Interesting to see the Nickel price jump another 3% on Friday night (and still in the green today!). Below is a nice article about dwindling Nickel supplies. The supply / demand is certainly compelling companies to start making moves. Nickel supply definitely seems to be a thematic trade / investment of the next few years.
Nickel hits its highest since 2011 as stockpiles dwindle
https://www.reuters.com/markets/europe/nickel-leaps-highest-since-2011-stockpiles-dwindle-2022-01-14/
Apparently "Nickel prices to peak by 2027" as well
https://www.australianmining.com.au/news/nickel-prices-to-peak-by-2027-fitch/
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Interesting to see the Nickel price jump another 3% on Friday...
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