Argus Nickel Indonesia Conference

08.30 - 09.30

Morning registration and networking

09.30 - 09.35

Producer’s opening remarks

Speakers Include:

Shyla Bector

Conference Producer

Argus

09.35 - 09.40

Chairperson’s opening remarks

Speakers Include:

Muhamad Fadhil

SVP Strategy and Business Development

Argus

09.40 - 10.00

Ministerial address: Shaping Indonesia’s booming nickel industry – future policies, mandates and incentives

Join this important session to gain better clarity on governmental policies in Indonesia.
• How is the Indonesian government encouraging expansion in the nickel market through capacity expansion, technology enhancement, investment, and incentives?
• Will new incentives and subsidies be introduced?
• What are the latest updates on the mining production quotas in Indonesia, and how are the RKAB policy developments unfolding?

10.00 - 10.30

Argus Market Update: Outlook of the Asia nickel market

• Against the backdrop of a booming nickel market, gain insights on new developments and opportunities as Argus experts discuss supply demand trends and nickel price volatility.
• Value chain overview: Gain a comprehensive understanding of peripheral markets and the nickel value chain, including insights into sulphur, sulphuric acid production, caustic soda, cobalt, and other crucial minerals.

10.30 - 11.00

Morning coffee and networking

12.40 - 13.40

Networking lunch

Nickel End-User Perspectives

13.40 - 14.20

Nickel’s largest demand market: An outlook on Asia’s stainless steel industry and its impact on NPI demand

• Considering that the majority of nickel consumption is driven by the stainless steel industry, what is the current and projected global market outlook?
• How are price fluctuations and weakening demand from the stainless steel sector expected to impact overall nickel demand and pricing in the coming months?
• In the context of growing markets, what is the growth trajectory of India/Japan/South Korea’s steel industry, and how does it influence the demand for nickel?

14.20 - 14.40

Argus presents: Powering the Future – unveiling nickel demand in the battery industry

• Join Argus experts and explore the rapidly evolving nickel manganese cobalt oxide (NMC) battery market and its implications for nickel demand in Asia.
• Current and projected demand: What is the outlook for nickel demand in the electric vehicle (EV) battery market in Asia?
• Argus insights: examine the global landscape and the surging demand driven by the EV boom.

14.40 - 15.20

Panel discussion: EV battery demand – navigating growth and challenges in the market

• As demand for EV batteries continues to rise, driven by increasing EV sales, what are the key considerations for producers? What specifications should they keep in mind to meet this growing demand?
• How might the market evolve over time? How do policies impact these trends?
• What is the growth trajectory of key Asian markets such as China, India and Indonesia in the EV sector?

15.20 - 16.00

Afternoon coffee and networking

Spotlight on pan-Asian demand and growing markets of interest

16.00 - 16.15

South Korea and Japan’s dynamic nickel strategies

• What are the future growth projections for nickel demand in South Korea and Japan, particularly in relation to the EV and stainless steel industry?
• How are South Korea and Japan collaborating with other countries to secure nickel resources and enhance their supply chains?
• How do government policies and incentives in South Korea and Japan support investments in the nickel industry, and what is their impact on the global nickel market and supply chain?

16.15 - 16.30

India’s nickel quest: Fuelling battery and stainless steel demand

• How is India’s growing demand for nickel in the EV and stainless steel sectors being met, and what are the future growth projections?
• How is India’s involvement in the nickel industry contributing to its goals for self-reliance and carbon neutrality?
• What are your perspectives on the balance between recycled raw material and virgin nickel materials?

Global Regulations

16.30 - 16.45

Impact of European trade policy on nickel - unravelling CBAM and its impact on your business

• What strategies can nickel traders adopt to mitigate the potential impact of CBAM on their operations and profitability?
• How will the introduction of the EU’s Carbon Border Adjustment Mechanism (CBAM) impact the nickel market in Asia?
• What is the expected financial impact of CBAM for nickel imports from Asia into the EU?

16.45 - 17.00

Deciphering the US’ Inflation Reduction Act (IRA) and its impact on the Asian nickel market

• How will the IRA’s EV and battery incentives drive changes in global nickel demand?
• How might the IRA’s restrictions on imports from “foreign entities of concern” impact the role of Chinese companies in the nickel market?
• What implications will the potential US-Indonesia free trade agreement have on global nickel supply chains and prices?

17.00 - 17.05

Chairperson’s closing remarks

17.05

Networking drinks reception

08.30 - 09.30

Morning registration and networking

09.30 - 09.35

Chairperson’s opening remarks

Nickel Supply Chain Dynamics

09.35 - 09.55

Argus market update: Outlook of the caustic soda market and its impact on the production of nickel and its derivatives

• Given the critical role of caustic soda as one of the main feedstocks in the hydrometallurgical process in the production of nickel and its derivatives, join Argus experts to explore how shifts in the chlor-alkali industry, which produces caustic soda, impact nickel market dynamics.
• Discover the main drivers behind market price volatility, trade flows, energy costs and geopolitical factors.
• What are the key considerations in the shipping and trade of caustic soda, and how do these factors influence the overall production costs?

09.55 - 10.45

Panel discussion: the impact of chemical feedstocks in nickel production

• Caustic soda and sulphuric acid are essential components of nickel production and influence production costs. How do fluctuations in the prices of sulphuric acid and caustic soda impact the production costs and market competitiveness of nickel in the global nickel industry?
• What transformations are occurring in these feedstock markets, and which regions are planning expansions?
• How can traders capitalise on the opportunities presented by the growing interest from the metals and battery industries?

10.40 - 11.30

Morning coffee and networking

Sustainable Nickel Production

11.50 - 12.10

Circular economy in nickel production: Transforming scraps and tailings into strategic assets

• What are the current methods for processing nickel tailings, and how effective are they?
• What are the market opportunities for nickel by-products and recycled materials?
• How can glycine leaching technology (GLT) be implemented to extract valuable metals from nickel tailings, and what are the economic implications of adopting GLT?

12.10 - 13.30

Ministerial address: Green nickel and sustainable mining practices

• How does the growing demand for green nickel in industries such as EV battery manufacturing and renewable energy technologies influence the global market dynamics for nickel?
• How are governmental policies and incentives around green premiums influencing the adoption of green nickel production practices?
• What impact could this have on the competitiveness of sustainably sourced nickel in the global market?

12.30 - 13.30

Lunch served and end of conference