Global nickel strategic planning outlook Q1 2023
Report summary
Table of contents
- Medium-term forecasts
- Nickel sulphate premiums
-
Risks to forecast
- Short term - upside
- Short term - downside
- Medium term - upside
- Medium term - downside
- Price scenario
-
Long-term prices
- The project incentive price (high case long-term price forecast).
- The price/C1 operating cost relationship – low case forecast.
- The price/C2 operating cost relationship – base case scenario.
- Overview
- Changes since the last quarter
-
Nickel in stainless steel
- Asia
- China
- Indonesia
- Europe
- North America
- Nickel in battery chemicals
- Overview
- Changes since the last quarter
-
The supply landscape
- Major producing countries
- Nickel product type and future benchmark pricing
- Secondary supply from recycled batteries and cell manufacturing scrap
Tables and charts
This report includes 16 images and tables including:
- Price forecasts and refined market balances
- Nickel market balance and price outlook
- Requirement for new refined nickel production
- Nickel sulphate premiums
- Price scenario
- Base case price and price scenario
- Regional nickel consumption
- Main changes in nickel consumption outlook since the previous quarter
- Battery CAM demand by type
- Regional nickel mine production capability
- Regional nickel refinery production capability
- Main changes in refined nickel production since the previous quarter
- Forecast high, low and base case long-term prices
- Chinese expansion in stainless steel melt shop capacity
- Share of global refined supply by country
- Share of global nickel production by type
What's included
This report contains:
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