Resource nationalism is increasingly shaping the global battery materials market, as governments move to secure greater control over resources, pricing and downstream value. Through export bans, quotas and ownership rules, producing countries are actively reshaping trade flows and influencing where and how supply chains develop.

From Indonesia’s nickel policy to tightening controls across China, Africa and Latin America, these interventions are already altering market dynamics — with significant implications for investment, pricing and access to supply.

• How resource nationalism is being applied across key regions — and what these policies aim to achieve
• Export bans, quotas and ownership rules: where they are already impacting supply and trade flows
• Which countries are most likely to introduce new restrictions — and what is driving these decisions
• How these policies are influencing pricing, availability and market structure
• Whether restrictions are redirecting investment into downstream capacity — or creating new constraints
• What this means for import-dependent regions such as Europe
• How companies are adapting to a more fragmented, policy-driven global supply landscape