BSX 6.67% 4.8¢ blackstone minerals limited

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    Norilisk is predicting, 30.5.2024, the global Ni surplus will be only c.100kt in 2024 & 2025; & that most of the surplus is from "low grade Ni".
    (These figures are smaller than what most experts were predicting recently- c.190kt surplus).

    Nornickel forecasts lower global nickel surplus, bigger palladium deficit - MINING.COM



    Assuming that green-produced Ni sulphides are "recognised" (at least in western, & pro ESG, countries) & priced at much higher $ than the very dirty Indon Ni Laterites, this bodes, eventually, well for BSX.
    Last edited by Montalbano: Sunday, 00:51
 
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