Another interesting analysis on the so-called Ni surplus stated in the hundreds of thousand tons by Ni experts.
Looks like SMM’s forecast of 40k tons surplus is more accurate than those of the experts.
The two guys speak very fast. Might want to slow down the vid play to 75%.
https://m.youtube.com/watch?v=YEsFTEJCWFI
Pertinent market/industry news/articles, page-5427
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