Uploaded July 2026 | Updated September 2026, 2 weeks ago

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Natalie Scott-Gray, StoneX Senior Metals Analyst, explains how Indonesia's tightening control over mineral exports, China's upcoming Politburo meeting and new carbon regulations are reshaping the outlook for nickel, aluminium, copper and other base metals. She discusses why supply-side risks may prove more influential than broad stimulus expectations during the second half of the year.

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Indonesia Export Curbs Tighten Nickel Supply Outlook: stonex.com/en-us/insights/indonesia-export-curbs-tighten-nickel-supply-outlook

0:00 Indonesia Export Clampdown
0:17 Nickel Ore Quota Deadline
0:31 Tin Squeeze, Alumina Snag
0:45 China Eyes Politburo Signals
1:16 Aluminium Smelters Face Curbs

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