全球镍资源供应现状简析

Brief Analysis of Global Nickel Resource Supply Status

随着全球新能源汽车产业的持续高速发展,锂电正极材料的需求日益旺盛,其中主要的原料钴、镍、锂、锰用量持续增长,尤其是中国匮乏的镍、钴资源。由于钴价前期的暴涨暴跌,越来越多的材料往高镍低钴化体系发展。但目前镍的应用96%以上主要集中在不锈钢、合金、电镀等领域,国际镍价仍然以不锈钢市场的需求量增减而波动,最大波动值将近两倍。本文就全球镍资源的供应现状做了相关介绍和简要分析,以期为相关从业人员提供一定参考。

With the continuous and high-speed development of global new energy vehicle industry,the demand of lithium battery cathode materials is becoming more and more vigorous,among which the consumption of main raw materials cobalt,lithium,nickel and manganese are continuously increasing,especially the relatively insufficient resource nickel and cobalt in China.Due to the sharp rise and fall of cobalt price in the early stage,more and more cathode materials are evolved into the system of high nickel and low cobalt.However,at present,more than 96% of the application of nickel is mainly concentrated in stainless steel,alloy,electroplating and other fields,consequently the international nickel price still fluctuates with the increase and decrease of the consumption of stainless-steel market,and the maximum fluctuation is nearly twice.In this paper,the current situation of global nickel resources supply is introduced and analyzed briefly,in order to provide some reference for relevant practitioners.