China syndrome: Future nickel supply and long term price
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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
Table of contents
- Executive summary
- Test for the west
- Chinese demand – leading the world
- Chinese resourcefulness - the rise of NPI
- Chinese future – sufficient NPI capacity already exists
- Indonesian imponderable
- The sting – less from the west
- Conclusion
Tables and charts
This report includes the following images and tables:
- China drives long term demand for nickel
- Chinese total primary nickel consumption (kt)
- Chinese primary nickel use in stainless only (kt)
- Chinese total nickel use in stainless (kt)
- Chinese total nickel use in stainless (%)
- The growing share of NPI in primary nickel use in Chinese stainless
- Additional NPI needed to meet long term NPI requirement in Chinese stainless steel
- Global long-term nickel requirement from China and RoW
- RoW nickel requirement of 200kt needs incentive price of about $10/lb
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