did you see the article in AFR today? Batteries expected to take 50% of nickel west's output (BHP) by next year.
Yeah, agree nickel will be a major bottleneck without massively more supply coming on, or either new technology for steel or battery design.
Anyhow, I suppose we're not disagreeing that nickel should have some good tailwinds now with the potential for battery use. At this stage. I can only see an upside in this talk about batteries.
Hopefully we make a new discovery in Fraser range too, in the next 10 years before Nova runs out
opportunity?, page-395
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