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市场调查报告书

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1325380

全球镍市场 - 2023-2030

Global Nickel Market - 2023-2030

出版日期: 2023年08月04日 | 出版商:

DataM Intelligence | 英文 205 Pages | 商品交期: 约2个工作天内

价格

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简介目录

市场概况

2022年全球镍市场规模达到336亿美元，预计到2030年将达到472亿美元，2023-2030年预测期间复合年增长率为5.5%。电池中对镍的需求不断增长，有助于以更便宜的成本提供更高的能量密度和更大的存储容量，这是市场扩张的主要驱动力。电动汽车的日益普及，以及镍在医疗领域的不断发展，可能会在未来带来机会。

预计在预测期内，不銹钢应用将占全球镍市场的 35.4% 左右。由于其耐腐蚀性、耐用性和广泛的可用性，不銹钢被广泛应用于食品和饮料、建筑和航空航天等多种行业，推动了市场的扩张。

市场动态

不銹钢产品中镍的需求不断增长

不銹钢是镍的主要最终用途，在全球镍市场中占有相当大的比例。在经济增长、城市化和基础设施发展的推动下，不銹钢製造业的崛起对镍需求产生直接影响。含镍钢合金越来越受欢迎。含镍牌号在不銹钢生产中占很大一部分。

316 型钢的镍浓度为 11%，304 型钢的镍浓度为 8%，使该钢易于焊接、具有延展性和坚固性。由于其优越的特性，如耐腐蚀、充足的可用性和耐用性，不銹钢製品的需求量很大。不銹钢广泛应用于航空航天、化工、石油天然气、建筑、汽车等主要行业。镍在钢的製造中非常重要，并且在钢的生产中占有重要的合金份额。

不断发展的电动汽车和电池生态系统

电动汽车产量和销量的增加将推动对镍的需求，镍主要用作锂离子电池的成分。随着汽车製造商加快电池生产，电动汽车产量的增加增加了镍的需求。印度材料公司Epsilon Advanced Materials宣布于2023年6月投资6.5亿美元在美国开发新型电池材料生产

镍的高储能能力有助于延长电动汽车的续航里程，使其成为提高电动汽车性能的重要材料。正在进行的电池技术研究旨在提高锂离子电池的能量密度并降低成本。为了提高电池性能，人们正在采用 NMC（镍锰钴）和 NCA（镍钴铝）化学物质等富镍正极。

环境问题和对不銹钢行业的依赖

镍矿石开采和加工会对环境造成负面影响，例如栖息地破坏、水污染和温室气体排放。日益增加的环境限制和对可持续性的担忧增加了合规成本并限制了对某些镍来源的获取。不銹钢行业是镍的主要消费领域，在镍消费中占有相当大的份额。

镍需求对单一行业的依赖可能会使镍市场受到不銹钢需求和产量变化的影响。金属回收和替代材料的技术进步可能会降低特定应用中对新镍生产的需求，从而影响整个镍市场。

COVID-19 影响分析

由于需求中断和供应链问题，镍库存水平出现波动。一些行业限制镍采购，导致库存增加，而另一些行业则因供应链中断而出现短缺。它导致采矿和加工设施的健康和安全实践发生变化。这些变化对产量、工人能力和运营效率产生了影响。

必和必拓将其最大预期铜产量下调了 14 万吨，将预期镍产量下调了 1 万吨。此外，由于劳动力短缺和供应链问题，力拓在 2021 年开局艰难，试图推出新项目来取代老旧矿山。报告显示，第三季度铁矿石产量较去年同期下降8%。

俄罗斯-乌克兰战争影响

衝突的区域后果可能会对周边国家和地区的镍需求和供应动态产生影响，特别是与俄罗斯和乌克兰关係密切的欧洲和亚洲。它影响了该地区的镍生产和供应，可能导致全球供应短缺。地缘政治担忧可能会影响投资者情绪和市场对全球镍市场稳定性的看法。

受乌克兰衝突影响，镍价飙升，如果条件具备，将对能源转型的供应链构成挑战。由于锂离子电池中镍的用量很少，因此电动汽车需要稳定的供应。儘管电池用量很小，但持续的价格波动可能会使电动汽车的价格上涨高达 1,000 美元。

Market Overview

Global Nickel Market reached US$ 33.6 billion in 2022 and is expected to reach US$ 47.2 billion by 2030, growing with a CAGR of 5.5% during the forecast period 2023-2030. The growing demand for nickel in batteries aids in the delivery of higher energy density and more storage capacity at a cheaper cost, which is the primary driver of market expansion. The rising adoption of electric vehicles, as well as the developing use of nickel in the medical field, are likely to present opportunities in the future.

Stainless steel application is anticipated to account for around 35.4% of the global nickel market during the forecast period. Owing to its corrosion resistance, durability and widespread availability, stainless steel is utilized in a variety of industries, including food and beverage, construction and aerospace, among others, driving market expansion.

Market Dynamics

Growing Demand of Nickel in Stainless Steel Products

Stainless steel is a major end-use of nickel, accounting for a sizable percentage of global nickel market. The rise in stainless steel manufacturing, driven by economic growth, urbanization and infrastructural development, has a direct impact on nickel demand. Nickel-containing steel alloys have become increasingly popular. Nickel-containing grades account for a significant portion of stainless steel manufacture.

Nickel concentration of 11% in type 316 and 8% in type 304 make the steel easily weldable, ductile and robust. Owing to its superior features such as corrosion resistance, plentiful availability and durability, stainless steel items are in high demand. Stainless steel is widely used in major industries such as aerospace, chemical, oil and gas, construction, automotive and others. Nickel is very essential in the manufacturing of steel and has a significant alloy share in its production.

Growing Electric Vehicles and Batteries Ecosystem

The increased production and sales of electric vehicles will drive up demand for nickel, which is largely utilized as a component in lithium-ion batteries. The increase of electric vehicle production has increased nickel demand as automobile manufacturers speed up battery production. Epsilon Advanced Materials, an Indian materials company, announced a US$ 650 million investment in June 2023 to develop a new battery materials production in U.S.

Nickel's high energy storage capacity contributes to longer EV ranges, making it an important material for improving EV performance. Ongoing battery technology research aims to improve the energy density and lower the cost of lithium-ion batteries. To enhance the battery performance, nickel-rich cathodes such as NMC (nickel-manganese-cobalt) and NCA (nickel-cobalt-aluminum) chemistries are being employed.

Environmental Concerns and Dependance on Stainless Steel Industry

Nickel ore mining and processing can have negative environmental consequences such as habitat damage, water pollution and greenhouse gas emissions. Increasing environmental constraints and concerns about sustainability increases the compliance costs and restrict access to certain nickel sources. The stainless steel industry is a major consumer of nickel, accounting for a sizable share of nickel consumption.

Dependance of nickel demand on a single industry can impose the nickel market to variations in stainless steel demand and production. Technological advances in metal recycling and substitute materials may lower demand for new nickel production in specific applications, affecting the overall nickel market.

COVID-19 Impact Analysis

Nickel inventory levels fluctuated as a result of demand disruptions and supply chain problems. Some industries restricted their nickel purchases, resulting in greater stocks, while others experienced shortages as a result of supply chain disruptions. It caused modifications in mining and processing facilities' health and safety practices. The changes had an effect on output, worker capacity and operational efficiency.

BHP lowered its maximum anticipated copper output by 140,000 tonnes and its anticipated nickel output by 10,000 tonnes. In addition, Rio Tinto has had a difficult start to the year in 2021, attempting to put on new projects that will replace aged mines because to labor shortages and supply chain issues. It revealed that iron ore output fell 8% in the March quarter compared to the same period last year.

Russia- Ukraine War Impact

The regional consequences of the conflict may have an impact on nickel demand and supply dynamics in surrounding nations and regions, particularly in Europe and Asia, which have close relations with both Russia and Ukraine. It impacted the nickel production and supply in the regions, possibly leading to worldwide supply shortages. Geopolitical concerns can have an impact on investor sentiment and market perception of the global nickel market's stability.

Soaring nickel prices have surged in response to the Ukraine conflict, posing supply chain challenges for the energy transition if the correct conditions exist. Because nickel is utilized in small amounts in lithium-ion batteries, EVs require a consistent supply. Despite the small quantities used in the batteries, continued price volatility could increase the price of electric vehicles by up to US$ 1,000.

Segment Analysis

The global nickel market is segmented based on source, mining method, class, application, end-user and region.

Rising Penetration of EVs Drives the Batteries Segment

Batteries is expected to hold about 1/4th of the global nickel market and grow at a significant rate during the forecast period 2023-2030. The growing demand for electric vehicles is primarily driving the nickel market in the automotive industry. High purity nickel derived from sulfide nickel is mostly used in EV batteries.

As per the Society of Manufacturers of Electric Vehicles, sales of electric two-wheelers have more than doubled to 2,33,971 units in 2021 from 1,00735 units in 2020. Owing to its high energy in electric vehicles, it will aid in increasing the usage of nickel for lithium-ion batteries and steel alloys within the automotive sector. Thus, the demand for nickel will rise due to rising contributions from electric vehicle batteries, stainless steel automobile components and other applications during the forecast period.

Geographical Analysis

Presence of Large Steel Manufacturing Companies in Asia-Pacific

Asia-Pacific is anticipated to have the highest CAGR in the global nickel market during the forecast period 2023-2030. The existence of significant stainless-steel manufacturing enterprises and battery manufacturers is mostly to blame. The major nickel ore concentrations in Philippines, Australia, Indonesia and China have helped the region to become the leading nickel producer.

U.S. Geological Survey estimates that Indonesia has the world's greatest nickel reserve, with a mining reserve of 21 million metric tons in 2021. Furthermore, the mining reserves of the Philippines, China and Australia total 28.6 million metric tons. Furthermore, the growing use of nickel in electric vehicles (EVs) is likely to increase the regional industry, since it accounts for a major portion of nickel demand.

Competitive Landscape

The major global players include Glencore, Vale SA, Eramet SA, Sherritt International Corp., Sumitomo Metal Mining Co., Anglo American, MMC Norilsk Nickel, Jinchuan Group Ltd., BHP Billiton Ltd and Pacific Metal Company.

Why Purchase the Report?

To visualize the global nickel market segmentation based on source, mining method, class, application, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of nickel market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global nickel market report would provide approximately 77 tables, 80 figures and 205 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Source
3.2. Snippet by Mining Method
3.3. Snippet by Class
3.4. Snippet by Application
3.5. Snippet by End-User
3.6. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growing Electric Vehicles and Batteries Ecosystem
  - 4.1.1.2. Growing Demand of Nickel in Stainless Steel Products
- 4.1.2. Restraints
  - 4.1.2.1. High Costs and Volatility in Prices
  - 4.1.2.2. Environmental Concerns and Dependence on Stainless Steel Industry
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Source

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 7.1.2. Market Attractiveness Index, By Source
7.2. Pentlandite*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Laterite

8. By Mining Method

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 8.1.2. Market Attractiveness Index, By Mining Method
8.2. Underground*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Surface

9. By Class

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 9.1.2. Market Attractiveness Index, By Class
9.2. Nickel Class I*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
- 9.2.3. Electrolytic Nickel,
- 9.2.4. Powders & Briquettes
- 9.2.5. Carbonyl Nickel
9.3. Nickel Class II
- 9.3.1. Nickel Pig Iron
- 9.3.2. Ferronickel

10. By Application

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.1.2. Market Attractiveness Index, By Application
10.2. Stainless Steel*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Alloys
- 10.3.1. Ferrous Alloys
- 10.3.2. Non-ferrous Alloys
10.4. Plating
10.5. Foundry
10.6. Batteries
10.7. Others

11. By End-User

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.1.2. Market Attractiveness Index, By End-User
11.2. Metal Goods*
- 11.2.1. Introduction
- 11.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
11.3. Electric and Electronics
11.4. Engineering
11.5. Building & Construction
11.6. Transportation
11.7. Others

12. By Region

12.1. Introduction
- 12.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 12.1.2. Market Attractiveness Index, By Region
12.2. North America
- 12.2.1. Introduction
- 12.2.2. Key Region-Specific Dynamics
- 12.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.2.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.2.8.1. U.S.
  - 12.2.8.2. Canada
  - 12.2.8.3. Mexico
12.3. Europe
- 12.3.1. Introduction
- 12.3.2. Key Region-Specific Dynamics
- 12.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.3.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.3.8.1. Germany
  - 12.3.8.2. UK
  - 12.3.8.3. France
  - 12.3.8.4. Italy
  - 12.3.8.5. Russia
  - 12.3.8.6. Rest of Europe
12.4. South America
- 12.4.1. Introduction
- 12.4.2. Key Region-Specific Dynamics
- 12.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.4.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.4.8.1. Brazil
  - 12.4.8.2. Argentina
  - 12.4.8.3. Rest of South America
12.5. Asia-Pacific
- 12.5.1. Introduction
- 12.5.2. Key Region-Specific Dynamics
- 12.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 12.5.8. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 12.5.8.1. China
  - 12.5.8.2. India
  - 12.5.8.3. Japan
  - 12.5.8.4. Australia
  - 12.5.8.5. Rest of Asia-Pacific
12.6. Middle East and Africa
- 12.6.1. Introduction
- 12.6.2. Key Region-Specific Dynamics
- 12.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Source
- 12.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Mining Method
- 12.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Class
- 12.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 12.6.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

13. Competitive Landscape

13.1. Competitive Scenario
13.2. Market Positioning/Share Analysis
13.3. Mergers and Acquisitions Analysis

14. Company Profiles

14.1. Glencore*
- 14.1.1. Company Overview
- 14.1.2. Product Portfolio and Description
- 14.1.3. Financial Overview
- 14.1.4. Recent Developments
14.2. Vale SA
14.3. Eramet SA
14.4. Sherritt International Corp.
14.5. Sumitomo Metal Mining Co.
14.6. Anglo American
14.7. MMC Norilsk Nickel
14.8. Jinchuan Group Ltd.
14.9. BHP Billiton Ltd
14.10. Pacific Metal Company

LIST NOT EXHAUSTIVE