Indonesian nickel ore export ban – implications for nickel supply
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
What’s inside this report?
Indonesia’s move to ban nickel ore exports two years earlier than planned will have serious implications for nickel supply.
We consider the impact of the ban on supply and demand balances, from Indonesia and China to nickel producers further afield in countries such as New Caledonia, Turkey and Albania.
It is possible some, and ultimately all, of the lost NPI production in China could be offset by NPI production increase in Indonesia – but this will take some time.
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Linda Zhang, Metals Analyst, quoted by Reuters
Read our report to understand:
- Why has the nickel ore export ban been brought forward?
- Can other countries make up for China’s loss of nickel supply?
- How will the ban impact Chinese NPI production in the short and medium term?
- Can Indonesian NPI production increases offset the supply lost in China?
Report summary
Table of contents
- Why has the ban been brought forward?
- Current ore export status
- Can the loss be made up from elsewhere?
- Impact on Chinese NPI production
- Can Indonesian NPI production increases offset the supply lost in China?
- Summary
Tables and charts
This report includes the following images and tables:
- Impact of ore ban on forecast Ni in NPI production in China
- Forecast nickel in ore feed to China
What's included
This report contains:
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