Monthly Nickel Market Report Nov 2022
2022-12-21 16:50:37 【Print】
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1. Market Highlights 4
2. Economy and Policy 4
2.1 China's nonferrous industry carbon emission to peak by 2030 4
2.2 China's central bank to cut RRR by 0.25 percentage points 4
3. Market Movement 4
3.1 Chinese Market Movements 4
3.1.1 Chinese nickel cathode 99.96%min EXW China 4
3.1.2 Norilsk nickel cathode 99.96%min in port China 4
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 5
3.1.5 Philippine lateritic nickel ore 1.5%min prices in port China 5
3.1.6 Philippine lateritic nickel ore 1.8%min in port China 5
3.1.7 Ferronickel 10%min EXW China 5
3.1.8 Ferronickel 1.5%min EXW China 6
3.2 International Market Movements 6
3.2.1 Philippine lateritic nickel ore 1.5%min CIF China 6
3.2.2 Philippine lateritic nickel ore 1.8%min CIF China 6
4. Company News 6
4.1 Yantai Cash to increase nickel sulfate production 6
4.2 Yinyi Advanced Material increases nickel sulfate production 6
4.3 Cash Industrial's nickel cathode production declines 6
4.4 Maolian Technology's battery grade nickel sulfate production up 6
4.5 CNGR New Energy's Indonesia nickel matte project goes into production 7
4.6 Cash Industrial's nickel cathode output to increase 7
4.7 Huayou Cobalt signs definitive cooperation agreement with Vale Indonesia on HPAL project 7
4.8 Shengyun Industrial's ferronickel production down 7
4.9 Chendong Recycling's ferronickel production declines 7
4.10 Ningbo Changjiang Energy to increase battery grade nickel sulfate production 7
5. Producers Statistics 7
5.1 Chinese refined nickel producers' operating rate down by 13.17% YOY in Nov 7
5.2 Chinese refined nickel producers' production up by 6.61% YOY in Nov 8
5.3 Chinese refined nickel producers' stocks down by 11.11% MOM in Nov 8
5.4 Chinese nickel sulfate producers' operation rate down by 1.76% MOM in Nov 8
5.5 Chinese nickel sulfate producers' output down by 1.76% MOM in Nov 8
5.6 Chinese nickel sulfate producers' inventory up by 126.66% MOM in Nov 9
5.7 Chinese ferronickel producers' operating rate down by 2.93% MOM in Nov 9
5.8 Chinese ferronickel producers' output down by 2.93% MOM in Nov 10
5.9 Chinese ferronickel producers' stocks down by 6.26% MOM in Nov 10
6. Import and Export Statistics 10
6.1 China's nickel concentrate import volume declined 17.01% YoY in Sep 2022 10
6.2 China's ferro-nickel import volume rose 110.72% YoY in Sep 2022 11
6.3 China's ferro-nickel import volume rose 79.56% YoY in Oct 2022 12
6.4 China's refined nickel (Co＞0.005%) import volume declined 73.71% YoY in Sep 2022 13
6.5 China's refined nickel (Co＞0.005%) import volume declined 64.24% YoY in Oct 2022 14
6.6 China's nickel sulphate import volume fell 33.75% MoM in Oct 2022 15
7. Relevant Industry Movements 16
7.1 NCM and power battery market 16
7.2 Stainless steel market 16
8. Market Outlook for Next Month 16
8.1 Nickel cathode 99.96%min EXW China 16
8.2 Norilsk nickel cathode 99.96%min in port China 16
8.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 16
8.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 16
8.5 Ferronickel 10%min EXW China 16
8.6 Ferronickel 1.5%min EXW China 16
8.7 Philippine lateritic nickel ore 1.5%min CIF China 16
8.8 Philippine lateritic nickel ore 1.8%min CIF China 16
2. Economy and Policy 4
2.1 China's nonferrous industry carbon emission to peak by 2030 4
2.2 China's central bank to cut RRR by 0.25 percentage points 4
3. Market Movement 4
3.1 Chinese Market Movements 4
3.1.1 Chinese nickel cathode 99.96%min EXW China 4
3.1.2 Norilsk nickel cathode 99.96%min in port China 4
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 5
3.1.5 Philippine lateritic nickel ore 1.5%min prices in port China 5
3.1.6 Philippine lateritic nickel ore 1.8%min in port China 5
3.1.7 Ferronickel 10%min EXW China 5
3.1.8 Ferronickel 1.5%min EXW China 6
3.2 International Market Movements 6
3.2.1 Philippine lateritic nickel ore 1.5%min CIF China 6
3.2.2 Philippine lateritic nickel ore 1.8%min CIF China 6
4. Company News 6
4.1 Yantai Cash to increase nickel sulfate production 6
4.2 Yinyi Advanced Material increases nickel sulfate production 6
4.3 Cash Industrial's nickel cathode production declines 6
4.4 Maolian Technology's battery grade nickel sulfate production up 6
4.5 CNGR New Energy's Indonesia nickel matte project goes into production 7
4.6 Cash Industrial's nickel cathode output to increase 7
4.7 Huayou Cobalt signs definitive cooperation agreement with Vale Indonesia on HPAL project 7
4.8 Shengyun Industrial's ferronickel production down 7
4.9 Chendong Recycling's ferronickel production declines 7
4.10 Ningbo Changjiang Energy to increase battery grade nickel sulfate production 7
5. Producers Statistics 7
5.1 Chinese refined nickel producers' operating rate down by 13.17% YOY in Nov 7
5.2 Chinese refined nickel producers' production up by 6.61% YOY in Nov 8
5.3 Chinese refined nickel producers' stocks down by 11.11% MOM in Nov 8
5.4 Chinese nickel sulfate producers' operation rate down by 1.76% MOM in Nov 8
5.5 Chinese nickel sulfate producers' output down by 1.76% MOM in Nov 8
5.6 Chinese nickel sulfate producers' inventory up by 126.66% MOM in Nov 9
5.7 Chinese ferronickel producers' operating rate down by 2.93% MOM in Nov 9
5.8 Chinese ferronickel producers' output down by 2.93% MOM in Nov 10
5.9 Chinese ferronickel producers' stocks down by 6.26% MOM in Nov 10
6. Import and Export Statistics 10
6.1 China's nickel concentrate import volume declined 17.01% YoY in Sep 2022 10
6.2 China's ferro-nickel import volume rose 110.72% YoY in Sep 2022 11
6.3 China's ferro-nickel import volume rose 79.56% YoY in Oct 2022 12
6.4 China's refined nickel (Co＞0.005%) import volume declined 73.71% YoY in Sep 2022 13
6.5 China's refined nickel (Co＞0.005%) import volume declined 64.24% YoY in Oct 2022 14
6.6 China's nickel sulphate import volume fell 33.75% MoM in Oct 2022 15
7. Relevant Industry Movements 16
7.1 NCM and power battery market 16
7.2 Stainless steel market 16
8. Market Outlook for Next Month 16
8.1 Nickel cathode 99.96%min EXW China 16
8.2 Norilsk nickel cathode 99.96%min in port China 16
8.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 16
8.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 16
8.5 Ferronickel 10%min EXW China 16
8.6 Ferronickel 1.5%min EXW China 16
8.7 Philippine lateritic nickel ore 1.5%min CIF China 16
8.8 Philippine lateritic nickel ore 1.8%min CIF China 16
