Commodity market report

Global nickel long-term outlook Q4 2014

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Contact us about this report

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 contains

  • Document

    Nickel Tables LTO Q4 2014.pdf

    PDF 1.29 MB

  • Document

    LTO Slidepack Q4 2014.pdf

    PDF 471.84 KB

  • Document

    Demand main changes nickel LTO Q4 2014.xls

    XLS 125.50 KB

  • Document

    Demand analysis nickel LTO Q4 2014.xls

    XLS 1.45 MB

  • Document

    Supply main changes nickel LTO Q4 2014.xls

    XLS 159.00 KB

  • Document

    Production rankings nickel LTO Q4 2014.xls

    XLS 59.00 KB

  • Document

    Equity Production nickel LTO Q4 2014.xls

    XLS 2.61 MB

  • Document

    Mine analysis nickel LTO Q4 2014.xls

    XLS 720.00 KB

  • Document

    Smelter analysis nickel LTO Q4 2014.xls

    XLS 308.00 KB

  • Document

    Refinery analysis nickel LTO Q4 2014.xls

    XLS 824.50 KB

  • Document

    Market balance and prices nickel LTO Q4 2014.xls

    XLS 345.50 KB

  • Document

    Global nickel long-term outlook Q4 2014

    PDF 418.61 KB

  • Document

    Global nickel long-term outlook Q4 2014

    ZIP 3.69 MB

  • Document

    Executive summary

    PDF 53.33 KB

  • Document

    Demand

    PDF 172.91 KB

  • Document

    Supply

    PDF 127.79 KB

  • Document

    Supply-demand balances

    PDF 89.14 KB

Table of contents

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

Tables and charts

This report includes 15 images and tables including:

Images

  • Near-term year on year deficits
  • Global nickel supply and demand - long-term supply shortfall
  • Demand: Image 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
  • South Korean stainless steel scrap inventory (all forms)
  • Typical flow of Filipino nickel ore shipments to China
  • Mined nickel production capability
  • Refined nickel production capability

Tables

  • Near-term changes in mine production capability, excluding highly probable projects (kt)
  • Near-term changes in refined production capability, excluding highly probable projects (kt)
  • Demand: Table 1
  • Demand: Table 2
  • Demand: Table 3

You may be interested in

    
            
            
            
            
            
            
            
            
            
    

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898