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Nickel

The transformation of Indonesia into a global nickel producing powerhouse by Chinese investment has brought record amount of supply onto the market.

But demand is projected to double by 2030, driven by the energy transition and electric vehicles. And, as the West looks to secure an independent supply of “clean” nickel with big government investments, new opportunities are opening up — especially in nickel Class I.

Our latest in-depth analysis on nickel:

Nickel supply has a Russia problem
Can the London Metal Exchange nickel contract survive?
Nickel’s environmental challenge offers opportunity for the West
Markets are too comfortable with the supply of nickel

Our in-depth industry report into the generational nickel Class I supply crunch:

The supply of nickel Class I, essential for electric batteries, is expected to face a shortage for the next 3-5 years, according to our new report. The Oregon Group predicts a continued crunch in the nickel market despite increased production by Chinese nickel giant, Tsingshan. 

Report: The Green Economy and Nickel's Generational Class I Supply Crunch

Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Read Report

Report: The Green Economy and Nickel's Generational Class I Supply Crunch

Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Read Report

Stay ahead of the market with our regular investment insights into nickel:

Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's...
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...

Latest infographics on nickel:

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Sep 28, 2023
Manganese: the forgotten metal set to electrify markets
Sep 26, 2023
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Sep 25, 2023
Microsoft plans nuclear SMR strategy to power data centers

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