Hi all. Borrowed from the TMT forum
https://www.**promotion blocked**.com/commentaries/2019-12-20/Clean-energy-might-be-the-future-but-there-is-no-game-plan-how-the-PGMs-stand-to-break-out.html
In summary;
Nickel: Structural deficits starting 2023/24.
Cobalt: Structural deficits starting 2023/24. Prices should begin to rise at that time.
Lithium: Structural deficits starting 2027.
Graphite: Structural deficits starting 2024.
Vanadium: Structural deficits starting 2020.
Add to My Watchlist
What is My Watchlist?