RE: news flow Tesla/Co/DRC16 Jun 2020 11:21
D220-looking at that deal with Glencore,my take would be that Tesla are more interested in signing deals with miners/suppliers which guarantees them a price, and puts the onus back on the miner to fulfill volumes at agreed rates (probably variable within parameters of spot)Indonesia will probably be tied up for Ni supply to Tesla and China so we know supply is going to be an issue for the rest of the world and possibly China as well,so it just depends on how and when someone pulls the trigger on Horizonte. JV for Ar +Ver or total T/O are the options I see. GLA