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Podcast: Mining Stock Education
Episode: 2024 Nickel Market Deep-Dive with Experts Alex Laugharne and Martin Turenne (Hosted by Brian Leni)
Description: Listen to a nickel market deep dive with experts Alex Laugharne of the CRU Group and Martin Turenne of FPX Nickel hosted by investor Brian Leni of JuniorStockReview.com. Topics covered in this MSE episode include Indonesia's impact on global production, the variation across in pricing - labor, energy, etc, differentiating between "green" and "dirty" nickel, and their nickel price outlook for 2024.
0:00 Introduction
0:40 Indonesia
4:52 Nickel Dumping
7:54 Nickel Cost Curve
13:22 Is traceability the solution to differentiating between "green" and "dirty" nickel?
21:01 Japanese and South Korean investment in developers
26:47 Nickel Price Outlook
34:17 CRU Group services
35:33 Update on FPX Nickel
Sponsor: https://fpxnickel...