RE: (Gold, Battery Metals, China, New Reserve Currency) V.NKL I've listened to the parts about EV market, nickel from Indonesia. I did not hear enthusiasm or optimism in his comments. He mentioned that the buzz about EV was gone and that Indonesian nickel was being used and basically the consumer does not do his research about if nickel is from a green source, or something like that.
My two cents is that he did not talk like a CEO, his comments were those of someone who is giving up now that the nickel market is being challenged by China/Indonesia. He could have talked about green nickel, what governments are trying to do or should be doing, etc. I am wondering what is being discussed internally now that nickel price is much lower than 2 years ago (but not lower than 4 years ago), now that Pelham is most likely asking questions about past salaries, stocks, incentives, etc and challenging how things should be moving forward.
My personal opinion.