Indonesia's 2026 nickel ore supply-side policy has not yet fully landed, the total quota has shrunk significantly, the progress of RKAB revision and approval is

Trend Analysis According to nickel price monitoring by SunSirs, nickel prices fluctuated significantly last week. By the end of the week, the spot price for nickel

On August 7, 2026, Trump announced at the State Department Mining Roundtable that the United States would provide conditional loans totaling 3 billion US dollars

On August 19, London Metal Exchange (LME) non-ferrous metal inventory levels and changes were as follows: 1. Copper inventory: 235,975 tonnes, up 12,425 tonnes from the

1. [Nickel] A spokesperson for the Indonesian President stated that the planned "minerals and strategic commodities" exchange is expected to cover palm oil, nickel, and

Macroeconomics 1. [Oil & Gas Planning] The NDRC and the National Energy Administration have issued the "15th Five-Year Plan" for Oil and Natural Gas Development. The

Trend Analysis According to nickel price monitoring by SunSirs, nickel prices edged down last week. By the end of the week, the spot price for nickel

In the first half of this year, the LME nickel price overall showed a wide fluctuating pattern of "two rounds of sharp rises followed by

In the first half of the year, LME nickel prices exhibited a pattern of wide fluctuations—characterized by two rounds of surges followed by periodic pullbacks—with

On August 12, London Metal Exchange (LME) non-ferrous metal inventories and their changes were as follows: 1. Copper inventory: 212,125 tonnes, down 2,425 tonnes from the

Macroeconomics 1. [Monetary Policy] The People's Bank of China (PBOC) has issued its "Reform and Development Plan for the 15th Five-Year Plan Period," alongside nine supporting

In July 2026, China's refined nickel production continued its downward trend. According to a Mysteel survey of 22 sampled enterprises nationwide, China's refined nickel output

On August 5, London Metal Exchange (LME) non-ferrous metal inventories and their changes were as follows: 1. Copper inventory: 231,825 tonnes, down 6,525 tonnes from

In February, the United States officially launched ‘Project Vault’. This is the first strategic reserve mechanism for critical minerals in US history to cover the

Price Trends According to the monitoring of nickel prices by SunSirs, nickel prices fluctuated and rose in July. At the beginning of the month, the nickel

Recently, the price of the main contract for Shanghai nickel has seen significant fluctuations, mainly driven by the resonance of multiple factors. On the one

Price trends According to nickel price monitoring by SunSirs, nickel prices fluctuated upwards last week. By the end of the week, the spot price for nickel

Macroeconomics 1. [MLF] The People's Bank of China will conduct a Medium-term Lending Facility (MLF) operation worth 500 billion RMB on July 24. Wind data shows

Macroeconomics 1. [Electric Power] National Energy Administration: As of the end of June, the country's cumulative installed power generation capacity stood at 4.04 billion kilowatts, a