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Nickel: 5 things to look for in 2019
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
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Executive summary
- More NPI
- More HPAL
- More nickel sulphate
- More Indonesian stainless
- More Australian M&A
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