RE:RE: Playing the long game… Our stock price is also depressing.. at least the article is positive on the general direction of nickel prices. Not this nonsense I've heard saying prices will stay low past 2030..
It's hard to weigh the demand growth especially since a lot of people are interested in electric cars but are holding off until they get a bit better. There's going to be a surge once that better threshold is reached.
New better battery composition is a wild card. I'm not a chemist but for energy density potential I don't think nickel lithium is easily matched.. and for the iron phosphate I think it's great, humans are going to need all the battery power we can get.