H@MtnMusic, have heard various arguments for and against a limited free trade agreement with Indo for Nickel.
The first an obvious is that a limited free trade agreement goes against the premise of the IRA in the first place, however the second is that it may be required on limited time frame until a supply chain from North America and FTA countries can get up and running. The 15 or so gigafactories in the US that will be up and running in the next 2 years will need Nickel. The good news is that only 25% of the Nickel from Indo will be eligible for a limited free trade agreement if it happens. These refineries have no Chinese investment. So I think even if it does happen there is still going to be a shortfall of nickel. Time will tell.
H@MtnMusic, have heard various arguments for and against a...
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