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How Indonesia Is Becoming the World's Nickel King
China's battery supply chain is shifting, and Indonesia is positioning itself as the dominant supplier of nickel for EV batteries. Lucas and Luna explore how Jakarta's export ban on raw ore forced billions in smelter investment, why the country now accounts for over half of global nickel production, and what this means for automakers from Tesla to BYD. With the trade-weighted dollar easing slightly and South Korean chip stocks tumbling, the hosts connect resource nationalism to broader supply chain realignment in mid-2026. Specific numbers: Indonesia's nickel output now exceeds…
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