持续疲软的镍价迎来反弹催化? 印尼暂停“潜水天堂”附近镍矿开采

Group 1 - Indonesia, the world's largest nickel supplier, will suspend nickel mining activities near the Raja Ampat Islands to protect its tourism industry [1] - Nickel prices have been weak since May, remaining at about half of the peak levels reached in 2022-2023, with a significant drop of over 50% since the beginning of 2023 [4][5] - The suspended mine, operated by PT Gag Nickel, has an annual mining quota of 3 million tons and is known for producing high-grade nickel ore [1] Group 2 - Indonesia accounts for over 50% of global nickel production, driven by large ore reserves and a massive smelting industry [4] - The prices of lithium, nickel, and cobalt, essential for electric vehicle batteries, have plummeted in 2023, leading to concerns about supply discipline and potential price recovery by 2025 [4] - In 2022, Indonesia's nickel production reached 1.6 million tons, representing 48.8% of global output, with nickel reserves accounting for 20.6% of the world's total [5]