From June 3 to June 5, the Indonesia Critical Minerals 2026 was held at the Pullman Jakarta Central Park in Jakarta, Indonesia. The conference was organized by Shanghai Metals Market (SMM) and co-organized by the Indonesia Nickel Miners Association (APNI) , the Ministry of Foreign Affairs of the Republic of Indonesia , the National Economic Council of Indonesia , and MMR , with a strategic partnership established with the Jakarta Futures Exchange . The conference featured six dedicated forums: the main forum, the nickel and cobalt forum, the tin forum, the coal & energy transition forum, the aluminum forum, and the sub-forum, bringing together 3,500+ attendees from 45 countries and regions worldwide, with 120+ speakers sharing their insights on market prices, supply-demand patterns, industry policies, low-carbon development, and ESG construction, etc. Additionally, SMM has also meticulously arranged two rounds of panel discussions: Senior Executives' Roadmaps to Overcome Resource, Cost, Technology & ESG Challenges The "Green Premium" Myth vs. Reality: Who Will Pay for Decarbonization in the Critical Minerals Supply Chain? Conference Background In recent years, global nickel and cobalt raw material supply has frequently encountered various disruptions: Indonesia significantly lowered its nickel ore mining quota to 260–270 million mt, tightening nickel resource release at the source; the DRC continuously reduced cobalt ore export quotas, leading to a marked contraction in tradable cobalt raw materials worldwide. Multiple supply variables continued to roil nickel and cobalt commodity futures. Meanwhile, Indonesia is not only the core hub of the global nickel industry chain but also a key production area for global new cobalt supply at this stage. Its industrial control policies, commissioning pace of capacity, and industry chain layout changes directly shape the evolution of the global nickel-cobalt supply-demand pattern. Currently, the global nickel and cobalt industry is at a critical development stage featuring supply-demand restructuring, policy innovation, and value reassessment. To accurately forecast the nickel and cobalt market trends in 2026, deeply analyze the latest industrial control details in Indonesia, and help the upstream and downstream of the industry chain break down collaboration barriers, the Nickel and Cobalt Forum was launched. The forum brought together global mines, smelters, trading firms, downstream end-users, and investment and financing institutions to conduct in-depth discussions on key topics such as market supply and demand trends, policies and regulations, production technology iteration, and cross-border industrial cooperation, jointly exploring new growth drivers for high-quality industry development. Click to view the conference photo gallery June 4: Keynote Speeches Keynote Speech: Mining Regulatory Outlook: RKAB Quota Planning and Indonesia's Next-Phase Downstream Mineral Expansion Path Guest Speaker: Totoh Abdul Fatah, Secretary General of the Directorate General of Mineral and Coal, Ministry of Energy and Mineral Resources Totoh Abdul Fatah noted that RKAB is the key policy instrument for Indonesia to regulate mineral output, coordinate the orderly rollout of industries, and align with the nation's downstream industrialization priorities. Indonesia is endowed with exceptional mineral and coal resources, with significant reserves and capacity in several key strategic commodities including nickel, cobalt, copper, tin, bauxite, gold and silver, and iron ore. Leveraging these unique resource advantages, Indonesia holds a critical strategic position in the global mineral supply chain, and its value is especially prominent in the energy transition wave, providing strong support for the development of power batteries, renewable energy equipment, and high-end manufacturing. The next phase of downstream mineral development is not about curbing growth, but about improving development quality, clarifying development direction, strengthening regulatory management, and reinforcing the sustainability of growth. Future smelter layout must match ore supply capability, be aligned with resource conservation, and coordinate multiple factors including energy infrastructure readiness, environmental protection access standards, and domestic industry value addition. In light of these considerations, the Indonesian government is promoting an industrial logic shift from pure capacity expansion to strategic optimization of resource allocation, ensuring that mineral resources are precisely directed to industry segments that can maximize national economic benefits. Indonesia's downstream mineral industrialization has made concrete progress. Currently, 14 smelters are in operation, primarily producing products such as nickel oxide, pig iron, and copper cathode. Covering both existing operating plants and new projects under construction, the entire industry chain has attracted a total realized investment of $7.849 billion. Breakdown: nickel sector investment of $2.535 billion, aluminum sector $2.181 billion, iron ore projects $47 million, and copper sector $3.084 billion. This is continuously improving the supporting system of the domestic mineral industry chain. This progress demonstrates that Indonesia's downstream mineral policy has achieved tangible results. However, challenges remain for the industry: not only must new smelting projects be completed and commissioned on schedule, but they also require stable supporting supply to achieve efficient operations, green and low-carbon production, and deep integration into the domestic industry chain value system. Indonesia's development direction is very clear: the downstream transformation of minerals will continue to advance, and during the implementation process, policy enforcement constraints and top-level strategic guidance will be further strengthened. The RKAB management system and ore source allocation control rules are key to building a robust and more resilient industrial ecosystem. Future smelting project planning needs to coordinate four key dimensions: sustainable resource development, supply-demand market equilibrium, ESG compliance implementation, and enhancement of national value added. Indonesia has always been open to quality investment, especially quality investment, relying on foreign capital to achieve technology transfer and localization, expand local employment, and support long-term economic growth. In other words, Indonesia's industrial development not only pursues growth, but is committed to achieving high-quality growth that is compliant, sustainable, and globally competitive. Keynote Speech: Nickel at a Crossroads：A Five-Year Outlook on Global Nickel — Navigating Policy, Supply, and Demand Shifts Speaker: Thomas Feng, Head of Industry Research, Shanghai Metals Market Feng projects that the global primary nickel market will show a supply deficit in 2026, continue the oversupply trend in 2027, and shift to a tight balance in 2029. Regarding refined nickel prices, on the cost side, global sulfur supply and demand will face a persistent deficit in the next 2–3 years. In the case of short-term strait blockades, sulfur prices remain high, strengthening the cost support for the sulfur-MHP-refined nickel chain. From a macro perspective, the U.S.-Israel-Iran conflict has triggered wild swings in energy prices, pushing up inflation expectations. In the short term, global commodity prices will face considerable fluctuations. In the long term, global geopolitical uncertainty may become the new normal in the future, increasing the volatility of refined nickel prices. Nickel Ore Upstream Repricing: Indonesia's Benchmark Price Raise, Quota Tightening, and Increased Dependence on the Philippines Indonesia Nickel Ore RKAB Quotas: Tight Balance Emerges as the 2026 Main Theme According to SMM analysis, following the Indonesian Ministry of Energy and Mineral Resources' (ESDM) official denial of market rumors that RKAB production quotas would be raised across the board by 25%–30%, the government will handle supplementary quotas under strict case-by-case reviews starting from H2 2026, evaluating each miner's compliance, capacity, and resource reserves. At its core, this constitutes a routine and orderly optimisation of the existing 260–270 million wmt quota cap, paving the way for a more stable and sustainable market environment. Supply RKAB Approval Progress: As of April, Indonesia's cumulative approved RKAB quotas stand at 240 million wmt. SMM expects that, under expectations of continued nickel ore supply tightening, supplementary quotas around mid-year 2026 will be approximately 15%. Philippine Import Driver: SMM expects that this year, Indonesia's nickel ore imports from the Philippines will rise from approximately 15 million in 2025 to 22 million. Tightness in the domestic trade nickel ore supply will accelerate supplementation through imports from the Philippines. Demand Affected by the tight sulphur supply, MHP output has fallen short of earlier expectations. As a result, Indonesia's nickel ore demand for full-year 2026 is expected to be reduced to 303 million wmt. In 2026, actual nickel ore production will remain constrained by factors such as the rainy season and the pace of RKAB quota approvals, leaving overall output below theoretical supply levels. Panel Discussion: Upstream Opportunities & Challenges for Nickel Mine Owners Moderator: Enzo Brooklyn, Senior Nickel Analyst, SMM Panelists: Luca Maiotti, Policy Analyst, Organisation for Economic Co-operation and Development (OECD) Aldo Namora, President Director, PT Ceria Metalindo Prima Jerome Baudelet, CEO, Eramet Indonesia Patrick Lim, Country Head, HyperStrong Indonesia Keynote Speech: Achieving Energy Efficiency and Operational Success: The MMD Approach at Mah Moe Speaker: Fuad Budidarma Pratama, General Manager, MMD Mining Machinery Indonesia Keynote Speech: Global Nickel Market Outlook Speaker: Ricardo Ferreira, Director of Market Research and Statistics, International Nickel Study Group (INSG) Ricardo Ferreira noted that global primary nickel production is estimated to have declined by approximately 4% YoY, measured across the full chain from raw ore mining to finished primary nickel products. Most of this decrease originated from Indonesia, while expectations also pointed to a pullback in Chinese nickel output. According to the monthly bulletin released earlier, global primary nickel already edged down by about 1% in Q1, with Indonesia down roughly 3% and China down about 1%. Keynote Speech: New Refining Technologies for Laterite Nickel and Spent Batteries Speaker: Dr. Chunwei Liu, Managing Director of Resource Extraction, Botree Recycling Technologies Distribution of Laterite Nickel Ore Resources Laterite nickel ore accounts for 55% of global nickel resources and is the main source of nickel for industrial production worldwide. With the continuous development and promotion of high-nickel batteries, market demand for nickel—and consequently for laterite nickel ore processing—has grown significantly. Geographic concentration: Mainly distributed in tropical countries within 30° north and south of the equator. Three core regions: Southeast Asia: Indonesia, the Philippines (major laterite nickel ore producing areas). Americas: Cuba, Brazil. Oceania: Australia, New Caledonia. Panel Discussion: Nickel Price Volatility, Product Spreads, and Policy Shifts: What Will Define the Market in the next 5 years? Moderator: Slupek Kamila, Secretary-General, INSG Panelists: Jim Lennon, Analyst, Macquarie Septian Hario Seto, Member, National Economic Council Republic of Indonesia Denis Sharypin, Strategic Marketing Director, Norilsk Nickel Edric Koh, Head of Corporate Sales, Asia, London Metal Exchange Mark Selby, CEO & Director, Canada Nickel Company Keynote Speech: Korean Battery Supply Chain Strategy and Indonesia's Role Speaker: James (IKHWAN) Choi, Country Manager, Korea Office, SMM Korea Office Keynote Speech: Retreat or Evolve? The Counter-Attack of High-Nickel Batteries under the LFP Siege: Solid State, 4680, and the "Range Anxiety" Premium Speaker: Jared Zhu, Head of Consulting, Renewable Energy & Non-ferrous Metals, Shanghai Metals Market Jared noted that LFP batteries have steadily increased their market share in power battery and energy storage markets in recent years. With the rapid development of emerging sectors such as humanoid robots, industrial robots, and electric vertical take-off and landing vehicles (eVTOL), ternary batteries, leveraging their performance advantages, are more competitive than LFP batteries. Solid-state batteries are regarded by the industry as a must-win field for future competition, but it is worth noting that this new technology, capable of rewriting industry rules, still has a long development cycle before full commercialization. Positioning in the LFP Era LFP Accelerates Replacement of Ni-Co-Mn in Energy Storage and EVs, Leading in Scale and Growth SMM forecasts the global share of EV power battery types from 2026 to 2027, expecting LFP batteries to account for around 68% in 2026, with that ratio rising to about 70% in 2027. For ESS battery types, from 2022 to 2025, the share of LFP batteries in global ESS batteries continued to rise, and in 2026, it is expected to increase to around 99%. Keynote Speech: QMAG - Market Leader of Calcined Magnesia for Nickel/Cobalt MHP Production Speaker: Christoph Beyer, Managing Director of Queensland Magnesia (QMAG) Dr. Keynote Speech: Cobalt in Focus: Powering the Next Chapter of Critical Minerals Speaker: Dinah McLeod, Director General, Cobalt Institute June 5: Nickel and Cobalt Forum Keynote Speeches Keynote Speech: Balancing Risk and Reward: Investing in Indonesia's Nickel and Cobalt Value Chain Speaker: Izzie Huo, Senior Research Fellow, Shanghai Metals Market Panel Discussion: Too Much Nickel? Balancing Oversupply Risks with Long-Term Investment in Indonesia Moderator: Jean Tang, Commercial Director, Shanghai Metals Market Panelists: Ali Safdar, Managing Director & Partner, BCG (Boston Consulting Group) Arif Perdana Kusumah, Chairman, Forum Industri Nikel Indonesia (FINI) Ditya Maharhani Harninda, Senior Vice President Corporate Banking 2, PT Bank Negara Indonesia Tbk (Persero) Keynote Speech: Valve Solutions for Severe Service in HPAL Speaker: Changsong Deng, President of International Business Division, ANTIWEAR Keynote Speech: Breaking the Import Dependency: Economics and Feasibility of Pyrite-based Acid Production for Indonesia's HPAL Supply Chain Speaker: Bede Beresford Evans, President Director, PT Sumbawa Timur Mining Keynote Speech: Key Technology and Economic Analysis of AI Power Microgrid Solutions in Mining Speaker: Frank Qi, CEO, Ai Power (Suzhou) Technology Co., Ltd. Keynote Speech: Value of Analytical Solutions in Mining Processes Speaker: Toh Tiong Yen, Sales Manager, Malvern Panalytical Keynote Speech: New Caledonia's Nickel Landscape Speaker: Gabriel Bensimon, Special Advisor to the President of the Government on Nickel and Mining-Related Matters, The Gouvernment of New Caledonia Keynote Speech: Global Flow of Nickel from Mining to End-Use Speaker: Dr. Steukers Veronique, President, Nickel Institute Primary nickel production is now dominated by Indonesia. In 2025, Indonesia produced around 50% of the world's primary nickel, compared to just 6% a decade earlier. Primary nickel production in the rest of the world declined. In 2025, primary nickel production in the rest of the world, excluding Indonesia and China, accounted for just over 20% of the global total, down from 65% a decade earlier. Indonesia and China are the core driving forces shaping the global nickel supply chain landscape. From the perspective of nickel product circulation structure, NPI, backed by Indonesia's capacity advantage, firmly dominates the circulation mainstream; in terms of global nickel raw material supply by grade, Class 2 nickel accounts for approximately 58%, Class 1 nickel for just under 30%, and nickel chemical products for the remaining around 13%. Panel Discussion: Meet the future of ESG: Standard, Challenges and Opportunities in Mining and Processing Moderator: Katz Benjamin, Policy Analyst, OECD Panelists: Dr. Chris Schlekat, Executive Director of NIPERA, Nickel Institute Ning Wang, Manager, Sustainable Development Department, China Chamber of Commerce of Metals, Minerals & Chemicals Importers & Exporters Yumo Li, Head of ESG Office in Tsingshan Board, Tsingshan Holding Group Vinícius Mendes Ferreira, Executive Advisor for Nickel Downstreaming, PT Vale Indonesia Fan Li, Sustainability and ESG Services Manager, dss+ Tom Fairlie, Senior Sustainability Manager, Cobalt Institute

From June 3 to June 5, the Indonesia Critical Minerals 2026 was held at the Pullman Jakarta Central Park in Jakarta, Indonesia. The conference was organized by Shanghai Metals Market (SMM) and co-organized by the Indonesia Nickel Miners Association (APNI) , the Ministry of Foreign Affairs of the Republic of Indonesia , the National Economic Council of Indonesia , and MMR , with a strategic partnership established with the Jakarta Futures Exchange . The conference featured six dedicated forums: the main forum, the nickel and cobalt forum, the tin forum, the coal & energy transition forum, the aluminum forum, and the sub-forum, bringing together 3,500+ attendees from 45 countries and regions worldwide, with 120+ speakers sharing their insights on market prices, supply-demand patterns, industry policies, low-carbon development, and ESG construction, etc. Conference Background In the process of global industrial upgrading, the strategic value of critical metals has become increasingly prominent, and Southeast Asia has gradually emerged as a highly dynamic segment of the global mining landscape. As a major regional mineral producer, Indonesia has successively introduced multiple industrial policies for critical metals such as nickel, tin, aluminum, and copper, adjusting and optimizing areas including mining quotas, pricing mechanisms, tax policies, export management, and domestic market obligation since 2026. These efforts are guided by the goals of improving the regulatory system, enhancing industrial added value, and optimizing resource revenues, and have had a significant impact on the global metal supply chain and market dynamics. As Indonesia’s premier flagship event for the mineral industry, this conference focuses on supply chain security of critical minerals including nickel, cobalt and tin, and adopts a dual-driven model of mining and energy. It commits to promoting Indonesia’s industrial upgrading from raw material export to high-value industrial chain development, while providing solid resource support and practical cooperation paradigms for regional and global energy transition. 》Click to view the photo gallery of the conference June 3: Main Forum Opening Ceremony Adam Fan, Chairman, Shanghai Metals Market Nanan Soekarna, Chairman, APNI Arif Havas Oegroseno, Vice Minister, Ministry of Foreign Affairs Ciyong Zou, Deputy to the Director General and Managing Director of the Directorate of Technical Cooperation and Sustainable Industrial Development, UNIDO (United Nations Industrial Development Organization) Sherly Tjoanda, Governor of North Maluku, North Maluku Government Todotua Pasaribu, Vice Minister, Ministry of Investement and Downstream Industry of Indonesia Drum Performance & Dance Show Opening Address Speaker: Adam Fan, Chairman of SMM Adam stated that this year marks the 4th year of the Indonesia Critical Minerals Conference. This flagship industry event is dedicated to building a global platform connecting Indonesia with the world. Empowering mineral resources through technology, the conference links producers and consumers to facilitate industrial chain and business cooperation. Boasting a record-high attendance, this year’s event gathers 3,500+ participants and 120+ speakers. The growing participation of global countries, enterprises and industry professionals demonstrates rising international trust and confidence in Indonesia’s critical mineral ecosystem. As cross-border collaboration is essential for building a robust global critical minerals supply chain, the conference strives to enhance supply chain transparency, interconnectivity and in-depth global industrial cooperation by pooling industry insights and resources. Speaker: Nanan Soekarna, Chairman of APNI Nanan Soekarna stated in his remarks that the 4th Indonesia Critical Minerals was the largest to date in terms of attendance, demonstrating the global industry’s full confidence in Indonesia’s minerals industry, cross-border cooperation models, and Indonesia’s roadmap for sustainable mining development, and he extended his sincere gratitude to all participating partners. He noted that the core of development in the critical minerals sector has shifted from a simple contest of resources and capacity to the transformation of the sustainable value of natural resources, balancing diverse economic, social, and environmental benefits. By deepening downstream industry chain expansion, Indonesia aims both to enhance industrial value-added and to build an international industrial brand and strengthen credibility in the global market. In the future, the core of global mining competition will not lie in resource reserves, but in transparent, responsible, and sustainable resource governance capabilities. Relying on global partners, Indonesia will uphold the philosophy of sustainable mining development and, through high-quality cooperation and shared value principles, work together to build the future of the critical minerals industry that balances ecology, benefits, and long-term development. Speaker: Arif Havas Oegroseno, Vice Minister, Ministry of Foreign Affairs Arif Havas Oegroseno mentioned that critical minerals are increasingly becoming a focal point of global geopolitical competition, with elements such as energy, minerals, and trade and economic rules being instrumentalized from time to time. Leveraging its domestic resource endowments, Indonesia is vigorously advancing downstream deep processing of minerals; this strategy is not limited to industrial upgrading, but is also a comprehensive development initiative that boosts employment, consolidates science and technology innovation capabilities, enhances industry chain resilience, and delivers inclusive gains from green development. In response to procurement demands from multiple parties, Indonesia adheres to a diversified cooperation approach by expanding a diverse range of procurement partners and promoting deeper participation by resource countries in technology R&D and industry chain value-added, thereby avoiding the risks of dependence on a single partnership. He also noted that for the future governance of critical minerals, ESG should truly become a competitive advantage for enterprises rather than a trade barrier, with its original purpose being to optimize environmental management, improve social responsibility, and empower enterprises to enhance quality and efficiency. In the face of a new round of industrial transformation, critical minerals serve as the core raw materials for energy transition, the digital economy, and the development of high-tech industries. Based on its resource endowment, Indonesia is determined to transform from a mineral resource producer into a reliable partner in the global industry chain and a co-builder of industry rules. It invites global investors, industry chain producers, and resource-producing countries to join hands, uphold the spirit of partnership, reject unreasonable additional conditions, and jointly build a new global pattern for critical minerals that is inclusive and universally beneficial. Keynote Speech: Investing in Critical Minerals Downstreaming: Unlocking the Full Value of Indonesia's Resources Guest Speaker: Todotua Pasaribu, Vice Minister, Ministery of Investment and Downstream Industry of Indonesia Pasaribu Todotua stated that against the backdrop of climbing global demand for critical minerals and concentrated resource origins, the strategic attributes of this category continue to stand out. Indonesia, leveraging its resource endowment, vigorously promotes the downstream transformation of the entire industry chain, which is a core national policy to boost the economy and optimize supply chain structures. Under the president's policy deployment, Indonesia has designated mineral deep processing as a pillar of industrial upgrading. The authorities have delineated 28 categories of strategic minerals across eight major sectors and estimated potential investment in related tracks at approximately $618 billion, which is expected to create 3 million new jobs annually upon implementation. The country has set investment attraction targets from 2024 to 2029, accompanied by annual implementation plans. The 2026 target is clear, and investment implementation progress in the first quarter has been steady. In recent years, downstream industry investment has accounted for nearly 30% of national fixed asset investment, becoming a key driver to boost the economy and helping the country sprint toward the 8% economic growth target by 2029. He introduced that Indonesia has already established downstream layouts in multiple critical mineral tracks, including nickel, tin, aluminum, copper, PV raw materials, and semiconductor raw materials. The nickel industry has extended from stainless steel production to the entire power battery industry chain, while the tin, aluminum, and copper sectors continue to expand into deep processing, electronic materials, and other high-value-added categories, synchronously deploying supporting industry chains for PV and semiconductors. To solidify the conditions for industrial implementation, Indonesia has optimized the business environment in three aspects: accelerating approval processes, providing infrastructure support, and offering policy incentives. It has shortened project approval cycles, improved supporting facilities for hydropower, ports, and transportation, and implemented supportive measures such as tax reductions and tariff preferences, continuously attracting global capital and technological cooperation. This drives the country's transformation from a raw material exporter to a high-value-added product manufacturer, relying on multi-party collaboration to convert local mineral resources into sustainable industrial benefits. Guest Speaker: Ciyong Zou, Deputy to the Director General and Managing Director of the Directorate of Technical Cooperation and Sustainable Industrial Development, UNIDO (United Nations Industrial Development Organization) Zou Ciyong said global demand for critical minerals continues to rise along with the rapid development of clean energy and digital industries, and the role of resource countries in ensuring stable mineral supply is becoming increasingly critical. Indonesia's transformation path from raw material extraction to deep processing can provide reference for resource countries in the Global South. Currently, mining development still faces multiple challenges such as environmental protection, carbon emissions, and livelihood supporting facilities. Sustainable development has become an imperative for the industry, which needs to balance economic benefits, green development and social inclusion. Leveraging its multilateral platform advantages, UNIDO empowers its member states in multiple dimensions, including industrial policy, technology transfer, investment and financing, and capacity building, promotes the establishment of a Global Green Mining Cooperation Alliance, and has implemented a demonstration project of the Indonesia Nickel Industry Eco-Industrial Park, using the project as a model to explore a sustainable development path for global mining. He pointed out that the long-term development of the critical minerals industry cannot be separated from in-depth international cooperation, and it is necessary to establish transparent public-private partnerships, build resilient supply chains, and uniformly implement common industry standards. Indonesia intends to join forces with partners from all sectors to tap the development potential of the industry, while insisting on placing environmental protection and sustainability at the forefront of industrial development. In the future, UNIDO will continue to engage with governments, industries and capital from multiple parties, working together to achieve coordinated economic, social and environmental benefits from mineral resources. Keynote Speeches Keynote Speech: Beyond Volume: How North Maluku Can Lead Indonesia’s Next Phase of Sustainable Downstream Growth? Guest Speaker: Sherly Tjoanda, Governor of North Maluku Province Sherly Tjoanda elaborated on how North Maluku can lead Indonesia's next phase of sustainable downstream development from the perspectives of geographical location, transportation advantages, skilled talent reserves, and the fact that North Maluku's nickel ore is high-grade ore. Keynote Speech: Two Decades of Critical Minerals: 2016-2036 - How Supply Structures Shape Market Dynamics Guest Speaker: Shirley Wang, VP, Shanghai Metals Market The Rule —Why resource-rich nations must process, not just mine A 1931 Question: Mine Today, or Wait? Hotelling gave mining a theoretical anchor. It was elegant — and incomplete. A rational resource-based country should ensure the rate of price increase is exactly equal to the return on investment (Interest rate) Four Reasons the Real World Departs from the Formula Substitution, policy shifts, demand surprises, and costs — each bends the expected path The Quiet Force Behind All of This Ore grades decline everywhere. Building downstream is not ambition. It is adaptation. Shirley analyzed this by comparing ore grades for nickel, tin, copper, alumina, and others for the years 2016, 2026, and 2036. ► Strategic Insight: Why Low-Grade Ore Is Changing the Rules • Continuously declining grades are forcing industrial upgrading and iteration. Deteriorating raw ore quality is driving mines and smelters to optimize production, increasing the utilization of low-grade ore, the application of new processes, and the recycling of secondary resources. • Pricing power is gradually shifting from trading markets to resource-rich governments. As high-grade mineral deposits are depleted, the impact of short-term supply and demand on prices weakens, and the pace at which resource-rich nations release supply becomes the core variable. Industry Mainline: Commonalities in Two Decades of Development Across Five Metals Nickel: Where One Country Anchors the Market Indonesia influences marginal incremental nickel supply, and the commissioning pace of its domestic industry dominates global nickel price movements. The analysis incorporated the global distribution of nickel mine capacity. Cost Structures Are Moving Apart RKEF costs face the steepest climb. Scale mattered yesterday. Cost discipline matters tomorrow. The Ore Base Is Quietly Shifting Looking at changes in the global nickel production cost structure, the primary low-cost raw material was high-grade primary nickel ore before 2015. From 2016 to 2026, the share of low-grade ore and laterite nickel ore mining has been climbing steadily. Currently, laterite nickel ore stands as the most cost-competitive raw material. As laterite nickel ore grades decline, future nickel production based on sulphide ore may increase. Keynote Speech: Indonesia's Green Nickel: From Us To The Next Generation Guest Speaker: Joseph Hong, President Commissioner, Neo Energy Keynote Speech: AI is NOT optional! Guest Speaker: Adam Fan, Chairman of SMM Adam noted that AI has become an essential requirement for the digital upgrade of the commodity industry. Leveraging a new AI technology system, SMM integrates macro and micro data, market intelligence, and industrial information through full-process intelligent processing, and with human-machine collaboration automatically generates in-depth industry reports — surpassing traditional manual approaches comprehensively in terms of timeliness, coverage, personalization, and depth of analysis. SMM has now deployed a mature industry AI solution: leveraging SMM’s massive database and customized AI capabilities, enterprises can enable intelligent inquiries, interactive reviews, and dynamic strategy simulations, accurately serving transaction analysis, production planning, and inventory strategies for non-ferrous metals such as cobalt, nickel, and copper. SMM AI Data Services offer a three-tier progressive intelligent solution for the metals industry: Instant Inquiry → Xiao Jin (Metrix): access real-time price trends and market insights, with data sourced from a premium subscription-grade database and insights calibrated by senior analysts; In-depth Research → Deep Report: a chapter-by-chapter analysis by product and region, featuring traceable charts and citations, and continuously updated as market conditions evolve; System Integration → MCP Data Services: covering over 200,000 real-time data indicators and more than 60 products across the entire industry chain, a single integration embeds the service into the enterprise AI framework. Keynote Speech: Indonesia's Post-Election Economy: Can the Country Sustain 5–6% Growth Amid Fiscal Pressures, Weak Export Prices and Heavy Industrial Power Subsidies? Speaker: Andre Simangunsong, Head of Mandiri Institute, Office of Chief Economist, Bank Mandiri Andre Simangunsong said Indonesia’s GDP grew by 5.6% in Q1 2026, with a full-year baseline forecast of 5.2%. The strong Q1 growth was primarily driven by a low base effect from delayed fiscal spending in 2025 and the front-loading of this year’s fiscal disbursements. The full year faces uncertainties from rising crude oil prices, geopolitical fluctuations, and a widening fiscal deficit. The 2026 fiscal budget is approximately IDR 2,000 trillion, focusing on eight key areas such as education and food security; 19 major industrial projects have already commenced, with nickel smelting and industry chain parks accelerating establishment, propelling the mineral sector’s transformation from raw resource exports to high-value-added deep processing. Indonesia has revised nickel ore royalty rules, introducing progressive royalty rates, promoting the upgrade of nickel products from nickel pig iron (NPI) to MHP and nickel sulphate, and laying out hydrometallurgical processing for low-grade ores; the outlook for the tin industry is positive. The banking sector’s loan-to-deposit ratio remains stable at 85%, and Bank Mandiri is advancing digital transformation and ESG-compliant lending to empower downstream industry projects. By combining industrial, fiscal, and financial strengths, Indonesia is expected to maintain a growth range of 5%–6% in the medium and long term. CXO Panel: Senior Executives' Roadmaps to Overcome Resource, Cost, Technology & ESG Challenges Moderator: Laksmi Kusumawati, Director of Downstream Planning and International Economic Cooperation, Ministry of National Development Planning/Bappenas Panelists: Bernardus Irmanto, President Director, PT Vale Indonesia Alex Sun, Chief Sustainability Officer and Vice President, Integrated Energy Service and Carbon Management, Envision Group Marvin R. Reinhart, Portfolio Management Department Head, Indonesia Battery Corporation Ilhamsyah Mahendra, Production & Commercial Director, PT Timah Tbk Keynote Speech: Breaking the Diesel Dependency: Reliable, Affordable Energy for Island Mines Speaker: Mr. Fred Ge, C&I BESS Technical Solution Manager in Asia-Pacific, Sungrow Panel Discussion: The "Green Premium" Myth vs. Reality: Who Will Pay for Decarbonization in the Critical Minerals Supply Chain? Moderator： MARCO KAMIYA， UNIDO Representative, Regional Office in Jakarta for Indonesia, Timor Leste and the Philippines UNIDO (United Nations Industrial Development Organization) Panelists: Ary Sudijanto, Deputy for Climate Change Control and Carbon Economic Value Governance, Ministry of Environment, Government of Indonesia Antti Koulumies, CEO, Terrafame Anna Stancher, Senior Project Manager, Responsible Minerals Initiative Yumo Li, Head of ESG Office in Tsingshan Board, Tsingshan Holding Group Lihui Sun, Vice President, Chief Sustainability Officer, Huayou Cobalt Cocktail Party We extend our sincere gratitude to the global logistics leader Access World for its exclusive sponsorship of the cocktail party at this conference. Founded in 1933, Access World has grown from a family business into an international logistics organization operating in 25 countries, with a strategically located network of ports and warehousing facilities in prime locations, ensuring the efficient daily handling and flow of goods. As an end-to-end logistics service provider, Access World has long been committed to simplifying global supply chains and enhancing the efficiency of commodity circulation. It is worth noting that this marks the second consecutive year Access World has generously sponsored the cocktail dinner at the Indonesia Mining Conference & Critical Minerals Conference. For this steadfast commitment and dedication to deeply cultivating the industry and continuously empowering industry exchanges, the organizing committee and all attendees express our deep respect and gratitude. Check-in & Networking

Leveraging the dual-carbon strategy and the development trend of circular economy, China's recycled metal industry has achieved a globally leading scale while facing numerous developmental challenges. To help enterprises seize policy and market opportunities, and address industry challenges, SMM will host the 2026 SMM Recycled Metal Industry Summit Forum & Special Session on Casting Technology in Ningbo, Zhejiang Province on July 16-17, 2026 . Shandong Luyou Renewable Resource Equipment Co., Ltd. and Shandong Huaxuan Intelligent Technology Co., Ltd. cordially invite you to jointly witness and participate in building an international platform for exchange, cooperation, resource sharing, and collaborative innovation, contributing to the construction and improvement of a global resource recycling system and the transition to a green economy. Click to register now. Booth Number: E5 Shandong Luyou Renewable Resource Equipment Co., Ltd. , established in 2008, currently has fixed assets of 680 million yuan, covers an area of 480 mu, and employs over 600 staff. Luyou Equipment Group specializes in producing bridge-cut-off aluminum alloy crushers, aluminum crushers, wheel crushers, various mixed aluminum crushers, eddy current separators, stainless steel separators, and X-ray sorting machines. The company provides on-site planning and design solutions, adhering to the philosophy of "quality builds brands, service enhances brands, brands compete in markets, and sales speak for themselves" to offer comprehensive services to the aluminum scrap processing industry. Main Products : 400-3000 medium and heavy-duty steel scrap gantry shears, 150-type wheeled scrap grabbers, automobile dismantling lines, retired refrigerator dismantling lines, mining equipment: hammer crushers, European-style jaw crushers, vertical shaft sand makers, steel scrap crushers, car shell crushers, car frame crushers, metal balers, bale breakers, waste paper balers, chippers, pig iron chip briquetters, wrought iron chip crushers, roller crushers, and large, medium, and small environmental dust collectors—over 100 varieties of steel scrap processing and decomposition equipment. Luyou people uphold the quality policy of scientific management, meticulous operation, continuous improvement, and pioneering innovation , following quality commitments, service commitments, and credibility commitments, with customer satisfaction as our goal, striving to become a professional, reliable, and guaranteed steel scrap equipment producer. Contact Information Phone: 17080000000 SMM Conference Contact Zhang Xiaoyao +86 15729506965 zhangxiaoyao@smm.cn

Leveraging the dual-carbon strategy and the development trend of circular economy, China's recycled metal industry has taken a leading position globally, while also facing numerous developmental challenges. To assist enterprises in seizing policy and market opportunities, and addressing industrial challenges, SMM will host the 2026 SMM Recycled Metal Industry Summit Forum and Casting Technology Special Session in Ningbo, Zhejiang Province, on July 16-17, 2026 . cordially invites you to jointly witness and participate in building an international platform for exchange, cooperation, resource sharing, and collaborative innovation, contributing to the construction and improvement of a global resource recycling system and supporting the transition to a green economy. Click to register now. Booth Number: E9 Huangshi Hongfu New Materials Co., Ltd. is a professional manufacturer of environmental protection aluminum extrusion . Established in November 2016, the company has a registered capital of 100 million yuan, covers an area of 172 mu, and has a construction area of 130,000 m². Located in Longquwan Industrial Park along National Highway 106 in Tieshan District, Huangshi City, a region rich in mineral resources, the company enjoys convenient transportation. With an investment of 360 million yuan, the company has built 24 extrusion production lines, 1 flexible intelligent horizontal oxidation electrophoresis line, 1 horizontal polishing oxidation line, 2 vertical powder coating lines, 1 horizontal painting line, 10 transfer printing lines, as well as supporting facilities for melting, casting, molds, and environmental protection. The annual capacity of aluminum extrusion reaches 80,000 mt, with an annual output value of 1.6 billion yuan. The company boasts strong technical capabilities, including a provincial enterprise technology center, three high-tech enterprises, and an aluminum processing technology research institute. As a member of the Light Metals Subcommittee of the National Nonferrous Metals Standardization Committee, it has participated in drafting 6 national and industry standards, holds 264 patents (including 5 invention patents and 58 utility model patents), and possesses core technologies in melting, casting, and mold production. The company has a comprehensive quality assurance system and is certified under ISO 9001:2015. Its marketing network covers all regions of China except the three northeastern provinces. The products, known for their comprehensive range and high cost-performance ratio, are popular nationwide. They are widely used in construction doors and windows, home decoration, transportation vehicles, and electrical and electronic fields, with 1,100 series and 23,000 varieties, offering all possible surface treatment methods. The company holds a prominent position in niche markets, enjoying a strong reputation for rolling shutters, artistic doors, and interior doors in the Chinese market. In 2019, it was honored as one of China's Top 10 Construction Aluminum Extrusion Enterprises, Top 100 Private Building Materials Enterprises, and Top 200 Building Materials Enterprises. The company has registered a new brand, "Hongfu Aluminum Semis," which is highly favored by the market. The company's mission is "people-oriented, honest and trustworthy, enterprising, and giving back to society," and the principles it upholds are "technology first, quality supreme, integrity as the foundation, and satisfaction as the standard." The company will take innovation as the driving force, regard quality as life, treat people with sincerity, and develop pragmatically. Contact Information Huang Xialin1507205 6066 Ke Hao 15997102132 Yin Weigang13972777500 Pi Hongbing13971765063 SMM Conference Contact Zhou Shiyang Mobile: 17278238856 Email:

Northern China is the core heartland of China’s cable industry. Leveraging its industrial foundation, full-chain supporting capabilities, and favorable Beijing-Tianjin-Hebei coordinated development policies, it has built a complete industrial cluster integrating raw material processing, cable manufacturing, new material R&D, and intelligent equipment manufacturing. The region’s annual cable output value has exceeded 100 billion yuan, with a solid industrial base and broad market potential. Benchmarking against the Yangtze River Delta and Pearl River Delta’s advantaged industrial agglomeration zones, Northern China’s cable industry still faces shortcomings such as dispersed industrial resources, relatively weak industry–academia–research linkage, and insufficient risk resilience across the industry chain. Breaking through collaboration barriers has become key to quality improvement in the industry. is scheduled to be held July 23-24, 2026 at Crowne Plaza Qingdao Jinshui, Qingdao, Shandong , focusing on three major themes: industrial collaboration, green intelligence, and globalization. SMM will join hands with the initiating organization—Shandong Wanhai Cable Co., Ltd. to invite customers from the entire industry chain to gather, explore industry opportunities in depth, and help drive quality improvement and upgrading of Northern China’s cable industry. Clickto attend; we look forward to meeting you at the conference. Shandong Wanhai Cable Co., Ltd. is located in the West Coast New Area, Qingdao, Shandong Province. As a wholly owned subsidiary of Zhejiang Wanma Co., Ltd. (controlled by a state-owned enterprise), Wanhai Cable has inherited the parent company’s outstanding quality and strong capabilities. Wanma Co., Ltd. is a high-tech enterprise prioritized for national development, with business broadly covering three core sectors: cables, new materials, and new energy. In 2020, Qingdao Haikong Group invested in Wanma Co., Ltd., and the company further clarified its “one body, two wings” strategic layout. With “north–south linkage” as its development engine, it has continuously strengthened its innovation and R&D capabilities and comprehensively advanced its enterprise transformation toward digitalization, informatization, and intelligentization. As an important part of this grand blueprint, Wanhai Cable is committed to providing comprehensive cable products, technical support, and customized solutions for national infrastructure construction, energy transmission, industrial development, and other fields. The company has introduced first-class key process equipment from in and outside China, and has implemented localisation supporting for major equipment, comprehensively enhancing its overall strength and market competitiveness. The company focuses on developing high-performance products such as environmentally friendly and new energy power cables, and high-end cables for agricultural machinery equipment. With outstanding insulation performance and environmental protection features such as plasticization and recyclable reuse, its products demonstrate significant advantages in cost reduction and efficiency improvement, green development, and environmental protection. SMM Conference Contact Zhang Guolei 166 0190 0190 zhangguolei@smm.cn

The global automotive industry is accelerating its low-carbon and intelligent transformation, and China's automotive industry is moving from scale advantages toward dual leadership in technology and supply chain. In 2025, the penetration rate of new energy vehicles in China exceeded 50%, driving the upgrade of automotive materials such as aluminum, steel, and magnesium, with demand for lightweight new materials surging. Coupled with the implementation of the EU carbon border tax, low-carbon transformation across the industry chain is imminent. Coinciding with the launch of the 15th Five-Year Plan and the deepening of the dual-carbon strategy, the industry urgently needs a professional platform to address material technology challenges. Against this backdrop, will be held on September 10-11, 2026 in Shanghai . SMM , together with Hebei Taili Zhente Technology Co., Ltd. , cordially invites industry peers to attend the conference, promoting the in-depth evolution of the automotive supply chain toward green, lightweight, intelligent, and globalized development. Click to attend. We look forward to meeting you at the conference. Hebei Taili Zhente Technology Co., Ltd. (hereinafter referred to as "Taili Zhente") was established in 2017. It currently has nearly 70 employees, with various professional technical personnel accounting for 70%. It has 3,800 m² of R&D facilities and 8,000 m² of production workshops. The company is dedicated to providing clients with comprehensive solutions through specialized welding technology, with business areas covering equipment manufacturing and sales, process research and development, and technical consulting and services. Adhering to the development philosophy of "Innovation and Sustainability" and shouldering the historic responsibility of "advancing technology to promote technological development," Taili Zhente aims to build Hebei Taili Zhente Technology Co., Ltd. into an internationally oriented company with advanced technology specializing in specialized welding and equipment. The company provides equipment and processes for non-ferrous metal welding required in industries such as aviation, aerospace, shipbuilding, rail transit, electronics and power, and automotive, committing to "turnkey projects" and providing technical assurance for clients to achieve zero-defect products. Contact Information Li Yan, General Manager, 138 1119 1485 Address: No. 16 Yangguang Street, Industrial Park, Development Zone, Zhuozhou City SMM Conference Contact Sun Lingchen 151 6685 2590 sunlingchen@smm.cn

Northern China serves as a core hub for the domestic wire and cable industry. Leveraging its industrial heritage, full supply chain support, and favorable policies under the Beijing-Tianjin-Hebei coordinated development initiative, it has established an integrated industrial cluster encompassing raw material processing, cable production, new materials R&D, and intelligent equipment manufacturing. The region’s annual cable output value has exceeded RMB 100 billion, underpinned by a solid industrial foundation and vast market potential. Compared with the established industrial clusters in the Yangtze River Delta and Pearl River Delta, the northern cable industry still faces shortcomings such as fragmented industrial resources, weak industry-academia-research collaboration, and insufficient resilience across the industry chain. Breaking down silos and fostering synergy is critical to upgrading the sector. will be held on July 23-24, 2026 at Crowne Plaza Qingdao Jinshui, Shandong , focusing on three key themes: industrial synergy, green intelligence, and globalization. SMM , in partnership with the initiator — Qingdao Hanhe Cable Co., Ltd. , invites participants from across the entire industry chain to gather, explore industry opportunities, and drive the quality upgrade of the northern wire and cable sector. Click to attend. We look forward to meeting you at the conference. Qingdao Hanhe Cable Co., Ltd. was founded in 1982 and has grown into a leading large-scale enterprise providing customers with full-suite solutions and turnkey projects covering cables and accessories, cable materials, power design, transmission and transformation engineering, completion testing, operation and maintenance services, and hydrogen energy application systems, among others. It was listed on the Shenzhen Stock Exchange in 2010 under stock code “002498”. The company currently employs over 3,000 staff, including more than 520 R&D personnel and over 310 with senior or intermediate technical titles. It has established production sites in Qingdao, Jimo, Pingdu, Zibo, Yanggu, Jiaozuo, Xiuwu, Changzhou, Changsha, and Beihai; invested in over 20 domestic subsidiaries such as Huadian High Voltage, Electrical Engineering, and Hanhe Hydrogen Energy; and set up overseas companies in the US, Singapore, the Middle East, and other locations. The company primarily develops and produces power cables up to 750kV, submarine cables, high-voltage cable accessories, specialty conductors, mining cables, nuclear power cables, control cables, PV cables, and high-voltage cable materials. It has participated in the power supply assurance for numerous venue constructions and major celebrations, including the 2008 Beijing Olympics, 2010 Shanghai World Expo, 2018 SCO Qingdao Summit, 2022 Beijing Winter Olympics, as well as the 70th anniversary of the founding of the People’s Republic of China and the 100th anniversary of the founding of the Communist Party of China. The company places great emphasis on R&D investment and building technological innovation capabilities. It allocates no less than 5% of its sales revenue to R&D annually and has established a relatively comprehensive technological innovation system and infrastructure that supports independent innovation. The company has four vertical towers and 13 vertical cross-linking production lines, making it a high-voltage cable manufacturer with relatively large capacity in China. It is home to a nationally recognized enterprise technology center, a postdoctoral research workstation, and the only “National Engineering Technology Research Center for High-Voltage and Extra-High-Voltage Cables” in China’s cable industry. The company has successively participated in the development plans of China’s wire and cable industry from the 11th to the 14th Five-Year Plan periods and has undertaken over 100 various national, provincial, and municipal projects. In 2021, its independently developed and manufactured 110kV and above high-voltage and extra-high-voltage cables were successfully selected as a MIIT Manufacturing Single Champion Product. The company keeps pace with the times, deeply integrates industrial Internet, big data, cloud computing, IoT, and smart terminals, taps into the value of industrial big data, has completed the construction of a smart manufacturing ecosystem for high-voltage and extra-high-voltage cables, and has obtained multiple certifications including “Excellent-Level Smart Factory”, “Equipment Cloud Benchmark Enterprise”, “Digital Workshop”, and “Green Factory”, pioneering a new model of smart manufacturing management in China’s cable industry. The company upholds the corporate spirit of “integrity, diligence, pragmatism, and innovation”, the quality policy of “pursuing quality and credibility, building the Hanhe brand”, and the corporate mission of “building the Hanhe brand, serving the society with sincerity”. It adheres to technological innovation to ensure sustainable development, forming the core development philosophy of “sustainable development, enduring prosperity” and the operation policy of “surpassing the advanced international level in the wire and cable industry”. It has received honors such as “National High-Tech Enterprise”, “Leader in China’s Cable Industry”, and “National Contract-Honoring and Credit-Worthy Enterprise”, and has been successively ranked among the Top 500 Chinese Manufacturing Enterprises, Top 10 Famous Brands in China’s Electrical Industry, Top 100 in China’s Machinery Industry, Top 10 Most Competitive Enterprises in China’s Wire and Cable Industry, and Top 10 Most Competitive Enterprises in the Global Submarine Cable (Energy Sector). Looking ahead, while consolidating its wire and cable business, the company will accelerate expansion into industries such as smart detection and services, power transmission and transformation projects, and high-end cable material manufacturing, striving to build Hanhe into a leading domestic and internationally renowned comprehensive solution provider of wire and cable products and services, and making “Hanhe Manufacturing” shine in the international market! SMM Conference Contact Zhang Guolei 166 0190 0190 zhangguolei@smm.cn

Leveraging the dual-carbon strategy and the momentum of circular economy development, China's recycled metal industry leads the world in scale, while also facing numerous development challenges. To help enterprises seize industry policy and market opportunities and address industry development issues, SMM will hold the 2026 SMM Recycled Metals Industry Summit Forum & Melting and Casting Technology Special Session in Ningbo, Zhejiang, July 16-17, 2026 . Wuhan Hongjin Metal Aluminum Co., Ltd. cordially invites you to join us in building an international platform for exchange, cooperation, resource sharing, and collaborative innovation, contributing to the construction and improvement of a global resource circular utilization system and driving the global green economic transition. Click the to register immediately. Booth No.: E6 Hongjin New Materials Group has been deeply engaged in the cast aluminum alloy sector for 30 years and is a leader with over 10 billion yuan in revenue, integrating R&D, production, and services. The Group has established 10 modern production sites and 2 provincial-level new materials research institutes worldwide, with green low-carbon aluminum alloy capacity exceeding 1.5 million mt in 2025. We are committed to providing aluminum alloy ingots, direct molten aluminum supply, and one-stop lightweight solutions. Our independently developed large-scale integrated die-casting heat-treatment-free aluminum alloy is ready for mass production. Our products are widely used in cutting-edge fields such as NEVs and 5G communications, and we are a designated supplier for top 100 automakers including Tesla, BYD, and BBA, as well as Google and Amazon. Hongjin New Materials is fully committed to green and low-carbon practices, "casting the future" together with global partners. I. Enterprise Strengths 1.5 million mt+ : Annual green low-carbon aluminum alloy capacity in 2025 10 billion+ : Annual revenue of the Group 10 major sites : Based in China (south China/central China/east China), with expansion outside China 2 major institutes : Two provincial-level new materials research institutes II. Core Products and Services Providing you with one-stop lightweight solutions from materials to processes: Core Services : Premium aluminum alloy ingot supply | Direct molten aluminum supply | Integrated melting and holding services Specialty Patented Materials : High thermal conductivity, high electrical conductivity, high strength and toughness, and high wear-resistant aluminum alloys Industry Frontier : Large-scale integrated die-casting heat-treatment-free aluminum alloy (Approved by OEMs, ready for mass production) Full Grade Coverage Standard Series : ADC12, A380, A356, ALSI10MNMG, and other mainstream grades. Exclusive Patented Series : HJ Series (HJ03-16), HCS09, HS330, and many other proprietary grades. III. World-Class Partner Network Products are widely used in core sectors including automotive, new energy, low-altitude economy, and 3C electronics. Globally Renowned Automakers : BMW, Mercedes-Benz, Audi, Volkswagen, General Motors, Toyota, Honda, Nissan New Energy Pioneers : Tesla, BYD, NIO, XPeng, Xiaomi, Geely Technology and Ecosystem Giants : CATL, DJI, Inovance ( Designated qualified supplier for Google and Amazon ) IV. Green, Low-Carbon Commitment and Quality Assurance Safeguarding your supply chain security with the highest international standards: System Certifications : IATF 16949, ISO 9001 / 14001 / 45001 / 50001:2018 Green Development : Completed carbon footprint and greenhouse gas verification, deeply engaged in advancing ESG and ASI initiatives. Contact Information Sales Center: South China Team - Sales Director - He Zhijia 138 2754 9148 Central China Team - Sales Director - Li Hongwei 136 1832 5655 East China Team - Sales Director - Han Yaobin 159 5327 5580 Hongbang Team - Sales Director - Yang Zhenjiang 139 2263 2929 Website: SMM Conference Contact Zhou Shiyang Mobile: 17278238856 Email:

Leveraging the dual carbon strategy and the momentum of circular economy development, China's secondary metals industry leads the world in scale, while also facing numerous development challenges. To help enterprises seize industry policy and market opportunities and address industry development issues, SMM will hold the 2026 SMM Secondary Metals Industry Summit Forum & Casting Technology Special Session in Ningbo, Zhejiang , on July 16-17, 2026 . Fujian Huxin Renewable Resources Co., Ltd. - Shanghai Humin Renewable Resources Co., Ltd. sincerely invites you to jointly witness and participate in building an international platform for exchange and cooperation, resource sharing, and collaborative innovation, contributing to the construction and improvement of a global resource circular utilization system and driving the global green economic transition. Click the to register for the event immediately. Booth No.: E8 Integrity in Aluminum Innovation and Cooperation Sharing and Win-Win Future Shanghai Humin Renewable Resources Co., Ltd. (Fujian Huxin) is located at No. 25, Lane 2031, Jiangchuan Road, Minhang District, Shanghai, with a total site area of over 50 mu. Its branch (Fujian Changle Huxin) was established in 2004 and is fully equipped. The company has long been engaged in aluminum scrap recycling, with a monthly recycling volume of 5,000 to 10,000 mt. It purchases large quantities of aluminum scrap at high prices, including large aluminum scrap, aluminum sheets and coils, and aluminum formwork from in and outside China. The company has complete tender and bid qualifications! Fast payment for factory scrap processing! Self pick-up is available for large volumes across Jiangsu, Zhejiang, Shanghai, Anhui, Fujian, Guangdong, and other regions. Main Business Bare bright aluminum wire 1-series (low iron), 2-series, 3-series (3003, 3004, 3104), 5-series (5052, 5754, 5083, 5182), 6-series (6063, 6016), 7075, 7050, 27-series mixed, 7-series ingot, 5-series aluminum ingot, 56 automotive sheet, 96 easy-pull aluminum ingot, and other aluminum scrap from in and outside China. Most Popular Aluminum Scrap Supplier Quality Price Collection Unit for Aluminum Scrap in East China Quality Cooperation Unit for Secondary Aluminum Recycling China Renewable Resources Industry Qualification Grade Certificate - Industry Level 1 Contact Information 137 8890 8167 Mr. Ke 131 6224 2999 Ke Long No. 25, Lane 2031, Jiangchuan Road, Maqiao Town, Minhang District, Shanghai No. 1, Yantai Road, Jiangtian Town, Changle District, Fuzhou, Fujian Province SMM Conference Contact Zhou Shiyang Mobile: 17278238856 Email:

On May 12, the 2026 SMM (3rd) Global Renewable Metal Industry Chain Summit & Battery Recycling Forum , organized by Shanghai Metals Market (SMM), drew to a successful close at the Sheraton Grande Tokyo Bay Hotel in Tokyo, Japan! Conference Background Driven by global sustainable development and circular economy initiatives, recycled metals and battery recycling have gained growing strategic importance. Facing rising metal demand and dwindling natural resources, recycling stands out as an eco-friendly and cost-effective alternative, backed by supportive policies and investment worldwide. As a major Asian recycling powerhouse, Japan boasts robust secondary metal output and sophisticated recycling technologies. It has also rolled out massive funding plans to expand e-waste recycling infrastructure and scale up relevant processing capacity. Centered on the theme "Low Carbon, Global Echoes", the 2026 GRMI gathered worldwide enterprises, experts and officials to exchange insights on circular economy trends, technological breakthroughs and industry policies. This event comprises three forums ( Main Forum, Recycling Forum, and Renewable Resources Equipment Forum ) and multiple panel sessions. Key Highlights Reshaping the Global Recycled Metal Market — Policy Drivers and New Hotspots in India, Pakistan, the Middle East & Japan Shifting Dynamics in Southeast Asia's Recycled Metals: The Malaysia-Thailand Trade Decline and Vietnam's Rising Recycling Economy Resource Contention in the Secondary Lead Market: Redefining the Global Supply Chain Interpreting Recycled Copper Policies in China, the US, Europe, and Japan and Strategies for Future Raw Material Competition Innovation Drives Green Recycling: the Technological Frontier of China's Flotation, Crushing and Sorting Equipment Breaking Through the Challenges of the Recycling Industry: Real-World Case Studies from High-Quality Suppliers Click to view photo gallery Main Forum Opening Remarks Adam Fan, Chairman, SMM Hao Qi Chairman, KINKI SANGYO CO.LTD. May 11 Main Forum Keynote Speeches [Keynote Speech] - Global Recycled Metals Industry Market Analysis: Policy Instruments, Corporate Responses, and Future Challenges Speaker: Rock Ding, Consulting Project Manager, SMM Rock expects that aluminum scrap production will continue to grow in the future, and global aluminum scrap supply and demand will maintain a tight balance before 2030. Regarding the copper scrap market, SMM expects that from 2026 to 2030, global copper scrap market supply and demand will continue to grow, and the market will remain in a state of persistently tight supply. The global recycling industry faces challenges including shortages of recycled raw materials supply, rising resource protectionism, cross-border logistics and transportation restrictions, lack of unified global governance, bottlenecks in recycling technology, and incomplete recycling system development. [Keynote Speech] - From India to the World: Sustainable Growth and Responsibility of a Leading Recycler Speaker: Sanchit Jain, Executive Director, Jain Resource Recycling Limited Developed markets (North America, Europe) generate over 70% of the world's scrap; North America has a recycling input rate of 57%, and Europe's aluminum recycling rate reaches 81% — yet their demand growth has slowed down, with scrap becoming a surplus resource exported abroad; Developing countries are where demand is surging — yet collection rates remain below 5%, dominated by informal operators lacking traceability; Globally, policies and market initiatives promoting traceability of recycled resources and ESG disclosure are accelerating at an increasing pace. Scrap generation and consumption exhibit a regional mismatch, with the resource gap formed by supply-demand misalignment increasingly demonstrating strategic significance; Scrap is no longer simply surplus off-cuts, but a core strategic resource reshaping the global recycled resource trade landscape. Recycling Has Become a Core Pillar for Industrial Incremental Growth Why Does the Recycling Industry Hold Critical Strategic Value Today? Secondary resource supply can cover over 40% of future incremental metal demand; reducing dependence on highly volatile primary ore resources. Recycling is the optimal viable pathway for the industry to achieve sustainable and scalable development. [Keynote Speech] - URBAN MINING India's Non-Ferrous Recycling Decade Opportunities & Challenges from a Smelter's Perspective speaker: Pratik Gupta, Assistant Vice President - Operations, Pondy Oxides and Chemicals Ltd Four Core Drivers in Resonance, Continuously Driving Steady Expansion of India's Non-Ferrous Metal Demand 1. Energy Transition Acceleration India has set a clear target of achieving 500GW of non-fossil energy installed capacity by 2030. Power grid expansion, power transmission line construction, and renewable energy integration infrastructure are advancing comprehensively—all of which are high-consumption areas for copper and aluminum, directly boosting rigid demand for both metals. 2. Accelerating EV Penetration India has set a development target of 30% new energy vehicle penetration rate by 2030. A single EV uses approximately 3–4 times the amount of copper compared to traditional internal combustion engine vehicles. Meanwhile, the development of the power battery industry will give rise to an independent scrap recycling system, further opening up incremental space for non-ferrous metals. 3. Large-Scale Infrastructure Investment Implementation Leveraging the 11.1 billion rupee National Infrastructure Pipeline plan, projects including galvanized steel, power infrastructure, and urban rail transit will continue to be implemented over the next decade, providing sustained long-term support for zinc, copper, and aluminum market demand. 4. Manufacturing PLI Policy Empowerment India's Production Linked Incentive (PLI) scheme covers 14 key industries, focusing on metal-intensive sectors such as electronics, automotive, power battery, and capital goods. With policy support, the share of domestic manufacturing continues to rise, driving steady growth in non-ferrous metal consumption. Panel Discussion: Reshaping the Global Recycled Metal Market — Policy Drivers and New Hotspots in India, Pakistan, the Middle East & Japan Moderator: Adam Fan, Chairman, SMM Panelists: Sanjeev Phadke, The Treasurer of BMR, Bureau of Middle East Recycling (BMR) Amar Singh, Secretary General, Material Recycling Association of India (MRAI) Bin Zhang, Trade Director, TOUCHI INTERNATIONAL CORP. Jawed Ahmed, Founder and CEO, Al Qaryan International DMCC Recycling Forum Ketnoye Speech: Key Issues and Challenges Affecting the US Secondary Metals Industry Speaker: Adam Shaffer, Vice President of International Trade and Global Affairs, REMA Panel Discussion Shifting Dynamics in Southeast Asia's Recycled Metals: The Malaysia-Thailand Trade Decline and Vietnam's Rising Recycling Economy Moderator: Rock Ding, Consulting Project Manager, SMM Panelists: Eric Tan, President, Malaysia Nonferrous Metals Association Achirawat Thanasethatokul, Managing Director, Mahanakorn Metalscrap Co., Ltd. Jimin Choi, CEO/Founder, ETREE PTE LTD Michelle Leung, Head of Asia Metals and Mining Sustainability, Bloomberg Intelligence [Keynote Speech] - Analysis of Japan's Recycled Copper Market Speaker: AW YONG YI CHEONG, Senior Secondary Copper Analyst, SMM AW YONG YI CHEONG noted that the current Japanese copper scrap market is gradually transitioning toward a highly competitive "seller ecosystem." Trading models that rely solely on spot cargo procurement are increasingly exposed to the risk of supply disruptions. To secure long-term resource supply, enterprises purchasing externally from outside China need to move beyond traditional spot trading mindsets and establish structural cooperative relationships through deep-binding approaches such as signing long-term contracts and equity partnerships, in order to adapt to the persistently tight market landscape. Panel Discussion Resource Contention in the Secondary Lead Market: Redefining the Global Supply Chain Moderator: Rock Ding, Consulting Project Manager, SMM Panelists: Pratik Gupta, Assistant Vice President - Operations, Pondy Oxides and Chemicals Ltd Eric Tan, President, Malaysia Nonferrous Metals Association Panel Discussion Interpreting Recycled Copper Policies in China, the US, Europe, and Japan and Strategies for Future Raw Material Competition Moderator: AW YONG YI CHEONG, Senior Secondary Copper Analyst, SMM Panelists: Allan Zhang, Head of the Recycled Copper Business Unit, Hailiang Group Co., Ltd. Mr. Vishal Jatia, CEO, GREENLAND AMERICA INC WENCESLAO MANZANO HERNANDEZ, Director, DIMEXA HOLDINGS PTE. LTD. Shunsuke Kuwada, Overseas Manager, Hirata Corporation Co.,Ltd Yoshimichi Murakami, Executive Director, Wakoh Metal Co., Ltd. [Keynote Speech] - Current Status of Lead-Acid Battery in Japan Speaker: Yuji Tanamachi, CEO, IRUNIVERSE The volume of lead-acid battery scrap generated in Japan continues to decline. The reason is the sharp decrease in the number of end-of-life vehicles (ELVs) retired in China. Over a decade ago, the number of ELVs generated in Japan exceeded 5 million units, but now it is approximately 2.7 million units, nearly halved. The chart on the right shows the increase in the average service life of passenger vehicles. The significant decline in ELV numbers was mainly driven by two factors: first, continued decline in new car sales in Japan, directly driven by population decline; second, the climbing scale of used car exports. Since the auction model was popularized in Japan a decade ago, not only ordinary used cars but even retired vehicles could be traded through auctions. Logically, a decrease in total ELV numbers should lead to a corresponding reduction in the number of dismantling enterprises. However, the reality was quite the opposite: the number of dismantling enterprises backed by ex-China capital from Iran, Saudi Arabia, Syria, the Kurdish region, and China continued to grow. Award Ceremony SMM Recycled Metals Industry Premium Scrap Yards SMM Recycled Metals Industry Premium Traders SMM Recycled Metals Industry Premium Equipment Enterprises May 12 Renewable Resources Equipment Forum Panel Discussion Innovation Drives Green Recycling: the Technological Frontier of China's Flotation, Crushing and Sorting Equipment Moderator: Bo Zhou, EVP, SMM Panelists: Owen Liang, Deputy General Manager, Foshan GreenField Environmental Protection Machinery Equipment Co., Ltd. Xian Lu, Chairman, Shandong Luyou renewable resources equipment Co., Ltd. Haihua Cheng, International Trade Minister, Jiangsu Huahong Technology Stock Co.,Ltd. [Keynote Speech] - Volatility Eats Margins for Breakfast Managing Risk Now That Tariffs, Geopolitics, And Supply Shocks Have Driven Base Metal Prices to Multi-year Extremes Speaker: Harsha Ramesh, CEO & Co-founder, Pillar Hedge Aluminum—Supply Shock From February to April 2026, aluminum prices surged by over 20% at their peak within just two months, driven by the following key factors: Strait of Hormuz Disruption: Iran conflict closes shipping lanes; approximately 9% of global supply at risk Gulf Production Hit: EGA flagship plant shut down for up to one year; Bahrain's ALBA halted Compounding Tariff Impact: US Midwest premiums widened significantly, tariffs reshaped physical trade flows Keynote Speech: Precision Sorting Green Future Speaker: Jianan Li, Overseas Sale, Zhejiang Tianli Equipment Technology Co., Ltd. [Panel Discussion] - Breaking Through the Challenges of the Recycling Industry: Real-World Case Studies from High-Quality Suppliers Networking among medium-to-large-scale scrap yards/traders Conference Check-in The 2026 SMM (3rd) Global Renewable Metal Industry Chain Summit & Battery Recycling Forum has now come to a successful conclusion. We sincerely appreciate the strong support from all industry participants and partners. Looking forward to meeting you again next year!