Mark Selby #10 - Nickel Prices and Demand Up, Inventory Down. What Next?
Matthew Gordon, Ptolemy Capital
8 Months ago
What has been going on this week in the world of nickel? This week, we talk to Selby about market fundamentals, both in terms of base metals and battery metals like nickel. The Chinese market is absolutely key to nickel demand and with the price of nickel creeping up with inventory reducing, what geopolitical events will unfold in the near future? China is driving most of its investment into manufacturing, infrastructure and primary industry. There has been an utter startling 17% increase in the consumption of the nickel 300 series (chromium-nickel alloys). The Philippines is currently the only source of nickel supply and Selby covers the potential ramifications of this.
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