[SMM Kilasan Baja Antikarat] EUROFER Menyambut Baik Keberatan Uni Eropa atas Akuisisi Nikel Anglo American oleh MMG

Telah Terbit: Sep 21, 2026 10:19
Komisi Eropa menerbitkan Pernyataan Keberatan terkait rencana akuisisi MMG atas operasi nikel Brasil milik Anglo American, sebuah langkah yang disambut baik oleh EUROFER. Direktur Jenderal Axel Eggert menyatakan bahwa setiap transaksi yang memengaruhi bahan baku strategis harus memperkuat persaingan, keamanan pasokan, dan otonomi industri Eropa, bukan menciptakan ketergantungan baru. EUROFER memperingatkan bahwa konsentrasi lebih lanjut dalam pasokan bahan baku strategis dapat meningkatkan daya tawar pemasok dan mengurangi pilihan pembelian bagi produsen baja tahan karat Eropa, yang mengandalkan feronikel rendah karbon dengan harga kompetitif untuk memenuhi persyaratan dekarbonisasi. Asosiasi tersebut juga menunjuk larangan ekspor bijih nikel Indonesia sebagai preseden gangguan rantai pasokan, dengan alasan bahwa konsolidasi lebih lanjut pasokan nikel Brasil memerlukan pengawasan yang cermat. EUROFER menyerukan pengamanan struktural, tata kelola, atau berbasis kepemilikan yang kuat dan bertahan lama — bukan sekadar komitmen kontraktual — untuk mempertahankan akses langsung dan kompetitif bagi produsen baja tahan karat Eropa terhadap aset Brasil milik Anglo American.

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China's Nickel Sulphate Imports Up 5% MoM, Exports Down 68% in August 2026
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[SMM Analysis] In August, nickel sulphate imports from South Korea, Finland, and other countries increased, while imports from Indonesia declined further, with net imports recovering somewhat.
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[SMM Analysis] In August, nickel sulphate imports from South Korea, Finland, and other countries increased, while imports from Indonesia declined further, with net imports recovering somewhat.
[SMM Analysis] In August, nickel sulphate imports from South Korea, Finland, and other countries increased, while imports from Indonesia declined further, with net imports recovering somewhat.
According to the latest data from China Customs, China's total nickel sulphate imports in August 2026 were 4,526 mt in metal content, up 5% MoM but down 32% YoY. China's nickel sulphate exports were 37 mt in metal content, down 68% MoM and down 67% YoY. In August 2026, China's net nickel sulphate imports were 4,490 mt in metal content, up 7% MoM but down 31% YoY.
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