Clean energy's nickel rush is heading straight for some of Earth's richest ecosystems https://phys.org/news/2026-05-energy-nickel-straight-earth-richest.html

#environment #ecosystem #ecosystems #energy #mining #nickel

Is Indonesia’s Nickel Industry Honeymoon on the Rocks?

Indonesia’s Nickel Industry is Being Squeezed from Inside and Outside. Is the Honeymoon Over? Tempo.co

By M. Faiz Zaki for Tempo.co, May 18, 2026

Indonesia’s nickel industry is under pressure. The Iran-Israel war, backed by the United States, has created a global energy crisis that has driven energy prices sharply higher and impacted industrial production in Indonesia.

Arif Perdanakusumah, chairman of the Indonesian Nickel Industry Forum (FINI), said domestic pressures are increasingly squeezing the industry. “Including regulation and business uncertainty.” He spoke with Tempo.co on May 13.

Arif noted that the nickel ore production quota in this year’s work plan and budget (RKAB) was set at 270 million tons, down from the 2025 RKAB of 379 million tons.

Despite the cut in the quota, the benchmark price for nickel (HMA) has jumped from about US$14,599 per dry metric ton (dmt) in December 2025 to roughly US$17,802 per dmt.

Even so, this year’s quota is below industry demand of 340–350 million tons, based on production capacity, installed capacity, and the production capability of nickel processing and refining projects.

The large demand is driven by several new projects, particularly high-pressure acid leaching (HPAL) projects, which require 40 to 50 million tons of ore. HPAL is a technology that produces high-quality nickel specifically for supplying the requirements of electric vehicle batteries.

Arif explained that nickel companies were also impacted by a decree issued by the energy and mineral resources minister (Kepmen ESDM No. 144.K/MB.01/MEM.B/2026) that amended an earlier regulation (No. 268.K/MB.01/MEM.B/2025) that provided for Guidelines for Setting Benchmark Prices for the Sale of Metallic Mineral Commodities and Coal. The change affects the mineral benchmark price (HPM) used for limonite ore, the feedstock for HPAL plants. “Our current calculations show that if companies operate with the existing cost structure they will eventually incur losses and bleed,” said Arif.

The decree affects the nickel limonite pricing formula: a previous benchmark near US$17 per ton moved to US$43 per ton now while the market price sits at US$28 per ton. This price spike automatically increases the production cost of one ton of nickel mixed hydroxide precipitate (MHP) by US$4,000 to $5,000, putting companies at risk of losses.

FINI has submitted an alternative pricing formula and urged the government to reconsider the limonite benchmark, arguing the current level will kill the HPAL industry.

Roy Arman Arfandy, president director of PT Trimegah Bangun Persada Tbk (also known as Harita Nickel), said a planned rise in mining royalties would sharply cut company profits. He added that at a 10 percent margin and with planned export duties, the company would be unprofitable—an outcome compounded by soaring diesel costs which have roughly doubled from about Rp15,000 per liter to about Rp30,000 per liter. “The situation is actually difficult for the nickel industry,” Roy said.

Energy and mineral resources minister Bahlil Lahadalia and finance minister Purbaya Yudhi Sadewa recently agreed to delay implementing the higher mining royalties and planned export duties which had been scheduled to take effect June 1, 2026.

Roy also said company finances are threatened by new rules on foreign-exchange repatriation from resource exports (DHE), set to take effect the same day. The industry still faces a proposed windfall tax, and a 15 percent global minimum tax, despite earlier incentives such as tax allowances and holidays granted to pioneer industries.

The industry also faces mounting financial risks as many nickel producers remain heavily reliant on bank loans and could see rising levels of bad debt, Arif Perdanakusumah said.

The sector has also been hit by a skyrocketing increase in sulfur prices — from about US$200 to US$250 per ton in 2023 to US$1,137 per ton on May 13, 2026. Sulfur is processed into sulfuric acid which is used to leach low‑grade nickel. Arif said roughly 80 percent of global sulfur supply originates in the Middle East and that sulfur now accounts for around 56 percent of HPAL project costs, up from roughly 25 percent.

Arif urged the government to develop a nickel‑industry roadmap to bolster domestic supply and provide policy stability. He said industry players were caught off guard by the sudden changes to the RKAB quota and other measures. “Policy stability is what we actually want,” he said.

He predicted that the pressure on the nickel industry this year would also ripple beyond the mining and manufacturing. He said that one of the most affected areas would be food vendors and boarding houses, typically used by industry employees, as the number of workers is expected to decrease.

The complaints expressed by business leaders in the nickel industry are similar to those voiced by Chinese companies investing in Indonesia. Through the China Chamber of Commerce in Indonesia, they have already written to Indonesia’s President Prabowo, urging improvements to the investment climate in Indonesia.

The letter was sent primarily because many Chinese companies have invested and contributed to economic growth, job creation, improved industrial performance, and the implementation of social programs in Indonesia, but are now under pressure from overly strict regulations, heavy law enforcement, and allegations of corruption and extortion from the authorities.

“These problems have severely disrupted normal business operations, directly undermined long-term investment confidence, and causing widespread concern among Chinese investment companies regarding the current business environment and their future development in Indonesia,” the statement, quoting from the letter, said.

The Chinese Chamber of Commerce also questioned the nickel ore production quota which was cut by more than 70 percent. The impact they feel is disruptive to the development of downstream industries for new and renewable energy and stainless steel.

They also complained about the mandatory foreign exchange retention (DHE) requirement, which creates high levels of uncertainty for resource exporters who are required to deposit 50 percent of their foreign exchange earnings in state-owned banks for at least one year. They see this regulation as detrimental to company liquidity and long-term operations.

Responding to the complaints of Chinese business operators, Deputy Minister of Investment and Downstreaming Todotua Pasaribu said the letter expressing concerns to the Indonesian government was reasonable, given the current situation. He also confirmed there would be a meeting with Chinese investors about this issue. “We consider this a positive step that provides input to the government,” he said.

For the Ministry of Investment and Downstreaming, Todotua said, creating a conducive investment climate is a key priority for the government. Investors directly also have to process a variety of commodities that Indonesia possesses. The benefits include greater employment and stronger economic growth.

M. Faiz Zaki has been a journalist at Tempo since 2022. He graduated from the Anthropology Program at Airlangga University, Surabaya. He usually covers legal and crime issues.

This post is based on https://www.tempo.co/ekonomi/industri-nikel-tertekan-geopolitik-kebijakan-pemerintah-2136386. Featured image credit: Workers using fire-resistant clothing remove nickel ore from a furnace during the furnace process at PT Vale Indonesia Tbk’s smelter in Sorowako, East Luwu, South Sulawesi, October 21, 2025. ANTARA/Nova Wahyudi

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Scientists achieve massive breakthrough on an alternative to #LithiumIon batteries — why this 'significant advancement' matters

by Laurelle Stelle, January 13, 2026

"Researchers have recently discovered a way to make an efficient battery out of #zinc — an inexpensive, commonly found metal — instead of the #RareMetals used in lithium batteries.

"Most rechargeable batteries today are lithium-ion batteries, which include other metals like cobalt and nickel, Tech Xplore reports. As electric vehicles (#EVs) and large-scale energy storage get more common, we'll need more and more of those metals — but because they're uncommon, the costs are often massive.

"Many researchers are working on cheaper battery options to reduce or replace these metals. One Chinese company has created a car powered by a #SodiumBattery, and a University of Maryland researcher has invented a partly #BiodegradableBattery made of zinc and #CrabShells. Researchers have even found not one but two ways to store energy in ordinary #sand.

"According to Tech Xplore, this new project, led by Xiulei 'David' Ji of Oregon State University, offers yet another alternative to lithium-ion batteries: accessible, efficient zinc metal batteries.

"The secret is a new electrolyte developed by Ji and his team, Tech Xplore explains. A battery electrolyte is a liquid inside the battery that helps aid the chemical reactions to store and release energy.

"Unfortunately, past electrolytes in #ZincBatteries were not very efficient. Much of the energy stored in the battery was previously used up in extra, unwanted chemical reactions. Not only did that mean the battery couldn't release as much energy as it had put into it, but it also generated dangerous hydrogen gas. This meant that zinc wasn't practical for #RechargeableBatteries.

"Ji's team has created a new electrolyte formula that almost eliminates these unwanted reactions, Tech Xplore reports. It forms a protective coating on the zinc component of the battery that prevents that type of energy loss. A similar protective coating is what allows lithium-ion batteries to release more than 99% of the charging energy. The new zinc battery releases 99.95% of the energy it is charged with on each cycle.

"Not only is the zinc battery efficient, but it's also safer than a lithium-ion battery, according to Tech Xplore. The new electrolyte isn't flammable, while the ones used in lithium-ion batteries often are combustible. Both zinc and the components of the electrolyte are also cheaper and more common than the materials used in lithium-ion batteries.

" 'The breakthrough represents a significant advancement toward making zinc metal batteries more accessible to consumers,' Ji told OSU News and Research Communications. "These batteries are essential for the installation of additional solar and wind farms. In addition, they offer a secure and efficient solution for home energy storage, as well as energy storage modules for communities that are vulnerable to natural disasters.

"Thanks to the work of Ji and his team, Tech Xplore suggests rechargeable zinc batteries are likely to hit the market in the near future."

Source:
https://tech.yahoo.com/science/articles/scientists-just-made-massive-breakthrough-121500329.html

#SolarPunkSunday #LithiumBatteryAlternatives #ZincBatteries #BiodegradableBatteries #CrabShells #Cobalt #Nickel #Lithium #Technology #TechnologyBreakthrough

#Winemaking acid powers cleaner way for cobalt-nickel recovery from #BatteryWaste

Scientists use #TartaricAcid and electrowinning to split #cobalt and #nickel from battery waste for cleaner #recycling.

By Neetika Walter
Mar 11, 2026

"Scientists have developed a cleaner way to separate cobalt and nickel from lithium-ion battery materials using an electrochemical technique boosted by a naturally occurring acid commonly associated with wine.

[...]

"The researchers say the approach could be particularly useful for '#UrbanMining,' the process of recovering valuable #minerals from discarded #electronics and spent #batteries. Countries with limited mining resources are increasingly looking to #recycling to secure supplies of critical materials.

" '#Electrowinning’s edge in urban mining gives us a practical pathway to turn battery waste into a valuable resource for cobalt and nickel, while also helping the United States reduce its reliance on foreign supply chains,' Liu says."

Learn more:
https://interestingengineering.com/energy/bioacid-electrowinning-cobalt-nickel-battery-recycling

#SolarPunkSunday #Technology #TechnologyBreakthrough #LionBatteries #BatteryRecycling #CriticalMinerals

Suite aux nouvelles menaces vindicatives formulées par Donald Trump, l'entreprise canadienne SHERITT (exploitation du nickel) a décidé de quitter Cuba et de rapatrier tous ses salariés.

Le 1er mai 2026, des centaines de milliers de Cubaines et Cubains ont manifesté à La Havane devant l'ambassade états-unienne pour dénoncer le blocus.

Pourtant, face à ce crime contre le peuple cubain, les médias occidentaux restent coupablement silencieux.

#cuba #usa #TumbaElBloqueo #canada #nickel #trump

Op-Ed: Indonesia–China partnership more fragile than it appears, East Asia Forum

Indonesia–China partnership more fragile than it appears

By Klaus Heinrich Raditio, Driyarkara School of Philosophy, and Ardhitya Eduard Yeremia, Universitas Indonesia, East Asia Forum, East Asian Bureau of Economic Research (EABER), April 28, 2026

During the presidency of Joko Widodo, China became more central to Indonesia than at any point in the past. Widodo left office with China as Indonesia’s second-largest source of foreign investment. China also emerged as the largest export destination for Indonesia’s nickel-processing hubs that supported Indonesia’s ambition to build a downstream mineral industry.

Through these developments, Widodo transformed the Indonesia–China comprehensive strategic partnership from a largely diplomatic symbol into one underpinned by significant economic cooperation.

This impression appeared to deepen during the first year of Prabowo Subianto’s presidency. Jakarta seemed open to Beijing’s proposal for joint development in the South China Sea through a controversial joint statement. A 2+2 dialogue mechanism was established between their foreign and defence ministries in April 2025. Two months later, they inaugurated an integrated electric-vehicle battery manufacturing centre in Indonesia. Against this backdrop, some observers began to argue that Indonesia was ‘sleepwalking into strategic alignment with China’.

Yet the trajectory appeared to shift in the second year Prabowo’s presidency. In July 2025, the framework for a US–Indonesian reciprocal trade agreement was announced, with the Agreement on Reciprocal Trade signed in February 2026. Under the arrangement, US tariffs on Indonesian goods would decrease from 32 per cent to 19 per cent. Though the reduction was welcomed, the agreement was widely perceived in Indonesia as unfair. The decision raised questions about Indonesia’s bargaining power in negotiations with Washington while also casting uncertainty over the future of Indonesia–China strategic relations.

Three provisions of the agreement are particularly notable.

Article 3.3 on digital trade stipulates Indonesia must communicate with the United States before entering into a new digital trade agreement with another country that could jeopardise essential US interests. It represents a clear attempt by Washington to constrain Indonesia’s cooperation with China in the digital economy. China’s Digital Silk Road already has a strong presence in Southeast Asia, and Indonesia is among its key destinations in the region with Chinese firms accounting for 44 per cent of Indonesia’s e-commerce market.

Article 5.1 requires Indonesia adopt equivalently restrictive measures if the United States imposes trade restrictions on imports from a ‘third country’ for economic or national security reasons. This clause could constrain Indonesia’s economic engagement with China — Washington’s principal strategic competitor.

Article 6.1 deals with critical minerals. It requires Indonesia to restrict foreign-owned processing facilities’ excess production by ensuring conformity with Indonesia’s mining quota. And it bars foreign-owned industrial parks and processing facilities from receiving preferential legal entitlements.

While the language of ‘foreign-owned’ is nominally neutral, it obscures a specific reality — a substantial majority of Indonesia’s nickel processing facilities are backed by Chinese capital. The industrial parks in Morowali, Weda Bay and elsewhere were built on Chinese investment — the very foundation of the economic partnership that Widodo cultivated. Article 6.1 effectively subjects that foundation to new restrictions negotiated not with Beijing but with Washington.

Collectively, these provisions of the agreement restrict a wide spectrum of Indonesia’s engagement with China. Despite the comprehensive strategic partnership supposedly being at its strongest, Jakarta obliged to the provisions. Indeed, by agreeing to controversial provisions that could potentially target a ‘third country’, Indonesia appears willing to disregard China’s strategic interests.

This highlights a key difference between Widodo and Prabowo in managing relations with major powers. Widodo maintained close engagement with China but not necessarily at the expense of US–Indonesian relations. By contrast, Prabowo appears to accommodate US interests in a manner that risks undermining Indonesia’s strong engagement with China, albeit incidentally.

Despite the positive trajectory of the post-Suharto era and Widodo’s further deepening of economic ties, Indonesia–China relations still rest on a fragile foundation.

On the Chinese side, Beijing frequently emphasises multilateralism and engagement with the Global South, including through its vision of a ‘community of shared future’. Yet if China seeks to maintain Indonesia as a key partner amid growing geopolitical competition, it must ensure that the relationship rests on deeper and more solid foundations. A purely pragmatic partnership driven by short-term economic interests may prove insufficient… Read the whole piece at https://eastasiaforum.org/2026/04/28/indonesia-china-partnership-more-fragile-than-it-appears/. Ardhitya Eduard Yeremiais Assistant Professor at the Department of International Relations, Universitas Indonesia. Klaus Heinrich Raditio is Lecturer in Chinese Politics at the Driyarkara School of Philosophy, Jakarta. https://doi.org/10.59425/eabc.1777370400

Featured image credit: Greenpeace Indonesia activists unfurl banner “Nickel Mines Destroy Lives” as Deputy Foreign Minister Arief Havas Oegroseno delivers speech at the Indonesia Critical Minerals Conference 2025, Jakarta. https://www.greenpeace.org/indonesia/siaran-pers-2/63070/aktivis-greenpeace-aksi-di-konferensi-nikel-internasional/ and https://www.greenpeace.org/international/story/75271/greenpeace-pictures-of-the-week-23/ ©Dhemas Reviyanto/Greenpeace.

In related news:

• Criticism of the Indonesia-US Reciprocal Tariff Agreement [Catatan Kritis: Kesepakatan Tarif Timbal-Balik RI–AS 2025–2026: Menguatkan Ekstraktivisme, Menggerus Kedaulatan Indonesia], Mining Advocacy Network JATAM, 10 Maret 2026
• Indonesia-China Strengthen Technology & Energy Cooperation Amid Trump Tariff Hike, Annisa Nurul Amara, Bisnis.com, April 18, 2025
• Indonesia revokes nickel ore mining permits in Raja Ampat after protest, Stanley Widianto and David Stanway, Reuters, June 10, 2025
• False Green Narratives: The Real Impact of the Nickel Mining Behind Electric Vehicles, Nofi Yendri Sudiar, Kompas.com, June 10, 2025
• Indonesia’s President Prabowo witnesses signing of agreement between GEM and PT Vale Indonesia to build HPAL nickel plant, GEM Co Ltd News, Nov 12, 2024
• China Downstream: The Tentacles of Indonesia’s Nickel Oligarchy, Project Multatuli & Viriya Singgih, February 2, 2024

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