A lot of the talk around lithium prices dropping has been centred on the large number of mines rapidly coming into production to take advantage of the high prices, and the resultant increased supply can't help but drive prices down.
This isn't the case for copper. Looming supply shortages, rapidly acceprating electrification, very few decent new discoveries. Right now, I'd rather be in copper stocks than lithium or nickel. CNB's timing could turn out to be spot on.
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