Ниже, товарищ из Дойчебанка пишет, что в следующие 12 месяцев рост стоимости никеля опередит золото
NEW YORK (Commodity Online): Nickel
has been one of the worst performing metals at the London Metal Exchange (LME) for the past several months. But with prices at their lows and a possible surge in buying in the vicinity, prices may stage a strong rebound. In fact, nickel could very weel outperformGold
in coming months.
is the largest consumer of nickel in the world. With Chinese economy slowing, many analysts predict that the central bank will engage in monetary easing, an environment which is bullish for metals.
-Almost 65% of nickel production is consumed by the stainlessSteel
. And China is the biggest consumer of steel in the world. Chinese steel output rose by 8.9% to 683.27 million MT in 2011, latest data from the National Bureau of Statistics showed. The Chairman of China Iron and Steel
Association, Zhu Jimin had earlier said that Chinese consumption was expected to grow 4% to 700 million MT in 2012.
In such a bullish outlook for steel, Nickel
will obviously enjoy the benefits as well.
-Daniel Brebner, analyst with the Deutsche Bank A G says in a report that the stainless steel industry “could witness considerable restocking into early spring” on a better than expected economic data from the US and stability in Europe.