Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Indonesia Nickel Is Reshaping the EV Battery Race
Indonesia has transformed from a raw nickel exporter into a global hub for EV battery production. Lucas and Luna break down how a controversial export ban, Chinese investment, and a processing boom have shifted the supply chain. They look at the numbers: Indonesia now accounts for over 50% of global nickel output, and its downstream value-added exports have surged from $3 billion to $30 billion in five years. But the strategy comes with risks—environmental costs, price volatility, and geopolitical dependencies. Is this a blueprint for other commodity-rich nations, or a cautionary tale? Hosts…
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