The metals market is super constrained, I'd keep an eye on steel players. FSUGY and X have been printing great for me for a while. Demand is back to pre-pandemic levels but production is not.

Steel prices are opaque but traditional transportation for steel, measured by Baltic Dry Index (BDRY) is rock bottom.

Not necessarily predicting anything, but the conditions are ripe for a continued climb for some of these players.

Might be worth looking into.

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Also watch MP for rare earth minerals. Just went public with a SPAC

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^^

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