the commodity cycle is about to explode, not only are we going into the upswing of the cycle but the both of EV's, solar, portable devices, etc., isn't replacing exisiting industry but running parrallel. effectively doubling consumption. Just intime for the BRIC nations to get some serious consumerism going too.
I did the maths some time back on another forum, in relation to the tin deposit here Apple uses roughly 4% of the worlds tin produced every year, a single company. now add in all the other crap that uses solder and then its future applications and you're looking at a very small pie for alot of players needing resources that have been neglected for years. Inventory running low and consumption up.... we are about to have the short squeeze of the century on minerals, like the guys that shorted the GFC, this is a once in a lifetime boom.
