【SMM Nickel Market Flash】Indonesia’s TGEM eyes US supply chain

Published: Aug 26, 2025 16:57

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【SMM Nickel Market Flash】Indonesian nickel producer Trinitan Green Energy Metals (TGEM) is pushing to enter the US supply chain, targeting exports of mixed hydroxide precipitate (MHP) as its primary strategic objective. The company touts its proprietary STAL technology as a cleaner, lower-cost alternative to traditional HPAL, while ensuring compliance with “foreign entity of concern” rules by avoiding Chinese links. TGEM is undergoing due diligence with the US Development Finance Institution for a $90m debt facility to build its first plant in West Java. Its modular plant design allows scaling from 2,750 tons of nickel per unit to up to 100,000 tons annually. Despite challenges from nickel oversupply, rising LFP battery adoption, and shifting US policy, TGEM remains optimistic, highlighting demand for compliant “green” nickel in batteries, energy storage, and defense, while also eyeing a potential future US IPO.

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