这事儿不是偶然，是实实在在卡住了供应链的两个要害位置。 港口停了，锂矿封了，两边都急了。 巴拿马那边，法院一句话，长和的港口合同直接作废，340万标箱的活儿说换人就换人。马士基的人两天 就进场，显然早有准备。 津巴布韦更干脆，2月25号当天发禁令，所有锂矿、精矿不准运出去，连船上漂着的货都算在内。 中国去年从津巴布韦买了近五分之一的进口锂精矿，现在一下子断掉，碳酸锂期货当天跳涨超11%。 这事没谁突然发疯，就是大家忽然都认真了。 港口停了，锂矿封了，两边都急了。 各位读者你们怎么看？欢迎评论区讨论. 不少中资厂子本来只打算运矿回国加工，现在被逼着在当地建锂盐厂，不建，下个月出口证都不给你发。 巴拿马的事儿表面是合同纠纷，可裁决书里明明白白写着"损害国家经济主权"。 津巴布韦也不再只是卖资源，而是把冶炼厂当门票，谁想拿货，先交技术、交税收、交本地就业。 香蕉运不进来，锂矿出不去，不是哪个人失误，是规则正在被重新写。 有人觉得是冲着中国来的，但查了下文件，津巴布韦的禁令法条2025年6月就公布了，巴拿马法院听证会 也开了三次。 ...

卡雷曼斯表示，"我们当时对可能出现的反制措施做过评估，但中方的这一回应，并非当时预判的最可 能出现的情况。" 此前，荷兰政府于9月底强制"接管"安世半导体，引发全球汽车供应链"地震"。10月4日，中方宣布"对 安世半导体出口进行管制"，禁止其将在中国生产的成品元器件和组件出口至国外。 而面对中方反制，卡雷曼斯在听证会上坦承没料到中方会叫停出口，被打了个"措手不及"。 路透社称，原本被荷兰政府试图保护的欧洲车企，反而成为了此次冲击的主要受害者。因此，议员们质 疑，当初是否可以采取更为缓和的手段，或是先争取欧洲内部支持，这样或许能取得更好的效果。 事实上，安世半导体争端所引发的供应链受阻，已经加剧全球汽车芯片短缺。美国、欧洲和日本等汽车 制造商此前均表示面临芯片供应危机。 针对这些质疑，卡雷曼斯辩解称，若干预计划的消息提前走漏，只会使该公司加速转移技术与产 能。"希望大家能够理解，当时我们时间紧迫，且相关协调工作本身就存在诸多风险。"他还表示，"通 过这项命令，阻止了欧洲在关键传统芯片上依赖非欧洲供应商……就这一点而言，目标已经达成。" 据新华社此前报道，11月19日，荷兰经济大臣卡雷曼斯发表声明，宣布暂停针对安 ...

Core Viewpoint - Yancoal Australia (03668) reported a significant decline in revenue and profit for the half-year ending June 30, 2025, primarily due to decreased coal sales revenue and lower average selling prices for self-produced coal [1][2]. Group 1: Financial Performance - The company's revenue for the half-year was AUD 2.675 billion, a decrease of 14.75% year-on-year [1]. - Shareholders' profit attributable to the company was AUD 163 million, down 61.19% compared to the previous year [1]. - Basic earnings per share were 12.4 Australian cents, with an interim dividend proposed at AUD 0.062 per share [1]. Group 2: Coal Sales and Pricing - Coal sales revenue fell from AUD 3.030 billion in the first half of 2024 to AUD 2.558 billion in the first half of 2025, a decline of 16% [1]. - The average selling price of self-produced coal decreased from AUD 176 per ton in the first half of 2024 to AUD 149 per ton in the first half of 2025, a reduction of 15% [1]. - The Newcastle thermal coal index average price dropped by USD 28 per ton (21%) during the same period, while the API5 coal index and semi-soft coking coal benchmark prices also saw declines of USD 19 per ton (21%) and USD 41 per ton (27%), respectively [1]. Group 3: Production and Supply Chain - The company's self-produced coal sales volume decreased by 2% from 16.9 million tons in the first half of 2024 to 16.6 million tons in the first half of 2025 [2]. - Despite the decline in sales volume, the equity commodity coal production increased by 11% during the same period [2]. - Supply chain disruptions, including railway network interruptions and shipping restrictions at Newcastle Port, led to significant coal stockpiling, contributing to the reduced sales volume and higher inventory levels at the end of the period [2].