Public analysis from the IndoPhil Nickel Corridor
Latest deep reports
PSE Nickel Equity Desk · Five Miners, One Corridor
A trading-terminal read on the Philippine Stock Exchange's five listed nickel plays — NIKL, FNI, MARC, ORE and NI. Two winners riding the H1 ore surge (NIKL +57%, FNI +115%), one dividend fortress (MARC 18% yield), one melting cash-burn story (ORE) and one ₱400M shell trading like an option. Includes 52-week snapshots, full company files, sector context, an interactive corridor map of 16 producing mines, and two international-media video pieces on Philippine nickel.
Nickel-Free Shock · Datang EV vs Indonesia's Nickel Gambit
A full-size 7-seater BEV shipped with zero nickel and zero cobalt — while Jakarta's RKAB tap turns from cut back to a de-facto flood. LMFP substitution, RKAB reversal, pricing-power shift. Two forces converge at LME 16,300. Six-panel board: overview, the Datang event, battery deep-dive with 4 photos + English video tour, LME & cost curve, corridor map, outlook.
Indonesia, Singapore · Inside and Outside Policy Change
Two geographies — one operating system. Jakarta rewrites the customs, quota, benchmark, FX and export-monopoly rules from the inside (KMK 32, RKAB, HPM, DHE, BUMN via PT.DSI); Singapore reshapes from profit funnel into a compliance-and-finance layer on the outside.
Indonesia Nickel 1940–2026 · From Mine to Permit
An 86-year chronicle of Indonesia's nickel story and the mine-vs-mining-rights game at its core. Six-panel board: dashboard, chronicle, geography, market data, players & rights, fishbone. From Dutch-era Sulawesi concessions to the 2020 ore ban, RKEF cost revolution, HPAL wet-process plants, and the 2025–26 RKAB quota shock — read as one board across ore grade, quotas, ownership and geography.
Nickel Supply Chain · 2026 H1 Deep Report
A four-panel decision brief on the Philippines–China–Indonesia nickel triangle. 31.6Mt of PH ore in H1 (+29% YoY), 70% to China and 30% to Indonesia; RKAB tightened to 260Mt; mid-high grade (65%, +33%) is the elastic layer. Grade→steel→destination flow, interactive Leaflet maps of PH mining regions, CN import ports and ID discharge points, plus the H1 chronicle from the Hormuz shock to the April HPM reset.
Policy Winter: Chinese Mining Enterprises in Indonesia's Nickel Sector
An investigative account of the 2025–2026 regulatory reset that reshaped Chinese-backed nickel operations in Indonesia — RKAB quota cuts, the HPM royalty overhaul, the Danantara/DSI export monopoly, the Delong bankruptcy, GNI's PKPU filing, and Weda Bay layoffs — with a live, verified-record equity dashboard across eight listed producers.
China Nickel Capital: Jinchuan Old Photos
A book-style photo album of 79 archival plates from the 1995 commemorative Records of Jinchuan Non-Ferrous Metals Company — leaders' visits, pioneering mining years, smelting, honors, and the maps of Jinchang. Page-turn reader with full English table of contents.
China's Nickel Foundry: Vice Premier Fang Yi and Jinchuan
From a single green stone found in the frozen Gobi of 1958 to one of the world's foremost nickel producers — the founding history of the Jinchuan base and the statesman-scientist whose eight working journeys turned potential into an industrial titan.
Philippines · Red Earth, Hard Limits
Environment and human rights in Philippine nickel. From the 2016 DENR audit that shut 27 mines to the 2024 killing of a village leader who testified against a nickel firm — how ground-level red lines have become the real ceiling on the country's value-chain ambition.
Nickel Asia: Philippine Nickel Resilience
From an accidental ore discovery on the Rio Tuba river in 1969 to the Philippines' largest lateritic-nickel producer — a half-century company portrait of the listed multi-resource group behind Rio Tuba, Taganito, Hinatuan and Cagdianao, now pivoting to a 1 GW renewable ambition by 2028.
The Furnaces Were Already Burning · Indonesia
Indonesia's nickel-processing industry was not built from zero by Chinese capital. It was inherited from a Western–state duopoly that had run for three decades, then rebuilt to a global cost limit. A correction to the founding myth — and what it reveals about the real shape of Chinese industrial competitiveness.
Indonesia's Nickel Policy Shock and the Equity · Currency · Credit Triple-Kill
How discretionary intervention in nickel-mining policy — RKAB quota compression, HPM benchmark hikes, and royalty ceiling lifts — pulled the trigger on a self-reinforcing negative-feedback loop across JCI, rupiah, and LME nickel. Composite dashboard + cause→effect timeline, Jan 1 – Jul 3 2026.
Next analysis in preparation
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