FINI主席：印尼镍冶炼厂面临停产风险，因矿石供应趋紧

Core Insights - The chairman of the Indonesian Nickel Industry Forum (FINI), Arif Perdanakusumah, warned that several nickel smelters in Indonesia may halt production if nickel ore supply remains tight, despite Indonesia holding about 45% of the world's nickel reserves [1][2] - Indonesia is expected to import over 10.4 million tons of nickel ore from the Philippines in 2024, with projections rising to approximately 15 million tons in 2025 due to increased demand from smelters [1] - The nickel export ban implemented in 2020 has significantly attracted investments in Indonesia's downstream nickel industry, with smelting capacity expected to reach 1.8 million tons of secondary nickel and about 395,000 tons of primary nickel by 2024, a substantial increase from just 250,000 tons of secondary nickel in 2017 [1] Industry Dynamics - Indonesia currently holds over 60% of the global nickel market share, becoming a key player in the stainless steel and battery materials sectors [2] - The government has shortened the validity of mining production quotas (RKAB) from three years to one year, tightening domestic supply amid soaring demand from smelters [2] - Arif urged the government to prioritize the approval of RKAB applications for mines associated with smelters and to enhance exploration efforts and mining technology capabilities to address the supply-demand imbalance [2] Price Trends - As of the latest assessment, the price of Indonesian nickel pig iron with 10% nickel content is $108.50 per ton, reflecting a decrease of $0.50 per ton from the previous day and a drop of $5.6 per ton since November 3 [2]