Commodity market report

Global nickel long-term outlook Q2 2015

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Report summary

Nickel prices continue to trend down in 2015 and our forecasts have been cut by nearly US$1/lb since the prior LTO. There are a few signals that prices could improve in H2/15 and then mounting deficits should support a more sustainable rally from 2016. Even with some Indonesian NPI, a structural shortage in nickel warrants a long term price of US$12/lb in order to encourage investment in new projects that will enable supply to keep pace with forecast demand.

What's included

This report contains

  • Document

    Nickel Tables LTO Q2 2015.pdf

    PDF 1.31 MB

  • Document

    LTO Slidepack Q2 2015.pdf

    PDF 496.87 KB

  • Document

    Demand main changes nickel LTO Q2 2015.xls

    XLS 136.00 KB

  • Document

    Demand analysis nickel LTO Q2 2015.xls

    XLS 1.71 MB

  • Document

    Supply main changes nickel LTO Q2 2015.xls

    XLS 169.50 KB

  • Document

    Production rankings nickel LTO Q2 2015.xls

    XLS 62.00 KB

  • Document

    Equity Production nickel LTO Q2 2015.xls

    XLS 3.10 MB

  • Document

    Mine analysis nickel LTO Q2 2015.xls

    XLS 729.50 KB

  • Document

    Smelter analysis nickel LTO Q2 2015.xls

    XLS 359.50 KB

  • Document

    Refinery analysis nickel LTO Q2 2015.xls

    XLS 895.50 KB

  • Document

    Market balance and prices nickel LTO Q2 2015.xls

    XLS 365.00 KB

  • Document

    Global nickel long-term outlook Q2 2015

    PDF 411.91 KB

  • Document

    Global nickel long-term outlook Q2 2015

    ZIP 3.73 MB

  • Document

    Executive summary

    PDF 56.15 KB

  • Document

    Demand

    PDF 162.47 KB

  • Document

    Supply

    PDF 126.77 KB

  • Document

    Supply-demand balances

    PDF 101.29 KB

Table of contents

Tables and charts

This report includes 15 images and tables including:

Images

  • Global regional nickel consumption
  • Near-term year on year deficits
  • Chinese ore stock in NPI production terms, likely to increase through mid-2015
  • Global nickel supply and demand - long-term supply shortfall
  • Nickel consumption in non-stainless first uses
  • Boeing aircraft orders and delivery rates
  • Global nickel consumption by first use
  • Global stainless steel product consumption by end use
  • Chinese imports of Filipino ore
  • Mined nickel production capability
  • Refined nickel production capability
  • Chinese FeNi imports increase sharply in 2015

Tables

  • Regional nickel consumption (kt)
  • Near-term changes in mine production capability, excluding highly probable projects (kt)
  • Near-term changes in refined production capability, excluding highly probable projects (kt)

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