US Department of Defence public facing document Not sure if readers read this earlier last year but just for context, clean nickel is a key part of two of the four US defense supply chain priorities. In terms of batteries and castings and forgings. Castings and forgings includes things like military grade aluminum (1 of the 13 aluminum plants in Canada produces military grade aluminum) and of relevance to us, nickel super alloys (inconel, monel, incolly, etc.)
Securing Defense-Critical Supply Chains
Four key focus areas are strategic enablers.
• kinetic capabilities
• energy storage and batteries
• castings and forgings
• micro electronics
https://media.defense.gov/2022/Feb/24/2002944158/-1/-1/1/DOD-EO-14017-REPORT-SECURING-DEFENSE-CRITICAL-SUPPLY-CHAINS.PDF