原料 | 印尼或削减镍产量以稳定价格

Group 1 - Indonesia, the world's largest nickel producer, plans to cut its nickel output by one-third by 2026 to prevent further price declines, reducing production to 250 million tons from this year's total [1] - The Secretary-General of the Indonesian Nickel Miners Association stated that the reduction target is part of a government plan, with final implementation details yet to be clarified [1] - Nickel prices have dropped 7% to 8% year-on-year, currently standing at $14,376 per ton, down approximately 34% from a peak of $21,615 per ton in May 2024 [2] Group 2 - The decline in nickel ore grades has led Indonesia to import nickel ore from the Philippines, indicating a supply constraint [2] - Despite Indonesia's planned production cuts, Norilsk Nickel predicts a global nickel surplus of 275,000 tons next year, up from 240,000 tons this year [3] - The majority of global nickel supply comes from Indonesia and the Philippines, which produce low-cost laterite nickel ore but have high energy consumption and environmental impact during the smelting process [3] Group 3 - High environmental costs associated with laterite nickel mining may lead to increased overall nickel production costs [4] - The Crawford nickel project in Ontario, Canada, which has the second-largest nickel reserves globally, is expected to receive expedited approval from the Canadian federal government [4]