Nickel

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Agrandir Relecture du sujet : Nickel

Re: Nickel

par energy_isere » 26 juil. 2020, 14:55

Suite de ce post du 8 déc 2019. viewtopic.php?p=2292921#p2292921
Karora Resources to sell 28% of Quebec nickel project

Cecilia Jamasmie | July 22, 2020

Canada’s Karora Resources (TSX: KRR), formerly known as RNC Minerals, is selling its 28% interest in the Dumont project in Quebec, one of the globe’s largest undeveloped nickel assets, to two private funds advised by Waterton Global Resource Management, for a total of up to $48 million.

The move, the Toronto-miner said, would allow it to focus on becoming a profitable, mid-tier gold miner.

As part of the deal, Karora will have the right to receive a portion of future proceeds of any future sale of Dumont or other monetization event. It will be entitled to 15% of the net proceeds per sale, up to a maximum of $40.2 million.

“The structure of the deal provides immediate cash to Karora to further invest in increasing our gold production, cost reduction initiatives and aggressively explore our numerous high-quality exploration targets at our Beta Hunt and Higginsville operations,” chief executive Paul Andre Huet said in the statement.

Karora will receive $10.7 million, consisting of $7.4 million from Waterton for its interest and a $3.3 million refund of Karora’s share of the cash held within the Dumont joint venture.

Waterton will become the operator and manager of the Dumont project upon closing of the deal, which is expected before the end of July.

Dumont is a shovel-ready and permitted nickel-cobalt-PGM development project.

Once in production, it is expected to produce an average of 39,000 tonnes of nickel over a 30-year mine life at all-in sustaining cash costs of $3.8 per pound.
https://www.mining.com/karora-resources ... l-project/

Re: Nickel

par energy_isere » 26 juil. 2020, 14:55

Suite de ce post du 8 déc 2019
Karora Resources to sell 28% of Quebec nickel project

Cecilia Jamasmie | July 22, 2020

Canada’s Karora Resources (TSX: KRR), formerly known as RNC Minerals, is selling its 28% interest in the Dumont project in Quebec, one of the globe’s largest undeveloped nickel assets, to two private funds advised by Waterton Global Resource Management, for a total of up to $48 million.

The move, the Toronto-miner said, would allow it to focus on becoming a profitable, mid-tier gold miner.

As part of the deal, Karora will have the right to receive a portion of future proceeds of any future sale of Dumont or other monetization event. It will be entitled to 15% of the net proceeds per sale, up to a maximum of $40.2 million.

“The structure of the deal provides immediate cash to Karora to further invest in increasing our gold production, cost reduction initiatives and aggressively explore our numerous high-quality exploration targets at our Beta Hunt and Higginsville operations,” chief executive Paul Andre Huet said in the statement.

Karora will receive $10.7 million, consisting of $7.4 million from Waterton for its interest and a $3.3 million refund of Karora’s share of the cash held within the Dumont joint venture.

Waterton will become the operator and manager of the Dumont project upon closing of the deal, which is expected before the end of July.

Dumont is a shovel-ready and permitted nickel-cobalt-PGM development project.

Once in production, it is expected to produce an average of 39,000 tonnes of nickel over a 30-year mine life at all-in sustaining cash costs of $3.8 per pound.
https://www.mining.com/karora-resources ... l-project/

Re: Nickel

par energy_isere » 26 juil. 2020, 11:14

Elon Musk pledges “giant contract” for sustainable nickel miners

July 24, 2020

Elon Musk, CEO of US electric vehicle and clean energy company Tesla, has promised a “giant contract for a long period of time” to any company able to extract nickel in an efficient and environmentally sustainable manner. Nickel is a key ingredient in the batteries that power Tesla’s electric vehicles.

......
Lire https://www.mining-technology.com/featu ... el-miners/

Musk’s desire for more nickel could be a non-starter

Reuters | July 24, 2020

.........
Nickel’s battery story continues to attract much investment interest, to judge by the social media reaction to Musk’s comments, but it remains trapped in a stainless steel mesh for now.

Elon Musk may want more nickel mines, but it’s the stainless sector that will decide if he gets them.
https://www.mining.com/web/musks-desire ... n-starter/

Re: Nickel

par energy_isere » 11 juil. 2020, 14:50

Nouvelle-Calédonie : la Société Le Nickel, filiale d'Eramet, n'aura plus de trésorerie en fin d'année

Par AFP | 10/07/2020

L'an dernier, l'entreprise, premier employeur privé en Nouvelle-Calédonie, a enregistré son huitième exercice déficitaire d'affilée, avec une perte de 9,6 milliards CFP (80 millions euros). L'accumulation de pertes va conduire à l'épuisement total en fin d'année ou début 2021 d'un prêt de trésorerie de 525 millions d'euros accordé en 2016 par la maison mère Eramet et par l'État. "On est en train de faire un tour de table des actionnaires. Eramet (56%) ne pourra pas remettre d'argent", a averti Dominique Katrawa, président de la SLN.

La Société Le Nickel, filiale d'Eramet et premier employeur privé en Nouvelle-Calédonie, risque d'être en faillite d'ici début 2021, a alerté vendredi sa direction, qui se tourne vers ses actionnaires et réclame d'être autorisé à davantage exporter de minerai.
......
https://www.latribune.fr/entreprises-fi ... 52526.html

Re: Nickel

par energy_isere » 28 juin 2020, 10:00

Un futur gisement de Nickel en Australie change de main :
BHP agrees to buy new Norilsk’s nickel tenements in Western Australia

19 June 2020

Multinational commodities giant BHP has signed a deal with Norilsk Nickel Australian Holdings’ subsidiary MPI Nickel to acquire the Honeymoon Well nickel project in Western Australia (WA).

The Honeymoon Well nickel project comprises the Honeymoon Well development project and a 50% interest in the Albion Downs North and Jericho exploration joint ventures (JVs).

BHP Nickel West currently holds 50% stake in the Albion Downs North-Jericho JVs.

The commodities giant noted that the combined tenement package is located in the northern Goldfields region of WA. It is about 50km from BHP’s Mt Keith mine and 100km from its Leinster concentrator.
The deal will see the exit of Norilsk Nickel from the country, Reuters reported.

According to BHP, the package comprises high-grade nickel sulphide resource Wedgetail deposit and a high quality disseminated sulphide resource.

BHP Nickel West Asset president Eddy Haegel said: “This is an exciting opportunity to enhance our world-class nickel resource base in Western Australia. Proximity to our existing facilities makes us the natural owners of these deposits, and provides potential options to bring the undeveloped resources to market.”
https://www.mining-technology.com/news/ ... australia/

Re: Nickel

par energy_isere » 31 mai 2020, 12:07

Prospect de Nickel au Canada, le projet Crawford.
Canada Nickel grows Main and East zones at Crawford

Canadian Mining Journal Staff | May 29, 2020
https://www.mining.com/canada-nickel-gr ... -crawford/

Canada Nickel announces maiden resource at Crawford project in Canada

By NS Energy Staff Writer 02 Mar 2020

Canada Nickel has announced a maiden mineral resource estimate for its 100% owned Crawford nickel-cobalt sulphide project (Crawford) near Timmins, Ontario, Canada.

The maiden resource contains a higher grade core of measured and indicated resource of nearly 263 million tonnes at 0.31% nickel, 0.013% cobalt, and 0.038 g/t Pd + Pt within an overall measured and indicated resource of approximately 600 million tonnes.

Located in the heart of the prolific Timmins-Cochrane mining camp, the project is situated next to well-established, key infrastructure connected with more than 100 years of regional mining activity.

Canada Nickel chairman and CEO Mark Selby said: “We believe the results of this initial campaign and resource are a clear demonstration of Crawford’s potential scale.

“The Canada Nickel team will continue to leverage the project’s excellent location and infrastructure, and our team’s extensive project, industry and capital markets experience to explore and advance this large-scale nickel-cobalt project.”

Canada Nickel stated that drilling has only tested less than 20% of the overall Crawford structure and maiden resource remains open in multiple directions.

A total of 13,042 metres of core drilling in 24 drill holes was utilised to calculate the mineral resources
The company added that a combined of 13,042 metres of core drilling in 24 drill holes was utilised to compute the mineral resources in three categories.

According to the company, the drill holes intersected multi-hundred metre mineralisation with multiple intersection of 19 to 92 metres in excess of 0.40% nickel and 0.014% cobalt.
................
https://www.nsenergybusiness.com/news/c ... d-project/

Re: Nickel

par energy_isere » 31 mai 2020, 11:02

Un mineur Australien pourrait racheter la mine de Nickel de Vale en Nouvelle Calédonie :
New Century eyes Vale’s New Caledonia mine

Cecilia Jamasmie | May 26, 2020

Australia’s New Century Resources (ASX: NCZ) has confirmed rumours of talks with Vale (NYSE: VALE) to buy the Brazilian miner’s nickel and cobalt operations on the Pacific island of New Caledonia.

The Melbourne-based zinc producer said on Tuesday it had entered into a 60-day exclusivity period with Vale to complete due diligence and negotiate the acquisition of 95% of Vale Nouvelle Calédonie (VNC).

VNC owns and operates the troubled Goro nickel-cobalt mine on the French territory, which has proven a financial burden for Vale since it began operations two years behind schedule in 2010.

The Rio de Janeiro-based miner first announced its intention to exit operations in New Caledonia in December. The decision came after it had to write down $1.6 billion in the fourth quarter related to the ailing mines, the world’s biggest nickel operation.

Vale cut in April its 2020 nickel production guidance to 200,000 – 210-000 tonnes per year from 240,000 tpy to account for the anticipated loss of VNC’s 60,000-tpy output.
...............
https://www.mining.com/new-century-eyes ... nia-mines/

Re: Nickel

par energy_isere » 03 mai 2020, 15:07

Le cas particulier du nickel

20.04.2020 Mobeen Tahir* Agefi

La dynamique du marché du nickel est en train de changer, augurant d’un avenir optimiste.

Le nickel présente d’intéressantes perspectives à long terme car son utilisation dans la fabrication des batteries de véhicules électriques devrait entraîner une croissance de la demande dans les années à venir. Cette tendance structurelle ne l’a toutefois pas protégé contre les récents vents contraires auxquels les métaux industriels sont confrontés. Les métaux industriels font partie des matières premières cycliques et leur performance est stimulée par la croissance économique mondiale. Le secteur a donc été mis sous pression récemment par les guerres commerciales et par l’épidémie de coronavirus. Ces dernières semaines.

Nous pensons que le nickel représente tout de même une opportunité intéressante, dans l’attente d’un retour à une situation plus clémente une fois la tempête actuelle passée.

Analyse de l'histoire récente du nickel

Le nickel a fortement surperformé le panier des métaux industriels (composé de cuivre, zinc, aluminium et nickel) au cours des trois dernières années. Le secteur est confronté à différents défis depuis l’avènement des guerres commerciales en 2018 en raison des droits de douane en hausse et du ralentissement économique mondial qui en a résulté. Le nickel a enregistré une forte volatilité de ses prix pendant cette période.

Cependant, en juillet 2019, le cours du nickel a fortement rebondi dans l’espoir que l’Indonésie, qui produit un quart de l’offre mondiale de nickel, avance de deux ans, en janvier 2020, l’interdiction d’exporter le minerai. L’Indonésie a annoncé cette décision peu de temps après entraînant des craintes de pénurie d’approvisionnement qui ont fait grimper les prix sur un marché déjà déficitaire. La situation du nickel s’est néanmoins inversée au cours du dernier trimestre 2019, avec la diminution de la demande d’acier inoxydable, qui représente actuellement près des deux tiers de l’utilisation de ce métal.

La dynamique du marché du nickel est cependant en train de changer augurant d’un avenir optimiste qui pourrait constituer une opportunité pour l’investisseur.

Le secteur des batteries va faire la part belle au nickel

Selon les experts en métaux Wood Makenzie, le secteur des batteries devraient représenter plus de 30 % de la demande totale de nickel d’ici 2040, contre environ 4% aujourd’hui. En effet, les véhicules électriques devraient représenter environ 50% de toutes les ventes de voitures particulières d’ici 2040, contre environ 8% aujourd’hui. Les batteries doivent devenir plus efficaces pour permettre cette croissance et le nickel devrait jouer un rôle essentiel. Selon le Nickel Institute, les batteries au lithium-ion contenant du nickel seront un moteur de la révolution des véhicules électriques, car le nickel permet d’obtenir une densité énergétique plus élevée et une plus grande capacité de stockage à un coût moindre. Cela permettra aux voitures électriques d’avoir à la fois une plus grande autonomie, c’est-à-dire la possibilité de parcourir de plus longues distances sans avoir besoin d’être rechargées, et ce à un coût moindre, favorisant une diffusion plus large.

Désormais, l’impact de la demande croissante sur les prix peut être compensé en théorie, par une augmentation équivalente de l’offre. Cependant la croissance de l’offre de nickel pourrait être beaucoup plus lente que prévu, car, selon Wood Mackenzie, le délai moyen pour qu’un nouveau projet d’exploitation de nickel commence à produire le métal est d’environ 9 ans. Les mineurs chercheront à obtenir des prix plus élevés pour être incités à entreprendre de tels projets.
http://www.agefi.com/home/marches-et-pr ... 95670.html

Re: Nickel

par energy_isere » 30 avr. 2020, 18:20

Première coulée de fonte de nickel pour Eramet à Weda Bay

MYRTILLE DELAMARCHE M Usine Nouvelle 30/04/2020

PT Weda Bay Nickel, la coentreprise entre Eramet, le groupe chinois Tsingshan et la compagnie minière indonésienne PT Antam, a réalisé le 30 avril sa première coulée de fonte brute de nickel (NPI) en Indonésie. Une étape-clé du projet Weda Bay, qui intervient en avance sur le calendrier initial.
Eramet: démarrage d'une activité en Indonésie

le 30/04/20

Seulement 20 mois après la pose de la première pierre de cette unité pyrométallurgique de nickel, la joint-venture est désormais pleinement opérationnelle. La montée en puissance se poursuivra ces prochains mois, avec le démarrage des trois autres fours.
https://www.abcbourse.com/marches/erame ... sie_502404
WEDA BAY : UN PROJET DE PRODUCTION DE NICKEL AMBITIEUX
Après une longue phase d’études et de préparation, le projet Weda Bay, en Indonésie, est aujourd’hui en train de sortir de terre. Genèse, rebondissements, perspectives : le point sur un gisement hors norme.


UN INTENSE TRAVAIL DE RECHERCHE
Tout a commencé par une découverte : un gisement de nickel sur l'île d'Halmahera, au nord de l'archipel des Moluques, en Indonésie. Le site, considéré comme l'un des plus importants de la planète, attire l'attention d'Eramet qui décide d'en acquérir le gisement. Il est racheté en 2006 à Weda Bay capitals Inc., la société canadienne détentrice du site. Débute alors une longue phase d'études préliminaires. La tâche, immense, vient confirmer les attentes : l'estimation des ressources totales du gisement double même, passant de 4 à 9,3 millions de tonnes de nickel contenu. Il s'agit, ni plus, ni moins, du plus grand gisement de nickel au monde encore non exploité. Le contrat, qui prévoit une période de production de 30 ans, est renouvelable deux fois pour 10 ans. A cette période, la crise économique frappe de plein fouet et le secteur minier n'est pas épargné avec la baisse des cours du nickel et du manganèse. En 2013, le projet Weda Bay entre alors dans une phase de ralentissement et, quand Mitsubishi, le partenaire d'Eramet, décide de se retirer du projet, il est temps de trouver un nouvel allié.

UN PARTENARIAT DÉCISIF
C'est alors que Tsingshan entre en jeu. Le géant chinois, n°1 mondial de l'acier inox, signe un accord avec Eramet en 2017. Les deux groupes se répartissent les rôles : Tsingshan prend en charge la construction des usines et leur exploitation, mais aussi l'ensemble des infrastructures nécessaires à la production. En plus du gisement, Eramet apporte sa précieuse expertise minière, dans une région particulièrement sensible à l'érosion. Une fois les apports réalisés, Eramet possède 43 % de la société qui contrôle Weda Bay et Tsingshan 57 %. "Nous apportons notre connaissance de la mine, nous proposons des recommandations pour améliorer le projet. Au-delà même des bénéfices attendus, la collaboration avec Tsingshan nous permet d'apprendre et de renforcer encore notre expertise." explique Martin Cezard, Directeur des projets Weda Bay chez Eramet. Sur le terrain, le procédé pyrométallurgique développé, qui implique l'utilisation de fours électriques, est parmi les plus compétitifs au monde. A partir du minerai de Weda Bay, il permettra aux usines de produire du ferroalliage de nickel basse teneur, aussi appelé Nickel pig iron (NPI), très prisé par les grands clients mondiaux de l'inox.

UN POTENTIEL ENCORE À DÉCOUVRIR
Depuis la signature du partenariat entre Eramet et Tsingshan, tout va très vite. Moins d'un an après le début du chantier en août 2018, un tiers des réalisations ont été menées à bien. "Les travaux avancent bien. Nos partenaires se sont engagés à démarrer la production fin 2020, mais nous sommes aujourd'hui en avance sur ce calendrier et visons un démarrage au second semestre." explique Martin Cezard, Directeur des projets Weda Bay chez Eramet. A terme, le complexe disposera aussi d'autres activités pyrométallurgiques alimentées par les minerais de nickel indonésiens. Il devrait employer quelque 2000 personnes et la centrale électrique 1000 autres. Enfin, au-delà de ce premier développement, Weda Bay pourrait ouvrir de nouvelles opportunités au Groupe, avec le lancement de projets parallèles sur le site. C’est ainsi que les équipes Eramet mènent actuellement des études pour le développement d'autres projets sur l'île, en particulier dans le domaine du nickel pour batteries. Soit d'autres belles perspectives pour les années à venir.
https://www.eramet.com/fr/activites/pro ... -ambitieux


et au sujet du gisement sur l’île Halmahera :
Description
The Weda Bay nickel and cobalt laterite deposits on Halmahera Island, Republic of Indonesia were first drilled in May 1996 by Strand Minerals Pte Ltd (Strand). Subsequent exploration has delineated four large laterite provinces, parts of which have been diamond drilled to outline an indicated nickel resource of 59.9 Mt of 1.51 per cent Ni and 0.09 per cent Co within a total indicated and inferred resource of 117 Mt of 1.36 per cent Ni and 0.12 per cent Co.

The project is held as a Seventh Generation Contract of Work (COW) by PT Weda Bay Nickel, which is jointly owned by Strand (90 per cent) and PT Aneka Tambang (ten per cent). Strand is a wholly owned subsidiary of Weda Bay Minerals Inc, a company listed on the Toronto and Alberta Stock Exchanges in Canada.

Halmahera is located in the north-eastern part of the Indonesian archipelago at the convergent junction of three major plates and is a region of considerable tectonic and geological complexity. The western arms of Halmahera form a classic volcanic island arc while the central region and eastern arms contain ophiolite complexes and interlayered sediments.

The extensive areas of laterite discovered at Weda Bay have developed over serpentinised harzburgites and dunites of pre-Cretaceous age. Weathering of these rocks has produced laterite profiles that are enriched in nickel and cobalt. There are three economically mineralised laterite types, namely limonites, ferruginous saprolites and saprolites and all are amenable to rapid pressure acid leaching with recoveries of 98 per cent nickel and 94 per cent cobalt in less than 20 minutes.
https://ausimm.com/product/discovery-an ... indonesia/

Re: Nickel

par energy_isere » 15 mars 2020, 12:44

L'Indonésie va laisser la place aux Philippines comme premier producteur de minerai de Nickel.
Philippines to dethrone Indonesia as largest global nickel ore producer

MINING.com Editor | March 13, 2020

Global nickel production will drop significantly over 2020 as major producer Indonesia’s nickel ore export ban comes into effect, Fitch analysts assert in a recent report.

This drop will be slightly offset by the impact of rising production growth in the Philippines where some currently suspended mines will become operational again, while the country aims to plug the likely supply gap caused by the Indonesian export ban, Fitch says.

Analysts expect other major producers such as Russia, Australia and Canada to maintain stable production growth year-on-year.

Global nickel ore production will fall by 15.4% y-o-y in 2020........
https://www.mining.com/philippines-to-d ... -producer/

Re: Nickel

par energy_isere » 18 févr. 2020, 21:48

La dernière fiche USGS sur le Nickel : https://pubs.usgs.gov/periodicals/mcs20 ... nickel.pdf

12.5 % d'augmentation de la production miniére de Nickel.

Image

mon post de l' an dernier : viewtopic.php?p=2283283#p2283283

Re: Nickel

par energy_isere » 12 janv. 2020, 10:37

L'Indonésie va construire 2 usines de traitement de Nickel à Morowali avec des industriels Chinois.
Indonesia approves environmental study for battery-grade nickel plants

Reuters | January 8, 2020

........
Two of the plants, representing a combined investment of $2.3 billion, are expected to be built in Morowali by China’s Zhejiang Huayou and partners and by Chinese battery firm GEM Co Ltd, Tsingshan Holding Group and partners.

https://www.mining.com/web/indonesia-ap ... el-plants/

Re: Nickel

par energy_isere » 12 janv. 2020, 10:30

Un prospect de Nickel et Cobalt en Colombie Britannique, Canada.
FPX recoveries from Decar suggest battery market potential

Canadian Mining Journal Staff | January 8, 2020

FPX Nickel has released the results of pressure leaching testwork on nickel concentrates from its 245-sq.-km Decar nickel project located in central British Columbia. Based on nickel recoveries in excess of 98%, the company believes that the resulting solution could be an ideal feed for the production of nickel sulphate and cobalt sulphate through neutralization and solvent extraction.

These sulphate products are used in the manufacturing of electric vehicle batteries.

“These results confirm a breakthrough for FPX Nickel, demonstrating that Decar has the potential to produce significant quantities of nickel and cobalt in a high-quality form for the fast-growing EV [electric vehicle] supply chain,” Martin Turenne, FPX president and CEO said in a media release. “This testing confirms the potential for the production of nickel sulphate and cobalt sulphate from awaruite ore in a simple three-stage process.”

........

Decar hosts current resources of 1.8 billion tonnes in the indicated category grading 0.12% Davis tube recoverable (DTR) nickel for a total of 2.3 million tonnes of contained nickel. Additional inferred resources stand at 391 million tonnes grading 0.12% DTR nickel for 448,000 tonnes of contained metal. Current resources are contained entirely within the Baptiste deposit, one of four awaruite zones identified on the property.
https://www.mining.com/fpx-recoveries-f ... potential/

Re: Nickel

par energy_isere » 05 janv. 2020, 20:39

The future of nickel: tensions, trade bans and technology

By Umar Ali. Dec 10, 2019

It’s an interesting time for nickel on the global markets. Prices have risen dramatically despite trade tensions between the US and China, and are expected to explode as Indonesia and the Philippines prepare for nickel export bans. We assess the market dynamics of this important metal.

Indonesia’s export ban

With increased demand for stainless steel production and recent developments in technologies such as electric vehicles, demand for nickel is higher than ever. Unfortunately, this demand is struggling against an increasingly tightening supply of the essential metal.

In response to the risk of this increasing demand tightening local supply, the Indonesian government announced in September 2019 a ban on the export of raw nickel ores, bringing the ban forward from 2022 to January 2020.

According to GlobalData analyst David Kurtz, this ban is intended to produce value-added nickel products, stimulate domestic processing of ore, and make the country a hub for electric vehicle production.

Indonesia is the largest global producer of nickel and a major supplier of the metal to China’s stainless steel industry; in anticipation of the ban, Chinese producers are building up nickel inventories.

This has increased the price of nickel significantly, with prices at the end of September 2019 reaching more than $16,000 per tonne, an increase of more than 60% from January. When the ban was announced, nickel prices increased by 8.8% to reach a peak of $18,620 per tonne, the highest price since 2014.

While over half of Indonesia’s nickel is processed in the country, around 218,000 tonnes of the metal is unprocessed and would be affected by the ban, which represents around 10% of global demand.

Concerns over supply have led to LME nickel warehouse stock levels dropping by almost 50% since the announcement of the ban, with Reuters reporting that stocks have fallen to 79,800 tonnes, the lowest since January 2009, as of 24 October 2019.

Potential for the Philippines?

The mining sector in the Philippines is expected to benefit from the supply gap created by this export ban, with the country’s nickel industry having suffered in recent years.

As the second-largest producer of nickel, the Philippines accounted for nearly 16% of global production in 2018.

However, production volumes fell sharply in 2016 when the country’s Department of Environment and Natural Resources launched an audit process for over 40 metallic mines, resulting in a number of suspensions and 27 closures. Of these 27 mines, 19 were involved in nickel production, resulting in a drop in nickel production of over 100kt.

Since the shutdowns, output has steadily increased but has become dependent on a smaller number of operations, particularly in the mining region of Caraga. According to Kurtz, the ban in Indonesia “paves the way for higher exports of nickel from the Philippines to China.”

However the shutdowns in the Philippines, as well as the lower quality of nickel ore in the Philippines compared to Indonesia, are expected to challenge this financial growth. The lower grade of nickel ore in the Philippines is a particular problem for Chinese operators, as it affects the ability of nickel pig iron producers to achieve the necessary purity mix for stainless steel production.

With China being a significant importer of nickel, particularly for its stainless steel production, the ongoing trade dispute between the US and China has had a considerable influence on nickel prices.

Prior to the announcement of Indonesia’s export ban, nickel prices fell steeply in the second half of 2018, but has eased in anticipation of trade talks later in 2019. Indonesia’s export ban has also allowed the price of nickel to fare better than other metals such as copper, avoiding the longer-term financial concerns seen across the resources sector.

Future prospects

Primary nickel production is forecast to rise by 9-10% in 2019 to reach 2.4MT, primarily driven by an increase in Indonesia from rising production in new mines. Demand for nickel in China is expected to grow over 2.1Mt, as opposed to the 1.6Mt estimated for 2019.

According to analytics from GlobalData, the number of electric vehicles is expected to increase from 1.6 million in 2018 to 6.8 million in 2023, and the demand for nickel for lithium-ion batteries is expected to quadruple over this period from 3-4% in 2019.

With the export bans in place, nickel prices are expected to remain high while stocks remain low. However, any escalation of the trade tensions between the US and China could lead to a fall in prices, and there remains the possibility of Indonesia relaxing their export ban (as it did previously in 2017 for a ban established in 2014).

This reversal applied to operators working on building processing capacity, and came about due to losses incurred by stated-owned nickel exporter PT Aneka Tambang as well as a need to ease the country’s budget deficit.
https://www.mining-technology.com/featu ... echnology/

Re: Nickel

par energy_isere » 04 janv. 2020, 21:42

Je suis en train de relire le livre de Ugo Bardi, Le Grand pillage que j'avais lu une première fois il y a 4 ans. Voir viewtopic.php?p=378919#p378919

Dans les notes de bas de page le Nickel Institute.

https://www.nickelinstitute.org/

L'entrée sur le Nickel dans les batteries https://www.nickelinstitute.org/about-n ... batteries/

Le Nickel en alliage est beaucoup utilisé dans l' Oil and Gas Industry + Nuclear Energy
https://www.nickelinstitute.org/about-n ... gas-power/

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