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Nickel - Outlook to 2028, 15th Edition

出版商 Roskill Information Services 商品編碼 113248
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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鎳市場預測 Nickel - Outlook to 2028, 15th Edition
出版日期: 2019年04月03日內容資訊: 英文
簡介

本報告提供鎳市場整體趨勢與供需趨勢,生產成本,最終用途的消費趨勢,對外貿易,鎳價格趨勢,各國生產、加工的詳細調查,及生產、加工業者的最新簡介等。

第1章 摘要整理

第2章 鎳的流程圖

第3章 全球鎳的生產

  • 開採
  • 加工
  • 鎳產品

第4章 全球鎳的消費

第5章 鎳的國際貿易

第6章 鎳的價格趨勢

第7章 鎳市場預測

第8章 各國的簡介

第9章 各用途的鎳消費

第10章 企業簡介

第11章 宏觀經濟預測

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

Owing to a slowdown in demand growth and an extended stainless steel destocking cycle, nickel prices hit multi-year lows in 2016. Prices started to recover in 2017 and improved further over the course of 2018, averaging over $13,600/t in the first nine months of the year. However, nickel prices are still relatively low by historical standards: on average, every year between 2004 and 2014, the LME nickel cash price was above the 2018 year-to-date average price.

Demand for nickel rose strongly in 2017, due mainly to increased consumption by the stainless steel industry. China continued to account for the greatest share of primary nickel consumption: the country accounted for around 53% of global consumption in 2017, while the stainless steel sector continued to account for the greatest share of total primary nickel consumption, at around 69%. It is not only that the stainless steel industry is large compared to the other users of primary nickel - where this stainless steel is produced also has a major impact on demand for primary nickel.

China represents over half of global primary nickel consumption, but it also accounts for over half of global stainless steel production. Although the country produces a high proportion of low-nickel content 200- and CrMn stainless steels, ChinaHs stainless steel industry is heavily reliant on primary nickel units for the stainless steel that it does produce, thus leading to an elevated requirement for primary nickel, typically in the form of Nickel Pig Iron (NPI). Other countries, on the other hand, rely to a far greater extent on scrap, thus limiting the requirement for primary nickel.

Elsewhere in Asia, 2017 saw the emergence of Indonesia as a new producer of stainless steel. The stainless mill that was commissioned in mid-2017 is owned by a Chinese company and was designed and built from the outset to exploit locally-available nickel ores that are converted into NPI on-site. The Indonesian mill (which will ultimately have a design capacity of 3M tpy of stainless steel) will, therefore, also be a major consumer of primary nickel.

On the demand side, the push for automotive electrification is set to provide a dramatic upside to nickel. Nickel, used in the cathode materials for lithium-ion batteries, is being consumed in increasingly large quantities. Its outlook is supported not only by the rapid volume growth of the electric vehicle market, but also owing to the increased intensity of use of nickel, as part of efforts to improve the energy density of batteries and extend driving range. Over the outlook period, Roskill forecasts that nickel use in batteries will grow from around 3-4% of nickel demand, to account for as much as 15-20% of the market.

Nickel sulphate is the key raw material for the nickel in lithium-ion batteries and producing this will require an increase in the supply of class I material. However, most of the growth in output in recent years has been in the form of NPI for the Chinese (and now also for the Indonesian) stainless steel industry. One of the key issues for the nickel industry going forward will be how to supply the material that the battery industry will require.

Owing to these various changes, the nickel market is going through a period of introspection and restructuring. Major producers are likely to review their operations, looking to consolidate costs, or realign their operations to different markets. Roskill's new report provides a comprehensive insight into the trends and likely future direction of the market, to help market participants navigate nickel's stormy waters.

Roskill experts will answer your questions...

  • How will the Indonesian market continue to develop?
  • What are the risks to supply of ores and concentrates?
  • What has been the impact of announced cutbacks and closures on the market balance?
  • Which projects remain in the pipeline, and which could come on-stream if prices improve further?
  • How will increased demand for nickel sulphate from electric vehicles affect the industry?

Report Includes:

  • Hard data on mine, intermediate, refined production and projects
  • Critical analyses of all the end uses of nickel and their growth scenarios
  • Detailed discussion of risks, opportunities amidst a 10-year outlook
  • Access to the report online through Roskill Interactive for up to 5 users
  • Access to Roskill's specialists for key market queries
  • Hard copy of the report on request

Table of Contents

  • 1. Executive Summary
  • 2. Nickel Flowchart
  • 3. World Production
  • 4. World Consumption
  • 5. International Trade in Nickel
  • 6. Prices
  • 7. Outlook
  • 8. Background
  • 9. Country Profiles
  • 10. Consumption of Nickel by First Use
  • 11. Company Profiles
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