Nickel traded around $16,000 per tonne, falling to its lowest level since December 2025 as Indonesia cut benchmark prices for low-grade nickel ore. The revised pricing formula nearly halves the cost of 1.2% nickel ore, improving the economics of high-pressure acid leach (HPAL) plants, while significant new capacity is expected to ramp up this year and next, potentially adding to global supply. Additionally, stronger US rate-hike bets lifted the dollar and Treasury yields, weighing on base metals broadly. Over the longer term, expected US deep-sea mining permits could eventually pave the way for additional nickel, cobalt, copper and manganese supply. Meanwhile, drought conditions in Indonesia have constrained Nickel Industries' Excelsior Nickel Cobalt facility to 30% of nameplate capacity, while output at the Indonesia Morowali Industrial Park could fall 30% to 40% if new water sources are not secured, limiting near-term supply growth.
Nickel rose to 16,150 USD/T on September 16, 2026, up 1.32% from the previous day. Over the past month, Nickel's price has fallen 3.58%, but it is still 4.56% higher than a year ago, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Historically, Nickel reached an all time high of 54050 in May of 2007. Nickel - data, forecasts, historical chart - was last updated on September 16 of 2026.
Nickel rose to 16,150 USD/T on September 16, 2026, up 1.32% from the previous day. Over the past month, Nickel's price has fallen 3.58%, but it is still 4.56% higher than a year ago, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Nickel is expected to trade at 16498.13 USD/MT by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 17800.51 in 12 months time.