Pertinent market/industry news/articles, page-814

Bullseye @the squash* This is a big reason why I like nickel & cobalt.

Nickel? President Duterte of the Phillipines has spoken of shutting down all mining there ( environmental impact is so high from bad players that the return to the Phil. government isn’t all that impressive ), which would crush global nickel output. Output which has been steadily lagging already anyway, as illustrated by the year long draw on inventories:



Congo? Well we’re seeing what one of us was talking about play out right now & if Katanga ever falls victim to one of its many, many inherent challenges?

Tesla’s rocketman will wonder what that thing flying past him will be ( hint rocky- it’ll be our share price ).

Election making anyone worry? Not much need to: https://www.marketwatch.com/story/t...idterm-election-since-world-war-ii-2018-11-05

As always though- don’t neglect the foundation for our story- commodity pricing. Some of us will enjoy watching what happens in moments like this. ( nickel set to head back past US$15,000 a tonne, cobalt supply problem? Strategic partner courting going on? 12mths closer to production & have caught up to our two peers? Sounds like last year.... only better. )

Wait till mister retail & some institutional people finally wake up to the fact that our two peers have pretty much lost the headstart to production they had- things will get very interesting in this space.

Home note for a laugh:

It seems I’m playing Jerry Seinfeld ‘everything evens out for me’ today though- grab my work shirt ( king gees- I’m forever gardening/beekeeping & now tarting up my Ute for a potential sale so it’s always work shirt for me ), & by so doing flipped 3 containers of tiny nails & eyelets off the table on to the floor.
Neumann!