PGMs at the whim of war, global economics, energy transition
Copper Mountain recently fell victim to a ransomware attack
Update comes days after UBS turned positive on lithium
Supply issues from Peru, Chile felt
Energy prices are driving inflation, and the war is driving energy prices
Analysts see further upside in base metals
No change in investment thesis as analysts say fundamentals remain strong
Warns of more pain to come for sector
Mike Henry believes China will be a 'stabilising force' for commodities in 2023
Australia set to get a bunch of new operations this year across a variety of commodities
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