--- title: "柴油买家在竞争日益缩小的供应池 -2-" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/296249205.md" description: "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" datetime: "2026-08-18T15:27:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296249205.md) - [en](https://longbridge.com/en/news/296249205.md) - [zh-HK](https://longbridge.com/zh-HK/news/296249205.md) generator: "portal-rs" --- # 柴油买家在竞争日益缩小的供应池 -2- 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) -- 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) Write to Barcelona Editors at barcelonaeditors@dowjones.com (END) Dow Jones Newswires August 18, 2026 11:19 ET (15:19 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [BHP.US](https://longbridge.com/zh-CN/quote/BHP.US.md) - [BHP.UK](https://longbridge.com/zh-CN/quote/BHP.UK.md) - [BHP.AU](https://longbridge.com/zh-CN/quote/BHP.AU.md) - [BHPLF.US](https://longbridge.com/zh-CN/quote/BHPLF.US.md) ## 相关资讯与研究 - [美股夜盘异动：必和必拓夜盘跌 3.46%，高管卸任引担忧，股息利好难掩不确定性](https://longbridge.com/zh-CN/news/297982053.md) - [奥地利第一银行集团预计必和必拓集团 2028 财年的收益](https://longbridge.com/zh-CN/news/297468390.md) - [内部备忘录显示，必和必拓对华铁矿石交易首席谈判代表Udd将离职](https://longbridge.com/zh-CN/news/297752139.md) - [RBC 资本市场重申对必和必拓集团有限公司（BHPLF）的持有评级](https://longbridge.com/zh-CN/news/297848774.md) - [欧洲柴油溢价首次超过每桶 100 美元，超过基础原油成本的两倍](https://longbridge.com/zh-CN/news/297932667.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**