Q&A: Shifting trends in the base metals market

摘要

Thyssenkrupp’s head of non-ferrous metals (Al, Ni, Sn) Sascha Ewert spoke to Argus’ Jethro Wookey about the outlook for nickel and aluminium markets in 2020. Many have noted that the nickel market has bifurcated into class 1 nickel on the LME on one side and stainlessgrade nickel pig iron (NPI) and ferro-nickel on the other, and that these two sub-sets are increasingly behaving in different ways in terms of price development and market penetration. Do you agree, and what implications has this had for Thyssenkrupp and the European market in general?