Recently, there have been significant supply disruptions in the two core resource supply chains that support the global industrial system and the new energy industry.

On the Indonesian side, the nickel mining quota has been significantly reduced, and the world's top nickel mining projects are about to shut down in mid May. The pricing rules have been adjusted synchronously, directly pushing up the cost of the entire stainless steel industry chain; In the Democratic Republic of Congo, the cobalt export quota has entered a window of redemption, coupled with the potential impact of the sulfuric acid supply gap, the global copper and cobalt supply pattern is facing reshaping.

This series of supply side adjustments led by resource rich countries not only directly affects the price fluctuations of the commodity market, but also deeply reconstructs the discourse power of the global mineral resources industry chain.