Commodity Market Report

Global nickel long-term outlook Q3 2018

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21 September 2018

Global nickel long-term outlook Q3 2018

Report summary

The outlook for nickel remains one of year-on-year deficits, falling stocks and rising prices. Tsingshan continues to expand its nickel and stainless empire, and new nickel supply from its Indonesian facilities signals a risk to our current rising price profile from 2019 to 2022. Beyond that, the gap between supply and demand widens because of uptake in batteries for electric vehicles and energy storage. The challenge of sourcing adequate nickel supply is daunting. But here, too, Tsingshan may ultimately turn out to be influential.

Table of contents

  • Executive summary
    • Africa
    • Asia (ex-China)
      • Indonesia
      • India
      • Japan
    • Near-term changes in mine production capability, excluding highly probable projects (kt)
    • Nickel project development and ramp-up times
    • Substantial cumulative deficit likely over the mid-term
    • Global nickel supply and demand - long-term supply shortfall

Tables and charts

This report includes 14 images and tables including:

  • Global regional nickel consumption
  • Regional nickel consumption (kt)
  • Future growth in nickel in non-stainless demand - EV Batteries category increasing sharply from 2025
  • Changes in world refined nickel output by product
  • Supply: Image 2
  • Supply: Table 1
  • Near-term changes in refined production capability, excluding highly probable projects (kt)
  • Supply: Image 3
  • Mined nickel production capability
  • Refined nickel production capability
  • Supply-demand balances: Image 1
  • Supply-demand balances: Image 2
  • Battery share of nickel demand to rise considerably
  • Demand: Image 4

What's included

This report contains:

  • Document

    global nickel long-term outlook q3 2018.pdf

    PDF 889.98 KB

  • Document

    Nickel Tables LTO Q3 2018.pdf

    PDF 1.46 MB

  • Document

    Demand main changes nickel LTO Q3 2018.xls

    XLS 142.50 KB

  • Document

    Demand analysis nickel LTO Q3 2018.xls

    XLS 1.80 MB

  • Document

    Supply main changes nickel LTO Q3 2018.xls

    XLS 200.00 KB

  • Document

    Production rankings nickel LTO Q3 2018.xls

    XLS 61.50 KB

  • Document

    Equity Production nickel LTO Q3 2018.xls

    XLS 3.85 MB

  • Document

    Mine analysis nickel LTO Q3 2018.xls

    XLS 808.50 KB

  • Document

    Smelter analysis nickel LTO Q3 2018.xls

    XLS 378.50 KB

  • Document

    Refinery analysis nickel LTO Q3 2018.xls

    XLS 1.12 MB

  • Document

    Refinery product type nickel LTO Q3 2018.xlsx

    XLSX 252.60 KB

  • Document

    Market balance and prices nickel LTO Q3 2018.xls

    XLS 398.50 KB

  • Document

    Global nickel long-term outlook Q3 2018

    ZIP 6.01 MB

  • Document

    Global nickel long term outlook slidepack Q3 2018.pdf

    PDF 2.37 MB

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