Nickel market growth drivers, new supply-demand dynamics and sustainable value chains
• Assessing nickel’s role in current battery and cathode production chemistry – demand spikes from auto and tech giants and EVs increasing appeal
• NPI and stainless steel production outlook – Indonesia’s pivotal role
• China output and stainless steel – how is demand playing out against backdrop of global growth slowing?
• Changes in sustainability across the value chain
Jim Lennon, Managing Director of Red Door Research & Senior Commodities Consultant, Macquarie Capital Europe