Abstract: With 16% of global nickel and 22% of Chinese nickel used in power batteries field for new energy vehicles, it has become the second largest consumption sector after stainless steel. In the face of the new consumption growth of nickel in the battery field in the context of global energy transition, it is crucial to ensure the reliable and sustainable supply of nickel resources for power battery production. China is the world’s largest consumer and importer of nickel resources, analyzing the global supply and demand of nickel resources and the latest trends in the industry is of great practical significance for the country to formulate policies to stabilize the supply chain of the relevant scarce mineral resources industry chain. Combined with the nickel used in the global new energy vehicles industry, it analyzes the primary nickel consumption structure, consumption change data, and forecasts the global demand for nickel in 2030 by using the sectoral analysis method. Based on the global nickel reserves, changes in exploration budgets, changes in the resource reserves of major resource countries, nickel ore and nickel intermediates, and the production of primary nickel, as well as the total amount of global nickel trade, it carries out a study on the global nickel resource supply, demand and industrial changes. The paper concludes that the future global nickel production can meet the growth of nickel consumption demand in the field of batteries, nickel sulfate and nickel-containing pig iron have become important primary nickel products, and nickel wet smelting intermediates nickel cobalt hydroxide and high ice nickel have replaced nickel beans and nickel powder to become the most economical raw materials for the production of nickel sulfate. It also puts forward recommendations on the strengthening of research on the trend of nickel supply and demand, the conduct of research on the national reserves of nickel products, and the research and development of technology of recycling and utilization of resources.