因印尼政策不确定性与伊朗战争 全球镍市场或现五年来首次供应短缺
Nickel supply deficit projected over Indonesia policy uncertainty, Iran war - Nikkei Asia
印尼镍出口政策反复及伊朗战争扰动硫磺供应，给在印尼采用HPAL工艺的中资镍冶炼项目带来原料与政策双重风险，需关注成本波动和项目稳定性。
全球镍市场可能面临五年来首次供应短缺，因最大生产国印尼的政策不确定性上升，以及伊朗战争导致硫磺供应中断，拖累生产前景。此外，受中国买家暂停煤炭采购影响，印尼被要求取消出口管制。
Commodities
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A high-pressure acid leach (HPAL) smelter run by Harita Nickel on Obi island, Indonesia. HPAL smelters process nickel ore into materials for electric vehicle batteries. (Photo by Dimas Ardian)
NATSUMI KAWASAKI
June 4, 2026 20:53 JST
JAKARTA -- The global nickel market is likely heading toward its first supply deficit in five years, as rising policy uncertainty in Indonesia, the largest producer, and disruption to sulfur supplies due to the Iran war are casting a downward outlook on production.
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