Goldbear77. Can you expand on your thoughts about whether a structural deficit of Ni is coming. My thinking is that in 10 years without major discoveries or upgrades then there will be a deficit. That said, BHP increased their resources/reserves massively in 2019 so clearly there is a lot of sandbagging going on and they have seahorse to explore etc as well as the junior space but if EVs catch on and Ni is the material of choice then there must be a deficit coming at some point?
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