Just read an article discussing 7 or 8 new Chinese EV's to be produced very soon. One model alone, 100,000 annually. AND Tesla in Shanghai is reported to be commencing production within days!! Initially 3,000 cars per week (150,000 per annum) and building to 500,000!! So Tesla alone would need over 100 tonnes of nickel per week at first and closer to 500 tonnes per week when in full production. Where is their nickel coming from? Might this explain the latest drawdown of nickel stock?
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