Meanwhile in the real world - NP still 7.91 and way above 4.90...

Meanwhile in the real world -

NP still 7.91 and way above 4.90 (BFS ASIC BS restart 2022) and 6-7 (CEOs restart NP target 2015-2019)

NICKEL Price
17,427.50
+133.50
+0.77%
03:28:19 PM MI Indication

Interesting that MINRES thinks LJ is profitable producer & will be restarted when the POS BFS 2015 2022 states the AISC was 5,91 uslb (now NP is 7.91). Yet POS itself hasnt restarted LJ nor BS.
MINRES clearly looking to produce not just Li at LJ but all other byproducts especially Ni.

The fabled Indo global saviour narrative is collapsing.
99% of Indo Ni goes to china and they remanufacture into $140 uslb product with NO stock for EVs, batteries, military items especially 155mm shells & UAVs
China to the wests rescue, LOL, never going to happen.

We hear today the Pentagon officials are claiming china is readying to invade taiwan by 2027 and Israeli officials claimed US shipments of weapons and 155mm shells is "very slow" indicating the US/EU has very low levels of ammunition especially shells and tank rounds.

Wheres all the Ni gone?
Wheres all the ammo gone?
Wheres the massive Indo surplus gone, evaporated into thin air & never existed imho.
Meanwhile china russia iran north korea flooded with EVs, batteries, ammo, UAVs shells tanks missiles.

Looks like BIG SHOT has punk'd the west yet again.
NP should spike back to market prices 10-15-25 imho, cant be far away as west depletes to 0 Ni stock fast & cant even supply their proxy wars let alone themselves looks like.

POS got 20 years of cashflow & financial support imho so POS is the last man standing bar IGO and will benefit from this Ni boom.