澳大利亚出口价格从第四季度5.6%的涨幅转为2024年第一季度季度下降2.1%。下跌的主要原因是:由于锂市场供应过剩,粗化肥和矿物(-58.1%);含金属矿石和金属废料(-1.6%),由于中国建筑业疲软,铁矿石供应超过需求,中国港口的高库存水平进一步加剧了这一情况;天然气、天然气和制造业(-1.0%),受油价合约的影响,油价在2023年末下跌,全球需求疲软,煤炭、焦炭和煤块(-0.8%),受动力煤下跌的影响,北半球冬季比预期更温暖,减少了补充库存需求。抵消跌幅的是非货币性黄金(3.5%);以及肉类和肉类制剂(1.8%),主要是北美对羊肉的需求增加和美国干旱导致牛肉供应短缺。截至第一季度,出口价格下降了8.3%,远高于第四季度4.8%的降幅。
Australia's export prices declined by 2.1% qoq in Q1 of 2024, shifting from a 5.6% jump in Q4. Main contributors to the fall were: crude fertilizers and minerals (-58.1%), due to surplus supply in the lithium market; metalliferous ores and metal scrap (-1.6%), as supplies of iron ore outpaced demand due to the weaker Chinese construction sector, further exacerbated by high inventory levels at Chinese ports; gas, natural and manufactured (-1.0%), weighed by oil price contracts picking up falls in oil prices in late 2023 and weaker global demand, and coal, coke, and briquettes (-0.8%), rattled by falls in thermal coal as a warmer than expected northern hemisphere winter reduced restocking demand. Offsetting the decrease was gold, non-monetary (3.5%); and meat and meat preparations (1.8%), led by rising demand for sheep meat from North America and drought in the US causing beef supply shortages. Through the year to Q1, export prices shrank by 8.3%, much steeper than a 4.8% fall in Q4.