macroeconomic
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EBC Financial Group · Global · Indonesia cuts nickel mining quota 30% and drives HPAL sulphur costs up 567%
Contextualises Indonesia's 60.2% share of global nickel production and the 30% quota cut within defence and EV supply-chain risk; notes Energy Minister Bahlil Lahadalia's four stated objectives: price stabilisation ($19,000-$20,000/t LME target), ore-reserve conservation, environmental compliance, and accelerated downstream-processing transition.
“One country holds 60% of global nickel and has just cut output 30%, sending shockwaves through defense, EVs and the global economy.”