The renewables demand i believe from current orders are for wind turbines only...this does not include all other associated demand...i hate even using the word re-newable...has an AL Gore conotation to it but meh...understand somewhat yr mindset.
I agree "critical" has been thrown around quite a bit but i think its more so media desciptive than critical.
But over the years i have seen certain metals triple within18 months & thats usually Capex as the culprit....and yet....here we are again....
Hermosa the monster, page-70
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