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China

Nickel Industry

Chain Annual Report, 2015-2016

SMM Data Analysis

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LME Nickel Prices Vs NPI Capacity & Output in Indonesia


Raw Material and Finished Product Stocks at Chinas Top 21 NPI Producers in Terms of
Annual Capacity in 2015
Imported Ferronickel Flood into China in 2015; Prices of Imported Ferronickel Vs Chinese
NPI
Refined Nickel Costs in China in 2015
Increase in China NPI Production Costs from Growing Environmental Pressure
Philippine Nickel Ore Total Exports and Philippine Nickel Ore Exports to China 2015-2017E
China NPI Capacity & Output 2013-2017E
China Refined Nickel Capacity & Output 2013-2016E
China Stainless Steel Output 2015-2017E

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Independent Data Pack


Data Category

Data Breakdown

Data Source

1. Nickel Supply &


Demand Balance

1.1

SMM Exclusive: China Refined Nickel Supply & Demand Balance 2008-2016E

SMM

1.2

SMM Exclusive: Nickel Demand (Ni Content) from China Downstream Sectors 2010-2016E

SMM

2 Laterite Nickel Ore

2.1

Global Laterite Nickel Ore Reserves by Country and Reserve Base 2007-2014

SMM, USGS

2.2

China Laterite Nickel Ore Monthly Imports 2008-2015

China Customs, SMM

2.3

China Laterite Nickel Ore Monthly Imports by Origin 2010-2015

China Customs, SMM

2.4

Chinas Top 15 Laterite Nickel Ore Import Regions 2013-2015

China Customs, SMM

2.5

SMM Price: Laterite Nickel Ore Monthly Average Prices at Major Chinese Ports 2008-2015

SMM

2.6

SMM Price: Monthly Average FOB Prices of Indonesian and Philippine Laterite
Nickel Ore 2011-2015

SMM

2.7

SMM Price: Monthly Average Sea Freight of Indonesian and Philippine Laterite
Nickel Ore to Chinese Ports 2011-2015

SMM

2.8

SMM Data: Weekly Laterite Nickel Ore Stocks at Major Chinese Ports 2010-2015

SMM

3.1

China Monthly Nickel Concentrate Imports by Origin 2013-2015

China Customs, SMM

3.2

China Monthly Nickel Concentrate Import Volume & Price 2013-2015

China Customs, SMM

3 Sulfide Nickel Ore


4 Intermediate Product

4.1

China Monthly Imports of Nickel Hydrometallurgy Intermediate Products 2006-2015

China Customs, SMM

5 Refined Nickel

5.1

SMM Price: Monthly Average Price of #1 Refined Nickel 2008-2015

SMM

5.2

SMM Price: Monthly Average Prices of Russian and Jinchuan Nickel in Chinas
Spot Market 2008-2015

SMM

5.3

SMM Price: Monthly Premiums of Russian Nickel in China's Bonded Zone 2008-2015

SMM

5.4

SMM Exclusive: China Refined Nickel Capacity & Output 2008-2016E

SMM

5.5

China Monthly Refined Nickel Imports & Exports 2008-2015

China Customs, SMM

5.6

Refined Nickel Monthly Exports by Jinchuan Group Under Feeding Processing Trade 2013-2015

China Customs, SMM

5.7

China Monthly Refined Nickel Imports by Origin 2010-2015

China Customs, SMM

5.8

China Monthly Refined Nickel Imports by Trade Mode 2010-2015

China Customs, SMM

6.1

China Monthly Ferronickel Imports & Exports 2008-2015

China Customs, SMM

6.2

China Monthly Ferronickel Imports by Origin 2010-2015

China Customs, SMM

6.3

China Monthly Ferronickel Imports by Place of Receipt and Departure 2010-2015

China Customs, SMM

7.1

SMM Price: NPI Monthly Average Price by Grade 2008-2015

SMM

7.2

SMM Price: Taigang Stainless Steel & Baosteel Monthly Bid Price for NPI 2011-2015

SMM

7.3

SMM Price: Zhangjiagang Pohang Stainless Steel Weekly NPI Purchasing Price 2014-2015

SMM

7.4

SMM Exclusive: NPI Stocks in Chinas Trading Market 2014-2015

SMM

7.5

SMM Exclusive: China Monthly NPI Output in Nickel and Physical Content
by Grade 2010-2015

SMM

7.6

SMM Exclusive: Annual Output & Operating Rate at Chinas Top 10


NPI Producers 2010-2015

SMM

7.7

SMM Exclusive: Annual Capacity at NPI Producers Owned by


Stainless Steel Mills 2010-2015

SMM

7.8

SMM Exclusive: China NPI Capacity 2013-2016E

SMM

7.9

SMM Exclusive: Output & Operating Rate at RKEF-Based NPI Producers 2011-2015

SMM

8.1

Global Crude Steel Output 2008-2015 Q1-Q3

SMM, ISSF

8.2

China Stainless Steel Output 2015-2017E

SMM

8.3

China Stainless Steel Supply & Demand Balance 2010-2015E

SMM

8.4

SMM Exclusive: Nickel-Containing Raw Materials Consumption and Ratio in


China Stainless Steel Production 2010-2016E

SMM

8.5

SMM Exclusive: China New Stainless Steel Capacity 2012-2016E

SMM

6 Ferronickel

7 NPI

8 Stainless Steel

Independent Data Pack


Data Category

Data Breakdown

Data Source

8.6

Monthly Ferronickel Import Volume, Origin and Prices by Major Chinese Stainless
Steel Mills 2014-2015

China Customs, SMM

8.7

Monthly Refined Nickel Import Volume, Origin and Prices by Major Chinese Stainless
Steel Mills 2014-2015

China Customs, SMM

8.8

China Stainless Steel Output by Specification 2010-2016E

SMM

8.9

China Monthly Stainless Steel Output by Specification 2010-2015

SMM

8.10 SMM Exclusive: Output at China Top 12 Stainless Steel Mills 2010-2015

SMM

8.11 Monthly Average Price of #200, #300 and #400 Stainless Steel in China 2010-2015

SMM

8.12 Monthly Average Price of China Scrap Stainless Steel 2008-2015

SMM

8.13 China Stainless Steel Monthly Inventory in Wuxi and Foshan by Specification 2010-2015

SMM

8.14 China Monthly Stainless Steel Imports & Exports 2010-2015

China Customs, SMM

8.15 China Scrap Stainless Steel Imports 2003-2016E

China Customs, SMM

8.16 Monthly Raw Material Inventory Cycle at Major Chinese Stainless Steel Mills in 2015

SMM

8.17

Domestic NPI Purchasing Volumes by Major Chinese Stainless Steel Mills


in Nickel and Physical Content 2014-2015

SMM

Report Table of Contents


1. Nickel Ore
1.1
1.1.1
1.1.2
1.2
1.2.1
1.2.2
1.2.3
1.2.4
1.2.5
1.2.6
1.3
1.3.1

Global Nickel Ore Supply


Global Nickel Ore Reserves 2001-2014
Global Nickel Ore Output 2009-2014
China Laterite Nickel Ore Imports and Laterite Nickel Ore Prices in China
Philippine Laterite Nickel Ore FOB Prices 2013-2015
Laterite Nickel Ore Prices in China 2013-2015
Hot Topic: Price Spread Between CIF and Spot Prices for Nickel Ore (Ni1.5%, Ni1.8%)
Overview of China Laterite Nickel Ore Imports 2008-2015
Hot Topic: Philippine Nickel Ore Total Exports and Philippine Nickel Ore Exports to China 2015-2017E
Hot Topic: Laterite Nickel Ore Mining Costs in the Philippines Vs Indonesia
China Laterite Nickel Ore Stocks
Laterite Nickel Ore Stocks at Chinese Ports 2014-2015

2.1
2.1.1
2.2
2.2.1
2.2.2
2.2.3
2.2.4
2.2.5
2.3
2.3.1
2.3.2
2.4
2.4.1

NPI Prices
Hot Topic: Prices of High-Grade NPI Vs Refined Nickel
China NPI Output
China NPI Capacity Distribution in 2015
Distribution of BF-Based NPI Capacity and Producers in China
Distribution of EF-Based NPI Capacity and Producers in China
Distribution of RKEF-Based NPI Capacity and Producers in China
Hot Topic: China Npi Capacity & Output 2013-2017E
China NPI Costs
Hot Topic: Costs at Chinas Major RKEF-Based NPI Producing Regions
Hot Topic: Impact on China NPI Production from Environmental Protection Inspections
China NPI Stocks
Hot Topic: Raw Material and Finished Product Stocks at Chinas Top 21 NPI Producers in Terms of Annual Capacity in
2015
Tariff Policy on China Ferronickel Imports & Exports
Ferronickel Imports
Ferronickel Imports by Origin and Price
Hot Topic: Prices of Imported Ferronickel Vs Chinese NPI
Ferronickel Export Volume and Price
NPI Capacity in Indonesia
Hot Topic: LME Nickel Prices, NPI Capacity & Output in Indonesia
NPI Costs in Indonesia
Hot Topic: Cash Costs for NPI Produced with Different Technology in Indonesia: RKEF-Based NPI Operations Are
Profitable, Vs Struggling BF and EAF-Based NPI Operations
Hot Topic: Full Costs for NPI Produced with Different Technology in Indonesia: Profitable RKEF-Based NPI
Operations Vs Over 10% Losses for BF And EAF Process

2. NPI

2.5
2.6
2.5.1
2.5.2
2.7
2.8
2.8.1
2.8.2
2.8.2.1
2.8.2.2

3. Refined Nickel
3.1
3.1.1
3.1.2
3.1.3

Refined Nickel Prices


Refined Nickel Spot Prices 2014-2015
Refined Nickel Futures Prices In 2015
Hot Topic: SHFE Nickel Delivery Affects Shanghai/LME Nickel Price Ratio

Report Table of Contents


3.2
3.2.1
3.2.2
3.3
3.3.1
3.3.2
3.3.3
3.4
3.5
3.6
3.6.1
3.6.2
3.6.3
3.6.4
3.6.5
3.6.6
3.7
3.7.1
3.7.2
3.8
3.8.1

China Refined Nickel Output


Hot Topic: China Refined Nickel Capacity & Output 2013-2016E
Capacity Rate at Major Chinese Refined Nickel Producers 2013-2015
Raw Materials in China Refined Nickel Production
Hot Topic: China Import Volume and Price of Nickel Hydrometallurgy Intermediate Products in 2015
Hot Topic: China Import Volume and Price of Sulfide Nickel Ore in 2015
Hot Topic: Raw Material Self-Sufficiency Rate at Major Chinese Refined Nickel Producers 2014-2015
Hot Topic: Refined Nickel Costs in China In 2015
Tariff Policy on Chinas Refined Nickel Imports & Exports
China Refined Nickel Imports
China Refined Nickel Import Profitability & Volume 2014-2015
Premiums of Imported Nickel in China's Bonded Zone 2014-2015
China Refined Nickel Imports by Trade Mode 2014-2015
Inflow of Imported Refined Nickel into Chinas Spot Market 2014-2015
China Refined Nickel Imports by Major Origin 2014-2015
Nickel Financing Trade in 2015
China Refined Nickel Exports
China Refined Nickel Exports by Trade Mode 2014-2015
Refined Nickel Exports by Jinchuan Group 2014-2015
China Refined Nickel Stocks
Hot Topic: Nickel Stocks in Chinas Trading Market and Bonded Zones in 2015

4. Nickel Consumption
4.1
4.1.1
4.1.2
4.1.3
4.2
4.2.1
4.2.2
4.2.2.1
4.2.2.2
4.2.2.3
4.2.2.4
4.2.2.5
4.2.2.6
4.2.2.7
4.2.3
4.2.3.1
4.2.3.2
4.2.4
4.2.4.1
4.2.4.2
4.3
4.3.1
4.3.2
4.3.3

Global and China Primary Nickel Consumption Structure


Global Primary Nickel Consumption Structure 1995-2025
China Primary Nickel Consumption Structure 2010-2015
Nickel End-Use Structure in 2015
China Stainless Steel
China Stainless Steel Prices By Specification 2014-2015
China Stainless Steel Output
Chinas Share in Global Stainless Steel Output
Hot Topic: China Stainless Steel Output 2015-2017E
Hot Topic: Stainless Steel Output at NPI-Stainless Steel Integrated Mills
Nickel-Containing Raw Materials Ratio in China Stainless Steel Production 2010-2016E
Hot Topic: Price Comparisons of Refined Nickel, NPI, Scrap Stainless Steel and Imported Ferronickel in 2015
China Monthly Stainless Steel Output by Specification In 2015
China Stainless Steel Stocks by Specification 2014-2015
China Stainless Steel Imports & Exports
China Stainless Steel Imports & Exports 2006-2015
Hot Topic: China Stainless Steel Imports & Exports in 2016E
China Scrap Stainless Steel
China Scrap Stainless Steel Supply 2007-2015
China Scrap Stainless Steel Imports 2003-2016E
Nickel Consumption In Other Downstream Sectors
Nickel Consumption in Electroplating Industry 2010-2016E
Nickel Consumption in Battery Industry 2010-2016E
Nickel Consumption in Nickel Alloy Industry 2010-2016E

SMM Also Issues


Non-ferrous Metal Annual Reports:

China Copper Industry Chain Annual Report, 2015-2018

China Aluminum Industry Chain Annual Report, 2015-2018

China Nickel Industry Chain Annual Report, 2015-2016

China Lead Industry Chain Annual Report, 2015-2018

China Secondary Industry Chain Annual Report, 2015-2018

China Zinc Industry Chain Annual Report, 2015-2018

China Rare Earth Industry Chain Annual Report, 2015-2016

China EMM Industry Chain Annual Report, 2015-2016 New

China Manganese Oxide Ore Annual Report, 2015-2016 New


Non-ferrous Metal Regular Reports:

China Base Metal Briefing (weekly)

China Copper Weekly

China Aluminum Industry Chain Weekly Report

China Zinc Weekly

China Lead Weekly

China Copper Monthly

China Aluminum Monthly

China Nickel Monthly

China Manganese Monthly

China Silicon Metal Market Monthly

China Rare Earth Quarterly

Steel Regular Reports


China Steel Briefing

China Iron Ore Weekly Monitor

China Iron Ore Monthly Monitor

China PMI Monthly

China Iron & Steel Industry Quarterly

Contact us
SMM Research Team
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Tel: +86-21-5155-0306
Fax: +86-21-5155-0345
Email: service.en@smm.cn
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