Subscribe for Investment Insights.
Nickel
The transformation of Indonesia into a global nickel producing powerhouse by Chinese investment has brought record amount of supply onto the market.
But demand is projected to double by 2030, driven by the energy transition and electric vehicles. And, as the West looks to secure an independent supply of “clean” nickel with big government investments, new opportunities are opening up — especially in nickel Class I.
Our latest in-depth analysis on nickel:
Our in-depth industry report into the generational nickel Class I supply crunch:
The supply of nickel Class I, essential for electric batteries, is expected to face a shortage for the next 3-5 years, according to our new report. The Oregon Group predicts a continued crunch in the nickel market despite increased production by Chinese nickel giant, Tsingshan.
Report: The Green Economy and Nickel's Generational Class I Supply Crunch
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Report: The Green Economy and Nickel's Generational Class I Supply Crunch
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Our industry video report on how to invest in nickel:
Stay ahead of the market with our regular investment insights into nickel:
The US has the second longest mine development times in the world, at almost 29 years on average from first...
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market...
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid,...
The geographic concentration of mining and refining of critical minerals has become increasingly concentrated last year — despite efforts by the...
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market...
Let's start with the good news. The West is extremely concerned over securing critical mineral supply chains, especially after Covid,...
BHP has proposed a US$39 billion takeover of Anglo American, in what would have been the largest mining deal on...
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs...
