🌏한줄 인사이트🌏
스페이스X 등 항공사를 고객으로 둔 국내 합금사 스피어사는 인도네이사 HPAL 지분 확보를 통해 양극재용 안정적 니켈 수급을 계획하고 있다.
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출처 : Mining.com (2026.1.2.)
Australia’s Nickel Industries said on Friday that South Korea’s Sphere Corp(스피어 ; 특수합금사) would buy a 10% stake in the Excelsior Nickel Cobalt(ENC) high-pressure acid leach (HPAL) project in Indonesia at a $2.4 billion(약 3.5조원) valuation.
The South Korean materials manufacturer will acquire the stake from Hong Kong-based ‘Decent Resource’, while Nickel Industries will retain its 44% stake in the project, the Australian company said in a statement.
Sphere, a special alloy supplier to Elon Musk-led SpaceX, will offtake its 10% share of nickel as cathode material and has entered into an offtake agreement at market price for further volumes above its 10% ownership share.
The ENC HPAL project, being built in Indonesia’s Central Sulawesi, will be the first HPAL project worldwide with the capacity to produce three class-1 nickel products – mixed hydroxide precipitate (MHP), nickel sulphate, and nickel cathode, according to Nickel Industries’ website.
Shares of Nickel Industries were up as much as 9% by 23:40 GMT, and were the best performers on the S&P/ASX 200 benchmark index.
The deal comes amid soaring(급등) nickel prices as top producer Indonesia plans to cut mining output quotas to support commodity prices.
Nickel Industries expects the funding of the transaction to be completed early in the first quarter of 2026.
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