I think you need to look at PAN for the answer to that question. Nickel companies getting smashed by low cost Indo producers in this current shitty market but if all this expected ESG regulation comes into affect by 2025/2026 then things will certainly change. Doesn't help the sp now though. I saw some info about BHP Nickel expecting things to change moving forward and they will get a premium for their sulphide Nickel.
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I think you need to look at PAN for the answer to that question....
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