Commodity market report
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22 Pages

Global nickel long-term outlook Q2 2014


Global nickel long-term outlook Q2 2014

Report summary

Although stainless markets are improving, except perhaps in China, the impact of the Indonesian ore export ban on NPI remains key to the mid-term nickel market. With no ore and, by 2015, no stocks, the consequent loss of NPI will leave the global market with a substantial deficit for the 2015-2017 period. Much will depend on Indonesian NPI smelter projects, which could add 100-150kt of new production by the end of 2016, but timing remains debatable.

What's included?

This report includes 12 file(s)

  • Global nickel long-term outlook Q2 2014 PDF - 423.91 KB 22 Pages, 3 Tables, 16 Figures
  • Nickel Tables LTO Q2 2014.pdf PDF - 1.27 MB
  • LTO Slidepack Q2 2014.pdf PDF - 470.51 KB
  • Demand main changes nickel LTO Q2 2014.xls XLS - 124.00 KB
  • Demand analysis nickel LTO Q2 2014.xls XLS - 1.58 MB
  • Supply main changes nickel LTO Q2 2014.xls XLS - 152.00 KB
  • Production rankings nickel LTO Q2 2014.xls XLS - 61.50 KB
  • Equity Production nickel LTO Q2 2014.xls XLS - 2.57 MB
  • Mine analysis nickel LTO Q2 2014.xls XLS - 758.00 KB
  • Smelter analysis nickel LTO Q2 2014.xls XLS - 299.50 KB
  • Refinery analysis nickel LTO Q2 2014.xls XLS - 849.00 KB
  • Market balance and prices nickel LTO Q2 2014.xls XLS - 331.50 KB

Description

As global demand weakens and commodity prices fall, we're seeing a challenging environment in the metals and mining industry. Mining companies are increasingly coming under pressure to reduce operating costs, causing many to shift their strategic planning, delay new investments and look to long-term future growth.

This Nickel Long Term Outlook report provides a detailed breakdown of global supply and demand balances in this market, as well as price forecasts.

Mining companies, investment banks and investors can use this report to understand the future direction of the ferrous and base metals market. It will also help you assess the impact of key industry issues and events on market balances and pricing.

From acquisitions to investments, Wood Mackenzie helps you plan, forecast and benchmark in the metals markets. Our proprietary database and analyst expertise combines robust production, consumption and pricing data with detailed analysis to identify market opportunities.

We give you a holistic view of the ferrous and base metals markets so you have the confidence to make strategic decisions.

  • Executive summary
  • Demand
    • Global regional nickel consumption
    • Regional nickel consumption (kt)
  • Supply
    • Africa
    • Asia
      • Ni in Indonesian NPI/FeNi projects production forecast
    • Europe
  • Supply-demand balances
    • LME nickel stocks and cancelled warrants

In this report there are 19 tables or charts, including:

  • Executive summary
  • Demand
    • Demand: Image 1
    • Demand: Table 1
    • Chinese stainless HRC exports
    • Chinese stainless CRC exports
    • Demand: Image 4
    • Turkey stainless HRC imports (tonnes)
    • Turkey stainless HRC imports (share)
    • Demand: Image 7
    • Demand: Image 8
    • Demand: Image 9
  • Supply
    • Near-term changes in mine production capability, excluding highly probable projects (kt)
    • Near-term changes in refined production capability, excluding highly probable projects (kt)
    • Mined nickel production capability
    • Refined nickel production capability
    • Supply: Image 3
    • Supply: Image 4
    • Supply: Image 5
  • Supply-demand balances
    • Supply-demand balances: Image 1
    • Global nickel supply and demand - long-term supply shortfall
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