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What makes nickel interesting today?
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0:00nickel· ticker
Nickel — production curtailed by Indonesia's environmental impact
- Production curtailed due to prices and Indonesia
- Indonesia scaling back mining for environmental impact
- Focus shifting to US production in Minnesota
- Processing scrap into nickel sulfate for EVs
0:45nickel· ticker
Nickel processing — scrap to nickel sulfate for EVs
- Scrap processing yields nickel sulfate (EV demand)
- Also produces copper cathode and silver powder
- Tungsten considered if price makes sense
- Balancing scrap sourcing with offtake agreements
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