Nickel · Ni
battery_metal · primary
Stainless-steel mainstay turned battery metal. Indonesia's RKEF + HPAL build-out has roughly tripled global mine output since 2018, making it the most concentrated supply story in critical minerals. Class 1 (battery-grade) flows through Canada, Norway, and Finland after Russian sanctions tightened in 2022.
Reserves are led by Indonesia (44% of the global total). Mine supply is highly concentrated (HHI 0.52), led by Indonesia at 70%. Output has risen over 10 years of record.
Supply · in the ground
Top reserves · 2025
- 1Indonesia44.3%
- 2Australia17.9%
- 3Brazil11.4%
- 4Russia5.9%
- 5New Caledonia5.1%
- 6Philippines3.4%
- 7China3.1%
- 8Canada1.6%
- 9United States0.2%
9 countries shown · USGS-defined economic reserves
Supply · named deposits
Deposits
3,102 distinct deposits across the roster
Catalogued deposits by country
Survey-inventory coverage (USGS MRDS), not supply share
🇺🇸United States 1,755 · 🇨🇦Canada 370 · 🇦🇺Australia 174 · 🇷🇺Russia 118 · 🇿🇦South Africa 66
True supply leader
Deposit counts reflect how thoroughly each country's geology has been catalogued (this inventory is heavily US-weighted), not where the metal is produced or held in reserve - see the production & reserves leaders above for the true supply geography.
Named producers
- Soroako Deposit · 🇮🇩Indonesia · Sulawesi SelatanLATERITE, RESIDUAL ENRICHMENT
- Soroako Pt Inco · 🇮🇩Indonesia
- Gebe Island Mining Area · 🇮🇩Indonesia
- Gag Island Ni Project-Irian Barat, Indonesia · 🇮🇩Indonesia
- Gebe Island · 🇮🇩Indonesia
Resource & reserve estimates
USGS USMIN + grade-and-tonnage models · contained metal, with ore tonnage & grade · incl. 1 secondary mine-waste (USGS NMWI)
Ore geochemistry 925 deposit × element assays
- Ore Knob mineNi sulfide, metamorphosed742,000 ppm
- LovelockIOCG(?), Ni-Co vein276,000 ppm
- unknownPolymetallic massive sulfide195,500 ppm
- MacleayKomatiite nickel-copper-PGE185,000 ppm
- BlairKomatiite nickel-copper-PGE156,000 ppm
Per-deposit median concentration · USGS CMiO + CMDB, GA CMMI · enrichment signal, not a certified grade
Project economics
NPV ×2 · Opex ×1 · Revenue ×1 · Total capex ×1
- Ontario OperationsNPV $2.0B @6.3%Opex $13/tRev $29.4B
S-K 1300 / NI 43-101 / JORC technical reports · figures in the filing's own currency · ranked by after-tax NPV · 5 metrics across 1 deposits
Supply · geochemical abundance
Geochemistry
USGS National Geochemical Database · sorted by detection · detected-sample concentration
Supply · held inventory
Stocks (year-end)
Latest · 2025
25.0Kt
2.0% YoYSupply · capacity
Productive capacity
- 🇮🇩IndonesiaRefining1,493.2 kt2024
- 🇨🇳ChinaRefining1,091.1 kt2024
- 🇷🇺RussiaRefining126 kt2024
- 🇨🇦CanadaRefining113.1 kt2024
- 🇦🇺AustraliaRefining80 kt2024
- 🇫🇮FinlandRefining62 kt2024
Global capacity · current + outlook (kt)
Refining · IEA Critical Minerals Dataset (CMO 2025)
Supply · concentration
Supply concentration
- Mine production (laterite ore)HHI 0.52Highly concentratedTop Indonesia 70%2023
Indonesia 70% · Philippines 14% · New Caledonia 8% · Cuba 1% · Colombia 1% · Madagascar 1%
USGS Minerals Yearbook OFR 2025-1047
- RefiningktHHI 0.27ConcentratedTop Indonesia 42%2024
Indonesia 42% · China 30% · Russia 4% · Canada 3% · Australia 2% · Finland 2%
IEA Critical Minerals Dataset (CMO 2025)
- US import partnersHHI 0.22ModerateTop Canada 44% · 70% attributed2024
Canada 44% · Norway 11% · Australia 8% · Brazil 7% · Other 30%
USGS Mineral Commodity Summaries 2026
Net import reliance: 41% (2025)
Supply · midstream facilities
Midstream facilities
Product classes (non-substitutable markets - the pooled China share blends them)
- Class 1 (refined metal / matte / MHP / sulfate)375 kt · 7 plants · CN 72%
- Class 2 (NPI / ferronickel, stainless feed)605 kt · 15 plants · CN 56%
Census geography (operating-facility counts, not supply shares)
Indonesia 25 · South Africa 7 · Belgium 6 · Japan 6 · Germany 5 · Brazil 4 · China 4 · Canada 3
- 185 ktPT Karunia Permai Sentosa (KPS) RKEF ferronickel plant (RKEF Phase II) (Indonesia)CNconstructionLygend Resources & Technology Co., Ltd.src
- 95 ktPT Halmahera Jaya Feronikel (PT HJF) RKEF ferronickel smelter (Indonesia)PT Trimegah Bangun Persada Tbk (Harita Nickel)src
- 80 ktCNGR Advanced Material Co., Ltd. North Morowali Industrial Base (Indonesia)CNMr. Deng Weiming, together with his controlled top holding company Hunan Zhongwei Holding Group Co., Ltd. (湖南中偉控股集團有限公司)src
- 71.5 ktNickel West - Kalgoorlie nickel smelter (Australia)idledBHP Group Limitedsrc
- 66 ktPT Indonesia Guang Ching Nickel and Stainless Steel Industry (IGC) - IMIP Morowali (Indonesia)CNGuangdong Guangxin Holdings Group Co., Ltd. (Guangdong provincial SOE, majority) - JV with Tsingshan Holding Group (minority)src
- 66 ktPT Indonesia Tsingshan Stainless Steel (ITSS) - IMIP Morowali (Indonesia)CNTsingshan Holding Group Co., Ltd. (private, Wenzhou, China)src
- 60 ktCNGR Advanced Material Co., Ltd. Morowali Industrial Base (Indonesia)CNDeng Weiming and Wu Xiaoge, together with their controlled top holding vehicles Hunan Zhongwei Holding Group Company Limited and Tongren Hongxin Chengda Enterprise Management Consulting Partnership (L.P.)src
- 60 ktHuayue Nickel Cobalt (HNC) HPAL (Indonesia)CNZhejiang Huayou Cobalt Co., Ltd. (Huayou/Huayue majority; Nickel Industries ~10% minority)src
- 60 ktPT Karunia Permai Sentosa (PT KPS) RKEF ferronickel smelter (under construction) (Indonesia)constructionPT Trimegah Bangun Persada Tbk (Harita Nickel)src
- 55 ktCNGR Advanced Material Co., Ltd. Weda Bay Industrial Base (Indonesia)CNDeng Weiming and Wu Xiaoge, together with their controlled top holding vehicles Hunan Zhongwei Holding Group Company Limited and Tongren Hongxin Chengda Enterprise Management Consulting Partnership (L.P.)src
- 55 ktPT Tsingshan Steel Indonesia (TSI) - IMIP Morowali (Indonesia)CNTsingshan Holding Group Co., Ltd. (private, Wenzhou, China)src
- 54.6 ktVale Base Metals / PT Vale Indonesia Sorowako Nickel Processing Plant (Indonesia)Government of the Republic of Indonesia (via PT Mineral Industri Indonesia (Persero) / MIND ID, 34.00%) and Vale S.A. (via Vale Base Metals Limited / Vale Canada Limited, 33.88%)src
- 50 ktHNMI Nickel Matte Converter (Indonesia)PT Merdeka Battery Materials Tbk (MBMA)src
- 40 ktVale Base Metals Onça Puma Ferronickel Processing Plant (Brazil)Vale S.A.src
- 37.1 ktCerro Matoso (Colombia)CoreX Holding B.V.src
strata midstream/components census · capacity = contained metal, operating plants, upstream basis only · as of 2026-06-19
Product classes (non-substitutable markets - the pooled China share blends them)
- Class 1 (refined metal / matte / MHP / sulfate)747 kt · 18 plants · CN 26%
- Class 2 (NPI / ferronickel, stainless feed)50 kt · 1 plants · CN 0%
Census geography (operating-facility counts, not supply shares)
China 10 · Japan 8 · Belgium 6 · Indonesia 6 · Germany 5 · Russia 5 · Canada 4 · Finland 4
- 92 ktNikkelverk refinery (Norway)Glencore plcsrc
- 82.5 ktNickel West - Kwinana nickel refinery (and nickel sulphate plant) (Australia)idledBHP Group Limitedsrc
- 72 ktExcelsior Nickel Cobalt (ENC) HPAL (Indonesia)CNconstructionNo single controlling parent - jointly held; Nickel Industries Limited is largest single shareholder at only 44% indirect (equity-accounted associate, not consolidated), rising to ~55% by 1 Oct 2025 / ~46% as of 2026. Co-owners: Shanghai Decent/IMIP (Tsingshan), United Tractors, Sphere Corp (~10%).src
- 67 ktPT Blue Sparking Energy Blue Sparking Energy HPAL Project, Indonesia Weda Bay Industrial Park (Indonesia)constructionHarum Energy (PT Harum Energy Tbk), holding 51% of BSE via PT Tanito Harum Nickel Industry (HRUM owns ~99% of Tanito Harum Nickel); PT Karunia Bara Perkasa sits above HRUM as ~79.79% holdcosrc
- 65 ktNickel refinery (Foreign site) (Finland)PJSC MMC Norilsk Nickel (Nornickel)src
- 65 ktPT Obi Nickel Cobalt (PT ONC) HPAL plant - second HPAL refinery on Obi Island (Indonesia)CNLygend New Power (Hong Kong) Limited (part of Lygend Resources Technology Co., Ltd. / Ningbo Lygend, China) - 60% majority/controlling owner of PT Obi Nickel Cobaltsrc
- 64.3 ktSumitomo Metal Mining Co., Ltd. Niihama Nickel Refinery (Japan)Sumitomo Metal Mining Co., Ltd.src
- 60 ktHuayue Nickel Cobalt (HNC) HPAL (Indonesia)CNZhejiang Huayou Cobalt Co., Ltd. (Huayou/Huayue majority; Nickel Industries ~10% minority)src
- 55 ktPT Halmahera Persada Lygend (PT HPL) HPAL plant - Indonesia's first HPAL refinery (Indonesia)PT Trimegah Bangun Persada Tbk (Harita Nickel)src
- 50 ktVale Base Metals Matsusaka Refinery (Japan)Vale S.A.src
- 49.5 ktVale Base Metals Long Harbour Nickel Processing Plant (Canada)Vale S.A.src
- 40 ktMurrin Murrin nickel-cobalt operation (Australia)Glencore plcsrc
- 39.6 ktAmbatovy Minerals S.A. Ambatovy Pressure Acid Leach Plant (Madagascar)Ambatovy Mineral Resources Investment Holding Company (AMRI) - 54.17% majority shareholder; and Korea Mine Rehabilitation and Mineral Resources Corporation (KOMIR) / State of South Korea - 45.83% minority shareholdersrc
- 39.6 ktVale Base Metals Clydach Nickel Refinery (United Kingdom)Vale S.A.src
- 34.5 ktFort Saskatchewan refinery (Canada)Joint: Sherritt International Corporation (50%) and General Nickel Company S.A. (Cuban state) (50%) - Moa JV; Sherritt is operator but not sole controlling ownersrc
strata midstream/components census · capacity = contained metal, operating plants, upstream basis only · as of 2026-06-19
Product classes (non-substitutable markets - the pooled China share blends them)
- Class 1 (refined metal / matte / MHP / sulfate)940 kt · 26 plants · CN 39%
- Class 2 (NPI / ferronickel, stainless feed)66 kt · 1 plants · CN 100%
Census geography (operating-facility counts, not supply shares)
China 62 · South Korea 25 · Indonesia 19 · Japan 14 · United States 10 · Canada 7 · Finland 7 · Germany 7
- 120 ktPT Vale Indonesia / Huayou / Ford Pomalaa HPAL nickel project (Indonesia)CNconstructionChen Xuehua and Huayou Holding Group Co., Ltd. (controlling shareholder/holding company of Zhejiang Huayou Cobalt Co., Ltd.); JV co-parents at KNI level: Zhejiang Huayou Cobalt Co., Ltd. via wholly owned Huaqi (Singapore) Pte. Ltd. 73.2%, PT Vale Indonesia Tbk 18.3%, Ford Motor Company 8.5%.src
- 120 ktPT Vale Indonesia / Zhejiang Huayou Cobalt / Ford Motor Company Pomalaa HPAL Project (Indonesia)CNconstructionJoint venture parents of PT Kolaka Nickel Indonesia (Pomalaa HPAL project): (1) Chen Xuehua and Huayou Holding Group Co., Ltd., as actual controller/controlling shareholder of Zhejiang Huayou Cobalt Co., Ltd., through Huayou subsidiary Huaqi (Singapore) Pte. Ltd. - 73.20%; (2) PT Vale Indonesia Tbk - 18.30% (itself controlled/influenced by PT Mineral Industri Indonesia (Persero) / MIND ID, Indonesia state-owned mining holding, 34.00%; Vale Canada Limited 33.88/33.9%; Sumitomo Metal Mining Co., Ltd. 11.48/11.5%); (3) Ford Motor Company - 8.50%.src
- 90 ktPT Sulawesi Nickel Cobalt SLNC HPAL Plant, Indonesia Morowali Industrial Park (Indonesia)constructionDevmalla Materials Pte. Ltd. (controls 55% of PT Merdeka Energi Baru, which holds the 50.1% control block of SLNC). PT Merdeka Copper Gold / MBMA is a MINORITY partner (~22.5% effective, equity-accounted associate via MEB, holds only a contingent call option) - not the controller.src
- 82.5 ktNickel West - Kwinana nickel refinery (and nickel sulphate plant) (Australia)idledBHP Group Limitedsrc
- 77.7 ktJinchuan Group Nickel Salts Co., Ltd. Nickel Salts plant / Jinchuan Group No. 2 Plant Area (China)CNGansu Provincial State-owned Assets Supervision and Administration Commission (甘肃省人民政府国有资产监督管理委员会)src
- 72 ktExcelsior Nickel Cobalt (ENC) HPAL (Indonesia)CNconstructionNo single controlling parent - jointly held; Nickel Industries Limited is largest single shareholder at only 44% indirect (equity-accounted associate, not consolidated), rising to ~55% by 1 Oct 2025 / ~46% as of 2026. Co-owners: Shanghai Decent/IMIP (Tsingshan), United Tractors, Sphere Corp (~10%).src
- 67 ktPT Blue Sparking Energy Blue Sparking Energy HPAL Project, Indonesia Weda Bay Industrial Park (Indonesia)constructionHarum Energy (PT Harum Energy Tbk), holding 51% of BSE via PT Tanito Harum Nickel Industry (HRUM owns ~99% of Tanito Harum Nickel); PT Karunia Bara Perkasa sits above HRUM as ~79.79% holdcosrc
- 66 ktPT Indonesia Tsingshan Stainless Steel (ITSS) - IMIP Morowali (Indonesia)CNTsingshan Holding Group Co., Ltd. (private, Wenzhou, China)src
- 65 ktNickel refinery (Foreign site) (Finland)PJSC MMC Norilsk Nickel (Nornickel)src
- 65 ktPT Obi Nickel Cobalt (PT ONC) HPAL plant - second HPAL refinery on Obi Island (Indonesia)CNLygend New Power (Hong Kong) Limited (part of Lygend Resources Technology Co., Ltd. / Ningbo Lygend, China) - 60% majority/controlling owner of PT Obi Nickel Cobaltsrc
- 64.4 ktTerrafame Sotkamo battery chemicals plant (Finland)State of Finlandsrc
- 64.3 ktSumitomo Metal Mining Co., Ltd. Niihama Nickel Refinery (Japan)Sumitomo Metal Mining Co., Ltd.src
- 60 ktHuayue Nickel Cobalt (HNC) HPAL (Indonesia)CNZhejiang Huayou Cobalt Co., Ltd. (Huayou/Huayue majority; Nickel Industries ~10% minority)src
- 55 ktPT Halmahera Persada Lygend (PT HPL) HPAL plant - Indonesia's first HPAL refinery (Indonesia)PT Trimegah Bangun Persada Tbk (Harita Nickel)src
- 54.6 ktVale Base Metals / PT Vale Indonesia Sorowako Nickel Processing Plant (Indonesia)Government of the Republic of Indonesia (via PT Mineral Industri Indonesia (Persero) / MIND ID, 34.00%) and Vale S.A. (via Vale Base Metals Limited / Vale Canada Limited, 33.88%)src
strata midstream/components census · capacity = contained metal, operating plants, upstream basis only · as of 2026-06-19
Indonesia is ~55% of global primary nickel; this is the smelter/refiner stage (ore -> NPI / ferronickel / MHP / matte / sulfate) upstream of first-use. Capacity is OPERATING plants' Ni-metal-equivalent; planned/stalled/construction rows shown but excluded. The CGS dataset is a reputable compilation of gray literature (USGS, Indonesia ESDM, EITI, company reports) - some process/capacity fields are imputed; cite the DOI. 8 mine-only sites (no confirmed smelter) excluded per the dataset. strata ran an adversarial verification pass: every row corroborated as a real smelter (0 dropped); Chinese-ownership flags corrected upward where the dataset under-counted.
- Karunia Permai Sentosa (North Maluku) · FeNiCNsrc185 kt
- Halmahera Jaya Feronikel (North Maluku) · FeNisrc95 kt
- Nadesico Nickel Industry (Central Sulawesi) · Ni MatteCNsrc80 kt
- PT Westrong Metal Industry (North Maluku) · Ni MatteCNsrc56 kt
- Ceria Nugraha Indotama (RKEF) / Merah Putih smelter (South East Sulawesi) · FeNisrc55.6 kt
- Sunny Metal Industry (North Maluku) · matteCNsrc55 kt
- Zhao Hui Nickel (Central Sulawesi) · NPICNsrc50 kt
- Huake Nickel Indonesia (North Maluku) · matteCNsrc45 kt
- Angel Nickel Industry (North Maluku) · NPICNsrc36 kt
- Oracle Nickel (Central Sulawesi) · NPICNsrc36 kt
- PT Langit Metal Industry (North Maluku) · NPICNsrc36 kt
- Yashi Indonesia Investment (North Maluku) · NPICNsrc35 kt
- Youshan Nickel Industry (North Maluku) · NPICNsrc34 kt
- Sulawesi Mining Investment (Central Sulawesi) · NPICNsrc30 kt
- Weda Bay Nickel (North Maluku) · NPICNsrc30 kt
- ANTAM Pomalaa RKEF (South East Sulawesi) · FeNisrc27 kt
- Megah Surya Pertiwi (North Maluku) · NPICNsrc25 kt
- PT Andalan Metal Industry (North Maluku) · NPICNsrc24 kt
- Bukit Smelter Indonesia (Central Sulawesi) · NPICNsrc19 kt
- Cahaya Smelter Indonesia (Central Sulawesi) · NPICNsrc19 kt
- Hengjaya Nickel Industry (Central Sulawesi) · NPICNsrc15 kt
- Ranger Nickel Industry (Central Sulawesi) · NPICNsrc15 kt
- Cahaya Modern Metal Industri (Banten) · NPIsrc
- Indonesia Guang Ching Nickel and SSI (Central Sulawesi) · NPICNsrc
- Indonesia Ruipu Nickel and Chrome Alloy (Central Sulawesi) · NPICNsrc
- Indonesia Tsingshan Stainless Steel (Central Sulawesi) · NPICNsrc
- Lestari Smelter Indonesia (Central Sulawesi) · NPICNsrc
- Obsidian Stainless Steel (South East Sulawesi) · NPICNsrc
- Vale Indonesia (Sorowako RKEF) (South Sulawesi) · Ni Mattesrc
- Virtue Dragon Nickel Industry (VDNI) (South East Sulawesi) · NPICNsrc
- Walsin Nickel Industrial Indonesia (Central Sulawesi) · NPICNsrc
- Wanatiara Persada (North Maluku) · NPICNsrc
- Wanxiang Nickel Indonesia (Central Sulawesi) · NPICNsrc
- PT Metal Smelt Indo Selaras (Central Sulawesi)src
- PT Infei Metal Industry (North Maluku) · NPICNsrc
- Mitra Murni Perkasa (East Kalimantan) · Ni Mattesrc
+ 8 planned / construction / stalled
- Huafei Nickel Cobalt (North Maluku) · MHPCNsrc120 kt
- Obi Nickel Cobalt (North Maluku) · MHPCNsrc65 kt
- Huayue Nickel Cobalt (Central Sulawesi) · MHPCNsrc60 kt
- Halmahera Persada Lygend (North Maluku) · MHPCNsrc55 kt
- QMB New Energy Materials Indonesia (Central Sulawesi) · Ni SulfateCNsrc50 kt
- Dingxing New Energy (Central Sulawesi) · Electrolytic NiCNsrc50 kt
- PT ESG New Energy Material (Central Sulawesi) · MHPCNsrc30 kt
- PT Meiming New Energy Material (Central Sulawesi) · MHPCNsrc25 kt
- Gebe Industry Nickel (East Java) · MHPsrc13 kt
- Smelter Nikel Indonesia (Banten) · MHPsrc
+ 8 planned / construction / stalled
- Growth Java Industri (Banten) · NPIsrc12 kt
- Mapan Asri Sejahtera (South East Sulawesi) · NPIsrc
- Tsingshan Steel Indonesia (Central Sulawesi) · NPICNsrc
+ 6 planned / construction / stalled
- Century Metalindo (Banten) · NPIsrc3 kt
+ 1 planned / construction / stalled
- PT Heng Sheng New Energy Material Indonesia (South Sulawesi) · Ni MatteCNsrc
- GO STAL Nickel Indonesia (West Java) · MHPsrc0.8 kt
- Ocean Sky Metal Industry (Central Sulawesi) · NPICNsrc
- Perkasa Metal Industry (North Maluku) · NPICNsrc
- PT Huaneng Metal Industry (Central Sulawesi) · Ni MatteCNsrc
- PT Kao Rahai Smelters (North Maluku) · NPICNsrc
- PT Jiu Long Metal Industry (North Maluku) · NPICNsrc
- PT Unity Nickel Alloy (South Sulawesi) · FeNiCNsrc
- Zhongtsing New Energy (Central Sulawesi) · Ni MatteCNsrc
+ 16 planned / construction / stalled
Stainless takes ~65% of first-use nickel (INSG). Capacity below is STAINLESS-MELT / alloy capacity, NOT nickel: 300-series stainless is ~8-10% Ni by mass, 400-series ferritic ~0%. Free-source census (filings + worldstainless/INSG rosters): the major producers, not the full universe; China's mid-tier stainless long tail is out of free scope (CRU/SMM). Battery pCAM/CAM/cell is excluded here (already in the components census). Capacity where disclosed.
- Tsingshan Holding (China domestic bases) (China) / TsingshanCNtrade press10,000 kt (grp)
- Fujian Tsingtuo (Qingtuo) - Fu'an base (China) / TsingshanCNtrade press5,600 kt
- TISCO (Taiyuan Iron & Steel) (China) / BaowuCNroster4,500 kt
- Baosteel Desheng (Fujian Desheng) (China) / BaowuCNtrade press3,060 kt
- Tsingshan Stainless - IMIP Morowali (Indonesia) / TsingshanCNtrade press3,000 kt
- Jindal Stainless (Jajpur + Hisar) (India) / Jindal Stainlessannual report3,000 kt
- Baosteel Stainless (Baoshan + Ningbo Baoxin) (China) / BaowuCNsite2,700 kt
- Beihai Chengde / Guangxi Beibu Gulf New Material (China) / ChengdeCNtrade press2,500 kt
- Guangdong Guangqing Metal Technology (China) / TsingshanCNtrade press2,000 kt
- POSCO Stainless (Pohang) (South Korea) / POSCOtrade press2,000 kt
- POSCO-Tsingshan Morowali JV (Indonesia) / POSCO + TsingshanCNtrade press2,000 kt
- Nippon Steel Stainless (NSSC) (Japan) / Nippon Steelsite1,800 kt
- Outokumpu Tornio (Finland) / Outokumpusite1,450 kt
- JISCO (Jiuquan Iron & Steel) (China) / JiuquanCNtrade press1,200 kt
- Jiangsu Delong Nickel (China domestic) (China) / DelongCNtrade press1,120 kt
- North American Stainless (NAS) (United States) / Acerinoxsite1,000 kt
- Aperam Genk (Belgium) / Aperamsite1,000 kt
- Aperam Chatelet (Belgium) / Aperamsite1,000 kt
- YUSCO (Yieh United Steel) (Taiwan) / Yieh/E-Unitedtrade press1,000 kt
- Walsin Lihwa (stainless) (Taiwan) / Walsin Lihwasite1,000 kt
- Acciai Speciali Terni (AST) (Italy) / Arvedisite1,000 kt
- Outokumpu Calvert (United States) / Outokumpusite900 kt
- Aperam Timoteo (Brazil) / Aperamsite900 kt
- Bahru Stainless (Malaysia) / Worldwide Stainless (ex-Acerinox)site400 kt
- Zhejiang Yongjin Metal Technology (China) / YongjinCNtrade press360 kt
- Tang Eng Iron Works (Taiwan) / Tang Eng (CSC affil.)site260 kt
- Marcegaglia Sheffield (United Kingdom) / Marcegagliasite250 kt
- Ansteel Lianzhong Guangzhou (LISCO) (China) / AnsteelCNtrade press
- Hongwang Investment Group (China) / HongwangCNtrade press
- Tsingshan-linked - IWIP Weda Bay (Indonesia) / TsingshanCNtrade press
- Acerinox Europa (Los Barrios) (Spain) / Acerinoxsite
- Columbus Stainless (South Africa) / Acerinoxroster
- Nippon Yakin Kogyo (Japan) / Nippon Yakinsite10 kt
- ATI (Specialty Alloys/HPMC) (United States) / ATI Inc.annual report9 kt
- Carpenter Technology (SAO) (United States) / Carpentersite9 kt
- Fushun Special Steel (China) / FushunCNsite3.5 kt
- Special Metals (Huntington Alloys) (United States) / PCC (Berkshire)site
- Haynes International (United States) / Acerinoxsite
- Universal Stainless (North Jackson) (United States) / Aperamsite
- Cannon-Muskegon (United States) / PCCsite
- Firth Rixson (rings/forgings) (United Kingdom) / Howmet Aerospacesite
- VDM Metals (Germany) / Acerinoxtrade press
- Aubert & Duval (France) / Airbus/Safran/Tikehausite
- Alleima (ex-Sandvik MT) + Kanthal (Sweden) / Alleima ABsite
- Doncasters / Ross & Catherall (United Kingdom) / Doncasters Groupsite
- Proterial (ex-Hitachi Metals, Yasugi) (Japan) / Proterialsite
- Daido Steel (Japan) / Daidoroster
- Kobe Steel (superalloy forgings) (Japan) / Kobe Steelsite
- CISRI-Gaona (Gaona Aero Material) (China) / CISRICNsite
- Baosteel Special Steel (China) / BaowuCNtrade press
- Aperam Alloys Imphy (France) / Aperamsite60 kt
- Vale (Sudbury/Clydach Ni powder) (Canada) / Valesite
- Jinchuan Group (Carbonyl branch) (China) / JinchuanCNsite
- Sumitomo Metal Mining (Ni powder) (Japan) / SMMsite
- CVMR (Canada) / CVMRsite
- Swiss Steel (Ugitech) (France) / Swiss Steelsite
- SIJ (Acroni, Metal Ravne) (Slovenia) / SIJroster
- Cogne Acciai Speciali (Italy) / Cogneroster
- Acciaierie Valbruna (Italy) / Valbrunaroster
- Industeel (heavy Ni-alloy plate) (France) / ArcelorMittalroster
- Kuntz Electroplating (Canada)site
- MacDermid Enthone (Element Solutions) (United States) / Element Solutionssite
- Atotech (MKS Instruments) (Germany) / MKS Instrumentssite
- Coventya (Element Solutions) (France) / Element Solutionstrade press
strata nickel first-use census (filings + worldstainless/INSG rosters)
Supply chain · events
Supply-chain events
55 events from the USGS commodity-chapter narratives and curated primary sources - the policy, trade, and company intelligence the data tables do not carry.
Current signals (MCS 2026)
- PolicyNikolai and NorthMet projects2025
designated as Federal Transparency Projects under the Fixing America’s Surface Transport Act and added to the permitting dashboard (2 projects)
- PolicyExecutive Order 14285April 2025
called for the development of seabed mineral deposits to help secure supplies of critical minerals such as nickel (not specified)
- PolicyProvince of Palawan2025
announced a 50-year ban on new mining permits that did not affect existing operations (50-year ban)
- Companymultiple companies2025
placed mines into care-and-maintenance status (production decreased by an estimated 54%)
- Capacityan unnamed company2025
built a pilot-scale nickel refining facility in Oklahoma (pilot-scale facility)
- ProjectTamarack nickel-copper-cobalt project2025
continued to progress a feasibility study (not specified)
- Projectthree companies2025
were considering or developing nickel refinery projects in Missouri, Oklahoma, and Texas (3 refinery projects)
- Projectseveral companies2025
submitted applications to explore regions prospective for nickel-bearing ferromanganese crusts and polymetallic nodules (several applications; quantity not specified)
- Productionglobal nickel mines2025
mine production increased (5% to an estimated 3.9 million tons)
- Productionnew operations2025
production increased as new operations continued to ramp up production (13%)
- Productionan unnamed company2025
production increased after a company completed a mine expansion (not specified)
- Productionnickel mines2025
production increased (not specified)
- Productionmultiple mines2025
reported production cuts (production declined by an estimated 24%)
- PriceLondon Metal Exchange (LME)2025
annual average nickel cash price decreased compared with 2024 (11%; estimated $15,000 per metric ton ($6.90 per pound))
- OtherInternational Nickel Study Group2022-2025
reported continued surplus in the global primary nickel market balance (98,500 tons in 2022; 170,000 tons in 2023; 182,000 tons in 2024; 189,000 tons in first 9 months of 2025 versus 107,000 tons in same period of 2024)
Curated events (each row links its primary source)
Indonesia banned exports of unprocessed nickel ore (fully effective January 2020), forcing global manufacturers to build smelters inside Indonesia. This blunt downstreaming policy turned the country from a raw-ore exporter into the dominant nickel-processing hub (now >50% of world nickel) within a few years. (full nickel-ore export ban from Jan 2020; Indonesia now >50% of world mined + processed nickel)
Chinese-invested RKEF (nickel pig iron/ferronickel) and HPAL (battery-grade class-1) capacity flooded into Sulawesi, making Indonesia the source of more than half of world nickel and breaking the old assumption that Indonesian nickel was class-2 only - it now also supplies battery-grade class-1 via HPAL. (Indonesia ~59% of world nickel mine production (USGS: 2,200 of 3,700 kt, 2024e); Tsingshan alone ~1/3 of world stainless)
On 8 March 2022 the LME nickel price spiked above US$100,000/t (from ~US$28,000 days earlier) as a Tsingshan short squeeze threatened clearing-member defaults; the LME suspended nickel trading and cancelled ~US$12 billion of trades - exposing the fragility of nickel price discovery amid Indonesian/Chinese supply concentration. (>US$100,000/t peak (8 Mar 2022); ~US$12bn trades cancelled; Tsingshan ~US$8bn paper loss)
Company-operations record (Minerals Yearbook - historical, published 3-4 yrs after the data year)
- Export controlGovernment of Indonesia2021MYB 2021
implemented ban on export of unprocessed ore
- PolicyU.S. Geological Survey2021MYB 2021
released an updated draft list of critical minerals that included nickel
- CompanyBefesa S.A.; American Zinc Recycling; INMETCO2021MYB 2021
acquired American Zinc Recycling, owner of INMETCO
- CompanyCarpenter Technology Corp.; Reading facilityDecember 2021MYB 2021
announced forging press outage (outage expected to last up to 60 days)
- CompanyTesla, Inc.October 2021MYB 2021
announced switch of batteries in all standard range vehicles to LFP chemistries
- CompanyIGO Ltd.; Western Areas Ltd.; Forrestania operation and Cosmos nickel operationDecember 2021MYB 2021
announced acquisition of Western Areas in all-cash deal
- CompanyQueensland Pacific Metals Ltd.; LG Energy Solution Ltd.; POSCO International; TECH projectJune 2021MYB 2021
received equity investments and signed offtake agreements for nickel and cobalt (LGES to purchase 7,000 t/yr nickel and 700 t/yr cobalt; POSCO to purchase 3,000 t/yr nickel and 300 t/yr cobalt for 7 years)
- CapacityAMG Vanadium; Zanesville plant2021MYB 2021
developed new catalyst recycling and ferroalloy production plant (would effectively double the company’s catalyst recycling and ferroalloy production capacity)
- CapacityBHP Nickel West Pty Ltd.; Kwinana nickel refinery2021MYB 2021
commissioned refinery with first production taking place in December (planned full capacity of 100,000 t/yr of nickel sulfate)
- CapacityTerrafame Ltd.; battery chemicals plantJune 2021MYB 2021
began ramping up production of new battery chemicals plant (production capacity of 170,000 t/yr nickel sulfate)
- ProjectPolyMet Mining Corp.; NorthMet project2021MYB 2021
continued to advance copper, nickel, and platinum-group-metal project; two permits remained challenged in court
- ProjectTalon Metals Corp.; Tamarack nickel project2021MYB 2021
continued development and announced updated preliminary economic assessment (updated indicated resource estimate of 75,000 t recoverable nickel; inferred resources 79,500 t recoverable nickel)
- ProjectMissouri Cobalt LLC; hydrometallurgical facility2021MYB 2021
continued to progress new hydrometallurgical facility for battery-grade nickel and cobalt and announced final stages of construction
- ProjectAMG Vanadium; Zanesville spent petroleum catalyst recycling plant2021MYB 2021
continued development and began first phase of hiring (new plant would effectively double catalyst recycling and ferroalloy production capacity)
- ProjectChalice Mining Ltd.; Julimar nickel-copper-PGM projectNovember 2021MYB 2021
released pit-constrained maiden mineral resource estimate (indicated resources 150 Mt at 0.17% nickel with 250,000 t nickel content; inferred resources 180 Mt at 0.16% nickel with 280,000 t nickel content)
- ProjectMincor Resources NL; Cassini and Northern Operations nickel projects2021MYB 2021
continued development; extracted first ore at Northern Operations
- ProjectQueensland Pacific Metals Ltd.; Townsville Energy Chemicals Hub (TECH)2021MYB 2021
continued development of battery materials refinery
- ProjectCentaurus Metals Ltd.; Jaguar nickel project2021MYB 2021
continued development and announced scoping study results (approximately 20,000 t/yr nickel in sulfate and 9,600 t/yr mixed sulfide precipitate during initial 13 years)
- ProjectCentaurus Metals Ltd.; Jaguar nickel projectDecember 2021MYB 2021
updated combined indicated and inferred mineral resource estimate and began definitive feasibility study (80.6 Mt at 0.91% nickel with estimated 731,000 t nickel content)
- ProjectVale Canada Ltd.; Voisey’s Bay underground extension project, Reid Brook Mine and Eastern Deep Mine2021MYB 2021
began production at Reid Brook Mine and continued development at Eastern Deep Mine (would increase nickel production at Voisey’s Bay to about 45,000 t/yr; Eastern Deep Mine about 67% complete at yearend)
- ProjectGEM Co., Ltd.; Jingmen nickel sulfate facilityJune 2021MYB 2021
announced it would build nickel sulfate facility (capacity up to 33,000 t/yr nickel sulfate; construction expected to take approximately 9 months)
- ProjectChengtun Mining Group Co., Ltd.; Fuquan battery-grade materials plantSeptember 2021MYB 2021
announced plans to build production plant for battery-grade materials (capacity to produce 300,000 t/yr of battery-grade nickel sulfate; completed in two phases over 3 years)
- ProjectChengtun Mining Group; PT ChengMach Nickel Indonesia; Weda Bay nickel matte facility2021MYB 2021
announced joint venture to develop nickel matte facility (capacity to produce 40,000 t/yr nickel content in matte)
- ProjectCNGR Advanced Material Co., Ltd.; Rigqueza International Pte. Ltd.; Morowali nickel matte facilityApril 2021MYB 2021
announced joint venture to construct nickel matte facility (up to 30,000 t/yr nickel content in matte)
- ProductionLundin Mining Corp.; Eagle Mine and Humboldt mill2021MYB 2021
produced nickel in concentrate (18,400 t of nickel in concentrate, compared with 16,700 t in 2020; increase of 10%)
- ProductionPanoramic Resources Ltd.; Savannah nickel-copper-cobalt mineJuly 2021MYB 2021
restarted production at the Savannah mine (estimated proven and probable reserves were 8.27 Mt at 1.23% nickel with an estimated 102,000 t nickel content)
- ProductionMincor Resources NL; Northern OperationsDecember 2021MYB 2021
extracted first ore
- ProductionAtlantic Nickel Mineração Ltda.; Santa Rita nickel sulfide mine2021MYB 2021
produced nickel concentrate after reopening in 2020 (14,500 t of nickel concentrate)
- ProductionVale Canada Ltd.; Sudbury operations2021MYB 2021
finished nickel production decreased (decreased by 26%)
- ProductionBoliden AB; Harjavalta smelter nickel line2021MYB 2021
nickel matte production decreased and nickel line remained on hold after explosion (nickel matte production decreased by 24% to 19,000 t in 2021 from 25,000 t in 2020)
- ProductionBoliden AB; Harjavalta smelter nickel lineDecember 24, 2021MYB 2021
production remained on hold after explosion
- ProductionLygend Resources & Technology Co., Ltd.; North Maluku Obi MHP facilityMay 2021MYB 2021
announced first production of mixed hydroxide product (first phase capacity up to 37,000 t/yr MHP)
- ProductionTsingshan Holding Group Co., Ltd.; Sulawesi nickel matte facilityDecember 2021MYB 2021
began production at facility (production capacity 100,000 t/yr nickel matte with greater than 75% nickel content)
- ProductionAmbatovy Minerals S.A.; Ambatovy nickel mine and plantMarch 2021MYB 2021
restarted operations after shutdown (plant produced 29,285 t nickel in metal briquettes, compared with 9,874 t in 2020 and 33,733 t in 2019)
- ProductionPJSC MMC Norilsk Nickel; Norilsk concentrator and Oktyabrsky and Taimyrsky Mines2021MYB 2021
production decreased owing to accident and flooding (mine production decreased by 12% to 204,814 t; primary production decreased by 15% to 145,817 t)
- ProductionAfrican Rainbow Minerals Ltd.; Nkomati MineMarch 2021MYB 2021
placed mine on care-and-maintenance status in preparation for closure (nickel production during first 9 months of ARM’s 2021 fiscal year totaled 8,016 t, compared with 10,638 t in fiscal year 2020)
- ProductionThakadu Group; Marikana nickel sulfate facilityEarly 2021MYB 2021
began production of high-purity nickel sulfate for battery market (planned to produce 16,000 t in 2021 with rampup to 25,000 t/yr)
Permitting · FAST-41
US federal permitting
- Nikolai Nickel ProjectTransparency · AK · Department of the ArmyIn ProgressIn Progress
- NorthMet ProjectTransparency · MN · Department of the ArmyIn ProgressIn Progress
US-mining permitting benchmark (cross-commodity): median 1.87 yr from Notice of Intent to Record of Decision over 7 completed cycles (range 1 to 9.99 yr).
FAST-41 covers only large projects with a federal nexus, so it is not a representative sample of US permitting timelines.
Lead-times are driven by project size, litigation, and tribal/environmental consultation - and by the permitting-regime policy of the day - far more than by the commodity.
The benchmark is a small-n median over projects that finished a cycle; recent fast cycles reflect an expedited-permitting push and may not persist.
Source: U.S. Federal Permitting Dashboard (FAST-41). US federal government work (public domain).
Supply chain · midstream & components
Midstream & components
A partial census of captured official-site figures, not a national total.
Shown by stage, not summed: cathode and cell figures overlap the same metal, and cell figures are demand-side (implied by GWh via battery intensities).
Who makes the cathodes, anodes, cells and magnets - the demand-adjacent component layer SEC filings miss (makers are mostly China / Korea / Japan-listed or private). China 46% of facilities. Ownership: 27 state-owned, 32 JV.
- FinDreams Battery Co., Ltd.← Wang ChuanfuChina8 facilities
- Guangdong Brunp Recycling Technology Co., Ltd.← Zeng Yuqun (Robin Zeng)China5 facilities
- Ningbo Ronbay New Energy Technology Co., Ltd.← Bai Houshan (白厚善), together with the top…China4 facilities
- POSCO Future M Co., Ltd.South Korea4 facilities
- SK On Co., Ltd.← SK Inc. (SK Holdings Co., Ltd.)South Korea4 facilities
- AESC Group← Envision GroupChina3 facilities
- BASF Shanshan Battery Materials Co., Ltd.← BASF SE (51%, controlling/majority JV pa…China3 facilities
- Bloom Energy CorporationUnited States3 facilities
- CNGR Advanced Material Co., Ltd.← Deng Weiming and Wu Xiaoge, together wit…China3 facilities
- ECOPRO BM Co.← ECOPRO Co., Ltd.South Korea3 facilities
- Guizhou Ronbay Lithium Battery Materials Co., Ltd.← Bai Houshan (natural person), together w…China3 facilities
- Hunan Yuneng New Energy Battery Material Co., Ltd.← Hunan Yuneng New Energy Battery Material…China3 facilities
Top controlling parents: Samsung SDI Co., Ltd. (14) · SK Innovation Co., Ltd. (11) · CALB Group Co., Ltd. (9) · Zeng Yuqun (Robin Zeng) (9) · Wang Chuanfu (8)
Geography: China 130 · South Korea 37 · United States 34 · Japan 22 · Poland 9 · India 7 · Hungary 7 · Germany 6
Customs is sharp for refined metals but blind at components, so this validates the upstream half only; exports are a lower bound on production (domestic use untraded).
- ACC - Automotive Cells Company ACC Nersac Pilot Line / Industrial Excellence CenterAutomotive Cells Company (ACC) · France · battery_cell2 GWh/yr nameplate · ~1,020 t/yr containedsource: [1] [2] [3][capacity source]lithium-ion EV battery cells, prototype EV batteriesoperatingofficial
- ACCUREC-Recycling GmbH Krefeld Lithium Battery Recycling / Lithium Recovery PlantACCUREC-Recycling GmbH · Germany · recycling, chemical_processing4000 t/yr plannedsource: [1] [2] [3][capacity source]operatingofficial
- AMG Vanadium - Cambridge, OhioAMG Vanadium LLC · United States · recycling, smeltersource: [1]ferrovanadium (FeV) + ferronickel-molybdenum (FeNiMo) from spent-catalyst recyclingoperatingofficial
- AMG Vanadium - Zanesville, OhioAMG Vanadium LLC · United States · recycling, smelter2722 t/yr contained V nameplatesource: [1][capacity source]vanadium (contained, produced as ferrovanadium/FeNiMo) from spent-catalyst recycling; also ~35,000 t/yr spent-catalyst feedstock throughputoperatingofficial
- ASPA - Advanced Sludge Processing by Aurubis (hydrometallurgical plant, Beerse)Aurubis AG (Germany) · Belgium · chemical_processing, refinery33 EUR million (capex) operatingsource: [1][capacity source]tin and precious metals recovered from anode sludge (capacity figure not disclosed; recorded as capex)operatingofficial
- Althofen Recycling Plant 2 (RC2) - spent-catalyst recycling (V/Ni/Mo recovery)Treibacher Industrie AG · Austria · recycling, chemical_processing20000 t/yr contained metals nameplatesource: [1][capacity source]recovered metals (nickel + vanadium + molybdenum, combined)operatingofficial
- Althofen ferroalloy plant (Treibach works) - ferrovanadium / ferromolybdenum / FeNiMo lineTreibacher Industrie AG · Austria · smeltersource: [1]ferrovanadium (FeV)operatingofficial
- Ambatovy Minerals S.A. Ambatovy Pressure Acid Leach PlantDynatec Madagascar S.A. (DMSA) · Madagascar · chemical_processing, refinery40000 t/yr nameplate · ~39,600 t/yr containedsource: [1] [2][capacity source]operatingofficial
- American Battery Technology Company Lithium-Ion Battery Recycling FacilityAmerican Battery Technology Company · United States · recycling, chemical_processing20000 t/yr nameplatesource: [1] [2] [3][capacity source]operatingofficial
- Angel Nickel RKEFNickel Industries Limited · Indonesia · smeltersource: [1]nickel pig iron (NPI), exportedoperatingofficial
- Anglo American Platinum Ltd. Rustenburg Base Metals RefinersValterra Platinum Limited · South Africa · refinery, chemical_processing33000 t/yr nameplate · ~33,000 t/yr containedsource: [1] [2] [3][capacity source]operatingofficial
- Anglo American Platinum smelting and refining operations (Rustenburg/Waterval and Polokwane smelters, Precious Metals Refinery, Rustenburg Base Metals Refinery)Anglo American plc · South Africa · smelter, refinerysource: [1]refined PGMs (platinum, palladium, rhodium, other PGMs + gold) and nickeloperatingofficial
- Anglo Converter Plant / Anglo (Amplats) Converter Process (ACP), Rustenburg (Waterval site)Valterra Platinum Limited · South Africa · smelter0.25 Mtpa nameplatesource: [1][capacity source]furnace matte converted (throughput); also produces sulphuric acid from SO2 abatementoperatingofficial
- Arnold Magnetic Technologies Alnico Magnets and Assemblies / Precision Thin Metals DivisionArnold Magnetic Technologies Corporation · United States · otherAlnico magnets, custom Alnico magnetic assembliesoperatingofficial
- Ascend Elements Base 1Ascend Elements · United States · recycling, chemical_processing30000 t/yr operatingsource: [1] [2] [3][capacity source]operatingofficial
- Ascend Elements Novi CAM finishing / cathode sintering siteAscend Elements · United States · chemical_processing, cathode_anodecathode active material (CAM), NMC cathode materialoperatingofficial
- Ascend Elements R&D Center / pilot pCAM facilityAscend Elements, Inc. · United States · chemical_processing, cathode_anodeNMC precursor cathode active material (pCAM)operatingofficial
- Aurubis Beerse (secondary raw material recycling throughput)Aurubis AG (Germany) · Belgium · smelter, refinery350000 t/yr operatingsource: [1][capacity source]secondary raw materials recycled (feed throughput; <1% from hardhead)operatingofficial
- Aurubis Beerse (secondary tin / multimetal recycling smelter)Aurubis AG (Germany) · Belgium · smelter, refinery, chemical_processing10000 t/yr operatingsource: [1][capacity source]refined tin (M-brand / MC ingots, LME-registered)operatingofficial
- Aurubis Lunen (sister secondary copper smelter / multimetal recycling site)Aurubis AG (Germany) · Germany · smelter, refinery210000 t/yr operatingsource: [1][capacity source]copper cathodes (refined)operatingofficial
- Automotive Cells Company ACC Billy-Berclau Douvrin gigafactoryACC - Automotive Cells Company · France · battery_cell40 GWh/yr planned · ~20,400 t/yr containedsource: [1] [2] [3][capacity source]lithium-ion battery cells, battery modulesoperatingofficial
- BASF Battery Materials Schwarzheide Black Mass PlantBASF Schwarzheide GmbH · Germany · recyclingoperatingofficial
- BASF Battle Creek cathode active materialBASF Toda America LLC · United States · cathode_anodecathode active materials for lithium-ion batteries, NCM cathode materialsoperatingofficial
- BASF Battle Creek cathode active materials siteBASF · United States · cathode_anodeCathode active materials (CAM) for lithium-ion batteries, including NCM, NCA, and LCO productsoperatingofficial
- BASF Schwarzheide GmbH Cathode active materials production plant, BASF Schwarzheide siteBASF Battery Materials and Recycling Schwarzheide GmbH · Germany · cathode_anodeHigh-performance cathode active materials (CAM) for lithium-ion batteries / electric vehiclesoperatingofficial
- BASF Schwarzheide cathode active materialBASF Schwarzheide GmbH · Germany · cathode_anodeCathode active materials (CAM) for lithium-ion batteries, NCM cathode active materialsoperatingofficial
- BASF Shanshan Battery Materials Co., Ltd. Changsha BaseBASF Shanshan Battery Materials Co., Ltd. · China · chemical_processing, cathode_anodecathode active materials (CAM), precursor cathode active materials (PCAM)operatingofficial
- BASF TODA Battery Materials LLC Kitakyushu Site / Kitakyushu PlantBASF TODA Battery Materials LLC · Japan · cathode_anodeNCA cathode active material, NCM cathode active materialoperatingofficial
- BASF TODA Battery Materials LLC Onoda Site / Onoda PlantBASF TODA Battery Materials LLC · Japan · chemical_processing, cathode_anode60000 t/yr planned · ~29,322 t/yr containedsource: [1] [2][capacity source]NCA cathode material, NCM cathode materialoperatingofficial
- BASF Toda America LLC BASF Toda America cathode active materials facilityBASF Toda America LLC · United States · cathode_anodeNCM cathode active materials, NCA cathode active materialsoperatingofficial
Showing 30 of 599 (verified / operating first).
Provenance. Facilities were sourced by more than one method - 312 classified from the operator's OFFICIAL website by an LLM (gpt-5.5), web search hard-locked to the company domain, then adversarially web-verified; 287 captured from the operator's published ANNUAL REPORT or regulatory filing (a cited primary source). 596 of 599 carry an explicit source URL and capacity figures cite their own official page. As of 2026-06-19. Citations are verified and link-maintained: a 56-facility content audit found 100% on the company's official domain and 89% backed by the live page text, and a full-seed link sweep refreshed rotted URLs against the official site (pages with no current official source are left uncited). Some official pages are JavaScript-rendered or bot-protected.
Capacity is captured where the official site states it (partial, not every facility), across both upstream refining/chemical plants and component cathode/anode/cell/magnet plants.
Contained-mineral tonnes/yr is derived from each plant's published PRODUCT capacity via explicit content coefficients (kg contained metal per kg product), so figures are comparable across plants that report different product forms. The coefficients: refined copper ~1.0 (cathode 0.999, anode/blister 0.98); nickel sulphate 0.22, class-1/MHP and Ni-content ferronickel ~1.0, but GROSS class-2 alloy converts to contained Ni (nickel pig iron 0.11, ferronickel 0.23) so Indonesian RKEF capacity counts its true Ni content, not gross alloy tonnage; lithium carbonate 0.188, hydroxide 0.165, LCE 0.188, spodumene SC6 0.028; rare-earth oxide (REO) 0.80 (metal 0.90, carbonate 0.55); NdFeB magnet -> neodymium 0.22 of magnet mass; natural graphite concentrate 0.92, artificial/anode graphite 0.95; battery cells from GWh x strata cell-chemistry intensities (demand-side). These are engineering-grade coefficients (industry purity/stoichiometry ranges), not plant-specific assays. Only operating + nameplate capacity is summed (planned excluded); the figure is normalised by REGIME (upstream refining vs component cathode/anode/cell/magnet) and never summed across regimes, since a cathode and the cell it feeds count the same physical metal.
Coverage is a partial census (curated + sourced from public disclosures), not exhaustive; the long tail of smaller plants is incomplete.
Captured upstream capacity is deduplicated to distinct PHYSICAL PLANTS - the same plant recorded under variant names or different owners (e.g. across an annual report and the web-classified census) is counted once. It is nameplate+operating CAPACITY, not production, so it can exceed annual output (refining capacity is typically run below nameplate).
LLM-classified rows are read from the company's OFFICIAL website (web search domain-locked) and adversarially verified; 'official' marks a row from the company's own site, 'web' from broader search.
Rows not classified by an LLM are drawn from company annual reports / regulatory filings, each cited to that primary source per row (not LLM-classified).
Source: strata midstream-components topology (company official sites, LLM-classified + company annual reports & filings).
Supply · recycling
Secondary supply - recycling
Yale STAFDB (Stocks and Flows Database)
$2.4B of US scrap-market value (USGS MCS Fig13; value, not tonnage)
- Nickel in stainless scrap consumed by the stainless industry972 kt(2023)
INSG The World Nickel Factbook 2024 (scrap-input model) ↗ · ~31-32% of stainless Ni units - the scrap share the stainless lane nets out.
- Operating recycling-stage facilities (strata census)69 facilities(2026)
strata midstream/components census · facility count, not tonnage - black-mass/secondary capacity is patchily disclosed
Eurostat WEEE and battery end-of-life flows (Phase 6.1.1) are recorded at country level without commodity decomposition. Querying country profiles for EU member states will surface those flows; the commodity profile cannot decompose them today.
Supply · environmental
Environmental intensity
cradle-to-gate (aggregate)
GHG intensity
6.5 kg CO₂e / kg
Energy intensity
111 MJ / kg
per kg commodity output · Global · co-product allocation · Nuss & Eckelman 2014 (2008)
primary (virgin) nickel production, cradle-to-gate
GHG intensity
21 kg CO₂e / kg
Energy intensity
314 MJ / kg
per kg class-1 nickel · US · Argonne R&D GREET 2025 (2025)
secondary (recycled) nickel production
GHG intensity
1.4 kg CO₂e / kg
Energy intensity
22 MJ / kg
per kg recycled nickel · US · Argonne R&D GREET 2025 (2025)
Supply · out of the ground
Top producers · 2024
Supply · by stage
Production by chain stage
One panel per reported form family and basis - a tonne of metal appears at every chain stage (mine -> smelter -> refined), so stages are never summed with each other, and gross mineral tonnes never rank against contained metal.
- 🇮🇩 Indonesia2,600,000
- 🇵🇭 Philippines270,000
- 🇷🇺 Russia200,000
- 🇨🇦 Canada140,000
- 🇳🇨 New Caledonia140,000
- 🇮🇩 Indonesia2,328,000
- 🇵🇭 Philippines354,132
- 🇷🇺 Russia268,700
- 🇦🇺 Australia128,157
- 🇨🇦 Canada125,363
- 🇨🇦 Canada1,019,845
- 🇮🇩 Indonesia1,608,600
- 🇨🇳 China1,029,000
- 🇷🇺 Russia153,500
- 🇨🇦 Canada110,500
- 🇯🇵 Japan110,500
- 🇮🇩 Indonesia1,390,000
- 🇨🇳 China368,000
- 🇧🇷 Brazil72,398
- 🇳🇨 New Caledonia71,912
- 🇰🇷 Korea, Republic of46,500
- 🇵🇬 Papua New Guinea57,824
- 🇧🇷 Brazil6,077
- 🇮🇩 Indonesia180,000
- 🇯🇵 Japan50,000
- 🇵🇬 Papua New Guinea33,604
- 🇳🇨 New Caledonia31,741
- 🇫🇮 Finland30,200
- 🇨🇦 Canada124,736
- 🇦🇺 Australia106,470
- 🇳🇴 Norway92,100
- 🇬🇧 United Kingdom35,000
- 🇲🇬 Madagascar33,733
- 🇨🇳 China335,000
- 🇷🇺 Russia156,000
- 🇨🇦 Canada115,000
- 🇳🇴 Norway95,000
- 🇦🇺 Australia92,300
- 🇷🇺 Russia166,300
- 🇮🇩 Indonesia179,000
- 🇯🇵 Japan58,777
- 🇵🇭 Philippines51,144
- 🇨🇳 China41,300
- 🇨🇺 Cuba37,000
Supply
Global production over time
Lifecycle · material flows
Where the material moves
These are the newest measurements the Yale STAFDB corpus carries (2000) - a historical flow structure, not current-year tonnage.
- environment → environment30,818.364 Gg
- fabrication → fabrication10,378.735 Gg
- fabrication → fabrication and manufacturing10,191.121 Gg
Provenance
Where this data comes from
- BGS World Mineral Statistics
- IEA Critical Minerals Dataset (CMO 2025)
insg factbook 2024
midstream_components_seed
oecd_export_restrictions_2026
ownership_control_seed
sec_edgar_ex96_pdf
- Statistics Canada Table 16-10-0022
- USGS DS-140 (constant 1998 USD)
- USGS DS-140 (nominal)
- USGS MCS (LME)
- USGS Mineral Commodity Summaries 2026
- USGS Mineral Commodity Summaries World Data (legacy wide format, 2023-2025 vintages)
- USGS Minerals Yearbook OFR 2025-1047
- USGS Minerals Yearbook Vol III, reference year 2019
usgs_critmin_deposits_v2
usgs_deposit_gt
usgs_mine_waste
usgs_mrds_2016
usgs_world_phosphate
usmin_critical_deposits
- World Bank Pink Sheet
xu 2020 commat
24 sources · titles open the source card · url opens the publisher