Nickel

Energy Geopolitics

Ontario’s Ring of Fire exposes the energy transition’s central contradiction

Meeting EV battery demand requires releasing gigatonnes of stored carbon while China controls 60% of critical mineral refining by 2030.

8 min read ·
Energy Geopolitics

Indonesia Locks Down Palm Oil, Coal, and Nickel Exports in Triple Supply Clampdown

The world's dominant supplier of three critical commodities centralizes export control under state management, threatening simultaneous disruption to food, energy, and EV manufacturing supply chains.

7 min read ·
Energy Geopolitics

Colombia bombing wave threatens nickel and cocaine supply chains as FARC dissidents escalate infrastructure attacks

Coordinated explosives killed 14 civilians in southwestern Colombia, part of 26 attacks in 48 hours that expose critical vulnerabilities in EV battery and narcotics supply networks.

7 min read ·
Geopolitics

Washington Locks Indonesia Into Trade Orbit as Nickel Becomes New Leverage Point

US-Indonesia reciprocal trade pact delivers concrete friend-shoring gains in critical minerals, testing whether tariff diplomacy can durably reshape supply chains dominated by Chinese capital.

9 min read ·
Markets

London Court Awards Trafigura $700 Million in Nickel Fraud Case Against Indian Tycoon

Judge ruled Indian businessman Prateek Gupta orchestrated 'fraud on a grand scale,' marking one of the largest awards in commodities litigation and signaling tougher scrutiny of India's trading networks.

9 min read ·