This report is currently unavailable
Everyone is trying to ship Indonesian ore as much as they can before the end of the year. But there will be constraints in terms of mining rate, ship availability and port capacity in Indonesia, so they have to look for other alternatives.
![]()
Linda Zhang, Metals Analyst
Why buy this report?
You'll get in-depth analysis of the global nickel market, including the factors that are likely to have the greatest influence on supply, demand and price.
- Get nickel price forecasts and analysis of the factors that will influence price to 2040
- Get supply, demand and market analysis from our global team of experts, including analysis of how Indonesia’s ban on nickel ore exports has affected Chinese production
- Get access to the analysts who produced this report to understand what the analysis could mean for your business.
What key questions does our report answer about the outlook for nickel?
- How will the growth in the electric vehicle market impact demand for nickel in batteries?
- Will increasingly protectionist trade measures affect the nickel market?
- There is a need for 20-30 ktpa of new nickel supply between 2021 and 2026. Who will fill the supply gap?
This report comes with data sets and charts. Scroll down to see the full table of contents.
Report summary
Table of contents
-
Nickel in stainless
- Asia
- China
- Indonesia
- Japan
- Europe
- North America
-
Nickel in non-stainless
- Batteries for electric vehicles (EVs)
- Principal Uses of Nickel
- Africa
-
Asia
- Indonesia
- Philippines
- Latin America
- Oceania
Tables and charts
This report includes 12 images and tables including:
- Global nickel consumption by first use
- Global stainless steel product consumption by end use
- Mined nickel production capability
- Refined nickel production capability
- Near-term changes in refined production capability, excluding highly probable projects (kt)
- Substantial deficit accumulating over the next ten years
- Global nickel supply and demand - long-term structural shortage
- EV battery share of total nickel demand in 2018
- EV battery share of total nickel demand in 2040
- Projected decline in Chinese NPI production
- Chinese imports of Filipino ore
- Near-term changes in mined production capability, excluding highly probable projects (kt)
What's included
This report contains:
Other reports you may be interested in
Turnagain nickel project
A detailed analysis of the Turnagain nickel project.
$2,250Global nickel short-term outlook March 2024
Nickel prices rallied in March on anticipated supply tightening, but then retreated.
$5,000Global nickel strategic planning outlook Q1 2024
Another year and another “crisis” for nickel. Indonesia is "killing the market" but this needs to be worked with rather than around.
$10,000
