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The procurement-decision view of /minerals/nickel. Six panels: supplier concentration, jurisdictional sourcing split, recent policy actions affecting supply, modal next 12-month policy moves by bloc, procurement-channel pointers, and price-reference sources. Optimised for the strategic-materials director deciding contract structure (lock vs float) and inventory level (buffer vs not) under policy uncertainty.
| # | Country | Share | Bar |
|---|---|---|---|
| 1 | CNChina | 36.0% | |
| 2 | IDIndonesia | 28.0% | |
| 3 | RURussia | 9.0% | |
| 4 | JPJapan | 7.0% | |
| 5 | AUAustralia | 4.0% | |
| 6 | CACanada | 4.0% | |
| 7 | NONorway | 2.0% |
Refined-output share grouped by procurement-access bucket. “Western-OEM accessible” = EU + NA + JP/KR/AU/TW. China and sanctioned origins (RU/IR/KP/BY/MM) require licensing or carve-outs.
If China were disrupted, remaining listed producers (% of non-CN listed capacity — not a sanctions filter; sanctioned origins below are not a viable Western-buyer substitute regardless of share):
For each bloc that has filed on this material historically: most-common action type and median lag between consecutive filings. Use as a heuristic ceiling on when the next escalation is likely — not a forecast. Substitute with the explicit retaliation-callout when that component lands.
| Bloc | Filings | Modal type | Median lag | Most recent |
|---|---|---|---|---|
| United States | 22 | Industrial policy | 32d | 2026-09-17 |
| European Union | 24 | Industrial policy | 39d | 2026-06-17 |
| Japan | 4 | Industrial policy | 110d | 2026-08-20 |
| South Korea | 1 | Subsidy | — | 2025-08-04 |
| Other | 84 | Industrial policy | 10d | 2026-09-30 |
Minor-metals procurement is not a tender or exchange market: it runs through specialist trading houses and a small number of price publishers. Volumes too small for direct refiner contracts move through these intermediaries.
See the full minor-metals procurement-channels reference for trader-by-trader detail, the three price publishers, the direct-refiner-contract threshold, and a channel-selection cheat-sheet by annual spend.
MacroLens does not republish minor-metals spot prices — the major publishers run paywalled subscription benchmarks. These are the three benchmarks every procurement desk uses; subscribe directly.