Weekly nickel market intelligence briefs.
Structured briefings on price, supply, demand, geopolitics, applications, ALKN position, and outlook. Published every Sunday evening. Sources cited, data sourced, editorial standards applied.
Week 18 · CNAD regulatory framework — six-month review.
El Salvador’s digital-asset regulator as a progressive, purpose-built supervisor.
Week 17 · Semiconductor materials inflation and nickel substrates.
Where materials costs are accruing in the semi supply chain.
Week 16 · European hydrogen build-out reaches first-order nickel demand inflection.
EU electrolyser-capacity announcements through Q1 imply a nickel-wire feedstock requirement that exceeds current announced precision-wire capacity by an order of magnitude. Contract pricing is beginning to reflect it.
Week 15 · Indonesian export-ban spillover tightens Class-1 nickel supply.
Indonesia’s expanded unprocessed-ore export restriction has moved through refineries faster than consensus modelling expected; Class-1 availability for Western electrolyser and aerospace buyers is visibly tighter.
Week 14 · Defence procurement cycles and precision-metals demand.
Reading NATO budgets for material-demand signals.
Week 13 · Geopolitics of the nickel supply chain.
A structural read on the new resource nationalism.