The expired thesis . Global nickel production continues to outpace demand. Indonesian supply is flooding the market, and inventory levels at SMM/LME remain elevated, creating an overhang. But this does not tell the full story… One Metal: Two Markets There are two distinct classes of nickel: Class 1 (high-purity) — generally derived [...]
The energy transition is often framed as a story about lithium, copper, and rare earths. But one of the most important materials in the entire battery supply chain receives far less attention: graphite. Today, nearly every lithium-ion battery anode is made primarily from graphite, making it the single largest component by volume in most electric [...]
This research note is currently in development. Oculus Research publishes selectively prioritizing depth over frequency.
This research note is currently in development. Oculus Research publishes selectively prioritizing depth over frequency.