Insight
Nickel: 5 things to look for in 2019
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The proposed level of supply from new HPAL-type projects is so great that near-term market deficits and the rationale for higher nickel prices are at risk. This risk is enhanced by more nickel units coming from further expansion of the Chinese and Indonesian nickel pig iron sectors. And at the heart of it all is Tsingshan, specifically Tsingshan Indonesia: expanding NPI, expanding stainless and adding HPAL.
Table of contents
-
Executive summary
- More NPI
- More HPAL
- More nickel sulphate
- More Indonesian stainless
- More Australian M&A
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Zinc: 5 things to look for in 2026
2026 looks set to be a dramatic and volatile year. We review some zinc specific issues to look out for:
$1,050
Insight
Nuclear: 5 things to look for in 2026
This report examines five key nuclear power themes to watch in 2026.
$1,250
Insight
Lead: 5 things to look for in 2026
2026 will be a volatile year for silver impacting lead mine revenues and smelter treatment charges. We review some lead specific issues.
$1,050
