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Indonesian dominoes: Chinese stainless in the firing line

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Report summary

The immediate impact of the Indonesian ore export ban is that 300kt of Chinese nickel in NPI production will be lost. Chinese stainless mills have a lot to lose as they remain the only users of NPI. In this insight we look at the six largest Chinese stainless steel companies and consider how the expected shortage of NPI could change their respective nickel raw materials mix and how each company may try to overcome the nickel supply problem in the near-term.

What's included

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  • Document

    Indonesian dominoes: Chinese stainless in the firing line

    PDF 305.62 KB

Table of contents

  • Executive summary
  • Upstream losers: Indonesian mining industry and Chinese NPI
  • Downstream loser: Chinese stainless steel companies
    • Taiyuan Iron and Steel (Tisco)
    • Tsingshan Stainless
    • Baosteel
    • Lianzhong Stainless (Lisco)
    • Jiuquan Iron and Steel (Jisco)
    • Zhangjiagang Pohang Stainless (ZPSS)
  • Conclusion

Tables and charts

This report includes 6 images and tables including:

Images

  • Indonesian dominoes: Chinese stainless in the firing line: Image 1
  • Indonesian dominoes: Chinese stainless in the firing line: Image 2
  • Indonesian dominoes: Chinese stainless in the firing line: Image 3
  • Indonesian dominoes: Chinese stainless in the firing line: Image 4
  • Indonesian dominoes: Chinese stainless in the firing line: Image 5
  • Indonesian dominoes: Chinese stainless in the firing line: Image 6

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