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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 Q3 2017

出版商 BMI Research 商品編碼 354631
出版日期 內容資訊 英文 84 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 Q3 2017
出版日期: 2017年06月21日 內容資訊: 英文 84 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 revised down our nickel price forecast from USD10,500/tonne to USD10,250/tonne for 2017 as the global refined nickel market deficit narrows due to increasing production in Indonesia and a decline in Chinese demand. After stabilisation in the coming months following a sharp decline in the yearto- date, we expect prices to remain on a broad downtrend and average USD9,000/tonne by 2021 as consumption in China remains weak and the market moves into a significant surplus.

Latest Developments And Structural Trends

Price Forecast

  • Prices will remain stable over a three-to-six month horizon. The narrowing of the current market deficit due to a decline in global consumption and an improvement of global supply will mean prices will not witness a return to the early-year high's of USD11,000/tonne and above. In terms of production, the moderation of Indonesia's export ban announced in January 2017 will lead to a rebound in Chinese refined production growth in the coming months, following a slowdown between 2014 and 2016. Additionally, we now hold a more optimistic outlook for major nickel ore producer the Philippines, following the news in May that anti-mining advocate Gina Lopez has been replaced as the head of the Department for Environment and Natural Resources (DENR), which could have a positive knock-on effect on refined production. On the demand side, China's preference for cheaper substitute, nickel pig iron (NPI) and increasing NPI production from Indonesian smelters will continue to hinder demand for refined nickel in the coming months. Despite this, an average decline of 6.5% y-o-y in the global production of refined nickel during the first three months of 2017 suggests the market will remain firmly in deficit in the coming months, offsetting the potential for a large drop in prices and reinforcing our neutral view in the short term.

Table of Contents

BMI Industry View

  • Table: Global Nickel Forecasts

Price Forecast

  • Global - Nickel: Prices On A Downtrend As Market Moves Towards Surplus
    • Table: BMI Nickel Price Forecast
    • Table: Nickel Forecasts

Global Trends In Supply, Demand & Trade

  • Global - Nickel: China To Drag Down Global Consumption In 2017
    • Table: Global Nickel Forecasts
    • Table: Nickel Production Forecasts
    • Table: Nickel Consumption Forecasts

Mine Supply: Nickel Ore

  • Global - Nickel: Indonesia And Developed Markets 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: Selected 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 - Glencore
    • Table: Selected Commodities - Price Forecasts
  • Company Analysis
    • Table: Glencore - Key Projects
    • Table: Glencore - Key Financial Data
  • Global Company Strategy - Vale - Q317
    • Company Overview
    • Company Strategy
      • Table: Selected Iron Ore Producers - Key Financial Data
      • Table: Vale - Key Financial Data
  • BHP Billiton - Q3 2017
    • Table: Select Commodities - Price Forecasts
  • Latest Results
    • Table: BHP Billiton - Key Financial Data

Data Appendix

  • 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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