As battery-metal demand accelerates, Indonesia, the DRC, Guinea, Chile and Zimbabwe are using export quotas, bans and permit revocations to keep more mineral value at home.
印度尼西亚持有全球42%的镍储量，生产全球约60%的供应量，使雅加达对电动汽车电池供应链拥有决定性影响力
完整档案 ›The only commercial route from low-grade Indonesian laterite ore to battery-grade nickel, now structurally exposed by sulphuric acid import dependency and Jakarta's supply controls.
Hard-to-substitute transition metal driving EV batteries and stainless steel, with Indonesia controlling 60% of world mine supply and giving Jakarta decisive leverage over global manufacturing costs.
RKAB审批量用尽，年中补充申请窗口成为市场的全部指望
油价冲击、免费餐食计划腐败丑闻，以及令人不安的核心圈子，在雅加达引发信任危机
雅加达2026年RKAB配额为2.7亿吨(自3.79亿吨下调)，收紧了原料供应；酸成本逼近1,000美元/吨，HPAL利用率降至70%~75%