I suppose SMM answer the ? How long will suppliers/
miners absorb losses to maintain customer relationships and workforces. Not that long I would think. CXO stopped while they still had some sort balance sheet and that was a capital raise. So a nerve was hit with SYA, CXO, LTR and I’ll add AGY. How long will MIN keep Bald Hills going? How long will African regimes allow critical minerals to be exported if they aren’t making money from the operations? None of the supply equation makes sense at these prices.
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