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Elon Musk’s assumption that the world’s major miners will be able to ramp up nickel supply to meet spiralling demand from electric vehicles could prove a little hasty.
Tesla needs more nickel to feed its NCM batteries
Musk told an audience at Tesla's battery day on Tuesday that he had "spoken with the CEOs of the biggest mining companies in the world, and said please make more nickel; it's very important".
Tsingshan's process was described by Morgan Stanley as "far from green"
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