Commodity market report

Global nickel long-term outlook Q3 2015

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Report summary

The importance of the Sino Indonesian NPI situation to the nickel market is starting to recede as attention has become focused on the weakening Chinese economy and falling nickel/stainless prices. The resultant cut in Chinese stainless forecasts (growth in 2015 is now predicted as <1%) has substantially reduced the world nickel deficits previously projected for 2016 and 2017 to levels that are more easily leveraged by existing stock. Thus while underlying prices are still expected to improve from 2016 those prices are lower than stated in prior reports targeting US$12 500/t (US$5.70/lb) in 2016 and US$16 600/t (US$7.50/lb) in 2017.

What's included

This report contains

  • Document

    Global nickel long-term outlook Q3 2015

    ZIP 3.73 MB

  • Document

    Nickel Tables LTO Q3 2015.pdf

    PDF 1.25 MB

  • Document

    LTO Slidepack Q3 2015.pdf

    PDF 468.53 KB

  • Document

    Demand main changes nickel LTO Q3 2015.xls

    XLS 154.50 KB

  • Document

    Demand analysis nickel LTO Q3 2015.xls

    XLS 1.56 MB

  • Document

    Supply main changes nickel LTO Q3 2015.xls

    XLS 157.00 KB

  • Document

    Production rankings nickel LTO Q3 2015.xls

    XLS 60.00 KB

  • Document

    Equity Production nickel LTO Q3 2015.xls

    XLS 3.07 MB

  • Document

    Mine analysis nickel LTO Q3 2015.xls

    XLS 614.00 KB

  • Document

    Smelter analysis nickel LTO Q3 2015.xls

    XLS 356.00 KB

  • Document

    Refinery analysis nickel LTO Q3 2015.xls

    XLS 773.50 KB

  • Document

    Market balance and prices nickel LTO Q3 2015.xls

    XLS 396.00 KB

  • Document

    Global nickel long-term outlook Q3 2015

    PDF 403.83 KB

  • Document

    Executive summary

    PDF 56.93 KB

  • Document

    Demand

    PDF 169.19 KB

  • Document

    Supply

    PDF 135.99 KB

  • Document

    Supply-demand balances

    PDF 113.59 KB

Table of contents

  • Executive summary
  • Demand
  • Supply
  • Supply-demand balances

Tables and charts

This report includes 15 images and tables including:

Images

  • Global regional nickel consumption
  • Indicative global nickel stocks on the LME, SHFE and held in other locations
  • Near-term year on year deficits
  • Global nickel consumption by first use
  • Global stainless steel product consumption by end use
  • Mined nickel production capability
  • Refined nickel production capability
  • Supply-demand balances: Image 3
  • Chinese quarterly stainless melt production flatter since early 2014
  • Nine Chinese special steel mills have exited the stainless market since start of 2014
  • Evolution of European stainless melting capacity - returning to sustainability
  • Demand: Image 5

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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