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Odd Lots

How Indonesia and China Cornered the Nickel Market

Jun 13, 2024
45:03
Snipd AI
The podcast discusses Indonesia and China dominating the nickel market, accusations of flooding global markets, Western miners shutting down, and the impact on the green energy transition. They also talk about bullish calls on copper, general volatility in the metals space, and the collaboration between Indonesia and China in the nickel industry.
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Podcast summary created with Snipd AI

Quick takeaways

  • Indonesia's rapid dominance in nickel supply reshapes global markets, posing challenges for Western miners.
  • The surge in demand for nickel from EV batteries highlights the industry's focus on sustainability and innovation.

Deep dives

Innovation in Nickel Market: Indonesia Leading the Way

Indonesia's emergence as the world's top supplier of nickel in 2019, surpassing countries like the Philippines, highlights its dominance with over 55% of the global market share. This rapid growth has led to geopolitical tensions, especially with China expected to become a net refined nickel exporter. The nickel market has seen significant shifts, with Indonesia's innovative production technologies and abundant resources reshaping global supply chains.

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