Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on

Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on

A year after a historic short squeeze sent LME nickel metal prices soaring above $100,000/mt, industry players remain divided over their pricing preferences in the nickel market with some still referencing the LME, while Chinese market participants have largely moved to other alternatives such as sulfate-basis pricing and SHFE nickel.

Following the Indonesian government's announcement of its plan to develop a nickel index, as well as proposed changes from the LME to strengthen its legacy position, what are the potential implications for the nickel market, and how could near-term supply-demand fundamentals influence this?

Leah Chen, editor of the S&P Global Commodity Insights non-ferrous team discusses the impact of the black swan event as well as recent developments in the nickel industry with Jesline Tang, editor of battery metals pricing team, and Charles Thompson, editor of EMEA nickel, aluminum and secondary alloys.

Related price assessments:

Nickel sulfate DDP China BATNS04
MHP CIF NA basis LME BATMC00
MHP CIF NA basis NS BATMB00 (percentage)
MHP CIF NA basis NS BATMA00
MHP CIF NA basis NSME00
MHP CIF NA basis LME BATMD00 (percentage)

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(652)

African swine fever: Spain's pork sector faces trade and animal feed challenges

African swine fever: Spain's pork sector faces trade and animal feed challenges

African swine fever is adding fresh uncertainty to Spain's pork market, reshaping trade flows and influencing feed buying decisions. As exporters navigate disease-related restrictions and changing glo...

9 Okt 15min

El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices

El Niño and agriculture: Shrimp markets face uncertainty over crop quality, feed prices

The ongoing El Niño is reshaping global seafood markets by warming Pacific waters and disrupting rainfall, currents, and nutrient flows. Shrimp producers face disease risks, salinity fluctuations, flo...

22 Sep 20min

Why food inflation is no longer just about supply and demand

Why food inflation is no longer just about supply and demand

The next phase of food inflation may be determined as much by energy policy and geopolitics as by crop yields. In this episode of Platts Commodities Focus podcast, the S&P Global Energy news team expl...

17 Sep 22min

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

El Nino and agriculture: How are Asian rice markets navigating the weather risks?

The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a s...

24 Jul 22min

Asian LNG under pressure: what comes next for prices amid the Middle East conflict?

Asian LNG under pressure: what comes next for prices amid the Middle East conflict?

Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock now absorbed, the foc...

20 Jul 15min

From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade

From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade

The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disru...

14 Jul 17min

India's carbon market: from design to implementation

India's carbon market: from design to implementation

India's emerging compliance carbon market under the Carbon Credit Trading Scheme (CCTS) is moving into its early implementation phase, with an intensity-based design that sets operational-level obliga...

13 Jul 18min

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable sourcing: Are IRECs losing ground to VPPAs amid growing demand?

India's corporate renewable energy market is entering a new phase. While International Renewable Energy Certificates still lead the way for buyers seeking flexibility, simplicity, and cost-effective c...

17 Jun 16min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
rss-orjasater
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
pengepodden-2
finansredaksjonen
lederpodden
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
rss-markedspuls-2
rss-fa-makro
pengesnakk