Nickel Market Report March 2014
2014-04-28 15:08:32 【Print】
The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
Please contact us for a subscription.
Please contact us for a subscription.
Abstract 4
1. Financial overview 4
1.1 Domestic financial review 4
1.1.1 CPI up by 2.0% YOY, PPI down by 2.0% YOY in February 4
1.1.2 PMI rebounds slightly in March 5
1.2 International financial review 6
1.2.1 Future prices of crude oil shockly drop 6
1.2.2 US dollar index fails to rebound 6
2. Chinese domestic market review 7
2.1 Lateritic nickel ore prices continue to increase 7
2.2 Nickel cathodes market moves up 8
2.3 Ferronickel market rebounds further 11
2.4 Nickel sulfate price increases 13
3. International market review 14
3.1 LME nickel market continues to increase 14
4. Production data 16
4.1 Chinese nickel cathodes output up by 1.2% MOM in March 16
4.2 Chinese ferronickel production up by 1.34% MOM in March 17
5. Lateritic nickel ore stocks in Chinese main ports in March 18
6. Import & Export data analysis 18
6.1 Chinese nickel ore imports down by 103.17% MOM in February 18
6.2 Chinese refined nickel and nickel alloy imports down by 56.96% MOM in February 24
6.3 Top10 unrolled non-alloy nickel enterprises in China in February 26
6.4 Chinese ferronickel imports down by 10.97% MOM in February 28
6.5 Chinese nickel powders & flakes imports down by 25.94% in February 30
7. Company news 32
7.1 Vale resumes Copper Cliff Deep nickel project in Canada 32
7.2 Linyi Zhongchi Metal Materials resumes ferronickel production on March 13. 32
7.3 Yishui Jinye Cast resumes ferronickel production in the middle of March. 32
7.4 Shandong Zhanhua Qingxiang Metal Materials resumes ferronickel production at the end of March. 32
7.5 Shanxi Huaze Nickel & Cobalt Metal ’s Kunminglu Branch programmed by the city. 32
8. Related industry developments 33
8.1 Stainless steel scrap 33
8.2 300 series stainless steel 33
9. Outlook for March 33
9.1 Lateritic nickel ore 33
9.2 Nickel cathodes 33
9.3 Ferronickel 34
9.4 Nickel salt 34
Picture
Picture 1 China’s CPI and PPI in 2012-2014 5
Picture 2 China’s manufacturing PMI in 2012-2014 6
Picture 3 Trend of main contract prices of American crude oil in March 6
Picture 4 US dollar index 7
Picture 5 Chinese lateritic nickel ore 1.8% delivered-at-ports price trend in March 8
Picture 6 Nickel cathodes of Jinchuan brand factory price in March 9
Picture 7 Nickel cathodes of Jinchuan brand price in spot market in March 9
Picture 8 Nickel of Norilsk brand price in Chinese spot market in March 10
Picture 9 The price of Nickel of Inco brand in Chinese spot market in March 10
Picture 10 The price of ferronickel 10%min in China in March 12
Picture 11 The price of ferronickel 4-6%min in China in March 13
Picture 12 The price of ferronickel 7-9%min in China in March 13
Picture 13 Nickel sulfate ex-factory price of Jinchuan brand movement in March 14
Picture 14 Nickel sulfate price movement in March 14
Picture 15 LME nickel cash price chart in March 15
Table
Table 1 ferronickel 10%min purchasing prices from some mainly stainless steel plants in March and April 11
Table 2 Nickel cathodes output in March in China 16
Table 3 Ferronickel output in March 17
Table 4 lateritic nickel ore stocks on March 31, 2014 18
Table 5 Top 10 import enterprises of nickel ore sand and nickel concentrate in china in February 19
Table 6 Nickel ore sand and nickel concentrate of Hs Code: 26040000 in February 20
Table 7 Top 10 unwrought non-alloy nickel import enterprises in China in February 26
Table 8 unwrought non-alloy nickel of Hs Code: 75021090 in February 26
Table 9 The exporters of ferronickel to China in February 2014 28
Table 10 China top 10 ferronickel import enterprises review in February 29
Table 11 Import statistics of ferronickel from different nations in February 29
Table 12 China top 10 nickel powders & flakes import enterprises review in January 31
Table 13 nickel powders & flakes of Hs Code: 75040010 in January 31
1. Financial overview 4
1.1 Domestic financial review 4
1.1.1 CPI up by 2.0% YOY, PPI down by 2.0% YOY in February 4
1.1.2 PMI rebounds slightly in March 5
1.2 International financial review 6
1.2.1 Future prices of crude oil shockly drop 6
1.2.2 US dollar index fails to rebound 6
2. Chinese domestic market review 7
2.1 Lateritic nickel ore prices continue to increase 7
2.2 Nickel cathodes market moves up 8
2.3 Ferronickel market rebounds further 11
2.4 Nickel sulfate price increases 13
3. International market review 14
3.1 LME nickel market continues to increase 14
4. Production data 16
4.1 Chinese nickel cathodes output up by 1.2% MOM in March 16
4.2 Chinese ferronickel production up by 1.34% MOM in March 17
5. Lateritic nickel ore stocks in Chinese main ports in March 18
6. Import & Export data analysis 18
6.1 Chinese nickel ore imports down by 103.17% MOM in February 18
6.2 Chinese refined nickel and nickel alloy imports down by 56.96% MOM in February 24
6.3 Top10 unrolled non-alloy nickel enterprises in China in February 26
6.4 Chinese ferronickel imports down by 10.97% MOM in February 28
6.5 Chinese nickel powders & flakes imports down by 25.94% in February 30
7. Company news 32
7.1 Vale resumes Copper Cliff Deep nickel project in Canada 32
7.2 Linyi Zhongchi Metal Materials resumes ferronickel production on March 13. 32
7.3 Yishui Jinye Cast resumes ferronickel production in the middle of March. 32
7.4 Shandong Zhanhua Qingxiang Metal Materials resumes ferronickel production at the end of March. 32
7.5 Shanxi Huaze Nickel & Cobalt Metal ’s Kunminglu Branch programmed by the city. 32
8. Related industry developments 33
8.1 Stainless steel scrap 33
8.2 300 series stainless steel 33
9. Outlook for March 33
9.1 Lateritic nickel ore 33
9.2 Nickel cathodes 33
9.3 Ferronickel 34
9.4 Nickel salt 34
Picture
Picture 1 China’s CPI and PPI in 2012-2014 5
Picture 2 China’s manufacturing PMI in 2012-2014 6
Picture 3 Trend of main contract prices of American crude oil in March 6
Picture 4 US dollar index 7
Picture 5 Chinese lateritic nickel ore 1.8% delivered-at-ports price trend in March 8
Picture 6 Nickel cathodes of Jinchuan brand factory price in March 9
Picture 7 Nickel cathodes of Jinchuan brand price in spot market in March 9
Picture 8 Nickel of Norilsk brand price in Chinese spot market in March 10
Picture 9 The price of Nickel of Inco brand in Chinese spot market in March 10
Picture 10 The price of ferronickel 10%min in China in March 12
Picture 11 The price of ferronickel 4-6%min in China in March 13
Picture 12 The price of ferronickel 7-9%min in China in March 13
Picture 13 Nickel sulfate ex-factory price of Jinchuan brand movement in March 14
Picture 14 Nickel sulfate price movement in March 14
Picture 15 LME nickel cash price chart in March 15
Table
Table 1 ferronickel 10%min purchasing prices from some mainly stainless steel plants in March and April 11
Table 2 Nickel cathodes output in March in China 16
Table 3 Ferronickel output in March 17
Table 4 lateritic nickel ore stocks on March 31, 2014 18
Table 5 Top 10 import enterprises of nickel ore sand and nickel concentrate in china in February 19
Table 6 Nickel ore sand and nickel concentrate of Hs Code: 26040000 in February 20
Table 7 Top 10 unwrought non-alloy nickel import enterprises in China in February 26
Table 8 unwrought non-alloy nickel of Hs Code: 75021090 in February 26
Table 9 The exporters of ferronickel to China in February 2014 28
Table 10 China top 10 ferronickel import enterprises review in February 29
Table 11 Import statistics of ferronickel from different nations in February 29
Table 12 China top 10 nickel powders & flakes import enterprises review in January 31
Table 13 nickel powders & flakes of Hs Code: 75040010 in January 31
