the oregon group logo
Search
Contact
About
The Green Room
Twitter Linkedin Rss

Critical Minerals and Energy Intelligence. Stay Ahead.

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:

How to invest in nickel
Nickel supply has a Russia problem
Can the London Metal Exchange nickel contract survive?
Nickel’s environmental challenge offers opportunity for the West

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

Our industry video report on how to invest in nickel:

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

Rio Tinto and Glencore held talks for potential mining mega-merger
Global mining giants, Rio Tinto and Glencore, have reportedly been in talks over a potential merger of their businesses — creating...
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
UPDATED: Jan 16 with new quotes on critical mineral price floor. Canada wants to accelerate the critical mineral strategic alliance...
US Defence Department warns of urgent need to secure critical minerals
The US Department of Defence (DOD) has warned that securing critical minerals is crucial for the US defense industrial base...
Indonesia considers 45% cut to nickel output
Indonesia, the world's largest nickel producer, may cut its nickel output quota for 2025 to 150 million tons, from 272...
Indonesia considers 45% cut to nickel output
Indonesia, the world's largest nickel producer, may cut its nickel output quota for 2025 to 150 million tons, from 272...
Critical mineral supply for electric batteries faces shortfall by 2030
Electric battery manufacturers can expect supply deficits across key critical minerals by 2030, including lithium, nickel, manganese and cobalt, due...
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of...
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals...

Latest infographics on nickel:

Latest Nickel Market Analysis:

Indonesia considers 45% cut to nickel output
Critical mineral supply for electric batteries faces shortfall by 2030
Can the US match China’s critical mineral stockpiles?
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
China set to tighten its dominance of refined critical minerals
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Turning critical minerals into free range eggs
Refining is the chokepoint
Big mining M&As too late to stop critical mineral supply crisis
Artificial Intelligence and the next critical mineral supercycle
The great nickel trade war
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Deep-sea mining is coming, whether the environmental lobby like it or not
US tightens restrictions on critical minerals and electric battery parts from China
Will the US and Indonesia sign a free trade deal?
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
How to invest in 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
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
The critical mineral wars are coming
Commodity ETFs post first back-to-back inflows since Q1 2022
Australia’s mining industry pivots to US investors
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
Electric vehicle market grows by 52% compared to last year
Nickel supply has a Russia problem
Average nickel price forecast above historical levels despite surplus
Which critical minerals will power NextGen electric batteries
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
US metals demand set to soar on Biden’s big bets on clean economy
Nickel class I supply crunch to continue as forecast nickel surplus “will be mainly due to class II and nickel chemicals”
Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?
Indonesia’s president promises to improve environmental standards for nickel mining
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
World’s biggest mining company calls for overhaul of how LME manages nickel market
Stellar electric vehicle sales keep focus on tight metal markets
Unlocking the opportunity in mining permits
What the end of zero-Covid in China means for commodities
Nickel’s environmental challenge offers opportunity for the West
Nickel needs to start small to go big
Why the markets are no longer in control
One thing investors need to know before investing in Africa
Markets are too comfortable with the supply of nickel
The new American century
What deglobalization means for green metals
Can the West compete with China’s metal might?
Understanding Nickel Prices; What Comes Next
A Realistic Path for Improved Carbon Performance in Mining

As seen on

Bloomberg
CNBC
CNN
WSJ
FT
MiningJournal
Reuters
bnn-bloomberg200px
the globe and mail logo
The Oregon Group Logo

© 2022 The Oregon Group.
All rights reserved

The Oregon Group

Categories

-

Stay connected

Twitter Linkedin Rss

Website by Blink

Jan 16, 2025
Rio Tinto and Glencore held talks for potential mining mega-merger
Jan 15, 2025
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Jan 14, 2025
The end of net-zero targets

SUBSCRIBE FOR INVESTMENT INSIGHTS

Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

Our independent capital markets experts are sharing their boardroom expertise and institutional experience to help you profit and hedge your investment exposure during this time of unmissable opportunity.

Subscribe and get today’s market and industry trends delivered to you in real-time.