Metals all advancing on Friday especially copper up 7% in China…
I think a wider metals boom including vanadium will take hold….there will be no demand destruction in these markets as there is no inventory currently.
copper / graphite / tin / vanadium / niobium / silver / gold / lithium / nickel all showing lower inventory levels with producing mines coming to an end.
The technology of today does not work without these minerals and how is the electric revolution suppose to work without new supply? The answer is they don’t.
The strong USD coming down will help all commodities prices
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