I am definitely in both but have way more spread across copper and am much more bullish on the need for copper. copper currently has no available alternative . is reflected at risk more intensely for geo political and localised internal reasons . in a recession governments spend on infrastructure . there is better base storage load alternatives to lithium/nickel however vanadium nickel flow is cool . a corolla style affordable car imo will have an lFP battery imo . a few other things .
not advice I just has a quick read and the article has a good practical approach . my figures are different
A1M Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
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