Author: Jianwei Zhi Zhu Zazhi
Recently, I was recommended a few small metal stocks, and looking back, I can only say they are really worth it. We shouldn't wait until we're caught in a situation to start researching; instead, we should do our research beforehand. So, I am launching a new series: Metal Mineral Research, to take a look at the landscape of various small metals.
Sometimes, I find short articles quite interesting. For example, a few days ago, I mentioned that the import of explosives in Myanmar's Wa State increased, and immediately the price of tin dropped a bit. This hints at a potential supply logic.
【Reminder: Fundamentals are just fundamentals, not to guide trading】
Small metals are not necessarily small, especially in the context of industrial transformation. Once there is a technological breakthrough, small metals can very likely become strategic metals.
For example, before becoming an "energy metal," the market size of lithium was not large, mainly used in glass ceramics, lubricants, and other fields. But with the explosive growth of new energy vehicles and energy storage industries, lithium as a power battery material...