Canada Nickel Company WKN: A2P0XC ISIN: CA13515Q1037 Kürzel: CNC Forum: Aktien Thema: Hauptdiskussion

Crux Investor mit Mark Selby Supply Issues Drive Nickel to $20,000... 7-months Earlier than Predicted https://youtu.be/yNzIKNrexj0?si=fz5HKklGr5e_Afid

The world faces a shortage of minerals needed for the energy transition https://edition.cnn.com/2024/05/17/business/critical-minerals-shortage-clean-energy?cid=ios_app

Heute läuft der Laden!!!

NICKEL NEWS 📢 1. Nickel back up to the upper end of the range – up to $20,000 – at our year-end forecast already! LME inventories have levelled out over the period, and the increase in copper and LME complex has provided support. 2. It is worth pointing out one key fact that is making this broader metal price move fairly unique. Typically, when $US strong are at highs, we see pressure on $US commodity prices. In fact, many historical metal price forecast models would utilize industrial production and trade-weighted $US exchange. The ast time we saw copper/metal prices at peak was in 2007/2008, 2010 – AUD and CAD were near par. Today, they are near typical cyclical lows. The big implication is when looking at AUD or CAD copper, gold, and nickel prices – trading at all-time highs in those currencies. 3. The first week of May is a big Asian holiday. Over the past two weeks, we have seen sulphate prices tick higher, and we are now trading at a small premium. Stainless, after being strong, took a pause and saw some inventory build, and prices came off a little. Ore availability in Indonesia/China is tighter than expected, leading to higher NPI prices and expectations of further increases this month, which led to tightening of the NPI price discount. 4. Geopolitics – the US slapped tariffs 25-100% on a range of critical materials and EVs from China. Trump criticized that didn’t put them high enough – underscores that governments will keep doing whatever it takes to ensure local supply – greatly benefits those of us lucky to have a local supply 5. Indonesia – some worries that high-grade reserves may run out sooner than later – governments brushed off – but it is a real concern. Again – Nickel industries grades at their mines dropped from >2% to 1.57% in just 3 years https://x.com/CruxInvestor/status/1791466522029805813

https://www.n-tv.de/wirtschaft/der_boersen_tag/Der-Boersen-Tag-Freitag-17-Mai-2024-article24947987.html

Hoffentlich hauen die sich noch zwei Jahre lang auf die Glocke. 😁

France backs nickel refinery project to bolster battery supply chain France has a large nickel mining industry in its South Pacific territory of New Caledonia and KL1 is headed by Antonin Beurrier, a former CEO of New Caledonian nickel producer Prony Resources. However, a finance ministry spokesperson said it had not been decided yet where the nickel and cobalt would be sourced from for the planned refinery. https://www.reuters.com/markets/commodities/france-backs-nickel-refinery-project-bolster-battery-supply-chain-2024-05-13/

When Lambo?? 🤣

Huch, falsch übersetzt. Das Buy wurde aufgrund der aktuellen Lage und den Fakten bekräftigt. Aber auch gut. 😜

Ein neues Buy von einem Analysten mit netten Kursziel. https://markets.businessinsider.com/news/stocks/buy-rating-on-canada-nickel-company-inc-growth-and-sustainability-ahead-1033372192

Canada Nickel Achieves Initial Metallurgical Success at Mann Northwest Property https://ceo.ca/@newswire/canada-nickel-achieves-initial-metallurgical-success

Biden to Quadruple Tariffs on Chinese EVs Administration is preparing to announce higher levies on range of Chinese goods next week Higher tariffs, which Biden administration officials are preparing to announce on Tuesday, will also hit !!critical minerals. !!, solar goods and batteries sourced from China, according to the people. https://www.wsj.com/economy/trade/biden-to-quadruple-tariffs-on-chinese-evs-203127bf?st=fhj9xabxnza4wov

Passt zwar nicht ganz zu CNC aber hier noch News zu Ontario - hier entsteht was interessantes: Asahi Kasei to Build a Lithium-ion Battery Separator Plant in Canada https://www.nonwovens-industry.com/contents/view_breaking-news/2024-05-08/asahi-kasei-to-build-a-lithium-ion-battery-separator-plant-in-canada/