If you've got a medium term view and the analysis is correct regarding surplus to deficit in 2025, then the next 2 years are going to be a good time to get set in Ni developers. The other potential upshot seems to be the OEMs demanding (or forced into) using products with very low CO2 demand due to ESG commitments. China probably isn't going to care, but the European and US OEMs will be forced to use products such as what CTM are going to produce. We're very likely to see some offtake agreements shortly with EU-US EV producers or details on what Vale are going to take and where that's headed. Going to be an interesting 6 months in the lead up to the DFS.
2.5 billion NPV8 and 100% IRR, page-121
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