Independent, sourced intelligence on the ore that moves from Philippine mines to Indonesian smelters to Chinese battery hubs — quotas, cargoes, licences and policy, tracked weekly. 对"菲律宾矿山 → 印尼冶炼 → 中国电池终端"这条镍产业链的独立、可溯源情报——配额、货运、牌照、政策,每周追踪。
The IndoPhil nickel corridor is the integrated ore-and-refining supply chain that links Philippine nickel-ore mines — concentrated in Surigao and the Caraga region — with Indonesian processing hubs such as Weda Bay and Morowali, and further with Chinese ports and battery hubs such as Lianyungang and Ningde. When Indonesia banned raw-ore exports and built out domestic smelting capacity, the Philippines became the marginal seaborne ore supplier feeding that capacity — and China became the terminal demand behind it. The three markets now move as one system.
Understanding it means holding four moving layers at once: Indonesian RKAB quotas that set the legal production ceiling, Philippine ore exports and MPSA tenements on the supply side, seaborne freight and vessel movements in between, and the policy and equity shocks — royalty resets, HPM benchmarks, export rules — that reprice the whole chain. This page is the public map of that system; the working data sits behind access.
所谓 IndoPhil 镍矿走廊,是把菲律宾镍矿山(集中在苏里高与卡拉加地区)、印尼冶炼中心(如 Weda Bay、Morowali),以及中国的港口与电池终端(如连云港、宁德)连成一体的"矿石—冶炼—电池"供应链。印尼禁止原矿出口、自建冶炼产能后,菲律宾成为喂养这批产能的边际海运原矿供应方,而中国是承接整套体量的终端需求。三个市场如今作为一个系统运行。
要看懂它,需要同时握住四个动态层:设定合法产量上限的印尼 RKAB 配额、供给侧的菲律宾原矿出口与 MPSA 矿权、居于中间的海运运费与船舶动向,以及给整条链重新定价的政策与股权冲击(权利金重置、HPM 基准价、出口规则)。本页是这套系统的公开地图,可操作数据在访问墙之后。
Every dataset carries a source. Anything that cannot be verified is marked "no data available" — never estimated.每一项数据都带来源。无法核实的一律标注"no data available",绝不估算。
Full reports open in the archive. Members get the underlying data and executable signals.完整报告在归档中开放。会员另得底层数据与可操作信号。
Eight decades of Indonesian nickel — from Dutch surveys to the RKAB era. Read the full arc that made Weda Bay possible.印尼镍业的八十年——从荷兰勘探到 RKAB 时代。读懂让 Weda Bay 成为可能的长弧线。
Read the analysis →阅读分析 →Weekly editions tracking quota shifts, freight, and the ore balance between Philippine supply and Indonesian demand.每周简报,追踪配额变动、运费,以及菲律宾供给与印尼需求间的矿石平衡。
Browse the archive →浏览归档 →Curated by IndoPhil Nickel Corridor. Market reference draws only on primary regulatory records and tier-one wires:由 IndoPhil Nickel Corridor 精选。市场参照仅取自一手监管记录与一线通讯社:
The integrated supply chain linking Philippine nickel-ore mines (chiefly Surigao and Caraga) with Indonesian processing hubs such as Weda Bay and Morowali, and with Chinese ports (Lianyungang) and battery hubs (Ningde). It spans upstream ore, seaborne freight, and RKAB-regulated downstream capacity.
连接菲律宾镍矿山(主要在苏里高、卡拉加)与印尼冶炼中心(如 Weda Bay、Morowali),以及中国港口(连云港)与电池终端(宁德)的一体化供应链,涵盖上游原矿、海运运费与受 RKAB 监管的下游产能。
RKAB (Rencana Kerja dan Anggaran Biaya) is Indonesia's annual work-plan and budget approval that sets each mine's legal production ceiling. RKAB approvals directly govern how much ore reaches smelters in a given year.
RKAB(工作计划与预算)是印尼每年的工作计划与预算审批,为每座矿山设定合法产量上限,直接决定当年多少矿石能进入冶炼厂。
Public regulatory filings (Philippine MGB tenements, Indonesian ESDM/RKAB), vessel-movement data, and first-party trade contacts. Every figure carries a source; anything unverifiable is marked "no data available."
公开监管备案(菲律宾 MGB 矿权、印尼 ESDM/RKAB)、船舶动向数据,以及一手贸易联系人。每个数字都有来源;无法核实的标注"no data available"。
Curated by IndoPhil Nickel Corridor, referencing Bloomberg, Reuters, S&P Global, Argus Media, the Financial Times and The Economist.
由 IndoPhil Nickel Corridor 精选,参照 Bloomberg、Reuters、S&P Global、Argus Media、金融时报与经济学人。
The weekly public brief is open. The licences database, voyage records and executable signals sit behind approved access. Apply and specify your role — miner, trader, logistics, fund, or media.
每周公开简报免费开放。牌照数据库、航次记录与可操作信号在审核访问之后。申请时注明你的角色——矿商、贸易商、物流、基金或媒体。
Public briefs stay open for discovery. The corridor's working data is granted by role.公开简报保持开放以供发现。走廊的工作数据按角色授予。