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Insight 04 September 2019

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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.

Linda Zhang, Metals Analyst, quoted by Reuters
02 September 2019

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

On Friday 30th August, the Ministry of Energy and Minerals Resources (ESDM) of Indonesia officially announced that a ban on nickel ore exports would come into place on January 1st 2020, two years ahead of the planned date of January 2022. The move has serious implications for nickel supply, particularly in China, but also Indonesia. This insight provides our initial views on the impact on nickel supply in 2020 and beyond.