SMM survey: what kind of metal do you like most in 2022?
SMM December 16: Dow Technology announced on the evening of December 13 that Guangdong Jiana Energy Technology Co., Ltd., a wholly owned subsidiary of the company, has invested in setting up PT. in Indonesia. JIANA ENERGY RESOURCES (referred to as "PT.JIANA ENERGY") aims to engage in large-scale trade in nickel ore products and ores.
According to the announcement, Indonesia is one of the countries with the most abundant laterite nickel resources in the world, and Dow Technology has set up PT. in Indonesia. The ultimate goal of JIANA ENERGY is to provide reliable nickel resource guarantee for the development of the company's lithium materials business, and then reduce the raw material cost of the company's high nickel ternary precursor products.
In recent years, with the rapid development of the new energy vehicle industry, the demand for three-way power battery is also rising, and nickel resources as the core of the future three-way power battery cost competition, its demand is also high. According to the China Nonferrous Metals Industry Association, the domestic demand for nickel for ternary precursors increased from 79000 tons in 2018 to 129000 tons in 2020. The demand for nickel from high nickel ternary precursors will continue to grow rapidly in the future.
As we all know, according to the latest power battery data in November, the total installed capacity of lithium iron phosphate batteries in China was 11.6 GWH in November, up 145.3% from the same period last year, while the total installed capacity of ternary batteries was 9.2 GWH, up 57.7% from the same period last year. The installed capacity of lithium iron phosphate battery has exceeded that of ternary battery for the fifth month in a row. However, in the interview session of the big names at the annual meeting of the non-ferrous metals industry in 2021, including Huang Shanyan, general manager of the production and research center of Ningbo Rongbaixin Energy Technology Co., Ltd., Su Chen, deputy director of the Research Institute of Zhongtai Securities Co., Ltd., and qu Lihui, general manager of the management department of Fudi Battery Co., Ltd., many big names in the industry generally believe that lithium iron phosphate batteries and ternary batteries are not life-and-death relations. Huang Shanyan, general manager of the Rong Bai Science and Technology Industry and Research Center, said that she is more optimistic about the development of high-nickel ternary batteries in power batteries than lithium iron phosphate batteries. She believes that the energy storage industry will become the main race track for lithium iron phosphate batteries in the future.
As for battery-grade electrolytic nickel, according to SMM spot quotations, as of December 16, the average spot price of SMM electrolytic nickel was 144950 yuan / ton, which was still weak, but it was still up from the beginning of the year, up 15550 yuan / ton, or 12.02%.
"Click to view the spot market of SMM new energy products.
According to SMM's recent research, at present, the mainstream shipping intention price of nickel sulfate factory is still higher than 34500 yuan / ton. However, at present, the autolysis cost of nickel bean is better than that of nickel sulfate crystal, so the downstream purchase intention is low. And the current non-procurement node, few market transactions. Electrolytic nickel is expected to continue to run weakly this week. "View details
