印尼国内关于镍矿出口问题的最新发展。首先，2022年禁止原矿出口只是一个提议，而这次印尼行业协会给总统的建议是允许更多的小冶炼厂参与原矿的冶炼，正如目前菲律宾所做的一样。另外，印尼在锡上面也有相应的经验。所以这个提议很有说服力。谣言可能就要终止。

还是那个问题，疯狂的时候，大家都只看供给，而不看需求。镍的需求，显然已经是很成问题。

我持有沪镍空头。

Indonesian Nickel Miners Push for Free Exports to Boost Prices

By?Eko Listiyorini

(Bloomberg) –?

Indonesian nickel miners urge President?Joko Widodo?to open up exports of low-grade ore to all miners and introduce a monthly benchmark rate to shore up domestic prices.

Govt’s policy of only allowing cos building smelters to export is putting local miners at a disadvantage as overseas sales fetch almost double the local price, according to Meidy Katrin Lengkey, secretary general of the Indonesian Nickel Miners Association

Association wants local smelters to buy ore with nickel content of less than 1.8% to absorb supplies from smaller miners

Opening up ore exports with a maximum nickel content of 1.7% to all miners can bring a balance in domestic prices as the