Global nickel investment horizon outlook Q3 2023
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
-
Making sense out of chaos
- What happened?
- Why metal? Why now?
- Medium-term forecasts
- Nickel sulphate premiums
-
Risks to forecast
- Short term - upside
- Short term - downside
- Medium term - upside
- Medium term - downside
- Overview
- Changes since the last quarter
-
Nickel in stainless steel
- Africa
- Asia
- China
- Indonesia
- Europe
- Nickel in battery precursors
- Overview
- Changes since the last quarter
-
Asia
- Indonesia
- Philippines
- Europe/North America
-
Intermediates markets
- Intermediate payabilities
Tables and charts
This report includes 23 images and tables including:
- Price forecasts and refined market balances
- Global nickel balance and price
- Global Class I nickel balance
- Global Class II nickel balance
- Global nickel sulphate balance
- Requirement for new refined nickel production
- Nickel sulphate premiums
- Regional nickel consumption
- Main changes in nickel consumption outlook since the previous quarter
- Nickel in pCAM consumption by country
- Regional nickel mine production capability
- Regional nickel refinery production capability
- Changes in nickel supply by product type.
- Main changes in refined nickel production since the previous quarter
- Nickel in intermediates supply (kt)
- Nickel in intermediates for chemicals - by share
- Price scenario
- Base case price and price scenario
- Malaysian imports of stainless hot-rolled coil
- China's stainless steel melt shop capacity expansion plans
- The potential increase in nickel-in-intermediate supply
- Indonesian HPAL and matte operations and projects
- Payabilities for nickel in matte and MHP
What's included
This report contains:
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