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황산니켈 : 2029년까지 전망(제3판)

Nickel Sulphate: Outlook to 2029, 3rd Edition

리서치사 Roskill Information Services
발행일 2020년 05월 30일 발행예정 상품 코드 930102
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황산니켈 : 2029년까지 전망(제3판) Nickel Sulphate: Outlook to 2029, 3rd Edition
발행일 : 2020년 05월 30일 발행예정 페이지 정보 : 영문

화석연료차로부터 배출량을 절감하는 방법으로서 전기자동차(EV)를 추진하기 위한 세계적인 대처는 이미 리튬이온의 1차 니켈 소비 증가로 이어지고 있습니다. 중국의 장려책 및 규제에 의해 배터리 제조업체와 OEM은 보다 높은 에너지 밀도의 배터리와 장거리 옵션으로 향하고 있으며, 니켈을 포함한 NCM·NCA 양극(Cathode)은 향후 10년간 주요 양극 기술이 될 것으로 예측됩니다.

세계의 황산니켈(Nickel Sulphate) 시장에 대해 조사 분석했으며, 세계의 생산·소비 동향, 국제 거래 및 가격, 수요 전망, 주요 기업 개요 등을 제공합니다.

제1장 주요 요약

제2장 니켈 플로차트

제3장 세계의 생산

제4장 세계의 소비

제5장 국제 거래

제6장 가격

제7장 전망

제8장 부록

제9장 주요 기업 개요

제10장 배터리에서의 황산니켈 소비

제11장 플레이팅 및 기타 용도에서의 황산니켈 소비

제12장 자동차 부문 및 EV 수요 전망

제13장 거시경제 전망

KSM 20.04.06

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?

Subscribe now and receive:

  • Detailed report with ten-year forecasts, for demand, supply and prices
  • Access to the report via Roskill Interactive for up to 5 users
  • Quarterly updates to keep you up to speed on our latest view of the industry
  • Access to Roskill specialists for key market queries
  • Option to download tables and graphs from the report
  • A summary PowerPoint of key report findings

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
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