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市场调查报告书

硫酸镍:到2029年的展望 (第3版)

Nickel Sulphate: Outlook to 2029, 3rd Edition

出版商 Roskill Information Services 商品编码 930102
出版日期 内容资讯 英文
商品交期: 最快1-2个工作天内
价格
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硫酸镍:到2029年的展望 (第3版) Nickel Sulphate: Outlook to 2029, 3rd Edition
出版日期: 将在2020年05月30日内容资讯: 英文
简介

作为削减石化燃料车排放量的方法,推动电动车(EV)的全世界的配合措施,已带来锂离子的原镍消费的增加。由于中国的奖励及法规,电池厂商和OEM朝向更高能量密度的电池和远距选项进行,含有镍的NCM、NCA阴极,预计今后10年成为主要的阴极技术。

本报告提供全球硫酸镍市场相关调查分析,展现全球生产、消费趋势,国际交易,及价格等,需求的展望,并提供主要企业简介等资讯。

第1章 摘要整理

第2章 镍的流程图

第3章 全球生产

第4章 全球消费

第5章 国际交易

第6章 价格

第7章 展望

第8章 附录

第9章 主要企业的简介

第10章 电池的硫酸镍的消费

第11章 电镀、其他的用途的硫酸镍的消费

第12章 汽车部门及EV需求的展望

第13章 宏觀经济的展望

目录

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 nickel consumption in batteries has thus far not exceeded 5% of total consumption. However, 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 (EVs) 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 have steered 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 the dominant cathode technologies throughout the next decade.

However, the road to electrification will be a bumpy one. Primary nickel demand from the battery sector grew more slowly in 2019 than in 2018 due mainly to lower EV sales growth following the Chinese government's withdrawal of EV subsidies. The long-term outlook for nickel demand in batteries remains strong, but over the shorter-term more sluggish EV demand growth and a slower-than-expected adoption of NCM811 technologies will keep consumption growth rates in check.

In line with an uncertain demand and supply situation, prices have been volatile. Like nickel metal prices, nickel sulphate prices fluctuated considerably in 2019, reflecting the spill over effect of key changes taking place in the nickel market, but more specifically, driven by their own market fundamentals as well as seasonality factors. Premia, too, changed considerably. In May it became unviable for nickel sulphate production from powder and briquette, and from mid-July, production from MHP has also turned unprofitable in China, the largest producing and consuming country globally. This led some sulphate plants to either reduce production or switch to production of nickel cathode. It is likely that volatility will remain a feature of the market as it reconfigures.

In the future, it is clear that new capacity for nickel sulphate production will be required and the supply chain is already responding. Processing capacity is rapidly being added by ramp up of integrated producers (likes of Jinchuan and SMM), by conversions of existing plants (likes of BHP Nickel West and Terrafame), and through new third-party processors (likes of 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 or recycled materials. Production of these feedstock materials is going to have to grow to satisfy the growing demand for nickel sulphate by the battery industry.

Roskill experts will answer your questions:

  • How will demand for electric vehicles affect the nickel industry?
  • Which cathode technologies are expected to increase market share?
  • Which feedstocks will be utilised in the production of nickel sulphate?
  • How will developments in Indonesia impact the nickel supply chain?
  • How will nickel sulphate prices evolve?

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Table of Contents

  • 1. Executive Summary
  • 2. Nickel Flowchart
  • 3. World Production
  • 4. World Consumption
  • 5. International Trade
  • 6. Prices
  • 7. Outlook
  • 8. Appendices
  • 9. Profiles of Key Producers
  • 10. Consumption of Nickel Sulphate in Batteries
  • 11. Consumption of Nickel Sulphate in Plating and Other Applications
  • 12. Outlook for Automotive Sector and EV Demand
  • 13. Macroeconomic Outlook