I don't understand your reference to Battery Metals
I would suggest you check out the graphs for Copper, Nickel. Zinc etc on the LME as the inventories are literally collapsing due to gross underinvestment for over 12 years now.
This problem will probably take 5-7 years to rectify as no major new mines are being built and approvals take years.
As to Graphite, Lithium, Cobalt---Severe shortages are here for at least the next 2 years---- , and the EV take up rate has outstripped all estimates though the bottleneck of Semi- Conductor chips has had an added impact.
Even new technology will take at least 2 years to retool factories.
I do agree about the Chinese, Canadian, Australian, NZ property markets being in a bubble though I would suggest that India Vietnam and Indonesia are booming with the global growth engine moving to India during this decade and it is clear that India will need huge quantities of Copper to electrify the nation..
I love the fact that gold and silver are major by products of all that mining .
AUT Price at posting:
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