Interesting breakdown of how tariff wars are fast tracking China’s long awaited pivot from an export economy to domestic consumption, and how it’s manifesting in industrial metal markets.
Usually prolonged tariff environments are negative on industrial metal prices as they dampen global economic growth and investment confidence.
However, there are always exceptions and areas like green tech and and AI may gain accelerated attention, supporting metals demand.
https://youtu.be/tE7QGomD764?si=CRysJomGBUTLcsWO
