Well said..

#Tesla's stock increased by 6.34% today "after stronger-than-expected retail sales, potentially signaling increased consumer demand and confidence, which may boost expectations for higher vehicle sales." finance.yahoo.com/news/whats-goi…. This, in turn, unexpectedly pulled #SQM & #ALB.

Gold, Oil, and #Copper Are in A 'Supercycle' barrons.com/articles/gold-…

The biggest commodity boom is over. Iron ore prices are dropping, signaling a shift in global markets. As the landscape changes, innovation and sustainability will be key to navigating this new era. #Commodities #IronOre #GlobalMarkets bloomberg.com/opinion/articl…

Coal Is Cool Now …. bloomberg.com/opinion/articl…

Gold Bars Are Worth a Million Dollars for the First Time #gold bloomberg.com/news/articles/…

Scramble for Critical Minerals Spurs an African Rail Revival = AFRICA RISING 🚀⁦Robert Friedland⁩ ⁦Ivanhoe Mines⁩ #copper bloomberg.com/news/articles/…

Good news for #lithium. A 20% growth y-o-y of #lithium battery production is registered for H1 2024 in #China. This can be seen as a demand upturn to be met with more Li demand. When are cathode producers going to start to restock?

BHP Sees Copper Surplus in Short Term Before ‘Fly-Up’ Prices #copper ⁦Nishant Kumar⁩ ⁦Dr. Copper🔋🌎⛏️⁩ ⁦StockShaman ⚒ #PeakCopper AKA Greg Shafransky 🍌⁩ ⁦London Metal Exchange (LME)⁩ ⁦Mining Indaba⁩ ⁦U.S. Embassy Zambia⁩ ⁦MINING.COM⁩ ⁦Jay Roberge 🚀⁩ bloomberg.com/news/articles/…

A few highlights: 1. Today, commodities are as undervalued relative to common equities as they have ever been. 2. All signs point to the early stages of a prolonged commodity bull market, likely stretching into the 2030s. 3. When commodities and natural resource equities are

…

Xi Courts Africa with $50B Pledge & Military Support China deepens its influence in Africa with a $50B financial package and military aid. Can Beijing’s growing clout overcome rising tensions? #Geopolitics #ChinaAfrica #EmergingMarkets #GlobalBusiness bloomberg.com/news/articles/…

The surprising thing here isn't that the #spodumene cost curve is so different (#lithium cost analysis generally sucks), it's that these curves seem to be from the same company 🤦‍♂️

#Copper stocks at warehouses monitored by the three major futures exchanges see the biggest one-week drop since last October. Down 29.7k tons to 569k tons, with LME and SHFE falling by 3.4k and 26.3k respectively, while no change has been reported by COMEX in NY.

Say it softly, softly... Contango is coming back to oil #OOTT

Breaking News: Starlink goes live in Zimbabwe: US $350 for a kit US $50 per month subscription unlimited data techzim.co.zw/2024/09/breaki…

linkedin.com/pulse/dearth-q…

But but #electricvehicles demand is slowing. 22.4% YoY growth whilst #ice cars sales fall off a cliff. Add to this #bess growth which is exponential right now and #lithium #battery demand is only tracking one way! Don’t believe the mainstream narratives