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What we are seeing






            ▪     BHP/Tesla Inc announce partnership  for nickel                                   ▪    Tsingshan Iaterite to nickel matte conversion, this
                                                                                                        product is needed, but what is the carbon footprint?
            ▪     Significant inbound battery producer interest,
                  targeting nickel offtake to feed production lines                                ▪    Jinchuan (largest nickel cathode producer in China)
                                                                                                        increasing nickel sulphate volumes.  Believed to be
            ▪     Strong growth in EV production and demand,

                  especially in Europe, with increasing Government                                      investing in pre-cursor production lines
                  incentives globally





                                                         Odysseus Production
                                                             FY23 Onward

























                      Source: Trafigura Research, SMM, CIAP  – March 2020
                                                                                                                  Source: Trafigura Research, SMM



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