Core Viewpoint - Nornickel has significantly revised its nickel supply surplus forecasts for this year and 2026, indicating a substantial increase in expected supply due to rising production in Indonesia [1] Nickel Market Summary - Nornickel has raised its forecast for this year's nickel supply surplus to 240,000 tons, up from the previous estimate of 120,000 tons made in July [1] - The company has also increased its 2026 supply surplus forecast to over 270,000 tons, more than double the earlier prediction [1] - The global nickel market has been in a state of surplus for the past four years, primarily driven by the rapid increase in supply from Indonesia [1] Palladium Market Summary - Nornickel expects the palladium market to remain balanced this year without considering investment demand [1] - If investment demand is taken into account, a supply shortfall of 200,000 ounces is anticipated in the palladium market [1] - For 2026, a supply shortfall of 100,000 ounces is projected in the palladium market, excluding investment activities [1]
俄罗斯诺镍公司大幅上调今明两年镍供应过剩预测
Ge Long Hui A P P·2025-12-15 12:31