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市場調查報告書
商品編碼
1197729

鎳市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

Nickel Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2021 年鎳市場將達到 210 萬噸以上，預測期內的複合年增長率超過 4.8%。

COVID-19 大流行的爆發及其相關的封鎖、社會疏遠規則和貿易制裁已對全球供應鍊網絡造成大規模破壞，嚴重阻礙了鎳市場的增長。 主要國家的長期封鎖減緩了工業活動，影響了鎳的需求和價格。 亞洲鎳業和世界鎳鐵控股等主要礦商已暫停部分運營以應對大流行，一些參與者維持當前維護停產計劃的能力有限被提及是一個原因。 然而，由於工業部門的穩步復甦和採礦活動的恢復，預計在預測期內鎳需求將增加。

主要亮點

  • 從中期來看，鎳市場的增長預計將受到不銹鋼合金中鎳需求增加的推動。 每年銷售的鎳中約有三分之二用於不銹鋼。 此外，在汽車電池、風力渦輪機儲能係統和太陽能電池板等應用中，以低成本增加對鎳的需求是市場增長的主要驅動力。
  • 嚴格的環境法規和鎳熔化過程中二氧化硫排放量增加帶來的潛在健康危害以及鎳價波動可能會阻礙市場增長。
  • 電動汽車的日益普及和鎳在醫療行業的新興用途可能會成為未來的機遇。
  • 由於亞太地區的鎳消費率高，並且存在大型不銹鋼製造商和電池製造商，因此預計未來亞太地區將主導鎳市場。 此外，預計中國和印度的需求激增將提振金屬市場前景。

鎳市場趨勢

不銹鋼需求上升

  • 鎳在不銹鋼的生產中起著重要作用。 它是不銹鋼生產中使用的主要商業合金等級之一。 鎳合金幾乎佔全球不銹鋼生產工藝的三分之二。 通常，常用等級的不銹鋼中含有 8% 的鎳。
  • 由於不銹鋼具有耐腐蝕性、耐用性和豐富的可用性，因此被用於食品和飲料、建築、航空航天、運輸、醫療、化工等多個領域。
  • 根據國際不銹鋼論壇 (ISSF) 的數據，2021 年不銹鋼產量將同比增長 10.6% 至 5630 萬噸。
  • 鑑於烏克蘭戰爭、庫存膨脹和供應鏈中斷等因素導致需求減少，MEPS 已將 2022 年的產量預測下調至 5650 萬噸。 但預計2023年產量將恢復至6000萬噸。
  • 中國的不銹鋼廠消耗了一半以上的原鎳。 2021年中國不銹鋼產量將達到3060萬噸，同比增長1.6%，佔全球產量的54.4%。
  • 同樣，根據世界金屬統計，印度的不銹鋼產量將在 2021 年達到約 400 萬噸，從 2020 年到 2021 年同比增長 25%。
  • 受上述因素影響，未來不銹鋼行業對鎳的市場需求有望增加。

亞太地區主導市場

  • 亞太地區的鎳消費量很大。 這主要是由於大型不銹鋼製造公司和電池製造商的存在。 菲律賓、新喀裡多尼亞、澳大利亞、印度尼西亞和中國的主要鎳礦床使該地區成為最大的鎳產地。
  • 根據美國地質調查局 (USGS) 的數據，印度尼西亞擁有世界上最大的鎳儲量，預計 2021 年將開採 2100 萬噸。 此外，菲律賓、中國和澳大利亞的開採儲量加起來達 2860 萬噸。
  • 根據世界金屬統計局數據，2022 年 1-9 月中國鎳需求預計為 112 萬噸，比 2021 年增加 98.1 千噸。 在印度尼西亞，2022年1-9月的鎳產量為79萬噸，同比增長23%。
  • 此外，電動汽車 (EV) 中鎳消耗量的上升也佔鎳需求的很大一部分，預計將提振該地區的市場。
  • 中國在電動汽車市場處於世界領先地位，新電動汽車銷量是美國的四倍。 2021 年中國電動汽車 (EV) 總銷量將達到 330 萬輛，較 2020 年的 130 萬輛增長 154%。 中國中央政府推廣電動汽車的主要政策預計將增加該國對鎳的需求。
  • 同樣在 2021 年 10 月，塔塔汽車（印度汽車製造商）為其新的電動汽車子公司獲得了 7,500 瑞典克朗（10.1 億美元）的投資。 塔塔汽車和 TPG Rise Climate 已達成一項抑制協議，後者將與共同投資者 ADQ 一起投資塔塔汽車新成立的子公司。
  • COVID-19 的影響降低了許多最終用途應用中的鎳需求。 然而，隨著各種終端用途行業的複蘇，預計預測期內該地區的鎳需求將增長。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

內容

第一章介紹

  • 調查先決條件
  • 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

  • 司機
    • 石油和天然氣行業對耐腐蝕合金的需求增加
    • 其他司機
  • 約束因素
    • 供需情況不穩定
    • 採礦活動期間的環境考慮
  • 工業價值鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度

第 5 章市場細分（市場規模和交易量基礎）

  • 通過申請
    • 不銹鋼
    • 合金
    • 電鍍
    • 選角
    • 電池
    • 其他用途
  • 按地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 北美
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 意大利
      • 法國
      • 其他歐洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中東
      • 沙特阿拉伯
      • 南非
      • 其他中東地區

第六章競爭格局

  • 併購、合資企業、合作、合同
  • 市場份額**/排名分析
  • 主要參與者採用的策略
  • 公司簡介
    • Anglo American
    • BHP
    • Cunico Corp.
    • Eramet
    • Glencore
    • INDEPENDENCE GROUP NL
    • Jinchuan Group International Resources Co. Ltd
    • Norilsk Nickel
    • Pacific Metal Company
    • QUEENSLAND NICKEL SALES
    • Sherritt International Corporation
    • Sumitomo Metal Mining Co. Ltd
    • Terrafame
    • Vale
    • Votorantim

第七章市場機會與未來趨勢

  • 電動汽車越來越受歡迎
  • 醫療領域的新應用
簡介目錄
Product Code: 52343

The nickel market was valued at more than 2.1 million tons in 2021, and the market is projected to register a CAGR of more than 4.8% during the forecast period.

The outbreak of the COVID-19 pandemic and the resultant lockdowns, social distancing norms, and trade sanctions triggered massive disruptions across the global supply chain networks, severely hampering the growth of the nickel market. The extended lockdowns across major economies resulted in a slowdown in industrial activity, thereby impacting the demand and price of nickel. Major mining companies like Nickel Asia and Global Ferronickel Holdings suspended some of their operations in response to the pandemic, with some players citing the limited ability to keep current maintenance shutdown schedules. However, with the steady recovery of the industrial sector and the resumption of mining activities, demand for nickel is anticipated to rise during the forecast period.

Key Highlights

  • Over the medium term, the growth of the nickel market is likely to be driven by the increasing demand for nickel in stainless steel alloys. Currently, about two-thirds of nickel sold each year goes into stainless steel. Also, increasing demand for nickel in automobile batteries, energy storage systems in wind turbines, or solar panels at a lower cost is the major driving factor for the market growth.
  • Stringent environmental regulations and possible health risks due to increasing sulfur dioxide emissions from the nickel melting process and volatility in nickel prices are likely to hinder the market's growth.
  • The growing popularity of electric vehicles and the emerging application of nickel in the medical industry are likely to act as opportunities in the future.
  • Asia-Pacific is expected to dominate the nickel market in the future, due to the high consumption rate of nickel and the presence of large stainless steel manufacturing companies and battery manufacturers in this region. Furthermore, burgeoning demand in China and India is expected to boost the prospects of the metal market.

Nickel Market Trends

Increasing Demand for Stainless Steel

  • Nickel plays a crucial role in the manufacture of stainless steel. It is one of the major commercial grades of alloys used in stainless steel production. Nickel alloying holds for almost two-thirds of the stainless-steel production process across the world. In general, 8% of nickel is present in the commonly used grade of stainless steel.
  • Owing to its corrosion resistance, durability, and abundance in availability, stainless steel is used in various sectors, including food and beverage, construction, aerospace, transport, medical, chemical, etc.
  • According to International Stainless Steel Forum (ISSF), stainless steel production increased by 10.6% year-on-year to 56.3 million metric tons in 2021.
  • In view of reduced demand owing to factors like the Ukraine war, inflated inventories, and supply chain disruptions, MEPS has lowered its production forecast to 56.5 million metric tons in 2022. However, the production is anticipated to rebound to 60 million metric tons in 2023.
  • Chinese stainless steel mills consume more than half of the primary nickel. Stainless steel production in China witnessed a year-on-year growth of 1.6% in 2021 to a total of 30.6 million metric tons which is 54.4% of the global output.
  • Similarly, according to the World Bureau of Metal Statistics, Indian production of stainless steel reached around 4 million metric tons in 2021, registering a year-on-year growth of 25% between 2020-2021.
  • Owing to the above-mentioned factors, the demand in the nickel market from stainless steel industry is likely to increase in the future.

Asia-Pacific to Dominate the Market

  • Asia-Pacific holds the major share in the consumption of nickel. This is primarily due to the presence of large stainless-steel manufacturing companies and battery manufacturers. The major nickel ore concentrations in the Philippines, New Caledonia, Australia, Indonesia, and China are instrumental in making the region the largest producer of nickel.
  • According to US Geological Survey (USGS), Indonesia have the world's largest nickel reserve with a mining reserve of 21 million metric tons in 2021. Furthermore, the Philippines, China, and Australia have a combined mining reserve of 28.6 million metric tons.
  • According to the World Bureau of Metal Statistics, the demand for nickel in China during the first 9 months of 2022 was estimated at 1.12 million tons, an increase of 98.1 kilo tons in comparison to 2021. In Indonesia, the production of nickel between January and September 2022 was 0.79 million tons, registering a year-on-year increase of 23%.
  • Furthermore, the increasing consumption level of nickel in Electric Vehicles (EVs) is also expected to boost the market in the region, as it accounts for a considerable share of nickel demand.
  • China is the global leader in the electric car market, with the sales of new electric vehicles being four times higher than that of the United States.A total of 3.3 million units of Electic Vehicles (EVs) were sold in China in 2021, registering an increase of 154% compared to 1.3 million units sold in 2020. The Chinese central government's principal policies to promote electric vehicles are expected to increase the demand for nickel in the country.
  • Also, In Oct, 2021, Tata Motors (Indian automaker) secured an INR 7,500 crore (USD 1.01 billion) investment for new EV subsidiary. Tata Motors and TPG Rise Climate have entered into a binding agreement whereby the latter along with co-investor ADQ, will invest in a newly incorporated subsidiary of Tata Motors.
  • Due to the impact of COVID-19, the demand for nickel has reduced from many end-use applications. However, with recovery in various end user industries, the demand for nickel is expected to grow in the region during the forecast period.

Nickel Market Competitor Analysis

The nickel market is fragmented in nature. The major companies include Norilsk Nickel, Vale, BHP, Jinchuan Group International Resources Co. Ltd, Glencore, and others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Rising Demand for Corrosion Resistant Alloys in the Oil and Gas Industry
    • 4.1.2 Other Drivers
  • 4.2 Restraints
    • 4.2.1 Volatility in the Supply Demand Scenario
    • 4.2.2 Environmental Considerations During Mining Activities
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 By Application
    • 5.1.1 Stainless Steel
    • 5.1.2 Alloys
    • 5.1.3 Plating
    • 5.1.4 Casting
    • 5.1.5 Batteries
    • 5.1.6 Other Applications
  • 5.2 Geography
    • 5.2.1 Asia-Pacific
      • 5.2.1.1 China
      • 5.2.1.2 India
      • 5.2.1.3 Japan
      • 5.2.1.4 South Korea
      • 5.2.1.5 Rest of Asia-Pacific
    • 5.2.2 North America
      • 5.2.2.1 United States
      • 5.2.2.2 Canada
      • 5.2.2.3 Mexico
    • 5.2.3 Europe
      • 5.2.3.1 Germany
      • 5.2.3.2 United Kingdom
      • 5.2.3.3 Italy
      • 5.2.3.4 France
      • 5.2.3.5 Rest of Europe
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Rest of South America
    • 5.2.5 Middle-East
      • 5.2.5.1 Saudi Arabia
      • 5.2.5.2 South Africa
      • 5.2.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share**/Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Anglo American
    • 6.4.2 BHP
    • 6.4.3 Cunico Corp.
    • 6.4.4 Eramet
    • 6.4.5 Glencore
    • 6.4.6 INDEPENDENCE GROUP NL
    • 6.4.7 Jinchuan Group International Resources Co. Ltd
    • 6.4.8 Norilsk Nickel
    • 6.4.9 Pacific Metal Company
    • 6.4.10 QUEENSLAND NICKEL SALES
    • 6.4.11 Sherritt International Corporation
    • 6.4.12 Sumitomo Metal Mining Co. Ltd
    • 6.4.13 Terrafame
    • 6.4.14 Vale
    • 6.4.15 Votorantim

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Popularity of Electric Vehicles
  • 7.2 Emerging Application in the Medical Industry