Reaction to expedited Indonesian ore export ban We said in last week’s report that the focus in the nickel industry has quickly turned from the timing of the Indonesian ore export ban, to the response to the ban. Almost daily we are getting reports of the industry responding and reacting. Export scramble: On one hand, there are suggestions from Indonesia that smelter construction schedules will slip if joint ventures loose the revenue stream from ore sales. After all, the reason the government relaxed the 2014 ban in 2017 was to do just this – to help finance smelter...
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