To paraphrase Harry Fisher from Benchmark mineral intelligence “LFP have seen improvements but have come to a ceiling, NCM has not been pushed hard yet, already at a good baseline we expect to see upside in this market’
I agree with this statement and base my investment thesis that future demand for Nickel will increase and Nickel cathodes will claim significant market share in global ev adoption.
Short term Nickel sentiment is down as Indonesia ramp up supply but this ramp up collectively is in preparation for future wave of demand.
