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LME Nickel Stocks

lse:amc

#1869

https://www.pv-magazine.com/2019/07/25/the-billion-dollar-battery-boom/?utm_content=buffer72893&utm_medium=social&utm_source=linkedin.com&utm_campaign=buffer


#1870

Nuno

Any ideas what’s caused this dramatic turn around?

TDT :sunglasses:


#1871

#1872

TDT
I have no idea, but the fundamentals remain and the speculative news( or not), about the Indonesian ban too.

CTA Positioning Estimate is at 40%


#1873

The nickel spot price has fallen off a cliff just before the close. It looks like it will finish around $6.7351/lb. having hit $7.02/lb earlier.

And the markets are not rigged? Yeh right :face_with_raised_eyebrow:

TDT :sunglasses:


#1874

https://news.metal.com/newscontent/100959479/[201988-minutes-of-nickel-internal-morning-meeting]-nickel-prices-skyrocketed-spot-quotations-tangled-stainless-steel-followed-suit/


#1875

#1876

#1877

https://news.metal.com/newscontent/100959464/update:-funds-buying-bolsters-shanghai-nickel/


#1878

Yet the LME isn’t showing any significant action to reflect the price rise. The live warrants total has actually gone up today.

If the ban is brought forward the rise will be consolidated but if it doesn’t it will collapse faster than a speeding bullet.

TDT :sunglasses:


#1879

#1880

H2 2019 for EVs in China looks like its going to be a bit of a stinker…

…until this kicks in.

TDT :sunglasses:


#1881

https://news.metal.com/newscontent/100960086/top-philippine-high-grade-nickel-ore-supplier-to-suspend-mining-in-oct/


#1882

https://news.metal.com/newscontent/100959904/new-stories-on-the-supply-side-keep-on-rising-prices-of-nickel-cobalt-and-rare-earths/


#1883

#1884

https://stockhead.com.au/resources/carmakers-battery-manufacturers-are-calling-nickel-companies-direct-as-supply-shortfall-looms/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Mon%20Aug%2012&utm_content=Stockhead%20Morning%20Newsletter%20Mon%20Aug%2012+CID_e799fb22fee0217faeb8d4e7a16a37b0&utm_source=Campaign%20Monitor&utm_term=Carmakers%20battery%20manufacturers%20are%20calling%20nickel%20companies%20direct%20as%20supply%20shortfall%20looms


#1885

https://news.metal.com/newscontent/100960823/[smm-afternoon-review]-non-ferrous-metals-are-mixed-with-each-other-shanghai-nickel-and-iron-ore-fell-by-more-than-5-per-cent/

https://news.metal.com/newscontent/100960920/nickel-pulls-back-on-profit-taking/

https://news.metal.com/newscontent/100960970/tension-in-the-ban-on-mining-in-nickel-market-812-fell-back-today-closing-the-high-nickel-price-in-profit-market/


#1886

https://www.metalbulletin.com/Article/3888521/Latest-news/LIVE-FUTURES-REPORT-1208-Nickel-prices-down-2-on-high-morning-volume-zinc-recovers.html


#1887

#1888