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Indonesia

Indonesia considers 45% cut to nickel output
Indonesia considers 45% cut to nickel output
Indonesia, the world's largest nickel producer, may cut its nickel output quota for 2025 to 150 million tons, from 272 million tons in 2024 — a cut of 44.84%. Reports suggest the Energy and Mineral Resources Ministry wants to cut production to...
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...
The great nickel trade war
The great nickel trade war
Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
How to invest in cobalt
How to invest in cobalt
https://youtu.be/RwMX9Z-HNn0 The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that...
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...
The critical role of China in the global energy transition
The critical role of China in the global energy transition
Over $1 trillion was invested globally in the green energy transition in 2022 — but it’s not enough. And it can’t be done without China.
Nickel’s environmental challenge offers opportunity for the West
Nickel’s environmental challenge offers opportunity for the West
the global nickel market will be in a “substantial 833kt deficit by 2030” two major environmental issues are “tailings” and CO₂ emissions sustainably sourced nickel offers West opportunity to increase market share small-scale investments offer best ways to make efficiencies...
Nickel needs to start small to go big
Nickel needs to start small to go big
global nickel demand set to double to 6 million tonnes by 2040 nickel industry in West struggling with "go big" strategy to meet investor expectations Chinese strategy in Indonesia started small and now global powerhouse Chinese investment in Indonesia turned...
Markets are too comfortable with the supply of nickel
Markets are too comfortable with the supply of nickel
Demand for nickel is set to double by 2030 to supply electric battery manufacturers and the energy transition, but markets have still not priced in the difficult for supply to keep up.
Can the West compete with China’s metal might?
Can the West compete with China’s metal might?
Last year, I wrote an op-ed for The Northern Miner – one of the world’s oldest and most respected mining trade publications – that discussed the geopolitical tensions present in the mining industry. This was obviously pre-Ukraine War, but I...

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Indonesia

Indonesia considers 45% cut to nickel output
Indonesia considers 45% cut to nickel output
Indonesia, the world's largest nickel producer, may cut its nickel output quota for 2025 to 150 million tons, from 272 million tons in 2024 — a cut of 44.84%. Reports suggest the Energy and Mineral Resources Ministry wants to cut production to...
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...
The great nickel trade war
The great nickel trade war
Nickel is at the centre of a global trade war over market share, with Indonesia forcing the price down by 50% since the recent peak in December 2022 to take out Western competitors. At the moment, the West is losing...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
How to invest in cobalt
How to invest in cobalt
https://youtu.be/RwMX9Z-HNn0 The Oregon Group sits down with Nick French, a consultant with over forty years experience as a consultant in the cobalt market, to discuss the best approach to investing in cobalt. “I think it’s one of these things that...
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...
The critical role of China in the global energy transition
The critical role of China in the global energy transition
Over $1 trillion was invested globally in the green energy transition in 2022 — but it’s not enough. And it can’t be done without China.
Nickel’s environmental challenge offers opportunity for the West
Nickel’s environmental challenge offers opportunity for the West
the global nickel market will be in a “substantial 833kt deficit by 2030” two major environmental issues are “tailings” and CO₂ emissions sustainably sourced nickel offers West opportunity to increase market share small-scale investments offer best ways to make efficiencies...
Nickel needs to start small to go big
Nickel needs to start small to go big
global nickel demand set to double to 6 million tonnes by 2040 nickel industry in West struggling with "go big" strategy to meet investor expectations Chinese strategy in Indonesia started small and now global powerhouse Chinese investment in Indonesia turned...
Markets are too comfortable with the supply of nickel
Markets are too comfortable with the supply of nickel
Demand for nickel is set to double by 2030 to supply electric battery manufacturers and the energy transition, but markets have still not priced in the difficult for supply to keep up.
Can the West compete with China’s metal might?
Can the West compete with China’s metal might?
Last year, I wrote an op-ed for The Northern Miner – one of the world’s oldest and most respected mining trade publications – that discussed the geopolitical tensions present in the mining industry. This was obviously pre-Ukraine War, but I...

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