Perfect storm

Hi guys got this article out of my local paper
At least three big private equity funds- including some of the biggest in the world_have had their
business development teams out scouting for WA nickel sulphide assets in the past few months.
Nickel supply is now exiting the market at a decent clip and industry sources suggest big buyers such as China's
Jinchuan are becoming increasingly nervous about security supply.
Nickle West are having problems with it's own concentrate feed.
To keep it;s smelter going BHP have been importing concentrate through Esperance buying it from trading house in Trafigura
It says Nickel prices are still in dire right now,but all all adds up to pressure on trading houses and big smelters to worry about the security and supply.
All that sets the nickel industry up for a almost counter cyclical play for cashed up equity players which are looking hard at mothballed assets
In my opinion and experience with the Nickel industry we could be in for a perfect storm
if we win the COA