That's the challenge, the likes of NIC /QPM etc are taking up...

That's the challenge, the likes of NIC /QPM etc are taking up and their investment thesis tackles. Where their value may lay.

Interesting article but regardless, what is made clear, in it is that Ni will likely be the most in demand mineral and will also likely be in deficit regardless of Indo situation with mil plus tonne deficits

My instinct is this is both good and not (Lithium is not as scarce) as nothing is stagnant. Elon and others won't sit on laurels with Ni if it is not in ready supply and able to meet their future manufacturing goals. The necessity to find another solution will be realised. Also, there will be mega rewards for those (and their SH) that can find the preferred sources in environmentally accepted ways for the burgeoning EV battery market.

Plenty going on in this space. Let's get some SH value here and meet the market with what it wants.