Unprecedented demand for critical energy transition metals will expand global mineral supply and reshape commodity landscapes. We discuss the opportunity for demand signals to discern the nature of supply development and create incentives for sustainable production in the long term. We focus on global nickel supply and outline the nickel industry’s challenges in aligning economic incentives and socio-ecological impacts as it responds to growing demand. We explore the evolving role of Indonesia in the nickel and battery supply chain and envision how discerning demand structures can influence regional production priorities. We argue that discerning demand signals must be translated into responsible practices with effective standards to support low-impact nickel processing. To this end, coordinated minerals policy, harmonized governance mechanisms, and inclusive decision-making processes will be essential.

中文翻译：

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清洁能源需求必须确保可持续的镍供应


对关键能源转型金属的空前需求将扩大全球矿产供应并重塑大宗商品格局。我们讨论了需求信号的机会，以辨别供应发展的性质，并为长期可持续生产创造激励措施。我们专注于全球镍供应，并概述了镍行业在应对不断增长的需求时在调整经济激励和社会生态影响方面所面临的挑战。我们探讨了印度尼西亚在镍和电池供应链中不断变化的角色，并设想了敏锐的需求结构如何影响区域生产重点。我们认为，必须将敏锐的需求信号转化为负责任的做法，并制定有效的标准来支持低影响的镍加工。为此，协调的矿产政策、协调的治理机制和包容性的决策过程将至关重要。