【SMM Nickel Flash】인도네시아 물 부족, 루우 지역 니켈 산업 압박

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.

8월 26일, SMM 배터리용 황산니켈의 평균 가격이 소폭 하락했습니다.

위원회의 마감일을 지키지 못하고, 스테인리스 쿼터가 최대 65% 삭감되며, 쿼터 초과 시 50%의 관세가 부과되면서, 아시아 수출업체들은 제련소까지의 공급망을 문서화할 시간이 4주밖에 남지 않게 되었습니다.