Don't forget about Copper. HRR produces also Cu for the 38% of its production. Copper will be in a bigger and more prolonged deficit. Both are metals highly associated with eoectric vehicles.
Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks
AN1 CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch