E75: Indonesia’s Nickel. Opportunity or Dirty Secret?

This week we're joined by Bruna Grossl and Harry Fisher of Benchmark Minerals after their excellent note on Indonesian nickel production and its associated ESG considerations (read here: https://source.benchmarkminerals.com/article/opinion-overcoming-mining-waste-issues-will-be-key-to-indonesias-nickel-ambitions) With apparent oversupply looming, how will the market respond? And why has Elon suddenly gone silent on nickel?  Index:0:00 - 05:39 Introducing Harry and Bruna. Why has Elon stopped talking about nickel? 05:40 - 13:44 Betting on nickel - what can we expect to see in the price and market?13:45 - 24:28 How dirty is the Indonesian nickel supply?24:29 - 28:58 The IRA and how it'll affect supply into the US / Canada.29:59 - 36:37 Market outlook and recent investments in nickel from OEM's #lithium #Tesla #electricvehicles ____________________________________________Shout and thank you to our sponsors, Lithium Royalty Corp $LIRC & Zelandez. https://www.lithiumroyaltycorp.com https://www.zelandez.com ____________________________________________And thank you to our Patrons for supporting the channel.  If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at https://www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at https://www.patreon.com/rockstockchannel-----DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein