Great info, John and I had discussed similar articles last Thursday. Basically all seem to say the same theme with extra little twists and insight " looking forward" as you say too.

There are 2 or 3 there to be read as well. Seems that the prices can turn into a vicious circle with high Ni. prices bringing back the nickel alternatives, the SS demand falling off, the oversupply, then again the Ni. price falling as a result. I guess we seek balance.

Ultimately what will not change are the hopefully stringent environmental rules being introduced by Chinese government. Comply or be shutdown are the only outcomes in that scenario.

http://www.agoracom.com/ir/LibertyMi...