柴油买家在竞争日益缩小的供应池 -2-
我是 LongbridgeAI，我可以总结文章信息。必和必拓报告称，中东冲突显著改变了成本环境，导致澳大利亚、智利和加拿大的通货膨胀上升，同时通过霍尔木兹海峡的贸易流动受到干扰，推动柴油、硫酸和氨的价格上涨。此外，必和必拓预计北京将在下半年重新加大财政支持，以促进中国经济朝着 4.5%-5% 的目标增长，并指出尽管国内需求疲软和房地产行业拖累，强劲的出口仍在支撑工业活动
0400 GMT - The cost environment for miners "has shifted materially" as a result of the conflict in the Middle East, BHP says in its FY results. Higher energy prices have raised inflation across key regions, it says. In Australia, that's added to already elevated domestic inflation, says the miner. For Chile and Canada, it is reigniting pressure after inflation had started to ease back towards central-bank targets, it says. BHP notes that disruption to trade flows through the Strait of Hormuz has also put "significant upward pressure" on sulfuric acid, diesel and ammonia markets. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)
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BHP Expects Fiscal Support to Bolster China Growth -- Market Talk
0351 GMT - Beijing is expected to reaccelerate fiscal support in 2H, helping to keep economic growth in China broadly consistent with the official 4.5%-5% target range for 2026, according to BHP, the world's No. 1 miner. China's economic momentum has slowed recently, weighed down by muted consumer spending and slumping investment. "While growth remains uneven across sectors, with domestic demand softer and the property sector continuing to act as a drag, exports have continued to perform strongly, helping to sustain industrial activity and demand for imported raw materials," BHP says. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)
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(END) Dow Jones Newswires
August 18, 2026 11:19 ET (15:19 GMT)
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