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Market Outlook

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Summary

Nickel spot prices were sharply higher last month.

Nickel market news - The International Nickel Study Group estimates the nickel market will swing to a 32kt deficit in 2026, reflecting Indonesia’s production quotas & fallout from the Middle East.

Nickel company news - Nornickel Q1 2026 consolidated nickel was 42 kt, up 0.3% YoY. Vale Q1 2026 nickel production totaled 49.3 kt, up 12% YoY.

Talon Metals drills 7.73m grading 5.56% Ni at Tamarack. Centaurus Metals receives strong interest from leading international financiers for Jaguar Nickel Project development for up to US$320M.

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