Coffee and gold provided the most upside this year so far
Uranium maybe another run coming given the production downgrades just out of Kazataprom...altho the downgrades had already been forecast by a few commentators months ago.
If gold keeps going, I can't see oil and copper not following, along with the other PMs
I have been waiting on lithium and REEs for a a long while now. I would could call the lithium market pretty much 'blood on the streets' this past few months. And a wee little bit of positioning going on in ASM and LYC this past week....LYC will succeed in a competitive but likely increasingly bifurcated market.
Coffee and gold provided the most upside this year so far...
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