Supply Chain Dynamics
Nickel is a crucial component in China's electric vehicle industry, but it’s not the only player; lithium and cobalt are equally vital. China's strategic approach to securing raw materials has created a dominant position in the supply chain, driven by both a large domestic market and targeted industrial policies. However, overcapacity in production poses challenges, with potential implications for Western markets as China grapples with excess supply.In this clip
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Odd Lots
How Indonesia and China Cornered the Nickel Market
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