Giga Factories and Battery Companies

[TradingCharts]

David Thomas

Partner, Consultant, Director and Strategist. GAICD

BHP can and will play the long game on their strategic foresight driven investment into hashtag#transition metals.

Since getting back into work after the holidays- it’s clear though from conversations across our clients that everyone is now focused on trying to understand what’s happening with the accelerated Chinese investment into the Indonesian hashtag#nickel sector- from hashtag#mining through to hashtag#smelting. What will be the hashtag#carbon, hashtag#ghg, hashtag#sustainability and hashtag#esg profile of that hashtag#commodity and hashtag#metal flow? Will price always be the key buyer criteria?

Quote from the article by James Thompson:

“But we shouldn’t miss what BHP is saying here in calling out a structural change in the market. To be clear, the view inside the company has not changed in terms of nickel’s long-term demand story. But there is a clear sense that the industry, and BHP, have been surprised by the pace at which Indonesia’s supply has increased, and the rate at which technological changes have allowed this lower-quality Indonesian nickel to infiltrate the part of the supply chain that BHP targets with its nickel sulphide.”

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