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voda
0
Nikkelprijs schiet hoger

(ABM FN) De nikkelprijs is vrijdag flink gestegen, nadat bekend werd dat Indonesië de export van het metaal aan banden zal leggen.

Volgens bronnen van The wall Street Journal zou Indonesië de nikkelexport al in december willen controleren.

Daarmee handelde de Indonesische regering voortvarender dan menig handelaar had voorzien.

Nikkel werd circa 10 procent duurder. Inmiddels staat de prijs op het hoogste niveau in zo’n 5 jaar tijd.

"Dit is een game changer voor de markt", meent analist wenyu Yao van ING.

Door: ABM Financial News.
pers@abmfn.be
Redactie: +32(0)78 486 481

© Copyright ABM Financial News B.V. All rights reserved.
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New Projects to Boost Nickel Price

Rapidly rising use of nickel in the batteries that power electric vehicles over coming years means higher prices are needed to incentivise the development of new projects to boost supplies of the metal. To compete with conventional cars powered by internal combustion engines , electric vehicles must be able to go further on a single charge. That means more nickel, used to store energy in the cathode part of lithium-ion rechargeable batteries, is needed. Consultancy Roskill estimates most new greenfield nickel projects would need prices at USD 22,000 a tonne or above, though that would to an extent depend on byproducts such as cobalt, whose prices have slumped. Nickel prices on the London Metal Exchange are around USD 15,700 a tonne. Prices need to be higher now as nickel mines can take five or more years to develop.

Mr Jack Anderson, an analyst at Roskill said that "You need a much higher purity nickel for batteries. To build more capacity you need significantly higher prices. Nickel has been dominated by the stainless steel industry, which uses the lowest-cost, low-grade material coming from Indonesia and the Philippines."

Mr Jim Lennon, managing director at Red Door Research said that "Depending on the adoption of 8-1-1 technology, the amount of nickel per car could on average go from 20 kg to between 40 and 50 kg by 2025.”

Source : Reuters
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Nikkelprijs zet sector in beweging

Gepubliceerd op 2 sep 2019 om 08:28 | Views: 1.743

AMSTERDAM (AFN) - De aandelen van Europese bedrijven die zijn blootgesteld aan de nikkelmarkten weten maandag de aandacht weer op zich gericht. Het metaal noteert op het hoogste peil sinds 2014, na een recente ban van Indonesië op de uitvoer van nikkel.

Nikkel wordt gebruikt voor roestvrijstaal. Onder meer Aperam, een producent van nikkellegeringen, kan daardoor bewegen. Het bedrijf was vrijdag al een van de grootste stijgers bij de middelgrote fondsen in Amsterdam. Ook Eramet ging fors omhoog en zet die stijging waarschijnlijk voort en ook het Russische Norilsk Nickel profiteert naar verwachting.
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Nickel Jumps to Four Year Highs as Indonesia Export Ban Looms Large

Seeking Alpha reported that nickel prices soar to their highest levels in more than four years after Indonesia, the world's top producer of the metal, said it would ban exports of raw ore in December, sooner than traders had expected. Refined nickel futures jumped more than 9% to USD 17,935 per tonne on the LME following multiple media reports that the energy and mineral resources minister said Indonesia will bring forward a planned 2022 ban in an effort to attract more processing business rather than just exporting raw materials.

Analysts said that the ban almost certainly will push the global market in refined nickel to a deficit. Other factors also are contributing to nickel shortages, including concerns that a recent waste spill at a Papua New Guinea plant could cause the closure of the facility, which produces 32.5K tonne per year of nickel.

Longer term, nickel consumption is expected to rise as governments around the world seek to clean up dirty city air, raising demand for electric vehicles.

Source : Seeking Alpha
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Brazilian Nickel Supply Not Enough to Avoid Global Shortage

Bnamericas reported that at the moment, nickel supply from Brazil where mining giants Vale and Anglo American are the largest producers, has only a relatively small role in helping offset expected shortages following the Indonesian ore export ban recently announced. Mr Wenyu Yao senior commodities strategist at Dutch financial services and insurance group ING told BNamericas that "You will also need to consider the shipping costs from South American ports to the biggest consumer – China compared with Indonesia or the Philippines, which are much closer to China.”

About 3,900 tonne of Vale's mined nickel comes from its Brazilian operation, Onca Puma, where output dropped 30.4% YoY. Compared to Q1, output was down 9.3%.

Furthermore, nearly half of Vale's nickel comes from Canada, with a smaller portion produced in the company's operations at New Caledonia.

Mr Wenyu said that last year Canada contributed around 8% of global nickel mine supply and its output has seen a 15% YoY decline. He added that "New Caledonia is helping... but we don't think Canada and Brazil could do much help in the short term in light of the supply gap that Indonesia's ore export ban will cause to the global market.”

Source : Bnamericas
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Philippines Miners to Boost Ore Output as Jakarta Sets Shipment Ban

Philippine nickel miners are expected to boost ore production next year when Indonesia bans exports of the raw material used in stainless steel and batteries. Mr Dante R. Bravo, president of the Philippine Nickel Industry Association said that “This supposed export ban from Indonesia will boost production from the local miners, particularly next year once it takes effect simultaneous with the start of the mining season.”

The Philippines, which has 29 nickel mines and two nickel processing plants, usually ends its mining season in October, when heavy rains and strong winds hamper mining and shipping operations. Production resumes in March or April of the following year.

He noted that Indonesian ore was generally of a higher grade than ore from the Philippines.

Source : Strategic Research Institute
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Nickel Likely to Hit USD 20000 a Tonne on Indonesia Ban - Goldman Sachs


Goldman Sachs expects nickel prices to reach USD 20,000 a tonne in three months, a level not seen since May 2014, after Indonesia said it would expedite a ban on nickel ore exports by two years to the end of 2019. The ban would remove 10% of global supply and create substantial supply uncertainty. After reaching USD 20,000, nickel will recede to USD 18,000 in six months and USD 16,000 in 12 months as supply and demand respond to higher prices, according to Goldman's base case scenario where Indonesia confirms the full ore ban by end-2019.

It added that "At the same time, given that no official document has so far been published we cannot rule out that some exceptions could be announced.”

Source : Reuters
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Indonesia to Ban Nickel Exports from January 2020

The Jakarta Post reported that Energy and Mineral Resources Ministry has announced that Indonesia will stop nickel exports as of January 1 next year to accelerate the establishment of domestic smelters while its nickel reserves are limited. According to coal and minerals director general Bambang Gatot Ariyono, Indonesia would need 81 million tons nickel ore supply per year as it currently has 11 working smelters and would build 25 more.

Mr Bambang said that the ban of nickel ore exports was in line with the national plan to accelerate the establishment of smelters so that Indonesia could sell value-added nickel products such as stainless steel slabs. He said that “We already exported 38 million tonnes up until July this year. At this rate, we would need to think about our reserves especially if we keep issuing exports permits.”

Source : The Jakarta Post
Geldboertje0205
0
quote:

voda schreef op 4 sep 2019 om 19:54:


Indonesia to Ban Nickel Exports from January 2020

The Jakarta Post reported that Energy and Mineral Resources Ministry has announced that Indonesia will stop nickel exports as of January 1 next year to accelerate the establishment of domestic smelters while its nickel reserves are limited. According to coal and minerals director general Bambang Gatot Ariyono, Indonesia would need 81 million tons nickel ore supply per year as it currently has 11 working smelters and would build 25 more.

Mr Bambang said that the ban of nickel ore exports was in line with the national plan to accelerate the establishment of smelters so that Indonesia could sell value-added nickel products such as stainless steel slabs. He said that “We already exported 38 million tonnes up until July this year. At this rate, we would need to think about our reserves especially if we keep issuing exports permits.”

Source : The Jakarta Post


Prachtig nieuws weer voor Aperam en weer eens een aanbeveling voor/ aan voda, topman !
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Nickel Mining Indefinitely Suspended in Southern Philippines


Reuters reported that a nickel mining hub in southern Philippines, which produces mostly high grade material, has suspended extraction operations indefinitely as the regional government conducts an industry audit. Environment, Natural Resources and Energy Minister Abdulraof Abdul Macacua said that the government of Bangsamoro Autonomous Region in Muslim Mindanao has suspended operations of all four mining companies in its jurisdiction.

He added that “The suspension order was due to the ongoing review of mining policy in BARMM.”

Source : Reuters
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Philippine Suspended Nickel Mining in Southern Philippines

Philippine Environment, Natural Resources and Energy Minister Abdulraof Abdul Macacua said that nickel mining operations across four unspecified sites in the Philippines' Tawi Tawi region will be halted indefinitely to facilitate the implementation of the country's Bangsamoro Responsible Mining law. The suspension will further reduce the country’s declining nickel output, which fell by 16.6% year on year in 2018 to 19.5 million tonnes.

The southern Philippines region was responsible for 90% of the 2.66 million wet metric tonnes of high-grade nickel ore exported to China in the first half of 2018 and accounted for 27% of the total 15.8 million wmt of nickel ore exported there over the same period.

Source : Metal Bulletin
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