Quarterly Nickel Market Report
Five-year forecast
Our latest market view from a dedicated team of experts
Bringing together SFA (Oxford)’s expertise in the nickel market, this quarterly price risk report is designed to aid investors and industry stakeholders to monitor and contextualise market impacting events. The rapidly evolving nature of government policy, electric vehicle (EV) roll-out plans, the battery industry value chain, and nickel market players requires detailed analysis and interpretation to provide the reader with information on the most up-to-date risks to the nickel market and price.
Market outlook for nickel
Released four times a year on a subscription basis, the Quarterly Nickel Market report will keep you abreast of rapidly evolving developments in the nickel and nickel sulphate markets, providing you with a competitive edge.
The content of each market report will vary according to nickel industry events and market developments but will be tailored to incorporate an individual client’s specific strategic requirements. Typically, the reports will include:
Nickel demand impacts and new market threats:
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Macroeconomic developments on supply-demand fundamentals and technology (global, US, EU and China).
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The impact of powertrain technology trends, specifically EV forecast risks including global powertrain evolution and electrification, automaker announcements and implications for commodities, EU CO2 emission targets and opportunities for EVs, hybrid technology developments, China’s policies and the new energy vehicle market, and US market risks.
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Battery technology shifts and EV powertrain developments and their impact on nickel demand.
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Future evolution of the nickel supply chain, battery raw materials and development of other industrial uses, both emerging and in decline.
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Nickel and nickel sulphate price developments, the evolution of batteries and nickel sulphate requirements, and stainless steel versus battery demand.
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Supporting demand data on:
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Nickel demand by end-use.
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Nickel EV demand by region.
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Nickel supply and production economic impacts:
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Class 1 and class 2 nickel supplies, new projects and availability of class 1 nickel for nickel sulphate production.
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Updates on the present and future stability and growth of primary nickel supply, supply response, reserves and resources, factors influencing cost inflation and exchange rate and volume impacts.
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Producer economics of nickel and nickel sulphate production.
- Comments on the political and socio-economic risks impacting primary supply in politically sensitive producing regions.
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Supporting supply data on nickel supply by region, producer and operation, and from probable and possible projects.
Price forecasts:
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Five-year outlook for nickel and nickel sulphate.
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'What-if' scenario analysis and price risk assessment.
Who should read this report?
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All industry stakeholders and new business entrants who need to keep abreast of the evolving influences on the nickel market and prices, including end-users, mining companies and juniors.
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Investors and financial institutions needing to understand and quantify the risks and opportunities in the industry, future costs of production and short- to medium-term nickel prices.
Live Q&A with the analysts
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Each quarterly report is supported by a video call, most often hosted through MS Teams, which is led by Beresford Clarke, along with our team of expert Battery Metals analysts, to run through our latest powertrain metals outlook for nickel and nickel sulphate markets, and address any further questions your team may have.
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Often additional Client project teams join SFA's special meetings to hear our latest thoughts on the nickel market.
Contact one of our team for more details
Henk de Hoop
Chief Executive Officer
Beresford Clarke
Managing Director: Technical & Research
Stephen A. Forrest
Chairman
David Mobbs
Head of Marketing
Yoshi Mizoguchi Owen
Marketing Associate: Japan
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How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.