BHPcommentary..... "there will be no sustainable premium in the lithium sector.
Whereas we think that's not the case with nickel.”
Could this possibly have something to do with the fact that lithium batteries require about 7 times as much Ni as Li or that a number of significant Ni mines have been closed down in the last 3 or 4 years rather than new startups (as opposed to Li production increasing faster than demand)?
When to buy...???, page-54
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