【SMM Nikel Kilat】Kekurangan Air di Indonesia Tekan Industri Nikel di Luwu

Indonesian nickel ore CIF average prices remained unchanged across all three grades: · 1.4% Ni: CIF average price at $53.3/wmt · 1.5% Ni: CIF average price at $60.8/wmt · 1.6% Ni: CIF average price at $65.8/wmt The Indonesian nickel ore market remains in a wait-and-see period, with the market monitoring further RKAB approvals and potential quota adjustments.The government has confirmed that no nickel export duty or windfall tax will be imposed in 2026, while policy discussions for 2027 remain ongoing. Meanwhile, water shortages in Luwu, South Sulawesi, are affecting certain industrial operations, with limited water and power availability causing some nickel-related facilities to reduce operating rates, posing a localized supply risk.Weather across major nickel-producing regions remains generally manageable, although localized heavy rainfall may still temporarily disrupt mining and logistics. The market is also awaiting a potential HPM formula revision for limonite ore, which could affect limonite pricing and HPAL feedstock economics.

Pada tanggal 26 Agustus, harga rata-rata nikel sulfat kelas baterai SMM sedikit menurun.

Tenggat waktu Komisi yang terlewat, pemotongan kuota hingga 65% untuk baja tahan karat, dan bea keluar kuota sebesar 50% memberikan waktu empat minggu kepada eksportir Asia untuk mendokumentasikan rantai pasokan kembali ke tanur.