Metals and Mining
Note: This is a daily stock update and the information stands true as of 04/12/24, 09:00 CET.
Update:
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Update:
China’s retaliation, in response to recent US chip restrictions, could take the form of a broader critical materials war. While trade wars in general are bad for global GDP, Chinese tactics could result in resilient/higher prices for commodities/minerals, especially where it has an undisputed (processing/refining) leadership.
Miners like Boliden and Norsk Hydro, which have negligible-to-NIL Chinese business/sales exposure and help address the issue of Chinese overdependencies (for the likes of EU) could be big beneficiaries in the foreseeable future.
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Alphavalue Morning Market Tip
Substantial profit warning is casting doubt on maintained 2030 targets.
