Mark Selby #09 - Tesla Calls for NetZero Nickel and Efficient Nickel
Matthew Gordon, Ptolemy Capital
9 Months ago
Leading analyst published view that Indonesia has all nickel covered until 2025 - if so, why is Elon Musk & Tesla talking about nickel as primary constraint and why he asked us not to wait for higher prices.
- Nickel sulphate premium doesn't exist - trading at a discount, no sustainable premium over long-term
- Class I versus Class II - despite getting huge amount of air time from many - agree not an issue, will flow from ore source to end product.
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