What nickel price do you make this assessment and what do you see the marginal cost producer opperating at in 2026?
The all-in cost NCM811 here is US$13,192/t and TKR refined all in concentrate cost is US$2,766/t
I can't see how this equates to UBU making no money, unless you assume a very low nickel price and it is very likely nickel demand will out strip supply by 2026 and pricing will be closer to US$27-30,000/t
keen to hear your logic and thoughts as i might be overly keen on the story here...
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