Thanks for info. It sounds like the former trend toward cheaper and cheaper solar PV panels is coming to an end. Materials prices going up, labor going up. China starting to clamp down on supply, on which they have a corner.
With the supply glut from China prices have been falling lower and lower... If China continues with its subsidies/export policies and Western countries don't raise tariffs, then prices could keep falling.
But, yes, if China tightens exports then prices could rise quickly.
Upstream, outside of Russia and China, there are a variety of mines operating or working to set up operations. Most significant is probably Perpetua Resources in US (although this is not an endorsement, we've not looked closely at the company itself!)
Thanks for info. It sounds like the former trend toward cheaper and cheaper solar PV panels is coming to an end. Materials prices going up, labor going up. China starting to clamp down on supply, on which they have a corner.
With the supply glut from China prices have been falling lower and lower... If China continues with its subsidies/export policies and Western countries don't raise tariffs, then prices could keep falling.
But, yes, if China tightens exports then prices could rise quickly.
Question is, how to profit? Antimony mining?
Upstream, outside of Russia and China, there are a variety of mines operating or working to set up operations. Most significant is probably Perpetua Resources in US (although this is not an endorsement, we've not looked closely at the company itself!)
Another kin in the green energy transition chain.
And a big problem for Western defence strategy.
Which begs the question what the hell are we doing?