[SMM Kilas Baja Tahan Karat] Taiwan Tiongkok Menilai Dampak Rendah dari Tarif Sementara Baja Tahan Karat Jepang

PT Gunbuster Nickel Industry (GNI) has been placed into a temporary PKPU process by the Central Jakarta Commercial Court, under case no. 140/Pdt.Sus-PKPU/2026, ruled on June 19, 2026. PKPU is a court-supervised suspension of debt payments and restructuring procedure, not bankruptcy liquidation. The court granted a 43-day standstill and appointed a supervisory judge and administrators to handle claims and a restructuring plan, with a first creditors meeting set for July 2 and a vote on July 28. SMM said the move makes visible the financial and operating strain at some high-cost, high-debt RKEF NPI producers, following earlier reports of GNI layoffs and line maintenance. The near-term impact on NPI supply depends on line operations, ore procurement, and how the restructuring proceeds.

Menurut data SMM, pada 24 Juni, harga FOB nikel MHP Indonesia turun sebesar $131/mt Ni dari hari sebelumnya, dan harga FOB kobalt MHP Indonesia naik sebesar $30/mt Co. Harga FOB nikel matte kadar tinggi Indonesia turun sebesar $132/mt Ni.

Menurut data SMM, pada 24 Juni, harga rata-rata SMM nikel sulfat mutu baterai turun 450 yuan/mt dari kemarin.