Mining
Nickel supply chain
Laterite and sulfide routes, Indonesian HPAL, and cathode precursor demand from EVs.
Curated sector reports
Nickel supply chain
Mining·⚠ Indonesia HPAL & class-1 nickel
Key chokepoints (3)
Indonesian laterite HPAL
⚠ active chokepoint
Indonesia dominates new laterite capacity; HPAL ramp-ups face acid and power constraints.
Related tickers: VALE
Sulfuric acid & HPAL reagents
⚠ active chokepoint
Regional acid logistics bottleneck HPAL commissioning schedules.
Nickel sulfate & precursor chemicals
⚠ active chokepoint
China hosts most precursor capacity; Western cathode plants depend on imported intermediates.