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.
這是一個讓某些大宗商品投資者不寒而栗的事實:世界上吞吐量最大的煤炭港口庫存已超過2008年中至年底(金融危機最嚴重時期)時的水平。那時電煤價格曾大跌。
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