Metals up 24% this year, looking to great 2018

Metals have had a great year, much of that due to the electric vehicle revolution/evolution ... from an investment perspective, i think metals mining is going to be great in the New Year. Metals have returned 24% this year, according to S&P GSCI Industrial Metals Total Return Index. 

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Agree, but I'm looking at aluminum right now, and closely following the Chinese market. Chinese aluminum exports are expected to slow, which means that production elsewhere will benefit. 

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Copper looks pretty boring, though. Nothing exciting in that supply and demand equation that I can see. 

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For me it's definitely lithium and cobalt. EVs are set to top the 1 million mark in 2018. Lithium carbonate is up 36%. There's no stopping it right now. 

 

 

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Check out this chart on commodities performance for 2017...

Screen Shot 2017-12-27 at 11.23.33 AM.png

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Where's lithium?

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My understanding is that lithium isn't traded as a 'commodity' for now. It's largely monopolized entirely by four big miners (new comers are going to upset this monopoly, but we're not there yet). 

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