【出版时间及名称】：2010年3月全球镍行业研究报告
        【作者】：加拿大皇家商业银行
        【文件格式】：pdf
        【页数】：24
        【目录或简介】：
Table of Contents
Supply/Demand Exhibit 1: Refined Nickel Supply/Demand Balance ..................................................................3
Exhibit 2: Global Refined Nickel Supply/Demand ....................................................................3
Exhibit 3: Global Refined Nickel Supply/Demand and Price ....................................................3
Production Changes Exhibit 4: Summary of Nickel Mine Production Changes .........................................................4
Exhibit 5: Nickel Mine Production Increases at Existing Operations and Approved Projects...4
Exhibit 6: Nickel Mine Production Increases at Potential Projects............................................5
Exhibit 7: Nickel Mine Production Reductions at Existing Operations .....................................5
Current Trends Exhibit 8: Monthly & 12-Month Average Nickel Mine Production ..........................................6
Exhibit 9: Monthly Nickel Mine Production..............................................................................6
Exhibit 10: Monthly & 12-Month Average Refined Nickel Production ....................................6
Exhibit 11: Monthly Refined Nickel Production........................................................................ 6
Exhibit 12: Monthly & 12-Month Average Nickel Consumption..............................................6
Exhibit 13: Monthly Nickel Consumption ................................................................................. 6
Exhibit 14: World Nickel Consumption and Economic Growth................................................7
Exhibit 15: World Nickel Consumption ex-China and Economic Growth ................................7
Exhibit 16: Physical Nickel Premia............................................................................................7
Inventories and Price Exhibit 17: Total Nickel Inventories versus Real Price .............................................................8
Exhibit 18: Total Nickel Inventory, Price and Critical Level.....................................................8
Exhibit 19: Total Nickel Inventory and Price............................................................................. 8
Exhibit 20: Nickel LME Inventory and Price............................................................................. 9
Exhibit 21: Total Nickel Inventory and LME Price ...................................................................9
Exhibit 22: Total Nickel Inventory in Weeks of Consumption and Price ..................................9
Consumption Exhibit 23: Primary Nickel Consumption ................................................................................ 10
Exhibit 24: 2008 Global Nickel Consumption Patterns ...........................................................10
Exhibit 25: Global Refined Nickel Consumption by Region...................................................11
Exhibit 26: Global Refined Nickel Consumption ....................................................................11
Exhibit 27: Refined Nickel Consumption in Major Regions ...................................................11
Refined Capacity Exhibit 28: Refined Nickel Capacity........................................................................................12
and Production Exhibit 29: Global Refined Nickel Capacity and Production...................................................12
Exhibit 30: Global Refined Nickel Capacity Utilization..........................................................12
Exhibit 31: Refined Nickel Production ....................................................................................13
Exhibit 32: Global Total Refined Nickel Production by Region..............................................13
Exhibit 33: 2009 Global Refined Nickel Production by Region ..............................................13
Exhibit 34: 2009 Global Refined Nickel Capacity – Sulphides ...............................................14
Exhibit 35: Global Refined Nickel Capacity – Sulphides ........................................................14
Exhibit 36: 2009 Global Refined Nickel Capacity – Laterites.................................................15
Exhibit 37: Global Refined Nickel Capacity – Laterites..........................................................15
Nickel Costs Exhibit 38: 2010E Nickel Cash Cost Curve (C1).....................................................................16
Exhibit 39: 2010E Nickel Total Curve (C3) ............................................................................16
Exhibit 40: 2010E Nickel Cost Components ...........................................................................16
Exhibit 41: Nickel Cash Cost Increases (2005-2009)) .............................................................17
Exhibit 42: Long-Term (2015E) Nickel Total Cost Curve (C3) ..............................................17
Exhibit 43: Long-Term (2015E) Nickel Cost Components......................................................17
Mine Supply/ Exhibit 44: Nickel Mine Supply/Demand Balance ..................................................................18
Demand Balance Exhibit 45: Mine Supply/Demand Balance..............................................................................18
Exhibit 46: Nickel Mine Production ........................................................................................19
Exhibit 47: 2009 Nickel Mine Production by Region ..............................................................19
Exhibit 48: Nickel Mine Production by Region .......................................................................19
Appendix I: Projections for Nickel Consumption ...............................................................20
Exhibit 49: Consumption Regressed with IP............................................................................20
Exhibit 50: Consumption Regressed Against Time .................................................................20
Exhibit 51: Long-Term Growth Rates for Consumption..........................................................20
Required Disclosures .............................................................................................................21
Disclaimer ...............................................................................................................................24