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INSTITUTIONAL BYLINE

KTS Editorial

Institutional byline · Alkemya Insights

KTS Editorial is the collective institutional byline used for weekly market intelligence briefs and unsigned editorial content across Alkemya Insights. Contributing editors and research staff are credited on a per-brief basis where appropriate.

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Week 18 · CNAD regulatory framework — six-month review.
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Week 18 · CNAD regulatory framework — six-month review.

El Salvador’s digital-asset regulator as a progressive, purpose-built supervisor.

· 7 min read
 Week 17 · Semiconductor materials inflation and nickel substrates.
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Week 17 · Semiconductor materials inflation and nickel substrates.

Where materials costs are accruing in the semi supply chain.

· 6 min read
 Week 16 · European hydrogen build-out reaches first-order nickel demand inflection.
BRIEF

Week 16 · European hydrogen build-out reaches first-order nickel demand inflection.

EU electrolyser-capacity announcements through Q1 imply a nickel-wire feedstock requirement that exceeds current announced precision-wire capacity by an order of magnitude. Contract pricing is beginning to reflect it.

· 7 min read
 Week 15 · Indonesian export-ban spillover tightens Class-1 nickel supply.
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Week 15 · Indonesian export-ban spillover tightens Class-1 nickel supply.

Indonesia’s expanded unprocessed-ore export restriction has moved through refineries faster than consensus modelling expected; Class-1 availability for Western electrolyser and aerospace buyers is visibly tighter.

· 6 min read
 Week 14 · Defence procurement cycles and precision-metals demand.
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Week 14 · Defence procurement cycles and precision-metals demand.

Reading NATO budgets for material-demand signals.

· 6 min read
 Week 13 · Geopolitics of the nickel supply chain.
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Week 13 · Geopolitics of the nickel supply chain.

A structural read on the new resource nationalism.

· 5 min read