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市场调查报告书
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1197729

镍市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

Nickel Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计 2021 年镍市场将达到 210 万吨以上,预测期内的复合年增长率超过 4.8%。

COVID-19 大流行的爆发及其相关的封锁、社会疏远规则和贸易制裁已对全球供应炼网络造成大规模破坏,严重阻碍了镍市场的增长。 主要国家的长期封锁减缓了工业活动,影响了镍的需求和价格。 亚洲镍业和世界镍铁控股等主要矿商已暂停部分运营以应对大流行,一些参与者维持当前维护停产计划的能力有限被提及是一个原因。 然而,由于工业部门的稳步復苏和采矿活动的恢復,预计在预测期内镍需求将增加。

主要亮点

  • 从中期来看,镍市场的增长预计将受到不銹钢合金中镍需求增加的推动。 每年销售的镍中约有三分之二用于不銹钢。 此外,在汽车电池、风力涡轮机储能係统和太阳能电池板等应用中,以低成本增加对镍的需求是市场增长的主要驱动力。
  • 严格的环境法规和镍熔化过程中二氧化硫排放量增加带来的潜在健康危害以及镍价波动可能会阻碍市场增长。
  • 电动汽车的日益普及和镍在医疗行业的新兴用途可能会成为未来的机遇。
  • 由于亚太地区的镍消费率高,并且存在大型不銹钢製造商和电池製造商,因此预计未来亚太地区将主导镍市场。 此外,预计中国和印度的需求激增将提振金属市场前景。

镍市场趋势

不銹钢需求上升

  • 镍在不銹钢的生产中起着重要作用。 它是不銹钢生产中使用的主要商业合金等级之一。 镍合金几乎占全球不銹钢生产工艺的三分之二。 通常,常用等级的不銹钢中含有 8% 的镍。
  • 由于不銹钢具有耐腐蚀性、耐用性和丰富的可用性,因此被用于食品和饮料、建筑、航空航天、运输、医疗、化工等多个领域。
  • 根据国际不銹钢论坛 (ISSF) 的数据,2021 年不銹钢产量将同比增长 10.6% 至 5630 万吨。
  • 鑑于乌克兰战争、库存膨胀和供应链中断等因素导致需求减少,MEPS 已将 2022 年的产量预测下调至 5650 万吨。 但预计2023年产量将恢復至6000万吨。
  • 中国的不銹钢厂消耗了一半以上的原镍。 2021年中国不銹钢产量将达到3060万吨,同比增长1.6%,占全球产量的54.4%。
  • 同样,根据世界金属统计,印度的不銹钢产量将在 2021 年达到约 400 万吨,从 2020 年到 2021 年同比增长 25%。
  • 受上述因素影响,未来不銹钢行业对镍的市场需求有望增加。

亚太地区主导市场

  • 亚太地区的镍消费量很大。 这主要是由于大型不銹钢製造公司和电池製造商的存在。 菲律宾、新喀里多尼亚、澳大利亚、印度尼西亚和中国的主要镍矿床使该地区成为最大的镍产地。
  • 根据美国地质调查局 (USGS) 的数据,印度尼西亚拥有世界上最大的镍储量,预计 2021 年将开采 2100 万吨。 此外,菲律宾、中国和澳大利亚的开采储量加起来达 2860 万吨。
  • 根据世界金属统计局数据,2022 年 1-9 月中国镍需求预计为 112 万吨,比 2021 年增加 98.1 千吨。 在印度尼西亚,2022年1-9月的镍产量为79万吨,同比增长23%。
  • 此外,电动汽车 (EV) 中镍消耗量的上升也占镍需求的很大一部分,预计将提振该地区的市场。
  • 中国在电动汽车市场处于世界领先地位,新电动汽车销量是美国的四倍。 2021 年中国电动汽车 (EV) 总销量将达到 330 万辆,较 2020 年的 130 万辆增长 154%。 中国中央政府推广电动汽车的主要政策预计将增加该国对镍的需求。
  • 同样在 2021 年 10 月,塔塔汽车(印度汽车製造商)为其新的电动汽车子公司获得了 7,500 瑞典克朗(10.1 亿美元)的投资。 塔塔汽车和 TPG Rise Climate 已达成一项抑制协议,后者将与共同投资者 ADQ 一起投资塔塔汽车新成立的子公司。
  • COVID-19 的影响降低了许多最终用途应用中的镍需求。 然而,随着各种终端用途行业的复苏,预计预测期内该地区的镍需求将增长。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 3 个月的分析师支持

内容

第一章介绍

  • 调查先决条件
  • 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

  • 司机
    • 石油和天然气行业对耐腐蚀合金的需求增加
    • 其他司机
  • 约束因素
    • 供需情况不稳定
    • 采矿活动期间的环境考虑
  • 工业价值链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第 5 章市场细分(市场规模和交易量基础)

  • 通过申请
    • 不銹钢
    • 合金
    • 电镀
    • 选角
    • 电池
    • 其他用途
  • 按地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 北美
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 意大利
      • 法国
      • 其他欧洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中东
      • 沙特阿拉伯
      • 南非
      • 其他中东地区

第六章竞争格局

  • 併购、合资企业、合作、合同
  • 市场份额**/排名分析
  • 主要参与者采用的策略
  • 公司简介
    • Anglo American
    • BHP
    • Cunico Corp.
    • Eramet
    • Glencore
    • INDEPENDENCE GROUP NL
    • Jinchuan Group International Resources Co. Ltd
    • Norilsk Nickel
    • Pacific Metal Company
    • QUEENSLAND NICKEL SALES
    • Sherritt International Corporation
    • Sumitomo Metal Mining Co. Ltd
    • Terrafame
    • Vale
    • Votorantim

第七章市场机会与未来趋势

  • 电动汽车越来越受欢迎
  • 医疗领域的新应用
简介目录
Product Code: 52343

The nickel market was valued at more than 2.1 million tons in 2021, and the market is projected to register a CAGR of more than 4.8% during the forecast period.

The outbreak of the COVID-19 pandemic and the resultant lockdowns, social distancing norms, and trade sanctions triggered massive disruptions across the global supply chain networks, severely hampering the growth of the nickel market. The extended lockdowns across major economies resulted in a slowdown in industrial activity, thereby impacting the demand and price of nickel. Major mining companies like Nickel Asia and Global Ferronickel Holdings suspended some of their operations in response to the pandemic, with some players citing the limited ability to keep current maintenance shutdown schedules. However, with the steady recovery of the industrial sector and the resumption of mining activities, demand for nickel is anticipated to rise during the forecast period.

Key Highlights

  • Over the medium term, the growth of the nickel market is likely to be driven by the increasing demand for nickel in stainless steel alloys. Currently, about two-thirds of nickel sold each year goes into stainless steel. Also, increasing demand for nickel in automobile batteries, energy storage systems in wind turbines, or solar panels at a lower cost is the major driving factor for the market growth.
  • Stringent environmental regulations and possible health risks due to increasing sulfur dioxide emissions from the nickel melting process and volatility in nickel prices are likely to hinder the market's growth.
  • The growing popularity of electric vehicles and the emerging application of nickel in the medical industry are likely to act as opportunities in the future.
  • Asia-Pacific is expected to dominate the nickel market in the future, due to the high consumption rate of nickel and the presence of large stainless steel manufacturing companies and battery manufacturers in this region. Furthermore, burgeoning demand in China and India is expected to boost the prospects of the metal market.

Nickel Market Trends

Increasing Demand for Stainless Steel

  • Nickel plays a crucial role in the manufacture of stainless steel. It is one of the major commercial grades of alloys used in stainless steel production. Nickel alloying holds for almost two-thirds of the stainless-steel production process across the world. In general, 8% of nickel is present in the commonly used grade of stainless steel.
  • Owing to its corrosion resistance, durability, and abundance in availability, stainless steel is used in various sectors, including food and beverage, construction, aerospace, transport, medical, chemical, etc.
  • According to International Stainless Steel Forum (ISSF), stainless steel production increased by 10.6% year-on-year to 56.3 million metric tons in 2021.
  • In view of reduced demand owing to factors like the Ukraine war, inflated inventories, and supply chain disruptions, MEPS has lowered its production forecast to 56.5 million metric tons in 2022. However, the production is anticipated to rebound to 60 million metric tons in 2023.
  • Chinese stainless steel mills consume more than half of the primary nickel. Stainless steel production in China witnessed a year-on-year growth of 1.6% in 2021 to a total of 30.6 million metric tons which is 54.4% of the global output.
  • Similarly, according to the World Bureau of Metal Statistics, Indian production of stainless steel reached around 4 million metric tons in 2021, registering a year-on-year growth of 25% between 2020-2021.
  • Owing to the above-mentioned factors, the demand in the nickel market from stainless steel industry is likely to increase in the future.

Asia-Pacific to Dominate the Market

  • Asia-Pacific holds the major share in the consumption of nickel. This is primarily due to the presence of large stainless-steel manufacturing companies and battery manufacturers. The major nickel ore concentrations in the Philippines, New Caledonia, Australia, Indonesia, and China are instrumental in making the region the largest producer of nickel.
  • According to US Geological Survey (USGS), Indonesia have the world's largest nickel reserve with a mining reserve of 21 million metric tons in 2021. Furthermore, the Philippines, China, and Australia have a combined mining reserve of 28.6 million metric tons.
  • According to the World Bureau of Metal Statistics, the demand for nickel in China during the first 9 months of 2022 was estimated at 1.12 million tons, an increase of 98.1 kilo tons in comparison to 2021. In Indonesia, the production of nickel between January and September 2022 was 0.79 million tons, registering a year-on-year increase of 23%.
  • Furthermore, the increasing consumption level of nickel in Electric Vehicles (EVs) is also expected to boost the market in the region, as it accounts for a considerable share of nickel demand.
  • China is the global leader in the electric car market, with the sales of new electric vehicles being four times higher than that of the United States.A total of 3.3 million units of Electic Vehicles (EVs) were sold in China in 2021, registering an increase of 154% compared to 1.3 million units sold in 2020. The Chinese central government's principal policies to promote electric vehicles are expected to increase the demand for nickel in the country.
  • Also, In Oct, 2021, Tata Motors (Indian automaker) secured an INR 7,500 crore (USD 1.01 billion) investment for new EV subsidiary. Tata Motors and TPG Rise Climate have entered into a binding agreement whereby the latter along with co-investor ADQ, will invest in a newly incorporated subsidiary of Tata Motors.
  • Due to the impact of COVID-19, the demand for nickel has reduced from many end-use applications. However, with recovery in various end user industries, the demand for nickel is expected to grow in the region during the forecast period.

Nickel Market Competitor Analysis

The nickel market is fragmented in nature. The major companies include Norilsk Nickel, Vale, BHP, Jinchuan Group International Resources Co. Ltd, Glencore, and others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Rising Demand for Corrosion Resistant Alloys in the Oil and Gas Industry
    • 4.1.2 Other Drivers
  • 4.2 Restraints
    • 4.2.1 Volatility in the Supply Demand Scenario
    • 4.2.2 Environmental Considerations During Mining Activities
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Consumers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 By Application
    • 5.1.1 Stainless Steel
    • 5.1.2 Alloys
    • 5.1.3 Plating
    • 5.1.4 Casting
    • 5.1.5 Batteries
    • 5.1.6 Other Applications
  • 5.2 Geography
    • 5.2.1 Asia-Pacific
      • 5.2.1.1 China
      • 5.2.1.2 India
      • 5.2.1.3 Japan
      • 5.2.1.4 South Korea
      • 5.2.1.5 Rest of Asia-Pacific
    • 5.2.2 North America
      • 5.2.2.1 United States
      • 5.2.2.2 Canada
      • 5.2.2.3 Mexico
    • 5.2.3 Europe
      • 5.2.3.1 Germany
      • 5.2.3.2 United Kingdom
      • 5.2.3.3 Italy
      • 5.2.3.4 France
      • 5.2.3.5 Rest of Europe
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Rest of South America
    • 5.2.5 Middle-East
      • 5.2.5.1 Saudi Arabia
      • 5.2.5.2 South Africa
      • 5.2.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share**/Ranking Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Anglo American
    • 6.4.2 BHP
    • 6.4.3 Cunico Corp.
    • 6.4.4 Eramet
    • 6.4.5 Glencore
    • 6.4.6 INDEPENDENCE GROUP NL
    • 6.4.7 Jinchuan Group International Resources Co. Ltd
    • 6.4.8 Norilsk Nickel
    • 6.4.9 Pacific Metal Company
    • 6.4.10 QUEENSLAND NICKEL SALES
    • 6.4.11 Sherritt International Corporation
    • 6.4.12 Sumitomo Metal Mining Co. Ltd
    • 6.4.13 Terrafame
    • 6.4.14 Vale
    • 6.4.15 Votorantim

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Growing Popularity of Electric Vehicles
  • 7.2 Emerging Application in the Medical Industry