Good morning all,
Some light reading with your morning coffee. Interesting times with the trade war having a profound influence over sentiment. Certainly a softening outlook but demand for EVs will continue to add interest in this sector. No real mention of how Brexit will impact this.
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/012319-shaky-outlook-for-global-auto-business-could-be-helped-by-evs-icbc-standard-bank
https://www.adamasintel.com/hev-nickel-demand-growth-waning/