Pasar nikel alami perdagangan spot terbatas, harga NPI kadar tinggi bertahan kokoh di tengah ketidakpastian

Indonesia's Ministry of Energy and Mineral Resources (ESDM) has officially released the benchmark mineral price (HMA) for the second half of July 2026. The HMA for this period is as follows: nickel price at US$16,533.67/tonne (down from US$17,593.33/tonne in the first half of July 2026), representing a decrease of US$1,059.66/tonne, or 6.02%. Meanwhile, the benchmark prices for other minerals are: cobalt at US$55,863.00/tonne, iron ore at US$1.44/tonne, and chromite ore at US$6.37/tonne. According to SMM's internal calculation model, based on simulations for pyrometallurgical ore (20% Fe, 1% Cr, 0.05% Co) and hydrometallurgical ore (45% Fe, 2% Cr, 0.10% Co), the benchmark nickel ore prices (HPM) for different grades have changed as follows: - Ni 1.2%: US$45.25/wmt (down US$2.15) - Ni 1.3%: US$49.44/wmt (down US$2.42) - Ni 1.4%: US$53.60/wmt (down US$2.97) - Ni 1.5%: US$58.23/wmt (down US$3.27) - Ni 1.6%: US$63.06/wmt (down US$3.58)

Tabel berikut menunjukkan pergerakan logam ferro dan non-ferro di SHFE dan DCE pada 15 Juli 2026.

Pada 15 Juli, indeks sentimen pasar NPI kelas tinggi SMM berada di 1,96, turun 0,02 MoM. Indeks sentimen hulu untuk NPI kelas tinggi berada di 2,06, turun 0,04 MoM. Indeks sentimen hilir untuk NPI kelas tinggi berada di 1,86, tidak berubah MoM. Tarik-menarik antara penjual dan pembeli di pasar spot NPI kelas tinggi hari ini semakin intensif, sementara kesenjangan tingkat harga psikologis antara hulu dan hilir masih berlanjut dan transaksi secara keseluruhan tetap lesu.