Umicore Highlights Nickel Recycling Amid European Supply Challenges
On Friday, Umicore released a detailed analysis on the role of nickel in global value chains, highlighting its critical applications and the need to secure European supply. The Belgian group positions its recycling expertise as key to meeting the European Union's objectives for raw material autonomy.
According to Umicore, nickel is used in key sectors: electric vehicle batteries, aircraft engines, stainless steels, surgical instruments, coatings... The group indicates that two-thirds of the global primary production of nickel are destined for austenitic stainless steels, particularly used in construction, transportation, and industry.
Stefan Mueller, head of the Base Metal Finishing division at Umicore, states: "If nickel suddenly disappeared, we would have a serious problem." The metal offers corrosion resistance, stability at extreme temperatures (beyond -150 °C and near 1,000 °C), as well as catalytic and magnetic properties.
Recycling and Compliance with European Sovereignty Goals
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Umicore emphasizes its role in meeting the European 2030 targets for nickel extraction, processing, and recycling. The company operates a pilot battery recycling plant in Hoboken (Belgium) that recovers more than 95% of the nickel from end-of-life batteries.
Michael Baltes, chief metallurgist for nickel and cobalt, highlights: "Nickel supply is becoming increasingly complex due to geopolitical and environmental factors." Umicore asserts that its research and development efforts focus on more efficient refining and recycling processes to ensure a sustainable supply chain in Europe.
Compte tenu des excellents résultats du S1 2026 et sur la base des niveaux de visibilité actuels sur nos marchés finaux
Risks mentioned
Incertitudes macroéconomiques persistantes pouvant affecter la performance future
Conflit au Moyen-Orient, malgré une exposition jugée très limitée
Baisse attendue de l'EBITDA ajusté de Specialty Materials au S2 2026 par rapport au S1
Opportunities identified
Recycling a enregistré une performance remarquable grâce à une forte demande et un environnement prix des métaux favorable
Specialty Materials porté par un fort momentum du Cobalt et une forte demande pour le germanium
EBITDA ajusté de Recycling pour FY 2026 attendu nettement supérieur à celui de 2025
Outlook / guidance
Expected EBITDA: 1 000 millions d'euros
Management commentary: Umicore escompte désormais un EBITDA ajusté pour 2026 (« FY 2026 ») légèrement au-delà d'1 milliard d'euros.
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Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
