#shorts #nickel #mining
Nickel supply has a Russia problem
Nickel demand is expected to increase x3 current production by 2030, but volatility over supply from Russia could significantly impact Class I supply and pricing.
Russia is the third largest nickel producer in the world, with 220,000MT, compared to Indonesia, the world’s largest producer, with 1.6 million MT.
Yet it can have an outsized impact — especially so with volatile geopolitics.
Read our full analysis here: [ Ссылка ]
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