Monthly Nickel Market Report Sep 2022
2022-10-19 18:05:47 【Print】
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Content
1. Market Highlights 3
2. Economy and Policy 3
2.1 Inner Mongolia to speed up restricted capacity shutdown 3
2.2 OECD cuts global economic growth forecast for 2023 3
3. Market Movement 3
3.1 Chinese Market Movements 3
3.1 . 1 Chinese nickel cathode 99.96%min EXW China 3
3.1 . 2 Norilsk nickel cathode 99.96%min in port China 3
3.1 . 3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 4
3.1 . 4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 4
3.1 . 5 Philippine lateritic nickel ore 1.5%min prices in port China 4
3.1 . 6 Philippine lateritic nickel ore 1.8%min in port China 4
3.1.7 Ferronickel 10%min EXW China 4
3.1 . 8 Ferronickel 1.5%min EXW China 5
3.2 International Market Movements 5
3.2 . 1 Philippine lateritic nickel ore 1.5%min CIF China 5
3.2 . 2 Philippine lateritic nickel ore 1.8%min CIF China 5
4. Company News 5
4.1 Century Tsingshan Nickel reduces ferronickel production 5
4.2 Ningfeng Group's ferronickel output up 5
4.3 Cash Industrial conducts nickel cathode equipment maintenance 5
4.4 Beixin New Energy increases nickel sulfate production 6
4.5 Huayou Cobalt to cooperate with Vale Indonesia to build HPAL wet process project 6
4.6 Xinxin Mining's nickel cathode sales volume up by 37.4% YOY in H1 6
4.7 Jiangxi Miracle Golden Tiger Cobalt raises nickel sulfate output 6
4.8 Grand Green Technology to increase nickel sulfate production 6
4.9 Anhui Nandu Huabo New Material to release nickel sulfate product 6
4.10 Maolian Technology resumes nickel sulfate production 6
4.11 Cash Industrial cuts nickel sulfate production 6
4.12 Yinyi Advanced Material increases nickel sulfate production 7
5. Producers Statistics 7
5.1 Chinese refined nickel producers' operating rate down by 11.79% YOY in Sep 7
5.2 Chinese refined nickel producers' production up by 8.3% YOY in Sep 7
5.3 Chinese refined nickel producers' stocks up by 3.57% MOM in Sep 7
5.4 Chinese nickel sulfate producers' operation rate up by 4.54% MOM in Sep 7
5.5 Chinese nickel sulfate producers' output up by 6.4% MOM in Sep 8
5.6 Chinese nickel sulfate producers' inventory down by 26.45% MOM in Sep 8
5.7 Chinese ferronickel producers' operating rate up by 0.49% MOM in Sep 8
5.8 Chinese ferronickel producers' output down by 1.61% YOY in Sep 9
5.9 Chinese ferronickel producers' stocks up by 64% YOY in Sep 9
6. Import and Export Statistics 10
6.1 China's nickel concentrate import volume fell 24.88% YoY in Aug 2022 10
6.2 China's ferro-nickel import volume grew 78.85% YoY in Aug 2022 11
6.3 China's refined nickel (Co>0 . 005%) import volume fell 60.06% YoY in Aug 2022 11
7. Relevant Industry Movements 12
7.1 NCM and power battery market 12
7.2 Stainless steel market 12
8. Market Outlook for Next Month 12
8.1 Nickel cathode 99.96%min EXW China 12
8.2 Norilsk nickel cathode 99.96%min in port China 12
8.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 13
8.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 13
8.5 Ferronickel 10%min EXW China 13
8.6 Ferronickel 1.5%min EXW China 13
8.7 Philippine lateritic nickel ore 1.5%min in port China 13
8.8 Philippine lateritic nickel ore 1.8%min in port China 13
8.9 Philippine lateritic nickel ore 1.5%min CIF China 13
8.10 Philippine lateritic nickel ore 1.8%min CIF China 13
1. Market Highlights 3
2. Economy and Policy 3
2.1 Inner Mongolia to speed up restricted capacity shutdown 3
2.2 OECD cuts global economic growth forecast for 2023 3
3. Market Movement 3
3.1 Chinese Market Movements 3
3.1 . 1 Chinese nickel cathode 99.96%min EXW China 3
3.1 . 2 Norilsk nickel cathode 99.96%min in port China 3
3.1 . 3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 4
3.1 . 4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 4
3.1 . 5 Philippine lateritic nickel ore 1.5%min prices in port China 4
3.1 . 6 Philippine lateritic nickel ore 1.8%min in port China 4
3.1.7 Ferronickel 10%min EXW China 4
3.1 . 8 Ferronickel 1.5%min EXW China 5
3.2 International Market Movements 5
3.2 . 1 Philippine lateritic nickel ore 1.5%min CIF China 5
3.2 . 2 Philippine lateritic nickel ore 1.8%min CIF China 5
4. Company News 5
4.1 Century Tsingshan Nickel reduces ferronickel production 5
4.2 Ningfeng Group's ferronickel output up 5
4.3 Cash Industrial conducts nickel cathode equipment maintenance 5
4.4 Beixin New Energy increases nickel sulfate production 6
4.5 Huayou Cobalt to cooperate with Vale Indonesia to build HPAL wet process project 6
4.6 Xinxin Mining's nickel cathode sales volume up by 37.4% YOY in H1 6
4.7 Jiangxi Miracle Golden Tiger Cobalt raises nickel sulfate output 6
4.8 Grand Green Technology to increase nickel sulfate production 6
4.9 Anhui Nandu Huabo New Material to release nickel sulfate product 6
4.10 Maolian Technology resumes nickel sulfate production 6
4.11 Cash Industrial cuts nickel sulfate production 6
4.12 Yinyi Advanced Material increases nickel sulfate production 7
5. Producers Statistics 7
5.1 Chinese refined nickel producers' operating rate down by 11.79% YOY in Sep 7
5.2 Chinese refined nickel producers' production up by 8.3% YOY in Sep 7
5.3 Chinese refined nickel producers' stocks up by 3.57% MOM in Sep 7
5.4 Chinese nickel sulfate producers' operation rate up by 4.54% MOM in Sep 7
5.5 Chinese nickel sulfate producers' output up by 6.4% MOM in Sep 8
5.6 Chinese nickel sulfate producers' inventory down by 26.45% MOM in Sep 8
5.7 Chinese ferronickel producers' operating rate up by 0.49% MOM in Sep 8
5.8 Chinese ferronickel producers' output down by 1.61% YOY in Sep 9
5.9 Chinese ferronickel producers' stocks up by 64% YOY in Sep 9
6. Import and Export Statistics 10
6.1 China's nickel concentrate import volume fell 24.88% YoY in Aug 2022 10
6.2 China's ferro-nickel import volume grew 78.85% YoY in Aug 2022 11
6.3 China's refined nickel (Co>0 . 005%) import volume fell 60.06% YoY in Aug 2022 11
7. Relevant Industry Movements 12
7.1 NCM and power battery market 12
7.2 Stainless steel market 12
8. Market Outlook for Next Month 12
8.1 Nickel cathode 99.96%min EXW China 12
8.2 Norilsk nickel cathode 99.96%min in port China 12
8.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 13
8.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 13
8.5 Ferronickel 10%min EXW China 13
8.6 Ferronickel 1.5%min EXW China 13
8.7 Philippine lateritic nickel ore 1.5%min in port China 13
8.8 Philippine lateritic nickel ore 1.8%min in port China 13
8.9 Philippine lateritic nickel ore 1.5%min CIF China 13
8.10 Philippine lateritic nickel ore 1.8%min CIF China 13