THE UPCOMING BATTERY NICKEL SHORTAGE–AND HOW I’M PLAYING IT
Free Whisper – July 24 2021 The Upcoming Battery Nickel Shortage We are seeing a tug of war between the bulls and bears in the nickel market. The bear camp is focused on increasing nickel supply coming out of Indonesia and, to a lesser extent, China, in the form of nickel pig iron (NPI). The bulls camp counters by pointing to soaring demand from electric vehicles and a lack of high-quality Class 1 nickel projects in...
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