big shorters are waiting for a change to recovery their lost as...

big shorters are waiting for a change to recovery their lost as you can see there's no ann to say hedge funds are returning their shorted stocks.

Ok Let's have a look at the battery market.
1. Raw materials
Japanese, Chinese and Korean, JCK battery cell manufacturers have had secured enough supplies for battery metals excepted nickel because of the Indonesia export ban.

2. Supplies
JCK manufacturers have been actively invested in new battery assembly plants in Europe in conjunction with newbies from the US and Germany. They will all together need to import battery cells from the parent battery manufacturers in the Asian Pacific countries.

It's about supply vs demand so the battery manufacturers will have to seek for more raw materials to cope with additional capacities therefore the price for all of the battery metals will have to rise accordingly but at moments the only shinny metal is nickel

3. Processing plants
Major miners and producers will never want to invest in expensive battery metals refineries.
Have a look at Glencore and Bhp.
Glencore has state of the art battery processing plant and Bhp has a new refinery using traditional processing method.

Who should has a higher profit margin and who should be a casualty when price collapsed. The results were given.

Bhp has never interested to copy the way S32 has been doing due to a lower profit margin nor It's interested to invest heavily in processing plant to compete with Glencore.

It would rather to stick with its traditional processing method to earn higher profit margin that's why Bhp needs to source more concentrates.

Unfortunately there're not many concentrates producers that why It must acquire some good quality sulphide ores to position itself as a world class manufacturing business.

I think there're more corporate interests in Australian miners especially in WA and I couldn't find any stocks better than Wsa to fit nicely in Bhp's portfolio.

Well I wish the shorters stay short until it's too hot to trot.