Company Interviews

Mark Selby #12 - BHP Labels Nickel as 1 of its 3 Future Commodities


Listen Later

It's that time of the week again. It's time for another intriguing, hard-hitting review of the latest events in the nickel space.

Nickel and EV investors will be well aware that nickel prices are up across the board right now. BHP, one of the world's leading resource companies, has labelled nickel as one of its 3 future commodities (along with potash and copper). This is yet another confirmation of the vast potential of nickel demand growth that has already been underpinned by exponential predictions. 

We then keen to explore an area of the nickel space that is permanently relevant: current geopolitical affairs. We talk through the macro picture, with a particular emphasis on the US/China trading war.

We also run through potential EV subsidy and state stimulus packages in relation to carbon credit. Momentum is swelling behind nickel and its market fundamentals are shaping up nicely. Nickel investors need to be paying attention to the wider macro story, the small details and the ESG thematic. Elon Musk's demand for as much green, efficient and sustainable nickel is still ringing in the ears of nickel commentators. To what extent will green mining impact investment?

Company page: https://canadanickel.com/

Explore More Here: cruxinvestor.com
Join our Club's waitlist: http://cruxinvestor.com/club

For FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:

https://twitter.com/cruxinvestor
https://www.linkedin.com/company/crux-investor/
https://www.facebook.com/cruxinvestor

If you got value from this interview, please subscribe.

...more
View all episodesView all episodes
Download on the App Store

Company InterviewsBy Crux Investor

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

32 ratings


More shows like Company Interviews

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,063 Listeners

Sprott Money News by Sprott Money

Sprott Money News

150 Listeners

Mining Stock Education by Bill Powers

Mining Stock Education

147 Listeners

Mining Stock Daily by Trevor Hall

Mining Stock Daily

98 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

267 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,352 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

The Jay Martin Show by Jay Martin

The Jay Martin Show

69 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

419 Listeners

Going Nuclear with Justin Huhn and Trevor Hall by Going Nuclear

Going Nuclear with Justin Huhn and Trevor Hall

10 Listeners

The KE Report by KE Report

The KE Report

13 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

43 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

154 Listeners