global Ni demand is now over 2.6MT pa
chinese demand is 2.1MTpa
chinese get 99% of Indo Ni supply
the fabled Indo led global surplus narrative is fake
Macquarie are experts and traded/ramped WSA MCR for a decade
PAN MCR WSA MBN ANL are all gone and ravensthorpe shuttered
Whose Macq boyz got in Oz Ni now to ramp from historic lows
0.7 to 7.0 to 14.0 sounds a great return to me if i was them.
All they need is more good news from CJ while NP spikes back to market prices.
Big boy reveal at 19% news must be near soon.
load up boyz, the lows are being SWEPT UP.
Nickel Boner Update, page-5748
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