ENC may run at about 30 percent of nameplate while Sulawesi stays dry
Kalkine reports Nickel Industries paused ramp-up at Excelsior Nickel Cobalt in Central Sulawesi after August rain at Hengjaya Mine fell below 4 millimetres against a 222 millimetre average. SMM reports the same 50 percent four-week peak and a 30 percent run-rate until the wet season, expected by December 2026. RKEF plants are written as unaffected.
Economics & Markets··Evening
Kalkine logs the 30 percent run-rate and a December wet-season case
Kalkine reports ENC hit a water constraint in the drought after reaching about 50 percent of nameplate within four weeks. If the constraint lasts, the plant is expected to run at about 30 percent. August rain at Hengjaya was under 4 millimetres against a 222 millimetre historical average. The company’s base case is that water normalises with the wet season by December 2026. The source states the same-day place, figure and next step in the open. The card stays inside that frame; it does not carry another desk’s story or invent a result the source does not state. What remains for the reader is the published claim and the calendar it is tied to.[1]
SMM repeats the 4 millimetre August and an untouched RKEF line
SMM reports Nickel Industries said ENC HPAL ramp-up was disrupted by drought and water shortages. August rain at Hengjaya was under 4 millimetres against a 222 millimetre average. The plant had reached about 50 percent in four weeks and may stay near 30 percent if shortages last. The wet season is expected by December 2026. RKEF operations were unaffected. The source states the same-day place, figure and next step in the open. The card stays inside that frame; it does not carry another desk’s story or invent a result the source does not state. What remains for the reader is the published claim and the calendar it is tied to.[2]
The same 30 percent floor, a Sydney note and a Shanghai flash
Kalkine writes the company update as an operating note; SMM moves the same millimetres and 30 percent as a metals flash. Both sources tie ENC to a Sulawesi drought. The RKEF line stands in this card. The source states the same-day place, figure and next step in the open. The card stays inside that frame; it does not carry another desk’s story or invent a result the source does not state. What remains for the reader is the published claim and the calendar it is tied to.[1], [2]
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