MRE metrics real estate multi-strategy fund

nickel up aud down, page-245

  1. 35,630 Posts.
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    I wonder what the long term supply/demand is for Nickel I know of 5 HPAL plants going in 2 in Indonesia 2 in Phllapines one in New Guinea one in Queensland which will ad around 200,000 tons of Ni capacity, will that saturate the market long term or are some of the Nickel sulphide producers going to end supply?
    Be interesting to see if any analysts have covered the long ter demand/supply issue
    Probabaly Duricorp knows he seems a fountain of information
 
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