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It's probably also time to update your work on nickel developers and miners, including $LZM, $TMC, $PNPN.V (+ copper + Saudi), and $NICU.V.
Other winners from US govt support might include $EAF and $GPH.V for graphite, $TLO.TO and $LZM for nickel, and $TUNG.CN for tungsten.
I think now is the time you actually want to own a basket of US copper miners. The domestic premium may or may not stay, but permitting reform + domestic investor interest + US govt support make these assets cheap. $IE, $CDB.V, maybe $USCU.V, $WCU.V. I need to do more work here.
Chinese lithium futures jumped to their highest level in five months on 24 July after signs emerged that Beijing could tighten control over domestic supply and pricing. The rally followed the National Development and Reform Commission’s review of draft amendments to the Price Law, measures designed to curb dumping, regulate prices and crack down on aggressive market competition. Traders said the prospect of output cuts added momentum to the futures market. Strength in the Chinese contracts lifted sentiment across the sector, pushing shares of U.S.-listed lithium producers higher in pre-market trading as investors bet that stricter Chinese regulation could constrain global supplies.
