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Peter Varyushin-The future of the nickel market Is there a sustainable response to the growing nickel demand.pdf

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1、The future of the nickel market:Is there a sustainable response to the growing nickel demand?Peter VaryushinHead of commodity markets researchSMM International New Energy ConferenceMay 9,2023DisclaimerThe future of the nickel market:Is there a sustainable response to the growing nickel demandThe inf

2、ormation contained herein has been prepared using information available to PJSC MMC Norilsk Nickel(“Norilsk Nickel”or“Nornickel”or“NN”)at the time of preparation of the presentation.External or other factors may have impacted on the business of Norilsk Nickel andthe content of this presentation,sinc

3、e its preparation.In addition all relevant information about Norilsk Nickel may not be included in thispresentation.No representation or warranty,expressed or implied,is made as to the accuracy,completeness or reliability of theinformation.Any forward looking information herein has been prepared on

4、the basis of a number of assumptions which may prove to be incorrect.Forward looking statements,by the nature,involve risk and uncertainty and Norilsk Nickel cautions that actual results may differ materiallyfrom those expressed or implied in such statements.Reference should be made to the most rece

5、nt Annual Report for a description of majorrisk factors.There may be other factors,both known and unknown to Norilsk Nickel,which may have an impact on its performance.Thispresentation should not be relied upon as a recommendation or forecast by Norilsk Nickel.Norilsk Nickel does not undertake an ob

6、ligation torelease any revision to the statements contained in this presentation.The information contained in this presentation shall not be deemed to be any form of commitment on the part of Norilsk Nickel in relation toany matters contained,or referred to,in this presentation.Norilsk Nickel expres

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本文讨论了全球镍市场面临的需求增长、价格波动、供应链挑战和环境问题。镍是电池、不锈钢和其他工业产品的重要成分。文章指出,由于电动汽车和储能设备的需求增长,镍市场需求强劲,预计到2030年电池用镍需求将增长一倍。同时,印度尼西亚和中国的镍产量增长,但印度尼西亚的出口限制和环境问题影响了其市场地位。文章强调,可持续的镍供应对于电池行业至关重要,而高碳足迹的镍产品将面临欧洲等地区碳税的挑战。此外,镍市场可能出现供应过剩,尤其是低等级的镍产品,而高等级镍市场则可能保持紧张。俄罗斯诺里尔斯克镍公司(Nornickel)在其报告中表示,将通过减少碳排放和提高镍利用率,维持在全球镍工业中的领先地位。
"印尼镍供应前景如何?" "电动汽车电池产业对镍的需求有何变化?" "镍市场波动对全球产业链有何影响?"
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