Rare earths have been in doldrums longer than uranium while latent demand is increasing for a few rare earths (Nd in particular for efficient magnets in electric motors) and mines/refineries outside of China largely clobbered by the low price.
Iron ore depends on the quality of the ore with high grade gaining attention from China.
Coal basically was clobbered by political thinking that in the end could not outweigh the pervasiveness of its usage.
Uranium? Khazakstan and Cameco increasing supplies from their low cost mines that few others can match while Western power companies are either closing down reactors or drawing down on what are probably the highest ratio of stockpiles of end products to usage ratio of any commodity while growth areas like China have been securing long term supplies outside of the markets. No, I do not see a rapid increase in uranium spot prices. In addition, Japan has been continuing to honour long term contracts even while its reactors are closed down with consequent build up in stockpiles and hence no immediate demand even when they finally restart reactors.
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