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Commodities
Indonesia’s 2026 Nickel Policy: Battery Metals and Trade Flows
How Jakarta’s resource nationalism is reshaping EV supply chains, LME pricing and the geopolitics of critical minerals, and where capital should be positioned.
How Jakarta’s resource nationalism is reshaping EV supply chains, LME pricing and the geopolitics of critical minerals, and where capital should be positioned.
What’s inside
- Indonesia’s policy architecture: from ore exporter to industrial power
- Global supply dominance: a 62% market share and rising
- Price dynamics: surplus reality and the path to rebalancing
- Trade flows and geopolitical fault lines
- Battery chemistry: the LFP challenge and nickel’s demand floor
- Investment implications: positioning for the second-order effects
- Key risks to the thesis
- Conclusion: sovereignty, surplus and the survivor trade
More research
CommoditiesPDF · 9 pp
Brazil’s Safrinha Corn: Models, Ports and Export Pace
Brazil’s safrinha corn season, the second crop planted after soybeans are harvested, is the defining variable for global corn supply balances through the second half of 2026.
K2 Research TeamFeb 1, 2026
CommoditiesPDF · 10 pp
Peru and Chile Mine Delays Impacting Copper Supply
Peru and Chile, together responsible for about 40% of global mined copper output, saw a wave of production losses in 2025 that helped turn the 2026 outlook from surplus to deficit.
K2 Research TeamFeb 1, 2026
CommoditiesResearch note
Armenia’s Grain Export Ban and Effects on Eurasian Economies
Armenia’s six-month grain ban to non-EAEU states secures domestic supply, limits leakage to Georgia and Iran, and barely affects regional prices.
K2 Research TeamSep 1, 2025