Indonesia's Nickel Play Defies the Global Resource Slowdown

While global markets wobble and the dollar slips, Indonesia is quietly becoming the world's nickel powerhouse, reshaping supply chains for electric vehicles and stainless steel. Lucas and Luna dig into the numbers: Indonesia's nickel exports have doubled since 2020, processing capacity is up, and the country is now the top producer, with output growing at a compound annual growth rate of 15 percent. They explore how export bans on raw ore forced local processing, attracting billions in investment and creating a new center of gravity in the battery supply chain. But it's not all smooth: environmental concerns and a reliance on Chinese investment raise questions about sustainability. Using recent data on emerging market ETFs and the trade-weighted dollar, they connect Indonesia's rise to broader shifts in global trade. A focused look at one resource that's quietly reordering the map. #Indonesia #Nickel #ElectricVehicles #SupplyChain #GlobalTrade #EmergingMarkets #BatteryMetals #ExportPolicy #ResourceEconomics #ChinaInvestment #Economics #Finance #FexingoBusiness #BusinessPodcast #GlobalEconomy #TradeShifts #Commodities #IndonesiaEconomy Keep every episode free: buymeacoffee.com/fexingo