印尼金属・镍：镍矿配额收紧预期升温-Indonesia Metals_ Nickel_ Expectations may be rising for tighter nickel ore quota

Indonesia Metals Nickel: Expectations may be rising for tighter nickel ore quota Nickel share prices may remain strong in Q126 on a tight RKAB perception Our analysis of the Ministry of Energy and Mineral Resources' (ESDM) ruling no 17/2025 suggests a possible rising perception of a tighter ore quota (RKAB) in Q126. This may have fuelled nickel share price momentum over the last month (outperforming the JCI by 25%). Based on the regulation: 1) the 2026 RKAB absence as of end-2025, miners that already submit ...