yeah , true.
But commodities generally may do quite well in our current macro economic environment - gold has risen somewhat very recently.
And Li (for batteries) , I think is almost untouched by the other things such as FED inflation etc etc. Mainly Because Li is in such massive demand for many years to come and the supply side is extremely tight - even if a company finds a resource today, it will take the better part of a decade to bring into production...
ALL IMO
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