Commodity market report
| |
21 Pages

Global nickel long-term outlook Q4 2014


Global nickel long-term outlook Q4 2014

Report summary

2014 has been a year of two halves. In H1, prices were driven upwards by resurgent demand and the Indonesian government's ban on ore exports. In H2, prices lost that momentum under the combined pressure of the Q3 seasonal lull, ever-rising LME stocks, and because the anticipated depletion of ore stocks in China did not materialise. But that depletion is coming, potentially by Q2/15, so nickel prices should rise again.

What's included?

This report includes 12 file(s)

  • Global nickel long-term outlook Q4 2014 PDF - 418.61 KB 21 Pages, 5 Tables, 10 Figures
  • Nickel Tables LTO Q4 2014.pdf PDF - 1.29 MB
  • LTO Slidepack Q4 2014.pdf PDF - 471.84 KB
  • Demand main changes nickel LTO Q4 2014.xls XLS - 125.50 KB
  • Demand analysis nickel LTO Q4 2014.xls XLS - 1.45 MB
  • Supply main changes nickel LTO Q4 2014.xls XLS - 159.00 KB
  • Production rankings nickel LTO Q4 2014.xls XLS - 59.00 KB
  • Equity Production nickel LTO Q4 2014.xls XLS - 2.61 MB
  • Mine analysis nickel LTO Q4 2014.xls XLS - 720.00 KB
  • Smelter analysis nickel LTO Q4 2014.xls XLS - 308.00 KB
  • Refinery analysis nickel LTO Q4 2014.xls XLS - 824.50 KB
  • Market balance and prices nickel LTO Q4 2014.xls XLS - 345.50 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
  • Supply-demand balances

In this report there are 15 tables or charts, including:

  • Executive summary
  • Demand
    • Demand: Image 1
    • Demand: Table 1
    • China stainless steel production by company
    • Chinese exports of cold rolled stainless to main destinations
    • Stainless melting capacity utilisation at the major Chinese stainless mills
    • Demand: Table 2
    • South Korean stainless steel scrap inventory (all forms)
    • Demand: Table 3
  • 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)
    • Typical flow of Filipino nickel ore shipments to China
    • Mined nickel production capability
    • Refined nickel production capability
  • Supply-demand balances
    • Near-term year on year deficits
    • Global nickel supply and demand - long-term supply shortfall
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

As the trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, we empower clients to make better strategic decisions with objective analysis and advice. Find out more...