Well said, as far as I’m concerned SBR is a clear winner, major Nickel squeeze coming soon imo.
The recent Ni price spike on the futures market was a clear indication of things to come.
Apart from all the conventional uses of Ni it’s ONE OF THE MAIN COMPONENTS of EV batteries.
That’s why most of my holds are Lithium, Graphite, Nickel & Copper, element all covered by SBR, MLS & GED.
About 60Kg graphite, 50Kg copper & 40Kg of nickel used bin each EV battery.
Just look at the difference between the use of Ni & Cu in conventional cars vs EVs.
Less economically viable Ni deposits are being found year on year BECAUSE THEY’RE TOO DEEP!
That’s why SBR is in an extremely good position.
I can’t simplify it any more than that.
As always everyone please DYOR.
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