SRL
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2.52% 58.0¢ sunrise energy metals limited

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  1. SdoubleW
    77 Posts.
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    15/08/23
    17:35
    Post #: 69353045
    is nickel and cobalt really needed as much as experts thought a year or two ago? I read in the FT today that 50% of batteries will be LFP by 2030.
    Does someone have a good forecasting model or analysis by a third party showing different scenarios for LFP and electric car penetration and consequent nickel demand if we factor in Indonesia supply growth as well?
    SRL Price at posting: $1.05 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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