Post by
thenorthvanman on Apr 20, 2021 2:24pm
Trafigura bets on green nickel squeeze
https://www.bloomberg.com/news/articles/2021-04-20/trafigura-bets-on-green-nickel-squeeze-in-defiance-of-china-cure
Comment by
rkhosla on Apr 20, 2021 4:29pm
Great article - here it is free if you're having problems with Bloomberg pay wall - link below. I'll take 19k/t nickel and 16x increase in ev Nickel demand as article states. Again makes the point that the Chinese process is an ESG non-starter https://www.mining.com/web/trafigura-bets-on-green-nickel-squeeze-in-defiance-of-china-cure/
Comment by
oceaneleven on Apr 21, 2021 9:37am
Trafigura is the most likely candidate to buy up Sherritt.....it's coming said the dirty little fly on da wall!!
Comment by
rkhosla on Apr 21, 2021 10:48am
Let me be the first to welcome you back. Ocean - does the federal budget make you more hopeful we have some sort of tie in with the ACTL? The carbon capture and storage project? What's says fly in this regards?