Exactly, don’t succumb to the fear.
The only price that matters is what you buy at and what you sell at, anywhere in between is irrelevant and only fools make emotional investment decisions.
Low carbon Nickel will be in demand and Blackstone will be well positioned to supply plus premium for downstream conversion.
Have faith in your research and note the key components that come from Indonesia,
Oems are prepared to invest in south east asia, importantly outside of China for supply.
And
Balance is important, there will be enough supply to keep Nickel in batteries and not require a technology change but still enough demand to make a profitable market for suppliers.
Perfect storm. Wait and see
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