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14,796 Posts.
590
07/09/18
19:13
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Vanadium and copper seem to have better foundation than the unknowns supply demand of lithium / cobalt
Copper always in demand - cycles highs lows trump trade war will blow over .
Copper in everything - buildings and cars
It's the under the radar commodity that will benefit future electric world .
Vanadium - Chinese rebar buildings stronger materials./ not just new age bats
Not as flakey as some commodity bubbles .
Lithium and cobalt stocks getting hammered as the bubble of those commodity prices deflating .
Check out KDR etc .
We want exposure to commodity that will fit the new world and have better steadier legs .
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