iron ore price very high again. Hence the outperformance rebound...

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    iron ore price very high again. Hence the outperformance rebound of RIO vs BHP. Is it the government simply taking over projects in China to finish? Or stimulus coming and we do have low stock piles there too.

    Main game is copper. Hence why I much prefer BHP over RIO. The 2 don’t even compare when it comes to copper. I’m waiting patiently for copper to surge. Those LME inventories are low, wait for that renewable infrastructure spending. Will send it right up in my view given the structural deficit.
 
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Last
$37.53
Change
1.410(3.90%)
Mkt cap ! $190.5B
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$36.87 $37.70 $36.80 $530.4M 14.18M

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