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  "documentTitle": "Battery materials demand and supply perspective",
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  "notes": "The slide uses a stacked area chart to show supply cases against demand trajectories for two distinct nickel classes.",
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      "text": "Draw down of class 1 inventories built up by previous oversupply; The announcements of many NPI projects floods the Class 2 market.",
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      "text": "Demand: Further acceleration, Current trajectory, Achieved commitments. Supply: Full Potential, High Case, Base Case, Low Case",
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      "text": "1. Class demand based on the current demand profile. Shifts in demand are likely to happen with evolving technology and price dynamics. Source: MineSpans, McKinsey Nickel demand model",
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      "text": "We expect a short-term Class 1 thightness, compensated by either significant supply pipeline growth via NPI conversion or substitution of nickel usage",
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