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金屬

市場調查報告書

商品編碼

1325380

全球鎳市場 - 2023-2030

Global Nickel Market - 2023-2030

出版日期: 2023年08月04日 | 出版商:

DataM Intelligence | 英文 205 Pages | 商品交期: 約2個工作天內

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簡介目錄

市場概況

2022年全球鎳市場規模達到336億美元，預計到2030年將達到472億美元，2023-2030年預測期間年複合成長率為5.5%。電池中對鎳的需求不斷成長，有助於以更便宜的成本提供更高的能量密度和更大的存儲容量，這是市場擴張的主要驅動力。電動汽車的日益普及，以及鎳在醫療領域的不斷發展，可能會在未來帶來機遇。

預計在預測期內，不銹鋼應用將佔全球鎳市場的 35.4% 左右。由於其耐腐蝕性、耐用性和廣泛的可用性，不銹鋼被廣泛應用於食品和飲料、建築和航空航太等多種行業，推動了市場的擴張。

市場動態

不銹鋼產品中鎳的需求不斷成長

不銹鋼是鎳的主要最終用途，在全球鎳市場中佔有相當大的比例。在經濟成長、城市化和基礎設施發展的推動下，不銹鋼製造業的崛起對鎳需求產生直接影響。含鎳鋼合金越來越受歡迎。含鎳牌號在不銹鋼生產中佔很大一部分。

316 型鋼的鎳濃度為 11%，304 型鋼的鎳濃度為 8%，使該鋼易於焊接、具有延展性和堅固性。由於其優越的特性，如耐腐蝕、充足的可用性和耐用性，不銹鋼製品的需求量很大。不銹鋼廣泛應用於航空航太、化工、石油天然氣、建築、汽車等主要行業。鎳在鋼的製造中非常重要，並且在鋼的生產中佔有重要的合金佔有率。

不斷發展的電動汽車和電池生態系統

電動汽車產量和銷量的增加將推動對鎳的需求，鎳主要用作鋰離子電池的成分。隨著汽車製造商加快電池生產，電動汽車產量的增加增加了鎳的需求。印度材料公司Epsilon Advanced Materials宣佈於2023年6月投資6.5億美元在美國開發新型電池材料生產

鎳的高儲能能力有助於延長電動汽車的續航里程，使其成為提高電動汽車性能的重要材料。正在進行的電池技術研究旨在提高鋰離子電池的能量密度並降低成本。為了提高電池性能，人們正在採用 NMC（鎳錳鈷）和 NCA（鎳鈷鋁）化學物質等富鎳正極。

環境問題和對不銹鋼行業的依賴

鎳礦石開採和加工會對環境造成負面影響，例如棲息地破壞、水污染和溫室氣體排放。日益增加的環境限制和對永續性的擔憂增加了合規成本並限制了對某些鎳來源的獲取。不銹鋼行業是鎳的主要消費領域，在鎳消費中佔有相當大的佔有率。

鎳需求對單一行業的依賴可能會使鎳市場受到不銹鋼需求和產量變化的影響。金屬回收和替代材料的技術進步可能會降低特定應用中對新鎳生產的需求，從而影響整個鎳市場。

COVID-19 影響分析

由於需求中斷和供應鏈問題，鎳庫存水平出現波動。一些行業限制鎳採購，導致庫存增加，而另一些行業則因供應鏈中斷而出現短缺。它導致採礦和加工設施的健康和安全實踐發生變化。這些變化對產量、工人能力和營運效率產生了影響。

必和必拓將其最大預期銅產量下調了 14 萬噸，將預期鎳產量下調了 1 萬噸。此外，由於勞動力短缺和供應鏈問題，力拓在 2021 年開局艱難，試圖推出新項目來取代老舊礦山。報告顯示，第三季度鐵礦石產量較去年同期下降8%。

俄羅斯-烏克蘭戰爭影響

衝突的區域後果可能會對周邊國家和地區的鎳需求和供應動態產生影響，特別是與俄羅斯和烏克蘭關係密切的歐洲和亞洲。它影響了該地區的鎳生產和供應，可能導致全球供應短缺。地緣政治擔憂可能會影響投資者情緒和市場對全球鎳市場穩定性的看法。

受烏克蘭衝突影響，鎳價飆升，如果條件具備，將對能源轉型的供應鏈構成挑戰。由於鋰離子電池中鎳的用量很少，因此電動汽車需要穩定的供應。儘管電池用量很小，但持續的價格波動可能會使電動汽車的價格上漲高達 1,000 美元。

Market Overview

Global Nickel Market reached US$ 33.6 billion in 2022 and is expected to reach US$ 47.2 billion by 2030, growing with a CAGR of 5.5% during the forecast period 2023-2030. The growing demand for nickel in batteries aids in the delivery of higher energy density and more storage capacity at a cheaper cost, which is the primary driver of market expansion. The rising adoption of electric vehicles, as well as the developing use of nickel in the medical field, are likely to present opportunities in the future.

Stainless steel application is anticipated to account for around 35.4% of the global nickel market during the forecast period. Owing to its corrosion resistance, durability and widespread availability, stainless steel is utilized in a variety of industries, including food and beverage, construction and aerospace, among others, driving market expansion.

Market Dynamics

Growing Demand of Nickel in Stainless Steel Products

Stainless steel is a major end-use of nickel, accounting for a sizable percentage of global nickel market. The rise in stainless steel manufacturing, driven by economic growth, urbanization and infrastructural development, has a direct impact on nickel demand. Nickel-containing steel alloys have become increasingly popular. Nickel-containing grades account for a significant portion of stainless steel manufacture.

Nickel concentration of 11% in type 316 and 8% in type 304 make the steel easily weldable, ductile and robust. Owing to its superior features such as corrosion resistance, plentiful availability and durability, stainless steel items are in high demand. Stainless steel is widely used in major industries such as aerospace, chemical, oil and gas, construction, automotive and others. Nickel is very essential in the manufacturing of steel and has a significant alloy share in its production.

Growing Electric Vehicles and Batteries Ecosystem

The increased production and sales of electric vehicles will drive up demand for nickel, which is largely utilized as a component in lithium-ion batteries. The increase of electric vehicle production has increased nickel demand as automobile manufacturers speed up battery production. Epsilon Advanced Materials, an Indian materials company, announced a US$ 650 million investment in June 2023 to develop a new battery materials production in U.S.

Nickel's high energy storage capacity contributes to longer EV ranges, making it an important material for improving EV performance. Ongoing battery technology research aims to improve the energy density and lower the cost of lithium-ion batteries. To enhance the battery performance, nickel-rich cathodes such as NMC (nickel-manganese-cobalt) and NCA (nickel-cobalt-aluminum) chemistries are being employed.

Environmental Concerns and Dependance on Stainless Steel Industry

Nickel ore mining and processing can have negative environmental consequences such as habitat damage, water pollution and greenhouse gas emissions. Increasing environmental constraints and concerns about sustainability increases the compliance costs and restrict access to certain nickel sources. The stainless steel industry is a major consumer of nickel, accounting for a sizable share of nickel consumption.

Dependance of nickel demand on a single industry can impose the nickel market to variations in stainless steel demand and production. Technological advances in metal recycling and substitute materials may lower demand for new nickel production in specific applications, affecting the overall nickel market.

COVID-19 Impact Analysis

Nickel inventory levels fluctuated as a result of demand disruptions and supply chain problems. Some industries restricted their nickel purchases, resulting in greater stocks, while others experienced shortages as a result of supply chain disruptions. It caused modifications in mining and processing facilities' health and safety practices. The changes had an effect on output, worker capacity and operational efficiency.

BHP lowered its maximum anticipated copper output by 140,000 tonnes and its anticipated nickel output by 10,000 tonnes. In addition, Rio Tinto has had a difficult start to the year in 2021, attempting to put on new projects that will replace aged mines because to labor shortages and supply chain issues. It revealed that iron ore output fell 8% in the March quarter compared to the same period last year.

Russia- Ukraine War Impact

The regional consequences of the conflict may have an impact on nickel demand and supply dynamics in surrounding nations and regions, particularly in Europe and Asia, which have close relations with both Russia and Ukraine. It impacted the nickel production and supply in the regions, possibly leading to worldwide supply shortages. Geopolitical concerns can have an impact on investor sentiment and market perception of the global nickel market's stability.

Soaring nickel prices have surged in response to the Ukraine conflict, posing supply chain challenges for the energy transition if the correct conditions exist. Because nickel is utilized in small amounts in lithium-ion batteries, EVs require a consistent supply. Despite the small quantities used in the batteries, continued price volatility could increase the price of electric vehicles by up to US$ 1,000.

Segment Analysis

The global nickel market is segmented based on source, mining method, class, application, end-user and region.

Rising Penetration of EVs Drives the Batteries Segment

Batteries is expected to hold about 1/4th of the global nickel market and grow at a significant rate during the forecast period 2023-2030. The growing demand for electric vehicles is primarily driving the nickel market in the automotive industry. High purity nickel derived from sulfide nickel is mostly used in EV batteries.

As per the Society of Manufacturers of Electric Vehicles, sales of electric two-wheelers have more than doubled to 2,33,971 units in 2021 from 1,00735 units in 2020. Owing to its high energy in electric vehicles, it will aid in increasing the usage of nickel for lithium-ion batteries and steel alloys within the automotive sector. Thus, the demand for nickel will rise due to rising contributions from electric vehicle batteries, stainless steel automobile components and other applications during the forecast period.

Geographical Analysis

Presence of Large Steel Manufacturing Companies in Asia-Pacific

Asia-Pacific is anticipated to have the highest CAGR in the global nickel market during the forecast period 2023-2030. The existence of significant stainless-steel manufacturing enterprises and battery manufacturers is mostly to blame. The major nickel ore concentrations in Philippines, Australia, Indonesia and China have helped the region to become the leading nickel producer.

U.S. Geological Survey estimates that Indonesia has the world's greatest nickel reserve, with a mining reserve of 21 million metric tons in 2021. Furthermore, the mining reserves of the Philippines, China and Australia total 28.6 million metric tons. Furthermore, the growing use of nickel in electric vehicles (EVs) is likely to increase the regional industry, since it accounts for a major portion of nickel demand.

Competitive Landscape

The major global players include Glencore, Vale SA, Eramet SA, Sherritt International Corp., Sumitomo Metal Mining Co., Anglo American, MMC Norilsk Nickel, Jinchuan Group Ltd., BHP Billiton Ltd and Pacific Metal Company.

Why Purchase the Report?

To visualize the global nickel market segmentation based on source, mining method, class, application, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of nickel market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global nickel market report would provide approximately 77 tables, 80 figures and 205 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Source
3.2. Snippet by Mining Method
3.3. Snippet by Class
3.4. Snippet by Application
3.5. Snippet by End-User
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growing Electric Vehicles and Batteries Ecosystem
  - 4.1.1.2. Growing Demand of Nickel in Stainless Steel Products
- 4.1.2. Restraints
  - 4.1.2.1. High Costs and Volatility in Prices
  - 4.1.2.2. Environmental Concerns and Dependence on Stainless Steel Industry
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Source

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 7.1.2. Market Attractiveness Index, By Source
7.2. Pentlandite*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Laterite

8. By Mining Method

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 8.1.2. Market Attractiveness Index, By Mining Method
8.2. Underground*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Surface

9. By Class

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 9.1.2. Market Attractiveness Index, By Class
9.2. Nickel Class I*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
- 9.2.3. Electrolytic Nickel,
- 9.2.4. Powders & Briquettes
- 9.2.5. Carbonyl Nickel
9.3. Nickel Class II
- 9.3.1. Nickel Pig Iron
- 9.3.2. Ferronickel

10. By Application

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.1.2. Market Attractiveness Index, By Application
10.2. Stainless Steel*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Alloys
- 10.3.1. Ferrous Alloys
- 10.3.2. Non-ferrous Alloys
10.4. Plating
10.5. Foundry
10.6. Batteries
10.7. Others

11. By End-User

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.1.2. Market Attractiveness Index, By End-User
11.2. Metal Goods*
- 11.2.1. Introduction
- 11.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
11.3. Electric and Electronics
11.4. Engineering
11.5. Building & Construction
11.6. Transportation
11.7. Others

12. By Region

12.1. Introduction
- 12.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 12.1.2. Market Attractiveness Index, By Region
12.2. North America
- 12.2.1. Introduction
- 12.2.2. Key Region-Specific Dynamics
- 12.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.2.8.1. U.S.
  - 12.2.8.2. Canada
  - 12.2.8.3. Mexico
12.3. Europe
- 12.3.1. Introduction
- 12.3.2. Key Region-Specific Dynamics
- 12.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.3.8.1. Germany
  - 12.3.8.2. UK
  - 12.3.8.3. France
  - 12.3.8.4. Italy
  - 12.3.8.5. Russia
  - 12.3.8.6. Rest of Europe
12.4. South America
- 12.4.1. Introduction
- 12.4.2. Key Region-Specific Dynamics
- 12.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.4.8.1. Brazil
  - 12.4.8.2. Argentina
  - 12.4.8.3. Rest of South America
12.5. Asia-Pacific
- 12.5.1. Introduction
- 12.5.2. Key Region-Specific Dynamics
- 12.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.5.8.1. China
  - 12.5.8.2. India
  - 12.5.8.3. Japan
  - 12.5.8.4. Australia
  - 12.5.8.5. Rest of Asia-Pacific
12.6. Middle East and Africa
- 12.6.1. Introduction
- 12.6.2. Key Region-Specific Dynamics
- 12.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

13. Competitive Landscape

13.1. Competitive Scenario
13.2. Market Positioning/Share Analysis
13.3. Mergers and Acquisitions Analysis

14. Company Profiles

14.1. Glencore*
- 14.1.1. Company Overview
- 14.1.2. Product Portfolio and Description
- 14.1.3. Financial Overview
- 14.1.4. Recent Developments
14.2. Vale SA
14.3. Eramet SA
14.4. Sherritt International Corp.
14.5. Sumitomo Metal Mining Co.
14.6. Anglo American
14.7. MMC Norilsk Nickel
14.8. Jinchuan Group Ltd.
14.9. BHP Billiton Ltd
14.10. Pacific Metal Company

LIST NOT EXHAUSTIVE