日本正式宣佈禁止俄羅斯產煤炭進口

In Market Shorts
April 11, 2022
繼歐盟(EU)之後,日本也在本月8日正式宣佈禁止俄羅斯產煤炭進口,而此勢將讓日歐間掀起搶煤爭奪大戰,恐讓日本國內鋼鐵、電力成本上升。產經新聞在8日報導,繼歐盟將禁止俄羅斯煤炭進口後,日本政府也於本月8日宣布將階段性縮減俄煤進口、最終目標是完全禁運俄煤,而此將讓以煤炭作為燃料、原料的電力業界、製造業擴大尋求替代來源以取代俄煤,勢將和歐洲掀起搶煤爭奪戰,且也恐將引發電力、鋼鐵成本揚升。據報導,日本煤炭總進口量約1.8億噸,其中使用於發電的動力煤13%為俄產、作為製鋼原料的焦煤8%為俄產,而為了將供應來源轉換至擁有更高市佔率的澳洲、印尼產煤炭,各國間已開始展開爭奪戰。日本鋼鐵大廠JFE Steel 2020年度焦煤18%仰賴俄羅斯進口、最大水泥廠太平洋水泥約6成所需的煤炭來自俄羅斯,這些公司今後為了降低對俄羅斯的依賴度、考慮擴大向澳洲等地採購。只是歐洲等其他國家的煤炭訂單已開始蜂擁至澳洲,今後即便能確保必須的數量,但採購成本揚升、恐將壓迫獲利。 

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