My guest today is Martin Turenne, President and CEO of FPX Nickel. Martin has a decade and a half of markets experience – almost all in the nickel market and has some really interesting views on market structure and the future direction for nickel.
In this conversation we cover a wide range of topics including the “trail of tears” in the nickel market, the OPEC-like dominance of Indonesian nickel production, and how the Indonesian government is looking to sustain this through quotas and vertical integration. We then look at the role of partners in asset development, Japan’s strategic foresight in nickel and other markets, and how a “green premium” for nickel could be structured. We close by examining just how concentrated geopolitical risk is in nickel relative to other metals.
As FPX is a publicly traded company, it’s essential to remember to do your own due diligence on the story before making any decisions.
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