Stok Nikel LME Fluktuatif dengan Kenaikan Harian yang Slight

Indonesia has confirmed the implementation details of Article 18A of Government Regulation (PP) No. 21/2026, which took effect for export customs declarations (PPE) from September 1, 2026. The government identified 64 mining exporters, or around 12% of 537 exporters reviewed, as currently meeting the eligibility criteria. Eligible exporters must be incorporated as Indonesian PTs, operate in the mining sector, and have at least one shareholder from the designated countries, the US, China, Hong Kong, Australia or Canada, holding at least a 10% stake. The eligible list will be reviewed monthly. The government has also designated 15 foreign-exchange banks for the placement of DHE SDA under Article 18A, comprising five state-owned banks and 10 non-state-owned banks. This allows eligible exporters to place the required DHE SDA with designated non-state-owned banks, providing greater flexibility in managing export proceeds.

Tabel berikut menunjukkan pergerakan logam besi dan non-besi di SHFE dan DCE pada 03 Sep 2026.

[SMM Kilat Nikel] Berita 3 September: Meskipun harga nikel mengalami rebound, pasar NPI kadar tinggi sulit untuk membalikkan fundamentalnya yang lemah, dan pasar kekurangan likuiditas. Pabrik baja terus mempertahankan tingkat harga yang dapat diterima di kisaran rendah, dan selisih harga yang signifikan masih terjadi antara penawaran hulu dan tingkat harga psikologis pabrik baja. Premi untuk kargo unit nikel tinggi telah menyempit secara signifikan, dan sebagian besar lembaga masih memiliki pandangan bearish terhadap pasar forward.