Party wont even start fully for Ni in 8 months, will be on ramp up increasing curve for a decade till ev has fully taken over and supply and demand equillib has established.
HUGE upside for Ni most important elememt for ev battery .
imo there is no reason to not believe strong fundamentals for Ni for decades to come and CTM key player on that rampup curve.
Ann: 75,000m of Drilling to Drive Jaguar Towards Production, page-22
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