Insight
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.
Table of contents
- Executive summary
- Upstream losers: Indonesian mining industry and Chinese NPI
- Downstream loser: Chinese stainless steel companies
-
Fate of China’s million tonne stainless producers
- 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:
- 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
What's included
This report contains:
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