Keep in mind....
* We're exiting covid with nations around the world with bucket loads of cash after not being able to start civil projects on a world scale.
* Shipping will have no course other than improve given Covid is on its way out!....
* Any increase in interest rates, comes from a base of 0$ US
Still a couple of years yet before they have a true impact.
* Ukraine.... US and UK have stated they won't get involved in troop involvement. This is a Sanction War. This whole charade with Ukraine is a message to China re. Taiwan. Hence the US stressed its Indo/pacific momentum just yesterday. Think of it as a send off to Europe. CHINA is the threat over the 1st half 2000.
Battery grade minerals and similar resource to the EV effect will have an increased trajectory over the 1st quarter of the 2000's into the mid 2050s regardless of interim fluctuations..
It will be a more sectoral type fall and rise over time, the change from combustion engine to electric is a sector not likely to halter given the ESG aspect.
Mad world
Banter and general comments, page-8000
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