15 May 2023 – The Chinese NEV market continues to pick up significantly. Market sources report tight nickel inventories and lack of availability. Nickel inventories at the SHFE continue to be historically low and are down 94% from 2020 levels. And U.S. homebuilder stocks have experienced a significant surge in recent months. Shares of U.S. homebuilding companies in the S&P 1500 Homebuilding Index are up an impressive 48 percent since last October. Source
Chinese NEV Market pulls away, nickel in short supply – Stainless Espresso
