big difference between something that works one off and getting something dependable at mass production
just ask twiggy forrest about anaconda nickel - or the inventor of the orbital engine - or the proponents of graphene to replace steel
zero threat risk to nickel in next ~4-5 years from major displacement in ev battery use and nickel use more generally
real demand vs theoretic is the primary issue is the $64 question - and price - which often has very little to to do with demand/supply
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