TraderTate + 186 TS December 26, 2017 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. 1 Quote Share this post Link to post Share on other sites
Carlsbad + 19 CB December 26, 2017 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. Quote Share this post Link to post Share on other sites
Seleskya + 50 AS December 26, 2017 Copper looks pretty boring, though. Nothing exciting in that supply and demand equation that I can see. Quote Share this post Link to post Share on other sites
TraderTate + 186 TS December 26, 2017 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. Quote Share this post Link to post Share on other sites
TraderTate + 186 TS December 27, 2017 Check out this chart on commodities performance for 2017... 1 Quote Share this post Link to post Share on other sites
LAOIL + 33 OS December 27, 2017 Where's lithium? Quote Share this post Link to post Share on other sites
TraderTate + 186 TS December 27, 2017 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). Quote Share this post Link to post Share on other sites