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Can Indonesia Prevent Another Nickel Glut?
From youtube.com/stonex_official
Indonesia has cut its 2026 nickel production target to 260–270Mt from 379Mt last year, a move that could drive a 15% year-on-year decline in global mine supply. With the country accounting for around 60% of global Nickel output, policy decisions are increasingly shaping price dynamics. Natalie Scott-Gray explains whether tighter quotas, new royalties and enforcement measures can prevent another nickel glut, or whether imports and revisions could recreate surplus conditions.