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BMI Nickel Report - Q1 2017

出版商 BMI Research 商品編碼 354631
出版日期 內容資訊 英文 85 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 BMI Nickel Report - Q1 2017
出版日期: 2017年02月08日 內容資訊: 英文 85 Pages




  • 供需的緊迫化伴隨的交易價格的反轉預測


  • 大半的企業持續虧損基調


  • 產業趨勢分析



  • 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


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


Product Code: 2397-5113

BMI View: We have revised up our nickel price forecasts following the election of Donald Trump as US President, due to market speculation boosting prices on the grounds that Trump's ambitious infrastructure spending plan will significantly boost global metal demand growth over the coming years. We now expect prices to average USD10,500/tonne in 2017, moving up to USD13,000/tonne by 2020, reflecting a modest recovery in general base metal prices owing to an overall bullish investor sentiment despite the nickel market moving into surplus in 2017.

Latest Developments And Structural Trends

Price Forecast

  • Refined nickel prices will remain elevated on a three-month horizon, owing to the victory of Republican candidate Donald Trump in the US presidential election on November 8 catalysing a sharp uptick in industrial metal prices, which will continue over the coming weeks. The US is the fourth largest consumer of refined nickel, accounting for 7.5% of global consumption in 2014. More importantly, China's continued and intensified fiscal support for the construction sector will be the key driver of price gains. This is because nickel is used in the production of stainless steel, which is used widely in the transport and construction sector.

Table of Contents

BMI Industry View

  • Table: Global Nickel Forecasts

Price Forecast

  • Global - Nickel: Upward Revisions On Steel Surge
    • Table: BMI Nickel Price Forecast
    • Table: Nickel Forecasts

Global Trends In Supply, Demand & Trade

  • Global - Nickel: Global Market To Move Into Surplus From 2017
    • Table: Global Nickel Forecasts
    • Table: Nickel Production Forecasts
    • Table: Nickel Consumption Forecasts

Mine Supply: Nickel Ore

  • Global - Nickel: Production Growth To Slow, Except In Indonesia
    • Table: Global Selected New Nickel Mine Projects
    • Table: Global - Nickel Production Forecasts For Top 10 Producers

Competitive Landscape

  • Table: Global - Top 10 Nickel Producers By 2014 Output
  • Table: Selected Nickel Companies By Market Capitalisation (2015)

Company Profile

  • BHP Billiton - Q1 2017
    • Table: Select Commodities - Price Forecasts
  • Latest Financial Results
    • Table: BHP Billiton - Key Financial Data
  • Norilsk Nickel
    • Table: Select Commodities - Price Forecasts
    • Table: Norilsk Nickel - Key Projects
    • Table: Norilsk Nickel - Key Financial Data
  • Global Company Strategy - Vale - Q117
    • Company Overview
    • Company Strategy
      • Table: Select Companies - Operational Data
      • Table: Vale - Key Financial Data
    • Global Company Strategy - Glencore
      • Table: Selected Commodities - Price Forecasts
    • Company Analysis
      • Table: Glencore - Key Projects
      • Table: Glencore - Key Financial Data
    • Eramet - Q1 2017
      • Table: Eramet Financial Results (2009-2015)
    • Eramet - Q2 2017
      • Table: Eramet Financial Results (2009-2015)

Data Appendix

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


  • Cross Checks
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