Commodity Market Report
Global nickel short-term outlook July 2021
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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
Fundamentals and sentiment are supporting high nickel prices. The market is tightening, stocks are falling, demand is strong and supply disruptions are pushing up premiums. Higher prices are coming but the ongoing shortage of semiconductor chips for autos and home appliances could force a retreat in Q4. As the world looks forward to a future of electrification, more and more companies jump onto the battery recycling bandwagon.
Table of contents
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Nickel in stainless
- China and Indonesia
- Rest of Asia
- US
-
Nickel in batteries
- Precursors (PCAMS) and cathode active materials (CAMs)
- Battery recycling ventures
Tables and charts
This report includes the following images and tables:
- Korean stianless steel imports - dominated by China and Indonesia
- Ferritic stainless ratio reclaims dominant position in Japan's product mix
- Quarterly global refined nickel consumption (kt)
- Quarterly global stainless steel production (kt raw steel basis)
- Global refined nickel consumption (kt)
- Global stainless steel production (kt raw steel basis)
- Chinese imports of nickel ore from the Philippines
- Global nickel mine production/capability (kt)
- Global nickel smelter production/capability (kt)
- Global finished nickel production/capability (kt)
- Nickel stocks and premiums
- Global refined nickel supply-demand balance (kt)
What's included
This report contains:
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