Nickel - Against the Internal Combustion Engine [Spotlight on Metals]

Presented by

Tim Harvey, C.E.O.; Anton Berlin, Norilsk Nickel

About this talk

“Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way,” announced Elon Musk in July 2020 - such is the importance of the metal in making Electric Vehicles (EVs) viable as a mainstream mode of personal transport. As a result, the sustainable extraction of Nickel has become vital for the transition to a net zero economy, potentially making this metal a viable addition to an ESG portfolio. In this episode of Metal.Digital’s Spotlight Series, we analyse Nickel’s role in a decarbonising economy, examining: • How important Nickel is in the manufacture of EV batteries, and whether replacements are available. • What supply-side factors may affect the performance of the spot price of Nickel. • Which vehicles are available for professional investors to gain exposure to the performance of the spot price of Nickel in a multi asset portfolio. Professional investors can expect to leave better understanding how their investment strategy might include Nickel over the next decade.

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