Battery metals will recover and technological progress will continue until electrification is a big part of industry but the pace and the commodities that make up the transition is the point I have been making consistently for years. Even Blackout Bowen is pictured at the steel works in NSW contributing funding to refurbishing of a conventional blast furnace admitting green steel technology is not yet viable and not pumping money into the Gupta con at Whyalla. Commodities now are held hostage to geopolitical events as well as demand -supply and once inflation is under control gold will have it's day in the sun.
ICG Price at posting:
0.9¢ Sentiment: Sell Disclosure: Held
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