Nickel Market Dynamics
Indonesia has rapidly emerged as the world's leading nickel supplier, dominating over 55% of the market since 2019. The geopolitical landscape is shifting, with China transitioning from a net importer to a net exporter of refined nickel. As demand for battery-related materials surges amid the clean energy transition, challenges arise in establishing sustainable business models, particularly with accusations of Indonesia flooding the market with low-grade nickel.In this clip
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Odd Lots
How Indonesia and China Cornered the Nickel Market
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