Agree with you Jay that Malaysia will never be shut down, Blinken seems to be making some progress, China seems to be addressing growth issues and there is the forgotten plus of critical mineral Niobium. Time heals all wounds and cream always rises! Meanwhile the energy transition rolls on and uranium along with small nuclear reactors seem to be the key. EV’s continue to decline into everyman territory. Strong hands will prevail in the end.
Agree with you Jay that Malaysia will never be shut down,...
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