[Futures Hotspot Tracking] Goldman Sachs significantly raised its 2026 nickel price guidance. Ore quotas and sulfur shortages exacerbated supply concerns in Indonesia. LME nickel prices returned to a one-year high. Is a new "supercycle" coming?

2026-05-12

[Futures Hotspot Tracking] Goldman Sachs significantly raised its 2026 nickel price guidance. Ore quotas and sulfur shortages exacerbated supply concerns in Indonesia. LME nickel prices returned to a one-year high. Is a new "supercycle" coming?