With all the hype about EVs and "battery metals," The Wandering Investor read my new, free report on the nickel market and had some questions. My thesis is not actually a bear case, but a challenge to the uber-bull case many promoters are pumping. After the epic nickel short squeeze on the LME a few months ago, this is timely. But even if you're not interested in nickel, the process and the analysis are instructive. I recommend this interview and the free download to all.