节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
镍供应扰动集中爆发，但不敌需求疲软
从宏观层面来看，Revelio Labs数据表明，美国10月份非农就业人数减少9100人。在美国政府停摆的大背景下，经济的不确定性显著增加，引发了市场的广泛担忧。这种宏观经济环境的变化，对镍市场产生了间接但不可忽视的影响。
产业方面，上周镍供应扰动因素明显增多。菲律宾作为镍矿重要产区，受台风“海鸥”影响严重，尤其是棉兰岛矿区，该区域镍矿发运可能出现延迟，这将直接影响镍矿的供应节奏 。在冶炼环节，印尼通过OSS平台暂停发放新的冶炼许可证，涉及MHP、Feni以及NPI等产品。不过，市场预期存在较大不确定性，法规PP28/2...
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Given the supply disruptions in nickel, like the typhoon in Philippines and Indonesia’s license suspension, why is the demand so weak? Could it be mainly due to the US economic uncertainties from government shutdown? And with so many uncertainties in the market, how accurate can the recommended inte…