If anyone doubts graphite read up on how dirty they produce graphite in china. Its shocking and I'm no greenie. This supply chain thing is getting more traction. China could shut off graphite and rare earth's tomorrow. West will wake up....sometime.
graphite will have its time. Buy low.
Indo dirty nickel will get called out. LME is considering a "green nickel" price to distinguish from indo nickel it's that environmentally bad. Crazy good nickel plays out there 80% down...buy low.
Chinese lepidolite is also unsustainable and prices coming back now. Lithium plays all down multiples and coming back. Buy low.
Chinese or Chinese backed mines/processors play good games. But best cure for low prices is low prices.
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