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Preference for Lithium Explorers

Posted on - 08 Apr 2022

Category - Asset Allocation

As weโ€™ve been noting for a few months now, the macro situation is worsening. Thereโ€™s no doubt now that the industrial production cycle has peaked and, with energy prices up so much and higher interest rates the order of the day, itโ€™s almost certain that the consumer, at least in the Western World, is going to be affected. That normally spells bad news for the more industrially-leveraged commodities like aluminium, copper and zinc. In this case it may not do so for aluminium and zinc because of the smelter shutdowns in Europe as a result of high power prices. But...

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Aluminium Copper Developers Explorers Lithium Nickel Producers Zinc