There doesn’t appear to be any normality in the market, look at...

First 4 Last

Share
Profile

Follow
Showtime

1,849 Posts.

542

27/08/21

19:03

Post #: 55636849
Share

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.”

Expand

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

Reply

Top Stories

MEM

Many are concerned about global falling birthrates. This diverse stock has solutions

Almonty Industries – Now it is getting critical!

RML

Resolution Minerals charges further into antimony space with Horse Heaven acquisition

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

First 4 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 1.1¢		Change 0.000(0.00%)		Mkt cap ! $29.73M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

There doesn’t appear to be any normality in the market, look at...

Many are concerned about global falling birthrates. This diverse stock has solutions

Almonty Industries – Now it is getting critical!

Resolution Minerals charges further into antimony space with Horse Heaven acquisition

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Featured News

Featured News

There doesn’t appear to be any normality in the market, look at...

Top Stories

Many are concerned about global falling birthrates. This diverse stock has solutions

Almonty Industries – Now it is getting critical!

Resolution Minerals charges further into antimony space with Horse Heaven acquisition

Thursday's HotCopper trends: Second Amplia response, Race combo dosing | June 19

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Featured News

Featured News