Group 1 - The core viewpoint of the article highlights the upward trend in nickel prices due to geopolitical tensions and supply constraints, with the main contract for nickel futures reported at 144,410.00 yuan/ton, reflecting a 2.42% increase [1] Group 2 - On the macro level, the article notes a significant trend of de-globalization and frequent geopolitical conflicts, leading to a general increase in "strategic reserve" metals [1] Group 3 - In terms of industry specifics, Indonesia has drastically reduced its nickel ore production target for 2026 by approximately 34%, and 50 nickel mines are facing potential fines for illegal land use [1] Group 4 - Regarding demand, the announcement from two departments to gradually lower and eliminate the VAT refund for battery product exports is expected to positively impact nickel demand in the new energy sector [1] Group 5 - Looking ahead, the article indicates that strong policy expectations from Indonesia are driving prices upward, with a projected quota of 260 million tons for 2026 against an estimated demand of over 320 million tons, suggesting a strong expectation of overall nickel supply shortage [1]
镍矿处于短缺的强预期中 镍产业链价格整体向上
Jin Tou Wang·2026-01-15 06:07