Has the World really come to terms with just how much high grade Nickel will be required to meet the rapid adoption of EV's?
The more I read the less comfortable I am that the supply will just not come through fast enough!?
It appears the China hopes of refining poor grade feedstock, just won't meet EV quality requirements, nor emission targets.
It seems to me, we have some way to go with high grade Nickel meeting future demand - at some point, LEG will get greater focus, I expect!
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