Hydrogen electrolysers.
Nickel wire in alkaline electrolysers and the materials challenge of the hydrogen build-out.
Why NP1 nickel wire outperforms platinum in hydrogen electrolysers.
A materials trade-off that the hydrogen build-out is about to rediscover.
Week 16 · European hydrogen build-out reaches first-order nickel demand inflection.
EU electrolyser-capacity announcements through Q1 imply a nickel-wire feedstock requirement that exceeds current announced precision-wire capacity by an order of magnitude. Contract pricing is beginning to reflect it.
Week 15 · Indonesian export-ban spillover tightens Class-1 nickel supply.
Indonesia’s expanded unprocessed-ore export restriction has moved through refineries faster than consensus modelling expected; Class-1 availability for Western electrolyser and aerospace buyers is visibly tighter.
Nickel — the silent metal quietly powering the 21st-century technology boom.
From hydrogen electrolysers to EMI shielding, aerospace alloys to compound semiconductors, ultra-pure nickel is the material layer under a generation of technologies. Why the market has not yet noticed.