Global Nickel Market Strategic Analysis, Size, Share, and Forecast, 2026-2031 | EV Battery Demand, Indonesian Supply Growth, and Low-Carbon Nickel Reshape Investment Priorities

The global nickel market is estimated at $43-54 billion in 2026 with a projected CAGR of 1-3% through 2031. Rapid Indonesian laterite processing expansion has created structural oversupply and price pressure. Battery demand grows faster than stainless steel (65-70% of consumption), but faces competition from LFP batteries. Success hinges on vertical integration, low-cost processing, low-carbon production, and long-term offtake agreements.

10/01/2026, 4:54 AM • GlobeNewswire

Eramet : Informations relatives au nombre total de droits de vote et d’actions au 31 août 2026

ERAMET SA disclosed its total share capital and voting rights as of August 31, 2026, reporting 28,755,047 total shares and 49,393,578 exercisable voting rights. The company also published a semi-annual report on its liquidity contract managed by BNP Paribas as of June 30, 2026.

09/04/2026, 12:00 PM • GlobeNewswire

Eramet : Bilan semestriel du contrat de liquidité au 30 juin 2026

ERAMET reports its semi-annual liquidity contract statement as of June 30, 2026, showing 74,561 shares and €3.87M in the liquidity account. During H1 2026, 212,041 shares were purchased for €12.64M and 218,873 shares were sold for €13.56M. The company also announced an EBITDA rebound in H1 2026 with execution of its funding plan underway, deemed essential for the Group in the second half of 2026.

08/28/2026, 4:39 AM • GlobeNewswire

Eramet : Informations relatives au nombre total de droits de vote et d’actions au 31 mai 2026

ERAMET SA shareholders approved a €500 million capital increase at the General Meeting on May 27th, 2026. The company also announced a partial restart of mineral sands production in Senegal at approximately 30% of nameplate capacity.

06/04/2026, 12:00 PM • GlobeNewswire

Redémarrage partiel de la production de sables minéralisés au Sénégal à environ 30% de la capacité nominale

Three months after a February 22, 2026 fire at its Senegal facility, Eramet has partially restarted HMC (Heavy Mineral Concentrate) production at approximately 30% of nominal capacity since late April. The company expects 2026 production guidance between 300-400 kt-HMC and aims to return to full capacity by Q1 2027. Temporary solutions are in place to gradually rebuild stocks and resume finished product shipments by summer.

05/27/2026, 2:30 AM • GlobeNewswire

Partial restart of mineral sands production in Senegal at approximately 30% of nameplate capacity

Three months after a fire at its Senegal facility on February 22, 2026, Eramet has initiated a gradual restart of HMC (Heavy Mineral Concentrate) production at approximately 30% of nameplate capacity. The company expects 2026 production between 300-400 kt-HMC and aims to resume finished product shipments by summer. Full capacity recovery is targeted for Q1 2027 through reconstruction of damaged facilities.

05/27/2026, 2:30 AM • GlobeNewswire

Nomination de Simon Henochsberg au poste de Directeur Financier Groupe, membre du Comité Exécutif

Eramet announced the appointment of Simon Henochsberg as Group Chief Financial Officer and Executive Committee member, effective May 26, 2026. Henochsberg, who previously served as Vice-President of Strategy since 2024 and co-CFO since February 2026, succeeds Abel Martins Alexandre. He brings extensive financial experience from Rothschild & Co and deep knowledge of Eramet's operations and strategic challenges.

05/26/2026, 12:00 PM • GlobeNewswire

Appointment of Simon Henochsberg as Chief Financial Officer of the Eramet Group, member of the Executive Committee

Simon Henochsberg has been appointed Chief Financial Officer of the Eramet Group and member of the Executive Committee, effective May 26, 2026, succeeding Abel Martins Alexandre. Henochsberg previously served as Vice President of Strategy since 2024 and has been transitioning as co-CFO since February 2026. He brings financial expertise from his background at Rothschild & Co and deep knowledge of Eramet's operations from his role as Chief of Staff to the Chair and CEO since 2022.

05/26/2026, 12:00 PM • GlobeNewswire

Incendie sur l’unité d’extraction de sables minéralisés d’Eramet Grande Côte : suspension de production et déclaration de force majeure

A fire broke out on February 22, 2026 at Eramet Grande Côte's Wet Concentration Plant (WCP) in Senegal, causing the shutdown of the facility. The incident, which was contained without casualties, has led to the suspension of production and activation of force majeure clauses. The company has suspended its 2026 HMC production guidance of over 900 kt, with the entire site expected to halt by end of March 2026 for an indefinite period pending technical investigations.

02/26/2026, 2:30 AM • GlobeNewswire

Fire at Eramet Grande Côte’s mineral sands extraction unit: production suspended and force majeure declared

A fire broke out on February 22, 2026 at Eramet Grande Côte's Wet Concentration Plant (WCP) in Senegal, causing shutdown of the facility. The incident resulted in suspension of operations across the entire site from March 2026 with no determined restart date. Eramet has declared force majeure and suspended its 2026 HMC production guidance of over 900 kt. No casualties were reported and investigations are ongoing.

02/26/2026, 2:30 AM • GlobeNewswire

Déclaration relative à l’incendie survenu sur l’unité d’extraction du site d’Eramet Grande Côte au Sénégal

A fire broke out on February 22, 2026, at the extraction unit (WCP) of Eramet Grande Côte in Senegal around 3 PM. The facility was evacuated immediately with no casualties reported. The fire was extinguished by 8 PM through coordinated efforts of internal emergency teams and local firefighters. Investigations are underway to determine causes and assess impact on site operations. Initial findings indicate the fire was contained to the upstream WCP area, with mineral separation spirals unaffected.

02/23/2026, 2:47 AM • GlobeNewswire

Statement regarding the fire at the extraction unit of the Eramet Grande Côte site in Senegal

A fire broke out on February 22, 2026, at the extraction plant of Eramet Grande Côte, a mineral sands mining subsidiary in Senegal. The facility was shut down for maintenance at the time. No casualties were reported, and the fire was controlled by 8:00 p.m. Investigations are underway to determine causes and assess operational impact. Initial findings indicate the fire was contained upstream and key equipment was not affected.

02/23/2026, 2:47 AM • GlobeNewswire

Eramet: reaction to the initial production and sales volumes granted by the Indonesian authorities to its joint-venture PT Weda Bay Nickel

Eramet's joint-venture PT Weda Bay Nickel has received approval from Indonesian authorities for an annual production quota of 12 Mwmt, significantly lower than the previously granted 42 Mwmt in 2025. The company acknowledges Indonesia's sustainable nickel management policy and plans to submit a revised Work Plan and Budget while seeking quota increases to meet smelter facility demands exceeding 100 Mwmt.

02/11/2026, 2:45 AM • GlobeNewswire

Eramet : réaction aux volumes initiaux de production et de vente accordés par les autorités indonésiennes à la co-entreprise PT Weda Bay Nickel

Eramet's joint venture PT Weda Bay Nickel received notification from Indonesian authorities to submit a Work and Budget Plan reflecting an annual production and sales volume of 12 million tonnes, down significantly from the 42 million tonnes approved in July 2025. The company acknowledges Indonesia's complex nickel production quota policy aimed at sustainable industry management and plans to request a revision to higher levels to meet the needs of processing units estimated at over 100 million tonnes.

02/11/2026, 2:45 AM • GlobeNewswire

Information on the financial terms of the departure of Paulo Castellari

Eramet's Board of Directors announced on February 1, 2026, the departure of CEO Paulo Castellari effective immediately. The company will pay him a prorated fixed salary of €66,666.6 for January-February 2026, with no severance indemnity, no variable remuneration for 2026, and no non-compete indemnity. His performance shares granted in 2025 have lapsed due to the loss of the continuous presence condition.

02/06/2026, 1:00 PM • GlobeNewswire