there are a couple of rpts by UBS (and others) - which show inc in EV vehicle production - and its impact on Ni demand.........
basically - deficits of 100kt - to 130kt over min of next 4 yrs plus ...........
worth hunting them down and having a read........
there is a chart in Pan 1/4ly - which I referred to above ......
concur - stocks are still "high" ........
if the "EV revolution" is true (and you will need to do your own work on this in terms of vehile sales / different types of battery technology etc etc) ..........then stocks will be gorne inside of 2 yrs ........
rgds
V_H
MCR Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
