A self-purge inside the world’s largest nickel player

Описание

In today's episode of The Daily Brief, we cover a story and a chart for the day shaping Indian and global markets: Indonesia’s Resource Gamble Indonesia is tightening control over its vast reserves of nickel, palm oil and coal through mining quotas, higher royalties, state-run commodity trading and large-scale seizures. The crackdown is aimed at keeping more resource wealth within the country, but it could also disrupt global supply chains. For India, the biggest risks are higher nickel, palm oil and coal costs, especially given its heavy dependence on Indonesian nickel. We’ll cover: ●Why Indonesia is tightening control over nickel, palm oil and coal ●Whether the crackdown is about resource nationalism, revenue or political power ●What Indonesia’s moves could mean for India’s supply chains and costs Why Are Sardines Getting Unpredictable? Sardine markets are facing a strange mix of shortages, falling catches and sudden gluts. Morocco’s declining sardine landings and export restrictions are affecting global buyers, while India’s oil sardine catch remains vulnerable to overfishing and changing ocean conditions. The bigger issue may not be permanent scarcity, but increasingly unpredictable supply and prices. We’ll cover: ●Why Morocco’s falling sardine catches are disrupting global markets ●How overfishing and climate change are affecting sardine supplies ●Why India’s sardine story highlights the bigger risk of volatile fish supplies and prices Timestamps 00:04 Intro 00:29 Indonesia’s resource war 14:26 A fishy sardine market 20:55 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.