Commodity market report
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20 Pages

Global nickel long-term outlook Q3 2016


Global nickel long-term outlook Q3 2016

Report summary

As the Chinese push ahead with the ramp up 5.4Mt/a of new stainless melting capacity, global nickel demand could increase by 9% in 2017, further deepening this year’s projected global nickel deficit. At the same time, the world waits to see if the Filipino government will close any more nickel mines following the completion of its environmental audit. Both factors are positive for nickel prices although the accelerating expansion of Indonesian NPI production will likely have the opposite effect.

What's included?

This report includes 12 file(s)

  • Global nickel long-term outlook Q3 2016 PDF - 389.12 KB 20 Pages, 3 Tables, 14 Figures
  • Nickel Tables LTO Q3 2016.pdf PDF - 1.25 MB
  • LTO Slidepack Q3 2016.pdf PDF - 785.40 KB
  • Demand main changes nickel LTO Q3 2016.xls XLS - 139.50 KB
  • Demand analysis nickel LTO Q3 2016.xls XLS - 1.61 MB
  • Supply main changes nickel LTO Q3 2016.xls XLS - 163.50 KB
  • Production rankings nickel LTO Q3 2016.xls XLS - 62.00 KB
  • Equity Production nickel LTO Q3 2016.xls XLS - 3.22 MB
  • Mine analysis nickel LTO Q3 2016.xls XLS - 653.50 KB
  • Smelter analysis nickel LTO Q3 2016.xls XLS - 366.50 KB
  • Refinery analysis nickel LTO Q3 2016.xls XLS - 830.00 KB
  • Market balance and prices nickel LTO Q3 2016.xls XLS - 359.00 KB

Description

As global demand weakens and commodity prices fall, we're seeing a challenging environment in the metals and mining industry. Mining companies are increasingly coming under pressure to reduce operating costs, causing many to shift their strategic planning, delay new investments and look to long-term future growth.

This Nickel Long Term Outlook report provides a detailed breakdown of global supply and demand balances in this market, as well as price forecasts.

Mining companies, investment banks and investors can use this report to understand the future direction of the ferrous and base metals market. It will also help you assess the impact of key industry issues and events on market balances and pricing.

From acquisitions to investments, Wood Mackenzie helps you plan, forecast and benchmark in the metals markets. Our proprietary database and analyst expertise combines robust production, consumption and pricing data with detailed analysis to identify market opportunities.

We give you a holistic view of the ferrous and base metals markets so you have the confidence to make strategic decisions.

  • Executive summary
  • Demand
    • Forecast growth in world nickel consumption
  • Supply
  • Supply-demand balances
    • Global nickel supply and demand - long-term supply shortfall

In this report there are 17 tables or charts, including:

  • Executive summary
  • Demand
    • Demand: Image 1
    • Global regional nickel consumption
    • Regional nickel consumption (kt)
    • Top 10 Chinese stainless melt producers including new ramp ups
    • Chinese stainless HRC exports to Taiwan on the increase
    • EU27 imports of stainless CRC from Taiwan rebounding strongly since mid-2015
    • Demand: Image 6
    • Demand: Image 7
    • Demand: Image 8
    • Demand: Image 9
  • Supply
    • Near-term changes in mine production capability, excluding highly probable projects (kt)
    • Near-term changes in refined production capability, excluding highly probable projects (kt)
    • Indonesian nickel in NPI production accelerating
    • Mined nickel production capability
    • Refined nickel production capability
  • Supply-demand balances
    • Larger near-term year on year deficits expected
    • Supply-demand balances: Image 2
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