Here’s a fact to send shivers down the spines of some commodity investors: stockpiles at the world’s largest coal port by capacity have exceeded levels last seen in mid to late 2008 – the nadir of the financial crisis. Right around that time, thermal coal prices dropped sharply.
这是一个让某些大宗商品投资者不寒而栗的事实:世界上吞吐量最大的煤炭港口库存已超过2008年中至年底(金融危机最严重时期)时的水平。那时电煤价格曾大跌。
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