https://open.spotify.com/episode/30ZBrQcTlnpJfmj6aJX04k?si=UPHAFoWhRt-w2tQVMuGgYw
my take is that koala is not convinced the nickel market is anything but dead for years to come.
IRA is also fundamentally flawed and goes against efficient markets, which will become apparent when we are forced to pay for 'ethical' commodities
https://open.spotify.com/episode/30ZBrQcTlnpJfmj6aJX04k?si=UPHAFo...
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