Globe editors have posted this research report with permission of Dundee Securities. This should not be construed as an endorsement of the report’s recommendations. For more on The Globe’s disclaimers please read here. The following is excerpted from the report:
With Indonesia restricting shipments of low-grade nickel ore (which China uses to produce nickel pig iron), there are growing discussion about the nickel market potentially swinging into a deficit next year.
If you are looking for nickel exposure, please keep in mind First Quantum and Lundin Mining.