I spent the weekend going over nickel fundamentals again, as with the SP where it is I thought I may have missed something.
Nope, haven't missed anything.
I can't find anyone, anywhere that doesn't think nickel price will strengthen out to 2025, and that meeting demand growth driven by EV's is going to require significant investment in new production. Ramping existing capacity just isn't going to cut it.
Pertinent market/industry news/articles, page-1014
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