Don't get me wrong. I believe a pretty rapid acceptance of electric vehicles is coming. Hell, I have a measly Bolt and even that is enough to convince me to never go ICE again. I think battery manufacturing capacity is holding things back more than the demand for the end product, but plenty of battery factories are in the works.
I think nickel will be more recession proof than metals normally are, but that doesn't mean a major recession wont slow things down a little bit. I guess whether you consider that a risk depends on your investment horizon. For me the nickel price drawing back to $6 or a little under temporarily is not a concern.
Don't get me wrong. I believe a pretty rapid acceptance of...
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