I am coming to the viewpoint that Nickle will not be in short...

I am coming to the viewpoint that Nickle will not be in short supply next year.
Indonesia banned exports at the beginning of this year, and Nickle Inventory on the LME has continued to rise all year, in spite of the ban.

Yes, we know that Chinese steel making growth is slowing, but it is still growing year on year.
We are told that the Philippines nickle-ore supply will slow over the monsoon, but there is no real evidence for this that I can see.

What is the hard evidence for a shortage next year?