'I don’t think people truly understand what’s going on': Why...

'I don’t think people truly understand what’s going on': Why this ASX mining expert says a lithium bull market is coming (********.au)

I hadn’t seen this, or heard about this, in my time.
It has not happened since the ’60s and ’70s, when the Japanese and the Koreans needed steel for their industries and we opened up the Pilbara iron ore district.
This is what’s happening now, and I don’t think people truly understand what’s going on.


The rest of the market is stuck in the cost-of-living recession, inflation, and so it should be.

But when the world normalises, the commitments that every government has made, every big business, every car company on net zero and transmission of energy holy hell … the structural bull market coming – in copper, zinc, lithium, cobalt, nickel to a degree, rare earths – is just frightening.