nickel-concentration-risk-analyzer

nickel-concentration-risk-analyzer is a skill for Claude Code, Codex from fatfingererr/macro-skills. It costs 64 tokens per session (2,876 once invoked), scanned A, original, MIT.

An analyzer of how concentrated global nickel supply is by country and mine, including how production quotas or cuts could affect the market. It keeps mined nickel, intermediate products, and refined nickel as separate measures.

In plain words
What is it for?
Calculate country shares, top-country concentration, and HHI, model full, partial, or delayed cuts, and identify supply and price risks.
Why use it?
It prevents different units and supply stages from being mixed, and shows how even partly implemented policy cuts could change the global balance and prices.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Calculate country shares, top-country concentration, and HHI, model full, partial, or delayed cuts, and identify supply and price risks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add fatfingererr/macro-skills --skill nickel-concentration-risk-analyzer
Clone the repo
git clone --depth 1 https://github.com/fatfingererr/macro-skills

Made for: Claude Code, Codex.

Its marketplace also offers this one on its own, as the plugin nickel-concentration-risk-analyzer/plugin install nickel-concentration-risk-analyzer after adding the marketplace above.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for nickel-concentration-risk-analyzer

README.md
[![agentmods](https://agentmods.dev/badge/skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer/github.svg)](https://agentmods.dev/skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer)
Your own site
<a href="https://agentmods.dev/skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer"><img src="https://agentmods.dev/badge/skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for nickel-concentration-risk-analyzer

Your own site · 80×15
<a href="https://agentmods.dev/skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer"><img src="https://agentmods.dev/badge/skills/fatfingererr/macro-skills/nickel-concentration-risk-analyzer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,876 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00064 $0.02876
Opus 5 $0.00032 $0.01438
Sonnet 5 $0.00013 $0.00575
Haiku 4.5 $0.00006 $0.00288

Measured 11d ago against content hash d41b4dd8408c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

nickel-concentration-risk-analyzer scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

The scan reads SKILL.md. This mod also ships 6 executable files (scripts/compute_concentration.py, scripts/ingest_sources.py, scripts/nickel_pipeline.py, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/nickel-concentration-risk-analyzer/SKILL.md · 276 lines

How it starts

The opening of the file, as written. The whole thing — 276 lines — stays where its author put it; the contents beside it link to each section on GitHub.

<essential_principles> 鎳供給集中度分析 核心原則

所有分析必須先確定口徑,不同口徑會導致數量級差異:

口徑 說明 典型數值差異
t_Ni_content 鎳金屬含量(本 Skill 預設) 基準值
t_ore_wet 礦石濕噸 可達 50-100x
t_NPI_product NPI 產品噸 約 10-15% Ni
t_matte 鎳鋶噸 約 75% Ni

強制規則

  • 若輸入數據口徑不明確,必須標記為 model_estimate
  • 同一分析中不得混用不同口徑數據
  • 輸出必須包含 unit 欄位

鎳供給鏈各階段必須分開計算:

Mine Production (mined) → Intermediate (NPI/Matte/MHP) → Refined (class1/class2)
  • mined: 礦場產量(鎳金屬含量)
  • refined: 精煉產量(含冶煉)
  • 「印尼 60% 市佔」通常指 mined nickel content
Tier 特性 來源 用途
0 免費、穩定、口徑一致 USGS MCS, INSG Baseline 主幹
1 免費但分散、需整合 公司年報、財報 Mine-level 錨點
2 付費、更即時完整 S&P Global MI 精度驗證、對齊口徑
3 政策/配額近期訊息 新聞、官方公告 情境輸入

優先順序:Tier 0 建立 baseline → Tier 1 補充 mine-level → Tier 2 驗證精度

政策減產不需 100% 執行即可造成衝擊。預設模型:

expected_cut = cut_value * execution_prob  # 預設 execution_prob = 0.5

三層輸出:

  • Hard cut: 政策完全落地
  • Half success: 執行 50%(或指定值)
  • Soft landing: 只延遲投產/只砍新增產能
指標 公式 解讀
Country Share country_prod / global_prod 單國佔比
CR_n Σ top_n_share 前 N 國/礦集中度
HHI Σ share² 市場集中度(0-10000)
Policy Leverage cut_amount / global_prod 政策可撬動的全球供給比例

HHI 判讀:< 1500 低集中、1500-2500 中等、> 2500 高集中 </essential_principles>

  1. Analyze - 分析全球鎳供給結構與集中度指標(CR_n, HHI, country share)
  2. Scenario - 模擬政策/減產情境對供給的衝擊(RKAB配額、出口限制等)
  3. Validate - 驗證市場說法的數據口徑與來源可靠度
  4. Ingest - 從各數據源擷取並標準化鎳供給數據

等待回應後再繼續。

讀取工作流程後,請完全遵循其步驟。

<reference_index> 參考文件 (references/)

文件 內容
data-sources.md 所有數據來源詳細說明與 URL
unit-conversion.md 單位轉換規則與假設
concentration-metrics.md 集中度指標詳細計算方法
indonesia-supply-structure.md 印尼鎳供給結構與關鍵園區
mine-level-anchors.md 主要礦區/園區產量錨點
failure-modes.md 失敗模式與緩解策略
</reference_index>

<workflows_index>

Workflow Purpose
analyze.md 供給結構與集中度分析(CR_n, HHI, share)
scenario-engine.md 政策情境衝擊模擬
validate-sources.md 數據來源與口徑驗證
ingest.md 數據擷取與標準化
</workflows_index>

Read the full file on GitHub · 276 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 276 lines · 64 tokens per session scan A d41b4dd8408c

Subscribe to this mod's changes

nickel-concentration-risk-analyzer is a skill published in the GitHub repository fatfingererr/macro-skills (3 stars, last pushed 7mo ago), licensed MIT. It adds 64 tokens to every session and 2,876 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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