Nickel Investing Roundtable with Expert Alex Laugharne, CEO Martin Turenne & Investor Brian Leni
Play • 45 min
Listen to a thorough overview and engaging discussion of the nickel market via this nickel investing roundtable with expert Alex Laugharne, CEO Martin Turenne and investor Brian Leni. Alex is a principal consultant based in the CRU Group's New York office and specializes in the nickel and stainless sector. Martin Turenne is the president and CEO of FPX Nickel. Brian Leni is a private investor and newsletter writer with

0:00 Introduction
0:47 Alex Laugharne’s nickel market overview
14:20 Martin explains FPX’s flowsheet
16:18 Nickel sulphide premium
19:34 Nickel substitute feasible?
23:10 Deficit vs regular market fluctuations?
24:50 Geography and carbon footprint
28:12 Differential metal pricing base on carbon footprint and other ESG issues?
33:23 Still bullish on nickel if you subtract EV demand?
38:10 Key takeaways


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