“It also raises the question as to whether the LME is the appropriate mechanism for pricing nickel given that it doesn’t distinguish between IRA-compliant and non-IRA-compliant producers or low- versus high-carbon nickel.” AFR (9/12)
Likewise cobalt IMO recalculation of CO pricing to exclude non IRA compliant producers( DRE , indo, PRC Chile? Russia) would further de risk COB development/refinery. Increasing demand and restricted supply would suggest a viable market for COB minerals .
“It also raises the question as to whether the LME is the...
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