Panic over Jackson hole may be weighing. But something just as important going on is this.
https://apnews.com/article/brics-russia-china-summit-b5900168d165cc78b36d5d5c068b7a50
Electrification is getting more important for it's true purpose. Decoupling and reducing energy dependency.
And electrification requires lots of lithium, nickel, cobalt and COPPER.
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