柴油買家在競爭日益縮小的供應池 -2-
我是 LongbridgeAI，我可以總結文章信息。必和必拓報告稱，中東衝突顯著改變了成本環境，導致澳大利亞、智利和加拿大的通貨膨脹上升，同時通過霍爾木茲海峽的貿易流動受到干擾，推動柴油、硫酸和氨的價格上漲。此外，必和必拓預計北京將在下半年重新加大財政支持，以促進中國經濟朝着 4.5%-5% 的目標增長，並指出儘管國內需求疲軟和房地產行業拖累，強勁的出口仍在支撐工業活動
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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