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    Ni
    Nickel
    WatchBattery & storageSupporting

    Nickel

    Stainless steel's key ingredient and a high-energy battery cathode metal. Indonesia now produces roughly two-thirds of the world's mine supply.

    Supply risk index
    43
    / 100
    Top producer
    Indonesia
    67%
    China share
    3%
    US import reliance
    41%
    World output 2025
    3.9M t
    +5% y/y
    On national lists
    10 / 10
    3 strategic
    Why it matters for AI infrastructure
    Supporting — Indirect or minor role (structures, alloys, niche parts)

    Stainless steel for cooling loops and racks, nickel-based superalloys in turbines, and nickel-rich battery chemistries for backup storage.

    Watch
    Adequate today but concentrated or exposed

    IEA sees only a slight supply gap in its base case, but virtually all recent supply growth has come from one country (Indonesia).

    Export controls
    IndonesiaNickel ore export ban (2020)

    Where it's produced

    Share of 2025 world mine production (metric tons). Source: USGS MCS 2026.

    Share of world output
    Indonesia
    67%
    Philippines
    6.9%
    Russia
    5.1%
    Canada
    3.6%
    New Caledonia
    3.6%
    China
    3.1%
    Brazil
    1.8%
    Australia
    1.2%

    Where the reserves are

    Share of known economic reserves (metric tons). World total: 140M t. ≈ 36 years at 2025 output.

    Indonesia
    44%
    Australia
    18%
    Brazil
    11%
    Russia
    5.9%
    New Caledonia
    5.1%
    Philippines
    3.4%
    China
    3.1%
    Canada
    1.6%

    Who calls it critical

    Membership on each government list. “Strategic” marks a higher tier where the list has one; “group” means included as part of a group such as rare earths or PGMs.

    Nickel: key questions

    Where is nickel mined or produced?
    According to USGS 2025 data, the largest producers are Indonesia (67%), Philippines (6.9%) and Russia (5.1%) of world mine production. China accounts for about 3%.
    Is nickel a critical mineral?
    Nickel appears on 10 of the 10 official lists we track (United States, United States (DOE), European Union, United Kingdom, China, Japan, South Korea, India, Australia, Canada).
    Is nickel in short supply?
    Our supply status: Watch. IEA sees only a slight supply gap in its base case, but virtually all recent supply growth has come from one country (Indonesia).
    Why does nickel matter for AI infrastructure?
    Stainless steel for cooling loops and racks, nickel-based superalloys in turbines, and nickel-rich battery chemistries for backup storage.