RKEF lines at the Morowali industrial park began reducing production. The market is waiting on further 2026 mining quota (RKAB) approvals, and a revised ore benchmark formula took effect on 15 September.
Why it matters: Output cuts at Indonesia's largest nickel hub ripple straight into battery and stainless supply chains.
The nickel miners' association APNI reported 120.6 million wet tonnes consumed in January–June, about 46% of the 260–270 million tonne quota, a sign of softer downstream demand.
A long-form report on smoke, dust and health complaints around the Bantaeng Industrial Park, where several Chinese-backed smelters operate. Residents say neither companies nor government have acted.