RE:If you have 17min to spare - Reuters Feb 22 podcast"...aluminium down .... lithium down .... copper down .... we've got basically across the board everything apart from really, iron ore ... all the minerals that go into the batteries are the ones that seem to be having the problems."
A little long for an epitaph on the tombstone, but pretty much categorical is declaring a major (major) rout in the metals markets is underway. The shakeout? Only those with the deepest pockets can wait to see if their mining assets have any intrinsic value in the medium term. In the short term, there's a firesale developing for anyone who can't hold out.