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Indonesia allows nickel mining despite RKAB delays as regulators keep production running into early 2026. Indonesia allows nickel mining despite RKAB delays by letting firms use previously approved three-year RKAB quotas. As a result, eligible miners can keep operating while annual 2026 approvals lag.
What the interim RKAB rule allows
The ministry allows continued mining up to 25% of each firm’s 2026 production plan until March 31. The rule applies to firms that already hold three-year RKAB approvals for 2024–2026 or 2025–2027.
The rule also ties eligibility to compliance steps. Companies must submit the 2026 annual RKAB filing, place 2025 reclamation guarantees, and secure forest-use approvals.
Why the policy matters for nickel pricing
Indonesia allows nickel mining despite RKAB delays as Jakarta considers lowering 2026 quotas to curb oversupply. Therefore, the interim cap acts like a bridge between today’s output and a tighter 2026 framework.
Nickel markets react quickly to policy signals from Indonesia. Meanwhile, pricing sentiment improved as traders priced in potential supply restraint and broader geopolitical risk. LME nickel reached $18,637.50 per tonne on January 7, a 19-month high.
The Metalnomist Commentary
This decision prioritizes operational continuity over administrative rigidity. However, the 25% allowance still signals a bias toward tighter supply management. If quota cuts follow, nickel volatility will rise across battery and stainless chains.
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