60c5\u51b5\u4e0b\uff0c\u7164\u4ef7\u80af\u5b9a\u4f1a\u51fa\u73b0\u4e0b\u8dcc\u8d8b\u52bf\u3002<\/p>\n

\u5168\u7403\u53ef\u518d\u751f\u80fd\u6e90\u6295\u8d44\u603b\u989d\u4e8e\u53bb\u5e74\u8fbe\u5230\u4e866230\u4ebf\u7f8e\u5143\u6c34\u5e73\uff0c\u4e3a\u4e86\u5b9e\u73b0\u52302050\u5e74\u524d\u51c0\u96f6\u76ee\u6807\uff0c\u5e76\u4e14\u57282030\u5e74\u524d\u5c06\u53ef\u518d\u751f\u80fd\u6e90\u4ea7\u80fd\u63d0\u9ad8\u81f3\u4e09\u500d\uff0cBloombergNEF\u6307\u51fa\uff0c\u672a\u6765\u5341\u5e74\u5185\u5e73\u5747\u6bcf\u5e74\u7684\u6295\u8d44\u989d\u9700\u8981\u8fbe\u5230\u4e00\u4e2a\u7279\u5b9a\u6570\u5b57\u3002<\/p>\n

\u91d1\u878d\u670d\u52a1\u516c\u53f8Clear Street LLC\u8ba1\u5212\u52a0\u5165\u56fd\u9645\u6e05\u7b97\u96c6\u56e2\uff08ICL\uff09\uff0c\u6b64\u4e3e\u6709\u671b\u63d0\u632f\u201c\u5706\u5468\u201d\u8fd9\u4e00\u6807\u5fd7\u6027\u91d1\u878d\u57fa\u7840\u8bbe\u65bd\u7684\u6d3b\u529b\uff0c\u8fd1\u6765\u5b83\u7ecf\u5386\u4e86\u4ea4\u6613\u91cf\u4e0b\u964d\u548c\u4eba\u5458\u79bb\u804c\u6f6e\u7684\u5f71\u54cd\u3002<\/p>\n

\u94c1\u77ff\u77f3\u4ef7\u683c\u6b63\u5448\u5f3a\u52b2\u53cd\u5f39\u4e4b\u52bf\uff0c\u8fde\u7eed\u4e24\u5929\u4e0a\u6da8\uff0c\u8fd9\u80cc\u540e\u662f\u5bf9\u4e2d\u56fd\u5de8\u5927\u523a\u6fc0\u653f\u7b56\u80fd\u63d0\u632f\u9700\u6c42\u7684\u5e02\u573a\u9884\u671f\u3002\u98d3\u98ce\u6d77\u4f26\uff08Helen\uff09\u6b63\u5728\u903c\u8fd1\u58a8\u897f\u54e5\u6e7e\uff0c\u5bfc\u81f4\u4f5b\u7f57\u91cc\u8fbe\u5dde\u897f\u90e8\u6cbf\u6d77\u5730\u533a\u5b9e\u65bd\u758f\u6563\u884c\u52a8\u3002<\/p>\n

\u6fb3\u5927\u5229\u4e9a\u94c1\u77ff\u77f3\u751f\u4ea7\u5546\u798f\u7279\u65af\u5e93\u77ff\u4e1a\u6709\u9650\u516c\u53f8\uff08Fortescue\uff09\u8ba1\u5212\u65a5\u8d44280\u4ebf\u7f8e\u5143\uff0c\u5c06\u897f\u6fb3\u5927\u5229\u4e9a\u4e09\u5206\u4e4b\u4e8c\u7684\u91c7\u77ff\u8bbe\u5907\u66f4\u6362\u4e3a\u7535\u52a8\u7248\u672c\uff0c\u65e8\u5728\u8ffd\u6c42\u66f4\u52a0\u96c4\u5fc3\u52c3\u52c3\u7684\u51cf\u6392\u76ee\u6807\u3002<\/p>\n

OPEC+\u56fd\u5bb6\u53d7\u9650\u751f\u4ea7\u7684\u603b\u4ea7\u51fa\u4eca\u5e74\u5df2\u7ecf\u8d85\u8fc760\u4e07\u6876\/\u5929\u3002Bloomberg Opinion\u4f5c\u8005Javier Blas\u6307\u51fa\uff0c\u8fd9\u662f\u8fd9\u4e9bOPEC+\u56fd\u5bb6\u65e0\u6cd5\u63a8\u5378\u7684\u8d23\u4efb\uff0c\u5176\u4e0d\u9075\u5b88\u534f\u8bae\u7684\u539f\u56e0\u53ea\u80fd\u5f52\u548e\u4e8e\u5b83\u4eec\u81ea\u8eab\u3002<\/p>\n

\u8bf7\u6ce8\u610f\uff1a\u4ee5\u4e0a\u5185\u5bb9\u4e3a\u673a\u5668\u7ffb\u8bd1\uff0c\u65e8\u5728\u4fdd\u6301\u539f\u6587\u4fe1\u606f\u7684\u51c6\u786e\u4f20\u8fbe\uff0c\u5e76\u529b\u6c42\u7b26\u5408\u4e2d\u6587\u9605\u8bfb\u4e60\u60ef\uff0c\u4f46\u5728\u8868\u8ff0\u548c\u8868\u8fbe\u4e0a\u53ef\u80fd\u7565\u6709\u8c03\u6574\u4ee5\u6c42\u901a\u987a\u3002 <\/p>\n

\n

\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>China Economy: Beijing's Cheap Coal Imports Lay Bare Steelmakers\u2019\u00a0Pain<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-25
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

  Welcome to our guide to the energy and commodities markets powering the global economy. Today, senior reporter Alfred Cang looks at China\u2019s surging purchases of Mongolian coal to feed the world\u2019s largest steel industry.   To get this newsletter in your inbox, you can sign up .Chinese steel mills are snapping up so much coal from Mongolia that the country has unseated Australia as their top supplier.That\u2019s a result of cheaper prices and geographical convenience, and is a boon for Ulaanbaatar. It\u2019s also yet another reminder of the depths of Beijing\u2019s industrial woes.The export surge began during a diplomatic spat between China and Australia in 2020. And as the world\u2019s No. 2 economy struggled to recover from the pandemic, volumes rose further, to the point where Mongolia accounted for more than half of its neighbor\u2019s steelmaking-coal imports last year.Even as relations with Canberra , demand from markets such as India helped keep Australian prices high and Chinese steelmakers away.This year, China\u2019s grim economic picture is showing scant sign of improvement. Even shock-and-awe  \u2014 as seen this week \u2014 will struggle to resolve a lingering industrial crisis. The property market, meanwhile, remains stubbornly stuck in the doldrums.Hence the attraction of less-expensive metallurgical coal produced in Mongolia\u2019s open-pit mines and delivered by truck or  to China\u2019s northern border.The supply is low-sulfur, low-ash. It\u2019s even close to the delivery standard demanded by the Dalian Commodity Exchange\u2019s futures contracts, and so it can be used by traders to offset short positions.The fuel is logistically superior even to Russian coal, which takes a longer route.For Mongolia, this translates into much-needed growth. The Asian Development Bank  the economy will grow 5.5% in 2024 and 6% next year, thanks in part to mining.The country\u2019s coal-export forecast has increased to 78 million tons this year. For 2025, it\u2019s estimated at 83 million.But rising volume is only part of the story. Emissions will keep climbing as long as coal remains in the mix, of course.And heading into 2025, absent a change to China\u2019s outlook and that of its steelmakers, prices are certain to head the other way.  --Alfred Cang, Bloomberg NewsGlobal investment in renewables totaled $623 billion last year. To be on track for net zero by midcentury and reach the COP28 goal of tripling renewables capacity by 2030, it needs to average  from now to the end of the decade, BloombergNEF says.Financial services firm Clear Street LLC is looking to join the , a move that would bolster the prospects of the iconic \u201cRing\u201d after a decline in volumes and a slew of departures in recent years.Iron ore is heading back toward , rallying strongly for a second day on speculation that China\u2019s mammoth stimulus package can bolster demand.Tropical Storm Helene  as it moved toward the Gulf of Mexico, prompting evacuations along Florida\u2019s west coast.Iron ore miner Fortescue Ltd. will pay $2.8 billion to replace two-thirds of its fleet of  in Western Australia with electric versions as it chases ambitious emission-reduction targets.OPEC+ countries subject to output caps have together pumped more than 600,000 barrels a day  this year. The group can\u2019t blame anyone but itself for noncompliance, Bloomberg Opinion\u2019s Javier Blas writes.  <\/pre>\n
<\/p>\n
<\/div>
\r\n