Stockpiles dwindling?, page-8

Interesting trend coming out of the nickel graphs on the Kitco website. Ni stockpiles peaked May this year. From June to beginning of October the fell at a rate of roughly 4,250 tonnes per month. From the beginning of October to end of November the rate suddenly accelerated to about 24,000 tonnes per month. If we preform a simple extrapolation the stockpiles will be around 300,000 tonnes by the end of March. But nothing is simple in commodities.
Question is what caused this acceleration from the beginning of October? VH might be able to shed some light on this. Could it be the northern winter slowing production since much of the Ni comes from around the arctic circle? And mine closures/CM aren't even in the equation yet. If LME stockpiles are a last source of Ni for industrial production, as stated in the Vale production report, then other sources could be under considerable pressure.
Food for thought. My thoughts and should not be used for investment purposes.