E75: Indonesia’s Nickel. Opportunity or Dirty Secret?

This week we're joined by Bruna Grossl and Harry Fisher of Benchmark Minerals after their excellent note on Indonesian nickel production and its associated ESG considerations (read here: https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions)

With apparent oversupply looming, how will the market respond? And why has Elon suddenly gone silent on nickel? 

Index:
0:00 - 05:39 Introducing Harry and Bruna. Why has Elon stopped talking about nickel? 
05:40 - 13:44 Betting on nickel - what can we expect to see in the price and market?
13:45 - 24:28 How dirty is the Indonesian nickel supply?
24:29 - 28:58 The IRA and how it'll affect supply into the US / Canada.
29:59 - 36:37 Market outlook and recent investments in nickel from OEM's

#lithium #Tesla #electricvehicles 
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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein