Interesting developments on the markets in general. It seems to...

Interesting developments on the markets in general. It seems to me that 90% of the experts are wrong. People laughed at me when I said around 6 weeks ago that the 10-year Treasury yield in the USA would fall below 4% before the end of the year. That's how it can go.

Meanwhile, China is brutally pushing ahead with electrification. The first and only 4th generation nuclear power plant has now been connected to the grid and is supplying electricity. Always good to see what the Chinese are up to. Copper is not doing badly today either. No reason to fall into euphoria.

Opinions differ - as they so often do - but it seems to me that "something" could happen in 2024. Whether HMX will then benefit remains to be seen.

The decline in the lithium price seems to be coming to an end. Here too - we should keep an eye on the long-term trends. The energy transition will not disappear overnight.

The Arabs are now trying to take some more money out of our pockets. They are now all dancing at two weddings. Fossil fuels and alternatives. The West is just too stupid to see it. ....and the Chinese are taking the lead in terms of technology, production and expertise. It's always about the money - idiots....

The 5.3 cents don't seem to be so easy to overcome after all. I wonder what could be the trigger to break through before the end of the year. If - then we'll go over 6 cents very quickly. DYOR