I find it a bit odd that those looking at a glass half empty view have not looked at the obvious that the nickel market is fundamentally changing from just traditional steel to a wider spread of market demand. Mainly from the start of the transition from fossil fuel dependancy to a stored energy market. Even the steel market prefers better nickel than the NPI market for stainless production. Even the LME is looking at a second contract system for battery graded nickel sulphides.
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I find it a bit odd that those looking at a glass half empty...
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