The latest Crux interview with Mark Selby below. Broadly positive on nickel (not surprising perhaps being CEO of Canada Nickel!) and likely upcoming deficits supporting the current $19K-$21K pricing. He is short term negative on copper also which I do not agree with.
A specific mention of the QPM pivot at around 10:15min. He is negative on the DNi process for laterites being a sulphide man - not sure that is warranted but fair call perhaps on it being unproven at scale - also a bit scathing on the over optimistic QPM nickel/cobalt price assumptions from 2022 - also with some justification. I still believe TECH will happen but we need a major downstream player and/or government to see the long term vision. In the meantime, the gas pivot is looking pretty solid.
Nickel Demand Set to Grow at a Double-Digit Pace (youtube.com)
The latest Crux interview with Mark Selby below. Broadly...
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