Nickel Market Report September 2015
2015-10-16 14:25:56 【Print】
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Abstract 4
1. International market review 4
1.1 LME nickel prices languish at low levels 4
1.2 Import prices for lateritic nickel ore from Philippines edge down 5
2. Chinese domestic market review 5
2.1 Lateritic nickel ore prices retreat 5
2.2 Nickel cathodes market hovers at low levels 6
2.3 Ferronickel market continues to edge down 8
2.4 Nickel sulfate prices edges down slightly 9
3. Production data 10
3.1 Chinese nickel cathodes output down by 8.2% MOM in September 10
3.2 Chinese ferronickel output down by 16.83% MOM in September 12
4. Lateritic nickel ore stocks in China’s main ports in September 14
5. Import data analysis 15
5.1 Chinese nickel ore imports down by 21.67% MOM in August 15
5.2 Chinese refined nickel and nickel alloy imports down by 56.58% MOM in August 19
5.3 Chinese ferronickel imports down by 9.69% MOM in August 24
6. Company news 28
6.1 Guangda Industry restartes ferronickel production on September 17th 28
6.2 Chaoneng Power Supply halts nickel sulfate production 28
6.3 Zhenshi Group starts ferronickel production on September 16th 28
6.4 Yuguang Steel plans to resume ferronickel 1.5-2.0% production at the end of September 28
6.5 Suqian Xiangxiang Industry reduces high-grade ferronickel production 28
6.6 Yuanjiang Nickel suspends nickel cathodes production on August 31 29
7. Related industry developments 29
7.1 300 series stainless steel 29
8. Outlook for October 29
8.1 Lateritic nickel ore 29
8.2 Nickel cathodes 29
8.3 Ferronickel 30
8.4 Nickel salts 30
Picture
Picture 1 LME nickel cash price chart in August-September 5
Picture 2 Prices for Chinese lateritic nickel ore 1.8% delivered-at-ports in August-September 6
Picture 3 Prices for nickel cathodes in August-September 7
Picture 4 Prices for nickel cathodes of Jinchuan brand on spot market in August-September 7
Picture 5 Prices for nickel of Norilsk brand on Chinese spot market in August-September 8
Picture 6 Prices for nickel of Inco brand on Chinese spot market in August-September 8
Picture 7 Prices for ferronickel 10%min in China in August-September 9
Picture 8 Prices for nickel sulfate from Jinchuan brand factory in August-September 10
Picture 9 Nickel sulfate prices from Jinchuan brand in August-September 10
Picture 10 Chinese nickel cathodes output in 2014-15 11
Picture 11 Nickel cathodes output in Gansu, Jilin, Sichuan, Xinjiang and Guangxi from 2014-2015 12
Picture 12 Chinese ferronickel output in 2014-15 13
Picture 13 Ferronickel outputs in September 14
Picture 14 Chinese nickel ore and concentrate imports in 2014-15 15
Picture 15 Chinese nickel ore and concentrate imports from the Philippines in 2014-15 16
Picture 16 Chinese refined nickel and nickel alloy imports in 2014-15 20
Picture 17 Chinese refined nickel imports from Russia, Canada and Japan in 2014-15 21
Picture 18 Chinese ferronickel imports in 2014-15 24
Picture 19 Chinese ferronickel imports from Indonesia, Colombia, Brazil and Japan from 2014-15 25
Table
Table 1 Lateritic nickel ore market import prices in China 5
Table 2 Ferronickel 10%min purchase prices from some major stainless steel plants in September and October 9
Table 3 Nickel cathodes outputs in China in September 12
Table 4 Ferronickel outputs in September 13
Table 5 Lateritic nickel ore stocks on 25 September 2015 14
Table 6 Chinese lateritic nickel ore import origins in August 16
Table 7 Main Chinese nickel ore/concentrate importers in August 2015 17
Table 8 Chinese nickel ore sand and nickel concentrate imports in August 17
Table 9 Chinese refined nickel and nickel alloy import origins in August 20
Table 10 Main Chinese other unwrought nickel cathode importers in August 2015 21
Table 11 Chinese unwrought non-alloy nickel import enterprises in August 22
Table 12 Chinese ferronickel import origins in August 2015 25
Table 13 Main Chinese ferronickel importers in August 2015 26
Table 14 Chinese ferronickel import origins in August 26
1. International market review 4
1.1 LME nickel prices languish at low levels 4
1.2 Import prices for lateritic nickel ore from Philippines edge down 5
2. Chinese domestic market review 5
2.1 Lateritic nickel ore prices retreat 5
2.2 Nickel cathodes market hovers at low levels 6
2.3 Ferronickel market continues to edge down 8
2.4 Nickel sulfate prices edges down slightly 9
3. Production data 10
3.1 Chinese nickel cathodes output down by 8.2% MOM in September 10
3.2 Chinese ferronickel output down by 16.83% MOM in September 12
4. Lateritic nickel ore stocks in China’s main ports in September 14
5. Import data analysis 15
5.1 Chinese nickel ore imports down by 21.67% MOM in August 15
5.2 Chinese refined nickel and nickel alloy imports down by 56.58% MOM in August 19
5.3 Chinese ferronickel imports down by 9.69% MOM in August 24
6. Company news 28
6.1 Guangda Industry restartes ferronickel production on September 17th 28
6.2 Chaoneng Power Supply halts nickel sulfate production 28
6.3 Zhenshi Group starts ferronickel production on September 16th 28
6.4 Yuguang Steel plans to resume ferronickel 1.5-2.0% production at the end of September 28
6.5 Suqian Xiangxiang Industry reduces high-grade ferronickel production 28
6.6 Yuanjiang Nickel suspends nickel cathodes production on August 31 29
7. Related industry developments 29
7.1 300 series stainless steel 29
8. Outlook for October 29
8.1 Lateritic nickel ore 29
8.2 Nickel cathodes 29
8.3 Ferronickel 30
8.4 Nickel salts 30
Picture
Picture 1 LME nickel cash price chart in August-September 5
Picture 2 Prices for Chinese lateritic nickel ore 1.8% delivered-at-ports in August-September 6
Picture 3 Prices for nickel cathodes in August-September 7
Picture 4 Prices for nickel cathodes of Jinchuan brand on spot market in August-September 7
Picture 5 Prices for nickel of Norilsk brand on Chinese spot market in August-September 8
Picture 6 Prices for nickel of Inco brand on Chinese spot market in August-September 8
Picture 7 Prices for ferronickel 10%min in China in August-September 9
Picture 8 Prices for nickel sulfate from Jinchuan brand factory in August-September 10
Picture 9 Nickel sulfate prices from Jinchuan brand in August-September 10
Picture 10 Chinese nickel cathodes output in 2014-15 11
Picture 11 Nickel cathodes output in Gansu, Jilin, Sichuan, Xinjiang and Guangxi from 2014-2015 12
Picture 12 Chinese ferronickel output in 2014-15 13
Picture 13 Ferronickel outputs in September 14
Picture 14 Chinese nickel ore and concentrate imports in 2014-15 15
Picture 15 Chinese nickel ore and concentrate imports from the Philippines in 2014-15 16
Picture 16 Chinese refined nickel and nickel alloy imports in 2014-15 20
Picture 17 Chinese refined nickel imports from Russia, Canada and Japan in 2014-15 21
Picture 18 Chinese ferronickel imports in 2014-15 24
Picture 19 Chinese ferronickel imports from Indonesia, Colombia, Brazil and Japan from 2014-15 25
Table
Table 1 Lateritic nickel ore market import prices in China 5
Table 2 Ferronickel 10%min purchase prices from some major stainless steel plants in September and October 9
Table 3 Nickel cathodes outputs in China in September 12
Table 4 Ferronickel outputs in September 13
Table 5 Lateritic nickel ore stocks on 25 September 2015 14
Table 6 Chinese lateritic nickel ore import origins in August 16
Table 7 Main Chinese nickel ore/concentrate importers in August 2015 17
Table 8 Chinese nickel ore sand and nickel concentrate imports in August 17
Table 9 Chinese refined nickel and nickel alloy import origins in August 20
Table 10 Main Chinese other unwrought nickel cathode importers in August 2015 21
Table 11 Chinese unwrought non-alloy nickel import enterprises in August 22
Table 12 Chinese ferronickel import origins in August 2015 25
Table 13 Main Chinese ferronickel importers in August 2015 26
Table 14 Chinese ferronickel import origins in August 26
