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?
is nickel and cobalt really needed as much as experts thought a...
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