Grids & Energy
Critical node· Grids & Energy · Critical anchor

Indonesian nickel, Morowali

Sulawesi, Indonesia2.60°S 121.94°E
computed criticality18/100
reading
Indonesia ~50% of world nickel production (2023)
2023
Market priceBattery tech (ETF) · $
68.38$
18% over 30dthis week 5%

Indicative delayed market price: a tension gauge, distinct from the physical flow. A rise signals the input tightening.

Fault line

Indonesia has built, in a few years, a dominance over battery nickel, around Sino-Indonesian industrial parks like Morowali. The ban on exporting raw ore forced processing on-site, largely under Chinese control.

Actors
IMIP
Tsingshan
Vale Indonesia
Feeds 1
CATL, NingdeGrids & Energy
Sources
USGS Mineral Commodity Summaries, 2024