Presentation: Nickel - The necessity of higher prices [pdf ... - Hatch

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METAL BULLETIN 25 TH INTERNATIONAL FERROALLOYS CONFERENCE, 2009 Long-term Ni supply fluctuates between waves of investment, followed by exploitation Mt 2.0 Investment phase Ni production, mined Investment phase Investment phase $’000/ tonne 40 Long-term real Ni prices (2008 $) Investment phase Investment phase Investment phase 1.5 30 1.0 20 0.5 10 0.0 0 1965 1969 1973 1977 1981 1985 1989 1993 1997 2001 2005 2009 1965 1969 1973 1977 1981 1985 1989 1993 1997 2001 2005 2009 Source: INSG, USGS, LME, Hatch Beddows 22
METAL BULLETIN 25 TH INTERNATIONAL FERROALLOYS CONFERENCE, 2009 The next wave of investment could add another ~500kt of capacity Ore type Capacity 2010 2011 2012 2013+ Ambatovy Barro Alto Eagle (?) Fenix (?) Gladstone (?) Goro Koniambo Nonoc (?) Nunavik Onca Puma Ramu Shevchenko Tagaung Taung Vermelho (?) Weda Bay (?) Laterite Laterite Sulphide Laterite Laterite Laterite Laterite Laterite Sulphide Laterite Laterite Laterite Laterite Laterite Laterite 60kt 36kt 10kt (?) 23kt 63kt 60kt 60kt 40kt (?) 12kt 52kt 31kt 22kt 23kt 46kt 60kt Source: Company reports, Hatch Beddows 23
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Presentation: Nickel - The necessity of higher prices [pdf ... - Hatch

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