Gerard Barron
๐ค SpeakerAppearances Over Time
Podcast Appearances
No, that's right.
Over the last five years, you've seen some of the biggest nickel miners, BHP, Valet, slow down or shut their operations, put them on...
care and maintenance, hoping for a recovery in the price.
But there doesn't seem to be any recovery in the price available in the next few years.
And at the moment, if you've got 70% market share, which is probably what China has when it comes to nickel.
Why not go for a hundred?
Keep the price down there.
Go for a hundred.
And then you can put the price to whatever you want.
That's because they're really smart.
You know, and you mentioned Eric before, Bethel.
He's one of the guys that gets it, you know, because he's lived there.
He's lived the experience there.
I've lived the experience as well.
I've admired their approach.
I was one of the companies.
I grew was making batteries in China back when they started to attract, invite foreign investment, you know, in the early nineties, there were starter batteries, not so much, uh, they weren't EV batteries.
You know, I watched Padong come out of the, out of the ground, you know, there were hundreds of cranes building at the same time.
It was like, I remember I used to take people with me on trips to say, you've got to come and see this.
Like you will not believe it, you know?