Nickel Sulphate: Outlook to 2028, 2nd Edition
|出版商||Roskill Information Services||商品编码||600760|
|硫酸镍的全球市场:未来展望 (到2028年) Nickel Sulphate: Outlook to 2028, 2nd Edition|
|出版日期: 2019年05月09日||内容资讯: 英文||
硫酸镍的市场结构，随著电池 (尤其是锂离子电池)的需求增加，近几年大幅变化。特别是从石化燃料车转移到电动车 (EV)，电池用镍的主要消费量戏剧性地增加，预计到2030年达到目前10倍的规模。
本报告提供全球硫酸镍市场相关分析，目前硫酸镍市场结构 (原料的产地，生产手法，主要的需求处等) 和今后预测，生产量、消费量、贸易量、价格趋势预测，市场成长的方向性等资讯汇整，为您概述为以下内容。
Developments in the battery sector are fundamentally reshaping the nickel supply chain. Nickel has several mature applications in nickel metal-hydride (NiMH) and nickel-cadmium (NiCd) batteries but consumption in batteries has thus far not exceeded 4% of total consumption. Demand for nickel in lithium-ion batteries will soon make batteries the second-largest end-use application for nickel.
The major worldwide push to promote electric vehicles as a way of cutting emissions from fossil-fuelled vehicles has already resulted in increased primary nickel consumption in lithium-ion. Chinese incentives and regulations are steering battery producers and OEMs towards higher energy density batteries and longer-range options and nickel bearing NCM and NCA cathodes are thus expected to be dominant cathode technologies throughout the next decade.
Roskill's report includes a detailed automotive outlook that distinguishes between growth trends for battery-electric vehicles, hybrids and plug-in hybrids, low-speed electric vehicles, as well as mild 48V and micro 12V vehicles. Based on this outlook, Roskill forecasts total, primary use of nickel in batteries to increase ten-fold to 2030.
The supply chain is already responding to the need for new capacity for nickel sulphate production. Processing capacity is rapidly being added in China, by conversions of existing plants (BHP Nickel West, Terrafame), and through new third-party processors (such as Thakadu Battery Materials). Over the next decade it is expected that other existing producers may also convert to sulphate production.
A key question facing the market is where the feedstock for nickel sulphate production may come from. Nickel sulphate can be produced by using a variety of feedstock material, such as crude nickel sulphate, briquettes, mixed sulphide precipitate, mixed hydroxide precipitate, carbonyl pellets and powder. Production of these feedstock materials is going to have to grow to satisfy the growing demand for nickel sulphate by the battery industry.
In its newly-published Nickel Sulphate Market Outlook report, Roskill provides a detailed assessment of the potential sources for nickel sulphate feedstock, which include Class I nickel, secondary sources, greenfields projects and perhaps new HPAL operations in Indonesia.