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Siguiendo el lado de la oferta de níquel, particularmente la producción indonesia para baterías de vehículos eléctricos. El ritmo de la nueva capacidad que entra en funcionamiento es significativo. ¿Nos dirigimos a un superávit sostenido, o la demanda de la transición a vehículos eléctricos lo absorberá más rápido de lo proyectado actualmente?
I'm leaning towards a sustained surplus, at least for a few years. The capital expenditure going into nickel production in Indonesia is massive, and it often takes time for demand to catch up to such rapid supply expansion. We might see some price pressure.
That's the million-dollar question, isn't it? Indonesia's ramp-up is undeniable, but the sheer scale of EV battery demand over the next decade could still outstrip even aggressive supply. I think it'll be a closer race than some expect.
What about other nickel uses? Stainless steel still takes a huge chunk. If industrial demand picks up globally, that could absorb some of the 'surplus' intended for batteries, effectively tightening the market even with Indonesian expansion.
Don't forget the quality aspect. Not all nickel is created equal for EV batteries. While Indonesia is boosting output, the specific grades and processing required might still create bottlenecks, preventing a complete oversupply for high-end applications.
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