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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:
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.
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.
Stay ahead of the market with our regular investment insights into nickel:
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's...
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Demand for critical minerals — including, lithium, copper, nickel and cobalt — will x4 to meet global net-zero targets by 2030,...
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's...
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for...
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...