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Exotics

espite very high nominal prices, miners of all types remain very weak. Under the very right and rare circumstances, metals are easy and inputs are cheap.

That doesn't happen in a correlated+QE environment. Labor and oil rise with the metals (or soy or corn) and destroy the margin.

Today ores are weak and most good $$ sources of metal are byproducts or old workings, tailings. Humans have been picking this pile for 20,000y.

Exotics, like flourspar, salts, bulks, ti02. whites and REE are all stuck in a rut.

Only a real, organic global boom will push true demand.