超强厄尔尼诺形成后，市场首先交易的是天然橡胶减产预期：10月9日，沪胶主力合约盘中触及20775元/吨，创九年新高；百川盈孚监测的国内天然橡胶现货均价升至1.97万元/吨，年内上涨28.27%。但同一场气候事件，对镍产业的影响并不沿着“干旱—矿石减产—镍价上涨”这条直线展开。印尼镍产业更敏感的环节，可能是工业用水、冶炼开工和物流安排，而不是矿山本身突然减少产出。核心问题在于：海温异常，究竟能否穿透...
Source Link超强厄尔尼诺形成后，市场首先交易的是天然橡胶减产预期：10月9日，沪胶主力合约盘中触及20775元/吨，创九年新高；百川盈孚监测的国内天然橡胶现货均价升至1.97万元/吨，年内上涨28.27%。但同一场气候事件，对镍产业的影响并不沿着“干旱—矿石减产—镍价上涨”这条直线展开。印尼镍产业更敏感的环节，可能是工业用水、冶炼开工和物流安排，而不是矿山本身突然减少产出。核心问题在于：海温异常，究竟能否穿透...
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