This presentation looks at the outlook for nickel in an environment driven heavily by the batteries and EV thematic. The session begins with a view on pricing, especially as it is supported by the projected demand and growth of the EV sector. The presentation looks at Nickel’s role within batteries and EVs.
Next we look at nickel market fundamentals in terms of supply and demand, where production is coming from, and more. Costs and ESG considerations come into the discussion as well.
Angela Durrant, Senior Research Manager, Wood Mackenzie