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When the U.S. Federal Reserve looks to curb producer price inflation, they may take money out of the economy to impact the demand side of the equation. When China is looking to squelch its factory gate inflation, they grow the supply side by releasing reserves. At least that is what they annou...
Summary Zinc and copper are in a similar situation, low prices over the last few years have put off investments, limiting future supply growth, while demand kept slowly growing. Consequently, a big supply gap is expected to open sometime over the next decade. However, a likely recession or g...
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When the U.S. Federal Reserve looks to curb producer price inflation, they may take money out of the economy to impact the demand side of the equation. When China is looking to squelch its factory gate inflation, they grow the supply side by releasing reserves. At least that is what they annou...