"Underlining the issue of supply shortages in energy transition metals, Goldman Sachs said in a recent note that copper could be “sleepwalking toward a stockout”, with the investment bank doubling the size of its previous supply deficit expectations".
According to an article in a newspaper today there's a 70% drop in aluminium, copper, nickel and zinc inventory over the past year. I'd assume that this will continue to push metal prices higher.
can understand the allure of shares such as Bluejay, but for those who can't afford to lose their cash then BRWM Blackrock World Mining or similar fund is a much safer bet, with money spread across many of the biggest miners. Up 25% in a year, 30% up since 1st Jan.
in yesterdays newspaper re the shortage of Titanium due to Ukraine/Russia situation. This should see Kenmare rally further especially as they are stating to ramp up again.