The only commodity that should fall back to a low price is iron ore, there is so much of it in the world.
There are manny projects that will come into production within 5yrs.
Copper, nickel, and tin is in short supply.
Coking coal and high quality thermal coal there is short supply.
SDL is a very expensive project has a long time lag from constrution to production. That increases risk.
bell potters view on io price, page-19
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