Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Nickel Is the New Copper in the EV Race
In this episode of The Commodities Economy, Lucas and Luna explore why nickel is quietly becoming the most strategic metal in the energy transition. With London Metal Exchange inventories at their lowest in years and Indonesia tightening export controls, nickel is gaining attention from automakers and battery makers alike. The hosts break down the March 2025 short squeeze that caught the market off guard, the shift from nickel pig iron to battery-grade nickel sulfate, and why the price gap between London and Shanghai has become a battleground for traders. They also connect the dots to the…
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