SFA (Oxford)’s Post

Earlier this month I had the privilege of attending the Indonesia Critical Minerals Conference 2024 and to speak on a panel discussing the development of battery materials supply chains. Two things that really stuck out for me when talking to fellow delegates during the week in Jakarta were: ✅ Just how efficient the nickel industry has grown in Indonesia in the last five years, both in terms of deployment of FDI and in the new operations themselves (1+1 years for construction and ramp up of HPAL appears to be the new norm!) ✅ The recognition that reducing the environmental impact of Indonesian nickel is a cornerstone issue for local producers. Many of the largest producers are now putting in place plans to source alternative renewable power sources, which on a CO2 footprint basis, could put them in line with Australian and northern hemisphere operations. This puts (more) question marks over the argument for green nickel premiums from the 'western' producers. A big thanks to all attendees, Shanghai Metals Market and Meidy Katrin for an insightful few days. In these volatile times, collaboration is key. Let's keep the conversation going! 🤝 #CriticalMinerals #batterymetals #nickel #cobalt #MiningIndustry #SustainableMining #IndustryInsights