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Mining

Mining operations, capex cycles, jurisdiction risk, and resource nationalism.

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Latest in Mining

Indonesia’s Coal Strategy: From Export Commodity to Strategic Instrument

Indonesia is no longer behaving like a volume-driven coal exporter; it is repositioning coal as a managed national asset, tightening supply to influence prices while simultaneously redirecting demand inward through industrial policy, creating a hybrid model that prioritises economic sovereignty over pure market efficiency.

15 Apr 2026

MiningWATCH

Cobalt Faces Short-Term Supply Test as DRC Quota Deadlines Meet Execution Delays and Weak Demand

A potential easing of cobalt supply pressures emerged in early April 2026 as the Democratic Republic of Congo enforced tight deadlines on unused export quotas. Miners must ship remaining Q4 2025 volumes (originally 18,125 tonnes) by April 30, 2026, or forfeit them to the national strategic reserve, while Q1 2026 quotas extend to June 30.

07 Apr 2026