Sunday, July 07, 2019

Nickel Update

In late June 2019, Andy Home of Reuters wrote an excellent article discussing the current state of the nickel market and its outlook for the years ahead given the expectedly-large role that EV battery demand will play in shaping economics, plus the potential impact of disruptors like Tsingshan aiming to produce battery-grade nickel from feedstocks once considered too costly to convert.

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