Commodity Market Report
Global nickel investment horizon outlook Q3 2022
This report is currently unavailable
*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
-
Risks to forecast
- Short term - upside
- Short term - downside
- Medium term - upside
- Medium term - downside
- Price scenario
- Overview
- Changes since the last quarter
-
Nickel in stainless steel
- Asia
- Europe
- Nickel in battery precursors
- Overview
- Changes since the last quarter
-
Asia
- Indonesia
- 2 more item(s)...
Tables and charts
This report includes the following images and tables:
- Estimated potential capital expenditure on nickel projects
- Capacity additions since 2020
- Price forecasts and refined market balances
- Nickel market balance and price outlook
- Requirement for new refined nickel production
- Nickel sulphate premiums
- Price scenario
- Base case price and price scenario
- Regional nickel consumption
- Main changes in nickel consumption outlook since the previous quarter
- Regional nickel mine production capability
- Regional nickel refinery production capability
- 7 more item(s)...
What's included
This report contains:
Other reports you may be interested in
Insight
Indonesia's nickel industry faces operational challenges despite its global dominance
Strategic pressures test Indonesia's ability to maintain nickel market leadership
$1,050
Insight
How does benzene pricing mechanism affect its market premiums and regional price differentials?
Asian transalkylation emerges as a crucial supply tier to accommodate necessary benzene supply changes.
$900
Insight
Will Russian gas and LNG come back?
Three possible peace agreement between Russia and Ukraine and the implications on global gas and LNG markets and prices.
$950
