Commodity Market Report
Global nickel long-term outlook Q1 2020
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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
As coronavirus heightens fear of global recession, nickel prices tumble. Although near-term supply and demand forecasts are cut, the long-term outlook remains intact. Future nickel production is dominated by Indonesian NPI and a strong ramp up in nickel chemicals to feed battery supply chains. Demand growth is supported by still more new stainless melting capacity in China and accelerating need for nickel in batteries, as the world's vehicle fleet goes electric.
Table of contents
- Demand outlook
- Supply outlook
- Price implications
- Changes since Q4 2019: the impact of coronavirus
-
Asia
- China
- Indonesia
- North America
- Asia
- North America
- Oceania
- Project Classification
-
Supply Disruptions
- New production allowance
- Disruption allowance
- Market-driven adjustment
Tables and charts
This report includes the following images and tables:
- Nickel consumption by region
- Nickel consumption in non-stainless first uses
- Growth in future supply of nickel by product type
- Mine production by main producing country
- Refined nickel production by main producing country
- Substantial deficit accumulating over the next ten years
- Global nickel supply and demand - long-term structural shortage
- Trends in stainless steel scrap ratio by country/region
- Increasing scrap ratio and falling nickel use scenario for Chinese stainless
- Near-term changes in mined production capability, excluding highly probable projects (kt)
- Near-term changes in refined production capability, excluding highly probable projects (kt)
- First use consumption of nickel
- 1 more item(s)...
What's included
This report contains:
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