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276 Posts.
31
05/01/22
19:59
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Not Jinchuan.
As I said, it's going to be Trafigura (who gets 100% offtake from PAN), SK Inovation or LG.
I believe IGO will break BHP's monopoly unless it got takeover.
Nickel sulphate plant 50-50 with Trafigura. No smelting required with their patent process.
Time will tell.
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