Nickel Prices: What the $@#! just happened?!?

03/24/22 • 13 min

THE CHARGE: Nickel and the electric revolution

Unprecedented doesn't begin to touch what happened. So the question is what happened? As a quick follow up to episode 3, we turned to Robert Morris to help answer this question and to give his point of view on what to expect for the future of nickel trading. Bob is an expert in base metals trading in markets and the former vice president of worldwide base metal sales for Vale, the giant Brazilian mining company. Here's some of that conversation:

Topics discussed in this episode

Is this really a Russia thing? [1:20]
How does this affect the N.A. supply chain? [2:37]
If companies don't want to use Russian nickel, what are the implications? [5:12]
The London Metals Exchange was closed for over a week. What does that mean for future nickel trading? [6:53]
Is there an investment opportunity? [8:54]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Topics discussed in this episode

Is this really a Russia thing? [1:20]
How does this affect the N.A. supply chain? [2:37]
If companies don't want to use Russian nickel, what are the implications? [5:12]
The London Metals Exchange was closed for over a week. What does that mean for future nickel trading? [6:53]
Is there an investment opportunity? [8:54]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Previous Episode

Investing in Nickel: Betting on the EV boom

The electric vehicle/battery revolution is here - and an auto industry that dates back more than 125 years is now being forced to change and adapt on an unprecedented scale. As the automotive world pivots, and supply chains are completely redefined, new “critical materials”, like Nickel, are being prioritised - while at the same time, “sustainability” is reshaping corporate governance and in many cases, innovation itself. Investors are taking notice, recognizing that the rise of EVs represents a once in a hundred years kind of phenomenon, a la the internet - with seemingly limitless potential and opportunities.

(Note: be sure to listen to Episode 4 that addresses Nickel's wild blow up in price, subsequent to these interviews)

Topics discussed in this episode

The three metals critical to the EV revolution | Interview with Robert Morris, Director at Giga Metals and the leading expert on battery metals from mine to active cathode materials [01:23]
The sustainability effect | Interview with Angela Durrant, Principal Analyst, Nickel for Wood Mackenzie [07:25]
What is sustainable mining? | Interview with Robert Morris [10:26]
EV battery trends and stakeholders | Interview with Robert Morris [15:02]
A once in 100 year phenomenon, and opportunity | Interview with Robert Morris [18:02]

The Charge is a Giga Metals Podcast, produced and marketed by Podium Podcast Co.

Next Episode

EVs: Bring on the revolution

Electric vehicles are the future – and the future is coming fast. By 2030, more than 50% of all new cars sold will be electric - and in that same time frame, the EV market is expected to quadruple to nearly 1 Trillion USD. But what’s most alarming is this: we’re just getting started. So, as the EV revolution goes full swing, can supply keep up with demand? Are there enough raw materials out there for batteries? Will people embrace or resist change? In this episode, we look at all the activity, excitement and trepidation happening in this space, and the role ESG plays in helping keep our moral compass on track.

Topics discussed in this episode

The EV big picture | Interview with Emma Jarratt, Managing Editor at Electric Autonomy Canada [00:44]
Can EVs save the planet? | Interview with Emma Jarratt [03:39]
Cradle to grave, Gas vs. Electric | Interview with Emma Jarratt [04:25]
Why do we resist the Gas to Electric switch? | Interview with Emma Jarratt [07:09]
The EV innovation boom | Interview with Philippe Couillard, chair of the Canadian Division of Britishvolt, the leading UK based battery cell manufacturer. [10:23]
The rise and role of ESG (Environment, Social and Governance) | Interview with Philippe Couillard [17:05]
How recyclable are EV batteries? | Interview with Philippe Couillard [19:33]