Interesting interview .... Simon Moores of Benchmark interviews Robert Friedland.
It's 1 hr 20 mins long but well worth watching.
If you have less time, try watching it from approx 51 mins 30 secs where he starts talking about class 1 nickel vs class 2 and the cost of turning ferro nickel to battery grade nickel sulphate,
Friedland is an interesting person with heaps of knowledge and Simon Moores probably knows more about the metals market for EV batteries than anyone else.
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