HeyJaredThe Battery Show
A Crux Investor show giving you a guide to all things battery metals with Mark Selby and other industry experts.
- Indexed episodes, last 90 days
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- Jul 24, 2026
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- Jul 9, 2026
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Nickel Market Turns Bullish on Tight Supply and Strong Demand (opens the original)
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Recording date: 22nd July 2026 Canada Nickel Company (TSXV:CNC) CEO Mark Selby used this week's Battery Show appearance to lay out a market backdrop he believes is turning more favourable for nickel producers, alongside an update on his own company's flagship Crawford project. The starting point is price action. Nickel had been range-bound between US$16,000 and US$17,000 a tonne, but has broken through technical resistance following Indonesia's confirmation that it will not make major changes to
Short-Term Noise, Long-Term Strength: Why Nickel’s Outlook Remains Bullish (opens the original)
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Recording date: 7th July 2026 Nickel prices have recently weakened, pressured by a stronger US dollar and market speculation that Indonesia may expand mining quotas. However, industry insights suggest this decline reflects short-term dynamics rather than a fundamental shift in supply-demand balance. According to Canada Nickel CEO Mark Selby, the current pricing environment coincides with peak seasonal ore supply from the Philippines, a period when market participants—particularly Chinese buyers
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