Commodity Market Report
Global nickel investment horizon outlook Q3 2022
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
China will continue to dominate the future nickel market, in both stainless steel and battery chemicals, ably supported by its expanding investments in Indonesia. Meanwhile, the west looks on, cutting costs and exploring value-add niches while the Asian challenge prevents expansion. Ex-Asian battery investments are growing but lean toward recycling rather than raw materials. And everything is coloured by the need to decarbonise.
Table of contents
- A new normal, not a return to the old
- Medium-term forecasts
- Nickel sulphate premiums
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Risks to forecast
- Short term - upside
- Short term - downside
- Medium term - upside
- Medium term - downside
- Price scenario
- Overview
- Changes since the last quarter
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Nickel in stainless steel
- Asia
- Europe
- Nickel in battery precursors
- Overview
- Changes since the last quarter
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Asia
- Indonesia
- 2 more item(s)...
Tables and charts
This report includes the following images and tables:
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Estimated potential capital expenditure on nickel projectsCapacity additions since 2020Price forecasts and refined market balances
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Nickel market balance and price outlookRequirement for new refined nickel productionNickel sulphate premiumsPrice scenarioBase case price and price scenarioRegional nickel consumptionMain changes in nickel consumption outlook since the previous quarterRegional nickel mine production capabilityRegional nickel refinery production capability
- 7 more item(s)...
What's included
This report contains:
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