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市場調查報告書

鎳金屬的全球市場分析

Global Nickel Metals Report Q4 2017

出版商 BMI Research 商品編碼 354631
出版日期 內容資訊 英文 86 Pages
商品交期: 最快1-2個工作天內
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鎳金屬的全球市場分析 Global Nickel Metals Report Q4 2017
出版日期: 2017年10月11日 內容資訊: 英文 86 Pages
簡介

本報告提供全球鎳金屬市場最新趨勢相關分析,目前市場上主要趨勢、結構的變化,及近來的供給量、需求量、貿易量、交易價格趨勢,主要企業的業績和目前策略發展情形等相關調查。

BMI產業分析

價格趨勢的預測

  • 供需的緊迫化伴隨的交易價格的反轉預測

全球市場的供給、需求、貿易趨勢

  • 大半的企業持續虧損基調

礦石的供給情形:鎳礦石

  • 產業趨勢分析

競爭環境

企業簡介

  • BHP Billiton
    • 最新的財務實際成果
  • Norilsk Nickel
    • 企業概要
    • 企業策略
  • Vale
    • 企業概要
    • 企業策略
    • 最新趨勢
    • 企業的詳細資訊
  • Glencore
  • Eramet

資料附表

  • 附錄
  • 鎳:生產平衡
  • 生產量的預測
  • 消費量的預測

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: 2397-5113

BMI View: We have kept our nickel price forecast at USD10,250/tonne for 2017 as the global refined nickel market deficit narrows due to increasing production from Indonesia and a decline in global demand. Following a mid-year rally that has taken nickel beyond USD11,600/tonne mark, we expect prices to unwind in the last quarter of 2017 as strong year-to-date Chinese demand wanes.

Latest Developments And Structural Trends

Price Forecast:

  • Refined nickel prices will unwind from current levels in the coming months. The current rally has seen a 30.0% rise in prices since February, driven by improved Chinese stainless steel demand. However we believe that Chinese nickel demand will wane towards the end of 2017 as the Chinese government shifts policy away from heavy industry following the 19th National Communist Party Congress. Furthermore, fundamentals indicate that the nickel market deficit is rapidly narrowing in 2017 which will weigh on prices in the coming months. This transition will be supported by a rise in Indonesian ore exports flowing into the market for refinement following the end of the country's export ban in January 2017. According to Bloomberg high frequency data, Indonesian nickel ore production growth averaged 44.0% y-o-y in H117. Furthermore, we are more optimistic on nickel production in the Philippines in the coming months, following the removal of anti-mining advocate Regina Lopez as head of Department for Environment and Natural Resources (DENR). Finally, stocks at LME warehouses have reached their highest levels so far this year at 387kt, while LME 3-month Nickel futures remain firmly in contango, indicating ample nearterm supply.

Table of Contents

BMI Industry View

BMI View

  • Table: Global Nickel Forecasts

Price Forecast

  • Global - Nickel: Price Rally To Unwind
    • Table: BMI Nickel Price Forecast
    • Table: Nickel Forecasts

Global Trends In Supply, Demand & Trade

  • Global - Nickel: Low Demand To Shift Market Into Surplus
    • Table: Global Nickel Forecasts
    • Table: Nickel Production Forecasts
    • Table: Nickel Consumption Forecasts

Mine Supply: Nickel Ore

  • Global - Nickel: Indonesia And Australia To Sustain Production Growth
    • Table: Selected New Global Nickel Mines
    • Table: Global - Nickel Production Forecasts For Top 10 Producers

Competitive Landscape

  • Table: Global - Top 10 Nickel Producers By 2016 Output
  • Table: Select Nickel Companies By Market Capitalisation

Company Profile

  • Eramet - Q3 2017
    • Table: Eramet - Key Financial Data
  • Norilsk Nickel
    • Table: Select Commodities - Price Forecasts
    • Table: Norilsk Nickel - Key Projects
    • Table: Norilsk Nickel - Key Financial Data
  • Global Company Strategy - BHP Billiton
    • Table: Select Commodities - Price Forecasts
  • Latest Results
    • Table: BHP Billiton - Key Financial Data
  • Global Company Strategy - Glencore
    • Table: Selected Commodities - Price Forecasts

Company Analysis

  • Table: Glencore - Key Projects
  • Table: Glencore - Key Financial Data

Global Company Strategy - Vale

  • Company Overview
  • Company Strategy
    • Table: Selected Iron Ore Producers - Key Financial Data
    • Table: Vale - Key Financial Data

Appendix

  • Nickel: Production Balance
    • Table: Global Nickel Forecasts
  • Production Forecast
    • Table: Nickel Production Forecasts
  • Consumption Forecast
    • Table: Nickel Consumption Forecasts

Methodology

Cross Checks

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