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硫酸ニッケルの世界市場:将来展望 (2028年まで)

Nickel Sulphate: Outlook to 2028, 2nd Edition

発行 Roskill Information Services 商品コード 600760
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1GBP=139.01円で換算しております。
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硫酸ニッケルの世界市場:将来展望 (2028年まで) Nickel Sulphate: Outlook to 2028, 2nd Edition
出版日: 2019年05月09日 ページ情報: 英文
概要

硫酸ニッケルの市場構造は、バッテリー (特にリチウムイオン電池) の需要増加に伴って、近年大きく変化しました。とりわけ、化石燃料車から電気自動車 (EV) への移行が進むと共に、電池向けニッケルの一次消費量は劇的に増加しており、2030年までに現在の10倍の規模に達すると見られています。

当レポートでは、世界の硫酸ニッケル市場について分析し、現在の硫酸ニッケル市場の構造 (原材料の産地、生産手法、主な需要先など) や今後の見通し、生産量・消費量・貿易量・価格の動向見通し、市場成長の方向性、といった情報を取りまとめてお届けいたします。

目次

  • エグゼクティブサマリー
  • ニッケルのフローチャート
  • 世界の生産構造
  • 世界の消費構造
  • 国際貿易
  • 価格動向
  • 市場の見通し

付録

  • 主要メーカーのプロファイル
  • 硫酸ニッケルの消費量:電池向け
  • 硫酸ニッケルの消費量:金メッキ・他の用途向け
  • 自動車産業の将来展望と、電気自動車 (EV) 需要の見通し
  • マクロ経済の見通し
目次

Developments in the battery sector are fundamentally reshaping the nickel supply chain. Nickel has several mature applications in nickel metal-hydride (NiMH) and nickel-cadmium (NiCd) batteries but consumption in batteries has thus far not exceeded 4% of total consumption. Demand for nickel in lithium-ion batteries will soon make batteries the second-largest end-use application for nickel.

The major worldwide push to promote electric vehicles as a way of cutting emissions from fossil-fuelled vehicles has already resulted in increased primary nickel consumption in lithium-ion. Chinese incentives and regulations are steering battery producers and OEMs towards higher energy density batteries and longer-range options and nickel bearing NCM and NCA cathodes are thus expected to be dominant cathode technologies throughout the next decade.

Roskill's report includes a detailed automotive outlook that distinguishes between growth trends for battery-electric vehicles, hybrids and plug-in hybrids, low-speed electric vehicles, as well as mild 48V and micro 12V vehicles. Based on this outlook, Roskill forecasts total, primary use of nickel in batteries to increase ten-fold to 2030.

The supply chain is already responding to the need for new capacity for nickel sulphate production. Processing capacity is rapidly being added in China, by conversions of existing plants (BHP Nickel West, Terrafame), and through new third-party processors (such as Thakadu Battery Materials). Over the next decade it is expected that other existing producers may also convert to sulphate production.

A key question facing the market is where the feedstock for nickel sulphate production may come from. Nickel sulphate can be produced by using a variety of feedstock material, such as crude nickel sulphate, briquettes, mixed sulphide precipitate, mixed hydroxide precipitate, carbonyl pellets and powder. Production of these feedstock materials is going to have to grow to satisfy the growing demand for nickel sulphate by the battery industry.

In its newly-published Nickel Sulphate Market Outlook report, Roskill provides a detailed assessment of the potential sources for nickel sulphate feedstock, which include Class I nickel, secondary sources, greenfields projects and perhaps new HPAL operations in Indonesia.

Roskill experts will answer your questions...

  • How will demand for electric vehicles affect the nickel industry?
  • Where will new supplies of nickel sulphate come from?
  • Will there be sufficient nickel feedstock to supply the battery industry?
  • How will prices of nickel and nickel sulphate evolve to match demand?
  • Could the development of new battery technologies pose a downside risk?
  • How may batteries affect the industry structure of nickel?

Subscribe now and receive:

  • Detailed report with forecasts up to 2030
  • Quarterly updates
  • Access to the report online through Roskill Interactive for up to 5 users
  • Access to the analysts for discussion around report content

Table of Contents

  • 1. Executive summary
  • 2. Nickel flowchart
  • 3. World production
  • 4. World consumption
  • 5. International trade
  • 6. Prices
  • 7. Outlook

Appendices

  • 1. Profiles of key producers
  • 2. Consumption of nickel sulphate in batteries
  • 3. Consumption of nickel sulphate in plating and other applications
  • 4. Outlook for automotive sector and EV demand
  • 5. Macroeconomic outlook
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