Kallanish(開闌商務信息咨詢)報道,對青山集團鎳锍供應增加的預測導致周四鎳價大幅下跌。不過,正在使用的新工藝可能導致含鎳生鐵供應緊張。
The forecast of increased supply ofnickel matte from Tsingshan caused nickel prices to fall sharply on Thursday.The new process being used however could tighten nickel pig iron (NPI)supply, Kallanish notes.
倫敦金屬交易所三個月期鎳周四跌幅高達8.5%,報15,945美元/噸,創2016年12月以來最大盤中跌幅。上海期貨交易所主力6月鎳合約收盤下跌6%,報130,510元/噸(20,180.61美元/噸),創2020年5月以來最大盤中跌幅。
Three-month nickel on the LondonMetal Exchange dropped as much as 8.5% to $15,945/tonne on Thursday, reachingits biggest intraday loss since December 2016. The most-traded June nickelcontract on the Shanghai Futures Exchange ended 6% lower at CNY130,510/t ($20,180.61/t), posting its biggest intraday loss since May2020.
中國民營鎳和不銹鋼生產商青山集團3月1日與華友鈷業和中偉公司簽署了高锍鎳供應協議,并于3月3日公布了該協議。根據協議,自2021年10月起一年內,青山集團將向華友鈷業供應6萬噸高锍鎳,并向中偉公司供應4萬噸相同產品。
Chinese private nickel and stainlesssteel producer Tsingshan Group signed a high-matte nickel supply agreement withHuayou Cobalt and Zhongwei on 1 March and announced the deal on 3 March.According to the agreement, Tsingshan will supply 60,000 tonnes of high-mattenickel to Huayou Cobalt within one year from October 2021 and provide 40,000tof the same product to Zhongwei.
青山集團是第一家使用紅土鎳礦生產含鎳生鐵的公司。目前,該公司正在將含鎳生鐵進一步加工成鎳含量為75%的高锍鎳產品。該公司表示,將根據市場發展情況調整含鎳生鐵和鎳锍的產量。
Tsingshan was the first company toproduce NPI from nickel laterite ores. Now it is taking NPI and furtherprocessing it to high-matte nickel products with a 75% nickel content. It saysit will adjust production of NPI and nickel matte according to market developments.
迄今為止,含鎳生鐵和電池級鎳市場一直是分開運行的。如果這種新工藝成為常態,不斷增長的電動車電池需求可能意味著含鎳生鐵供應將從不銹鋼制造中分流出來。
NPI and battery grade nickel marketshave hitherto functioned separately. If this new process becomes the norm,growing EV battery demand could mean NPI supply being diverted away fromstainless steelmaking.
華友還參與了青山集團在印尼鎳冶煉廠的投資。華友表示,該廠也將使用含鎳生鐵生產一些高锍鎳。
Huayou also participated withTsingshan in the investment of a nickel smelter in Indonesia. Huayou said itwould also produce some high matte from nickel pig iron.
同時,該公告也緩解了市場對電池級鎳供應短缺的擔憂。“青山集團鎳锍的量產引發了供給側的調整。硫酸鎳的供應瓶頸已經被打破,鎳價上漲空間有限,”華泰期貨在一份簡報中表示。
The announcement has meanwhilealleviated market concerns about the shortage of battery-grade nickel supply.''Tsingshan's mass production of nickel matte triggered a supply-sideadjustment. The supply bottleneck for nickel sulphate has been broken. There’slimited room for nickel prices to increase,'' Huatai Futures says in anote.
為了滿足動力電池對鎳的需求,青山集團于2020年7月開始在印尼試生產高锍鎳,并于去年年底正式投產。隨著更多設施在印尼投產,青山集團的目標是在2021年生產60萬噸含鎳當量,2022年生產85萬噸,2023年生產110萬噸。
In order to meet demand for nickelfor power batteries, Tsingshan began trial production of high-matte nickel inIndonesia in July 2020, and saw formal production begin at the end of lastyear. With more facilities commissioned in Indonesia, Tsingshan aims to produce600,000t of contained nickel equivalent in 2021, 850,000t in 2022 and 1.1million tonnes in 2023.
