Monthly Nickel Market Report Sep 2023
2023-10-17 17:36:40 【Print】
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Content
1. Market Highlights 4
2. Economy and Policy 4
2.1 MEE releases Action Plan for Comprehensive Control of Air Pollution in Autumn and Winter of 2023-2024 (Draft for Comments) 4
2.2 Indonesia will not approve any new mining quotas for 2023 4
2.3 Indonesia extends validity of mining production plans to three years 4
2.4 Shanxi delegates transfer and registration of exploration rights for mineral species 4
2.5 Antofagasta loses bid to revive Minnesota copper-nickel project 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 5
3.1.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 5
3.1.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 5
3.1.5 Ferronickel 10%min EXW China 5
3.1.6 Ferronickel 1.5%min EXW China 6
3.2 International Market Movements 6
3.2.1 Philippine lateritic nickel ore 1.3%min CIF China 6
3.2.2 Philippine lateritic nickel ore 1.8%min CIF China 6
4. Company News 6
4.1 Amer to build precursor and cathode materials project in Shaoxing Binhai New Area 6
4.2 Copper Lake updates mineral resources for Norton Lake nickel-copper-cobalt project 6
4.3 Golden Tiger cuts battery grade nickel sulfate production 7
4.4 Zhangjiagang United Copper maintains battery grade nickel sulfate production equipment 7
4.5 Century Tsingshan Nickel overhauls ferronickel production equipment 7
4.6 Changjiang Energy Technology to resume battery grade nickel sulfate production 7
5. Producers Statistics 7
5.1 Chinese refined nickel producers' operating rate records 74.05% in Sep 7
5.2 Chinese refined nickel producers' production up by 43.69% MOM in Sep 7
5.3 Chinese refined nickel producers' stocks down by 0.28% MOM in Sep 7
5.4 Chinese nickel sulfate producers' operation rate posts 54.47% in Sep 8
5.5 Chinese nickel sulfate producers' output down by 4.07% MOM in Sep 8
5.6 Chinese nickel sulfate producers' inventory down by 10.88% MOM in Sep 8
5.7 Chinese ferronickel producers' operating rate reports 47.24% in Sep 9
5.8 Chinese ferronickel producers' output down by 1.63% MOM in Sep 9
5.9 Chinese ferronickel producers' stocks down by 19.77% MOM in Sep 10
6. Import and Export Statistics 10
6.1 China's ferro-nickel import volume grew 45.59% YoY in Aug 2023 10
6.2 China's refined nickel (Co＞0.005%) import volume fell 49.10% YoY in Aug 2023 11
6.3 China's nickel sulphate import volume increased 459.95% YoY in Aug 2023 12
6.4 China's refined nickel (Co＞0.005%) export volume increased 160.71% MoM in Aug 2023 13
6.5 China's nickel concentrate import volume rose 27.37% YoY in Aug 2023 14
7. Relevant Industry Movements 14
7.1 NCM and power battery market 14
7.2 Stainless steel market 15
8. Market Outlook for Next Month 15
8.1 Nickel cathode 99.96%min EXW China 15
8.2 Norilsk nickel cathode 99.96%min in port China 15
8.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 15
8.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 15
8.5 Ferronickel 10%min EXW China 15
8.6 Ferronickel 1.5%min EXW China 15
8.7 Philippine lateritic nickel ore 1.3%min CIF China 15
8.8 Philippine lateritic nickel ore 1.8%min CIF China 15
1. Market Highlights 4
2. Economy and Policy 4
2.1 MEE releases Action Plan for Comprehensive Control of Air Pollution in Autumn and Winter of 2023-2024 (Draft for Comments) 4
2.2 Indonesia will not approve any new mining quotas for 2023 4
2.3 Indonesia extends validity of mining production plans to three years 4
2.4 Shanxi delegates transfer and registration of exploration rights for mineral species 4
2.5 Antofagasta loses bid to revive Minnesota copper-nickel project 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 5
3.1.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 5
3.1.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 5
3.1.5 Ferronickel 10%min EXW China 5
3.1.6 Ferronickel 1.5%min EXW China 6
3.2 International Market Movements 6
3.2.1 Philippine lateritic nickel ore 1.3%min CIF China 6
3.2.2 Philippine lateritic nickel ore 1.8%min CIF China 6
4. Company News 6
4.1 Amer to build precursor and cathode materials project in Shaoxing Binhai New Area 6
4.2 Copper Lake updates mineral resources for Norton Lake nickel-copper-cobalt project 6
4.3 Golden Tiger cuts battery grade nickel sulfate production 7
4.4 Zhangjiagang United Copper maintains battery grade nickel sulfate production equipment 7
4.5 Century Tsingshan Nickel overhauls ferronickel production equipment 7
4.6 Changjiang Energy Technology to resume battery grade nickel sulfate production 7
5. Producers Statistics 7
5.1 Chinese refined nickel producers' operating rate records 74.05% in Sep 7
5.2 Chinese refined nickel producers' production up by 43.69% MOM in Sep 7
5.3 Chinese refined nickel producers' stocks down by 0.28% MOM in Sep 7
5.4 Chinese nickel sulfate producers' operation rate posts 54.47% in Sep 8
5.5 Chinese nickel sulfate producers' output down by 4.07% MOM in Sep 8
5.6 Chinese nickel sulfate producers' inventory down by 10.88% MOM in Sep 8
5.7 Chinese ferronickel producers' operating rate reports 47.24% in Sep 9
5.8 Chinese ferronickel producers' output down by 1.63% MOM in Sep 9
5.9 Chinese ferronickel producers' stocks down by 19.77% MOM in Sep 10
6. Import and Export Statistics 10
6.1 China's ferro-nickel import volume grew 45.59% YoY in Aug 2023 10
6.2 China's refined nickel (Co＞0.005%) import volume fell 49.10% YoY in Aug 2023 11
6.3 China's nickel sulphate import volume increased 459.95% YoY in Aug 2023 12
6.4 China's refined nickel (Co＞0.005%) export volume increased 160.71% MoM in Aug 2023 13
6.5 China's nickel concentrate import volume rose 27.37% YoY in Aug 2023 14
7. Relevant Industry Movements 14
7.1 NCM and power battery market 14
7.2 Stainless steel market 15
8. Market Outlook for Next Month 15
8.1 Nickel cathode 99.96%min EXW China 15
8.2 Norilsk nickel cathode 99.96%min in port China 15
8.3 Nickel sulfate Ni 22%min, Co 0.4%max delivered China 15
8.4 Nickel sulfate Ni 22%min, Co 0.05%max EXW China 15
8.5 Ferronickel 10%min EXW China 15
8.6 Ferronickel 1.5%min EXW China 15
8.7 Philippine lateritic nickel ore 1.3%min CIF China 15
8.8 Philippine lateritic nickel ore 1.8%min CIF China 15
