Canada Nickel Company Inc V.CNC

Geopolitical Risk

[CanadianPatriot]

Cracks are forming as we journey towards EVs.  Eventually, this will play out politically and may very well lead to new strategies and government policies on how we get there which may not be in our lifetimes.

All it takes is for a new US administration to reach out to Indonesia and agree to modify its subsidies to include materials sourced from Indonesia and these low grade Dumonts in North America to be ignored.

https://www.nytimes.com/2023/08/18/business/indonesia-nickel-china-us.html

The fate of Indonesia’s unrivaled stocks of nickel — a critical mineral used to make batteries for electric vehicles — is caught in the conflict between the United States and China.he

Experts accuse the United States of myopia in not embracing a trade deal with Indonesia, noting that Americans are already driving cars that use nickel mined there. The only question is which factories wind up making the batteries: those in China that now purchase nearly all of Indonesia’s nickel products, or new factories in the United States. fa

By 2035, more than 90 percent of all nickel products will be processed in countries that lack free-trade agreements with the United States, according to a recent study by S&P Global, a research firm. That makes it impossible for American battery factories to satisfy their demand for nickel without looking to countries beyond core U.S. trading partners.

“One way or another, Europe and the U.S. will need Indonesia nickel,” said Putra Adhiguna, an electric vehicle specialist at the Institute for Energy Economics and Financial Analysis in the Indonesian city of Bandung. “They should be coming to this country figuring out how they can do it better.”

The White House declined to discuss the particulars of its talks with Indonesian officials, while suggesting that deliberations continue.

He and his advisers discussed a pending announcement: a drastic slashing of import duties on electric vehicles to give Tesla a taste of the Indonesian market.

[NoobTube]

Lol.  Believe what you want bro but I doubt that the American plan is to claw back foreign control of the cost of transportation from the Saudis and Middle East to hand it to a more concentrated supply line in Chinese controlled Indonesia.  Doesn't fit the political climate or the off risking of supply chains by diversifying sources.

[EndZonefor7]

Troll trying too hard again. Guess they couldn't access the Washington Post story on Indonesia nickel mines polluting their oceans with brown toxic waste forcing villages to fish further out to sea. The environmental disaster is real and will never fly in JT and Biden's green plan. Would make a mockery of the whole EV build out.     Also misses the boat that all the nickel

[CEOofEPO]

Trudeau is gone in two years 

[CEOofEPO]

Biden will be in a nursing home dementia ward in two years 

[Yoldstein]

Cool ceoofEPO, none of that matters. jeez you must not understand how the world works if you care so much of these puppet leaders. Far deeper than that and doesnt matter what colors are being flown or who the next puppet party is.