--- title: "柴油買家在競爭日益縮小的供應池 -2-" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/296249205.md" description: "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" 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" --- # 柴油買家在競爭日益縮小的供應池 -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. ### 相關股票 - [BHP.US](https://longbridge.com/zh-HK/quote/BHP.US.md) - [BHP.UK](https://longbridge.com/zh-HK/quote/BHP.UK.md) - [BHP.AU](https://longbridge.com/zh-HK/quote/BHP.AU.md) - [BHPLF.US](https://longbridge.com/zh-HK/quote/BHPLF.US.md) ## 相關資訊與研究 - [奧地利第一銀行集團預計必和必拓集團 2028 財年的收益](https://longbridge.com/zh-HK/news/297468390.md) - [阿根廷與智利重啓跨境礦業框架以促進投資](https://longbridge.com/zh-HK/news/297162046.md) - [亞洲餾分油：柴油價差和利潤率上升；現金溢價徘徊在一個月低點](https://longbridge.com/zh-HK/news/297500279.md) - [隨着柴油裂解價差大幅上升，DNB 警告稱北京 “幾乎沒有理由” 去拯救西方](https://longbridge.com/zh-HK/news/297684561.md) - [美國的可再生柴油政策利好是否重新塑造了 Darling Ingredients（DAR）的看漲理由？](https://longbridge.com/zh-HK/news/297484553.md) --- > **免責聲明: 本文僅供參考，不構成任何投資建議。**