NICKEL NEWS, page-794

Australia has the largest best quality low carbon emitting Ni reserves globally
Indos are LG NPI or laterite crap dependeant on HPAL dirty polluting plants with high Carbon emissions.

This article pictures MM which is a LG laterite HPAL operation
BHP is struggling to expand NI production yet this will not be helped by its OZL $10B cashburn
As we can see, the Ni sector is consolidating and yet production has barely changed & the vast resources untapped due to lack of infrastructure, the 2 things that POS has in abundance.

NP went from 8 to 50 to 9 to 12.30
Recently AFAF increased his stake to 19.9% of overpriced no mill BHP dependant MCR.
Recently PANs largest holder sold down but IGO took a 21% stake in PAN through WSA t/o.
IGO took over WSA
BHP took over OZL
AFAF took over deadbeat frozen Noront
ESR signed with Glencore

To boost production, the big players could target POS PAN MCR and escalate their production figures by upgrading mills and mine throughputs.
This looks like its starting.
Trafigura made a first move with PAN then IGO made the next move on WSA.
BHP AFAF moves are large cashburn blunders that will NOT increase production imho.

Glencore FQM RIO Gina are eerily silent.

The NI wars may restart soon if the NP remains elevated.