【SMM Nickel Flash】Нехватка воды в Индонезии оказывает давление на никелевую промышленность в Луву

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.

26 августа средняя цена на никель сульфат батарейного класса SMM незначительно снизилась.

Пропущенный срок Комиссии, сокращение квот на нержавеющую сталь до 65% и пошлина в 50% вне квоты оставляют азиатским экспортерам четыре недели для документирования цепочек поставок до печи.