I like the content from the guest the $17k /$18k nickel price is...

I like the content from the guest the $17k /$18k nickel price is what I was saying back in April at that level alot of the high quartile producers are in the red losing money.

The quotas makes sense for Indo seems a more likely outcome then Indo not gaining some type of trade agreement. Especially if Indo is actually under reporting their Opex figures than I could see a $20k+ nickel price long term.

Tbh though lately I've been looking into the demand side of the equation since the supply side is pretty much known.

tesla being so slow getting the 4680 up to spec hasn't helped the nickel market.

I did see some good news from BMW.



Bmw-starts-production-of-gen-6-battery-cells-it-says-are-better-than-teslas