Just working my way through this report, has some interesting stuff about nickel geopolitics and does a scenario based on exclusion of Indonesia.
To much to post on here but here’s the link for you or anyone else interested where you can download the PDF.
https://www.iea.org/reports/global-critical-minerals-outlook-2024
Yes I expect there will be a pull back and some extra negative much like after the guy from Macquarie released his report but there has definitely been a shift over the last couple of weeks.
Tariffs and IRA along with EU battery policies haven’t really got started yet as stainless and EV demand increases.
Lot’s of development in the battery space but ultimately solid state nickel batteries will be king as nothing else can offer the weight advantages which comes back to safety braking handling space etc.
BYD CATL big LFP battery makers are investing heavily in nickel they know it to.
Pertinent market/industry news/articles, page-5496
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