JRV Nickel, page-4

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27/08/21

19:03

Post #: 55636849
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Originally posted by mondyinvest: ↑

Here's a couple of interesting reads to add to the list.

+++

How clean can the nickel industry become?
McKinsey & Co, September 2020
Global demand for Class 1 nickel could skyrocket, especially for use in electric vehicles. Can the industry meet these needs—and sustainability goals?
https://www.mckinsey.com/industries/metals-and-mining/our-insights/how-clean-can-the-nickel-industry-become

Furthermore, following concerns about the origins of another battery raw material, cobalt, EV manufacturers and their clients are seeking to ensure that the raw materials used in their products are mined and refined in an environmentally friendly manner, with positive impacts on local communities, and with a limited carbon footprint.

The many forces driving nickel price volatility
Fastmarkets, June 2021
Bullish sentiment about nickel demand, particularly for electric vehicles, compared with long timeframes needed to increase mine supplies, has driven prices higher. But continuing uncertainties about the future timing and extent of nickel demand and supply growth have created a volatile market, reports Gregory DL Morris.
https://www.fastmarkets.com/article/3992672/the-many-forces-driving-nickel-price-volatility

“The steel market for nickel has been very strong, primarily due to stainless and growth in China,” Edward Meir, senior commodity independent consultant for ED&F Man Capital Markets, said.“ The sweet spot for nickel is in stainless. Only a small portion of demand is in EV batteries, perhaps 5% or 6% today but that will grow to 10% and 25% over the next 10 years," Meir said. "The most substantial part of the market is still down the road. Nickel got wrapped up in the whole EV-battery story with lithium, cobalt, manganese and aluminum. Then we saw the big sell off." All the major end-use markets for stainless steel are strong, from construction to automotive and industrial, to appliances and flatware. “Stainless made up 70% of demand for nickel in 2020,” Meir said, “and will still be around 60% in 2025.”

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There doesn’t appear to be any normality in the market, look at our JRV stock we buy on the recent offer @.44c and todays closed @.435, crazy considering what Bryce has going on.

My portfolio can't take anymore funds as its well exposed and l guess if investors were honest many would be in the same position as l am.

Take care all.
ST

JRV Price at posting: 43.5¢ Sentiment: Hold Disclosure: Held
6 Upvote

0 Great analysis

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JRV Nickel, page-4

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