Mysteel Reports and Analysis on Raw Materials

1. Nickel Ore & Feedstock Dynamics
Covers price trends, FOB/CIF quotes, freight costs, and supply conditions in the Philippines and Indonesia. Tracks RKAB quota approvals, ore premiums (pyro vs. HPAL), and weather-related risks (rainy season). Helps users anticipate cost-driven price moves.

2. MHP, Nickel Matte & NPI Market
Provides payables updates, production data (actuals & forecasts), and project restart timelines. Analyzes shifts between low-grade and high-grade nickel matte, HPAL stability, and demand from integrated nickel sulfate and precursor producers.

3. Refined Nickel & Nickel Sulfate
Summarizes spot premiums/discounts by brand, SHFE price trends, and inventory levels. Includes production data from China and Indonesia, operating rates, and profit margin analysis. Helps users track supply tightness and downstream purchasing behavior.

4. Downstream Demand & Value Chain Economics
Breaks down consumption across ternary precursors, cathode materials, and stainless steel. Analyzes how changes in battery demand, stainless scrap substitution, and export orders impact nickel pricing across different segments.

5. Market Outlook & Strategic Signals
Offers near-term price forecasts, monthly production expectations, and risk tracking (e.g., sulfur supply, export duties, policy shifts). Summarizes key signals including Indonesia's regulatory direction, HPM formula changes, and Q2 destocking pace, helping enterprises manage procurement and hedging strategies.

Takeaways on green energy policies under China’s “1+N” decarbonization policy framework, key indicators, key projects/companies update, key developments:

1. Segmented Sector Structure for Quick Insights Across the Value Chain

• Covers eight key verticals in China's green energy transition: Power, Wind, Solar/PV, Energy Storage (ESS), EV & Battery, Green Hydrogen, Carbon. Each sector offers concise updates on market data, project progresses, company activities, and policy release.
• Executive Summary and Feature Articles for quick market update and policy takeaways

2. Monthly Updated Market Data & Performance Snapshots

• Charts reflecting price trend, key fundamental indicators trend,
• Market News
• Key highlight in one sentence

3.  Policy and Regulatory Tracking

• Closely follows policy shifts at both central and regional government levels, including:
• Drafts from NEA, MEE, and local bureaus
• New subsidies, compliance mechanisms, and market reforms.

4. Construction and Investment Progress for Key Projects

• Tracks project announcements and construction progress, with investment size, developer, capacity, and location.
• Includes both offshore and onshore renewable projects, hydrogen pilots, and hybrid projects.

5. Integration of Macroeconomic & Industrial Strategy Context

• Connects energy trends to broader macroeconomic and industrial goals, including insights from key national meetings and long-term planning government documents.

Publishing day: On the 5th of every month, except for Chinese public holidays.

Including — Weekly PDF covering

• Easy to use battery materials data including price, inventory, capacity & production – distributed on weekly basis

Materials coverage:

• Nickel and Nickel Sulfate
• Cobalt and cobalt compounds
• Manganese Sulfate
• Lithium and lithium compounds
• Ternary precursor and cathode materials
• Cathode materials (LFP, LCO, LMO)
• Other prices
• China EV & battery market data

Publishing day: Every Monday, except for Chinese public holidays.

Including — Weekly PDF covering

• PDF report for you to understand what’s happening in China EV battery materials market.

Contents:

• Weekly spotlight feature story
• Battery and raw materials prices
• Weekly news/policies & new capacity update

Publishing day: Every Monday, except for Chinese public holidays.