May. 11 at 7:18 AM
$LYSCF The next commodities rally may be just getting started. As inflation remains stubbornly high worldwide and geopolitical tensions between China, the US, and the Middle East escalate, critical commodities are increasingly coming into the markets' focus. Copper and rare earths, in particular, are considered strategically indispensable, both for the energy transition and for AI, defence, and modern infrastructure. At the same time, disrupted supply chains and looming export restrictions are exacerbating the supply situation. Experts are already warning of massive supply shortages. For investors, this could create an explosive environment in which select commodity and mining stocks are poised for a new upward surge.
https://news.financial/comments/anglogold-ashanti-power-metallic-mines-lynas-rare-earths-commodities-on-the-verge-of-another-surge