Crux InterviewMark's nickel market interview. Makes some very valid points on the high grade mines shutting down while BHP's low grade Mt Keith keeps going for 30 years straight.
Also EV negative news overblown as most production shutdowns are high end cars. EV sales still up and projected to increase.
Nickel prices projected to move up after Chinese New Year. Starting to see that bottoming action now.
https://www.youtube.com/watch?v=oWSRcbHI2eU