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Nickel & EV Supply Chain: Indonesia's Window

Head of ResearchMay 19, 20266 min read
Nickel & EV Supply Chain: Indonesia's Window

Downstream policy and global EV demand are reframing Indonesia's role in the battery value chain.

Indonesia's nickel downstreaming continues to attract strategic capital. For listed players, the question is no longer access to ore; it is margin capture as the value chain moves toward refined products and precursors.