
节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:10/10
全球不锈钢行业关键原料镍的供应格局正经历深度变革。随着印度尼西亚镍产能不断扩张,其在全球镍供应链中作为核心国家的地位进一步夯实,为不锈钢行业成本与原料供应增添新的关键变量。
印尼镍矿协会最新数据表明,该国镍产量已占全球总产量约67% ,预计2027 – 2028年将提升至75%。如此显著增长得益于中国大规模加工设施建设。目前,印尼全国有1...
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If Indonesia’s energy policy leads to a rise in RKEF plants’ operating costs, how will the global stainless – steel industry adjust its supply chain to mitigate cost increases? Given that Indonesia aims to increase its share of global nickel production to 75% by 2027 – 2028, and considering the uncertainty from the energy policy and the changing nickel demand structure due to the global battery market transformation, will Indonesia be able to smoothly achieve its goal of becoming a global new – energy material hub? Also, with the diversification of nickel’s application in stainless – steel and…