RE:When viewing new PresentationThat would make sense idlefreebird. With Glencore dropping their New Calendonia mine and Tesla losing out on supply and it's investment it makes for another potential take out partner(s) with those 2.
Nice way to blow $9 billion out the window when you can have CNC for half of that. That is a major hit to world supply.
FYI:
New Caledonia is a small French territory in the southwest Pacific Ocean, and it is believed to own as much as 25% of the world’s nickel.
Glencore to stop funding troubled New Caledonia nickel plant
"The commodities miner and trader, which has funded KNS with $9 billion since its inception"
https://www.mining.com/web/glencore-to-stop-funding-troubled-new-caledonia-nickel-plant/