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The China in Africa Podcast

[GLOBAL SOUTH] China, Indonesia and the Great Power Competition for Transition Minerals

Nov 26, 2024
Putra Adhiguna, Managing Director at the Energy Shift Institute, discusses Indonesia's pivotal role in the global nickel industry, crucial for electric vehicle batteries. He explores the challenges posed by the Biden administration's Inflation Reduction Act, which aims to curb China’s dominance in the supply chain. Adhiguna highlights Indonesia's regulatory hurdles and the urgent need for better governance to navigate environmental and ethical concerns. The conversation sheds light on the competition between the U.S. and China for transition minerals and what it means for Indonesia.
52:07

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Podcast summary created with Snipd AI

Quick takeaways

  • The potential return of the Trump administration raises significant concerns regarding U.S. mining policies and environmental regulations impacting domestic mineral production.
  • Indonesia's nickel industry faces major challenges from rapid growth without sufficient environmental protections and labor standards, largely influenced by Chinese investments.

Deep dives

Impact of U.S. Mining Policy Changes

The potential return of the Trump administration raises questions about changes in U.S. mining policy, particularly regarding the domestic extraction of critical minerals. Trump's critique of the Inflation Reduction Act highlights a priority for increasing domestic mining, despite the current low prices of various key metals like cobalt and lithium. The challenges U.S. miners face in obtaining permits could be addressed by altering regulations, thereby attempting to enhance the competitiveness of American mining companies. However, with prices already at a ten-year low, the ability of these companies to rival China's market dominance in critical minerals, especially nickel and cobalt, remains precarious.

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