DSD,
I disagree with your comment
"Its going to be a long haul until supply from bankrupt mines finally forces Ni prices higher."
It's more about China than investors know. Coal has been stuffed for how many years?
The same will happen to all other commodities excluding GOLD. JMT
http://www.visualcapitalist.com/china-consumes-mind-boggling-amounts-of-raw-materials-chart/