Gelonghui May 26| Gemma said on the interactive platform that according to market demand, by 2026, the global demand for wet-process nickel resources will reach 1 million tons. Currently, it is built around the world.asiangameslivestreamingThe wet-process nickel resource project of the company is only 300,000 tons, which is far below the future demand. Therefore, overcapacity has not yet been reached in the field of wet-process nickel resources. The company's nickel resource advantages and leading hydrometallurgical technology can firmly connect the global industrial chain. The new energy market in Europe and the United States is dominated by ternary batteries. European and American ternary batteries account for 70% of the market. With nickel resources, they have the initiative in the future market in Europe and the United States. At the same time, the recycling value of ternary batteries is much higher than that of lithium iron phosphate. Europe and the United States do not have the ability to recycle used batteries, and landfill is not allowed. Therefore, ternary batteries will still be the mainstream in the European and American markets in the future, and there will be no excess of high-nickel and ultra-high nickel high-quality production capacity. In the current environment of slowing growth in new energy, the company took the lead in deploying precursor factories in Indonesia and South Korea to seize the opportunity of competition in the European and American markets.
