there is a report in today's west australian that bhp's kwinana...

there is a report in today's west australian that bhp's kwinana nickel refinery has shut due to a failue of the hydrogen plant. don't know how long this might be for but anytime there is a supply constraint expect to see a little bounce in the nickel price and maybe, just maybe, a little bounce in mre sp....the article also rekindles speculation about bhp wanting to offload nickel west...i have no doubt that glencore and mre would be looking at that very, very closely...