Insight
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9 Pages

Indonesian dominoes: Chinese stainless in the firing line


Indonesian dominoes: Chinese stainless in the firing line

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?

This report includes 1 file(s)

  • Indonesian dominoes: Chinese stainless in the firing line PDF - 305.62 KB 9 Pages, 0 Tables, 6 Figures

Description

This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.

  • 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

In this report there are 6 tables or charts, including:

  • Executive summary
  • Upstream losers: Indonesian mining industry and Chinese NPI
  • Downstream loser: Chinese stainless steel companies
  • Fate of China’s million tonne stainless producers
    • 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
  • Conclusion
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