isnt the real risk for us that both pig nickel and matte prices converge UPWARDS to nickel sulphate? And these Tsingshan guys are huge pig nickel producers, so anything more to offload their production.
Feels like the only real way to continue interest in Sunrise is on the green angle - all other major production in Indonesia is not green...for now.
Nickel and cobalt consumption in batteries increased 69% and 85% respectively in 2020, page-28
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