Yeah, I understand but the market doesn't understand and has taken the bait from some and others around batteries going forward etc. It has impacted graphite too, and now everyone is running around like headless chooks around lack of graphite.
The main batteries going forward are going to be NCM and NCA batteries - and they require nickel. There has been endless discussion of other battery types like LFP but whilst they will be there, nickel has its role. Lots of discussions on battery types in lithium threads - i have done a few of those but this is a thread in LTR where I posted on battery types etc
https://hotcopper.com.au/posts/66461131/single
It was only a year or so back Musk was actually asking for more nickel LOL
All IMO
Yeah, I understand but the market doesn't understand and has...
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