When Tsingshan, the world's largest nickel producer, made nickel supply announcements in the past, nickel prices moved significantly in tandem. How will nickel prices be impacted by Tsingshan's plans to convert class II nickel to class I nickel for electric vehicle batteries? How mature is this technology?
In this update:
00:00 Introduction
00:45 Tsingshan to disrupt the nickel market again?
02:39 Should nickel bulls be worried about 'dirty' Tsinghan battery metals?
04:19 Nickel prices fall on Tsingshan's announcement
07:22 Tesla or Tsingshan: nickel market at crossroads
09:51 Trafigura bets on green-nickel squeeze in defiance of China cure
13:09 Ken Hoffman: Demand for nickel in EV batteries could lead to supply shortage
14:41 8.5 times more nickel needed by 2025
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