SRL 1.23% 40.0¢ sunrise energy metals limited

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  1. 77 Posts.
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    is nickel and cobalt really needed as much as experts thought a year or two ago? I read in the FT today that 50% of batteries will be LFP by 2030.
    Does someone have a good forecasting model or analysis by a third party showing different scenarios for LFP and electric car penetration and consequent nickel demand if we factor in Indonesia supply growth as well?
 
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