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What a dud!, page-42

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    I hope you are right. I’ve been on the lookout for a nickel play. IMO The next battery that will supersede lithium ion is the solid state lithium battery. The Chinese and Japanese have been doing much research and development on a high nickel cathode, to the point where they are looking to produce a cathode that is 811 NMC (8 parts nickel, 1 part Manganese, 1 part Cobalt. I believe right now most lithium batteries have a 532 NMC, with 622 NMC to come next. 811NMC is the most advanced with the highest theoretical performance. That’s what the Chinese in particular are working towards. So in 5 years time when the EV revolution is really underway, if the 811NMC cathode is there, I anticipate nickel might be in serious demand...might even see it climb back to the heights nickel reached in 2008!

    So if this lithium failure turns to nickel, I would be very happy with this

    All IMO

    GLTAH
 
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