How ugly will this get?, page-14

There are 2 major world events that is slowing global growth ATM. Firstly the trade war USA vs China. Once these two sort out who has the biggest "you know what" then the remainder of the world can plan with certainty and the middle class can plan and invest with certainty. The middle class which is a majority of the world population will for ever be buying car and other LI powered equipment, be it mobile phones, or just a whipper sniper. These things wear out irrespective of what speed trade talks take. So there is a catch up period when all this worn out equipment needs replacing. When certainty returns so will the positive returns on commodities such as Li and Nickle.
The other is BREXIT.