Thanks for your content this year guys. And girl. After watching predictions 1 & 2 for 2025 heres a thought , a thing I keep noticing. Most your contributors seem so averse if not afraid of consensus. It comes up so much that I reckon the most non consensus call of 2025 is actually following some consensus themes because most these guys seem to want to go for anything but that. With respect to your contributors theres been a lot of consensus trades make very good money in broader markets outside commodities this year. Sure they will run out of puff , by why not take part while they are present ? I get it , 'crowded trades' , 'everyone on same side of boat' , choose your cliche , but at the same time consensus trades are not always doomed just because they are that.
John Forwood: Strange calls.. Not sure how Silver could be highest and copper the lowest.. I thought they had a strong industrial correlation to each other?
EVs are a fad yes, that’s its own 40 year cycle people seem to forget, the very first cars were electric (why they are called motor cars/vehicles not engine cars….) and they try a comeback every ~40 years, but every comeback attempt fails. lithiums future is in static storage and PHEVs I believe Toyota will be the only car company to really win this phase of change in automotive. The rest are going broke listening to politicians not engineers… sad to see VW going that way, the sooner they coarse correct the better.
@@apt962 lol...totally clueless. Toyota will soon follow VW and the other legacy autos and be decimated with its hydrogen push which isn't backed by fundamental physics (low efficiency = high cost). Hybrids will eventually die out as they are far more complex than EVs longer term (two engines is silly complexity). Not sure about lithium supply and demand but EVs will totally take over from ICE. Already near 50% of sales are EVs in the biggest car market in the world (China).
Hedley Widdup is usually spot on. Time to be long gold stocks and short copper stocks, is what I took from that. Thanks fellas.
The wide divergence of opinions among experts indicates the difficulty of making accurate shorter-term predictions in natural resources. A fun listen.
Loved this one and yesterday's. Great content as always, thanks again
Was there a 2024 prediction video series?
Gas was interesting call
Thanks for your content this year guys. And girl. After watching predictions 1 & 2 for 2025 heres a thought , a thing I keep noticing. Most your contributors seem so averse if not afraid of consensus. It comes up so much that I reckon the most non consensus call of 2025 is actually following some consensus themes because most these guys seem to want to go for anything but that. With respect to your contributors theres been a lot of consensus trades make very good money in broader markets outside commodities this year. Sure they will run out of puff , by why not take part while they are present ? I get it , 'crowded trades' , 'everyone on same side of boat' , choose your cliche , but at the same time consensus trades are not always doomed just because they are that.
Doing God's work boys and girl. Merry Christmas to you all.
So Good!
Thoughts on NH3 ?
"Bullseye?" This "business" is somewhere between "bullseye" and "bullshat"
John Forwood: Strange calls.. Not sure how Silver could be highest and copper the lowest.. I thought they had a strong industrial correlation to each other?
Good to have all these comments gents, what about your own comments however? becomes hard filtering such differing opinions.
WA1.
WA1 Resources = WA1.XA😅
Take over offers should start coming in for WA1 in 2025 once the upgraded MRE comes out!
@StickyBandit239 correct I believe
silver all the way
#silversqueeze
Silver is either going up or down, non-sideways is my prediction. The sideways fundies are going to have egg all over their face.
Boomer rocks
Fisty must be visiting all the tin mines nearby, surely?
Matty is most certainly pulling splinters out from between his teeth now.
What about Boomer 🤦
This show is nothing but rubbish
Yet you take time to comment. Fool.
Lithium will never be more than what it is now. A funny little niche commodity that isn’t iron ore or gold. EVs will never be the majority
Your delusional
EVs are a fad yes, that’s its own 40 year cycle people seem to forget, the very first cars were electric (why they are called motor cars/vehicles not engine cars….) and they try a comeback every ~40 years, but every comeback attempt fails. lithiums future is in static storage and PHEVs I believe Toyota will be the only car company to really win this phase of change in automotive. The rest are going broke listening to politicians not engineers… sad to see VW going that way, the sooner they coarse correct the better.
@ oh dude you are clueless, your good for a laugh though
@@apt962 lol...totally clueless. Toyota will soon follow VW and the other legacy autos and be decimated with its hydrogen push which isn't backed by fundamental physics (low efficiency = high cost). Hybrids will eventually die out as they are far more complex than EVs longer term (two engines is silly complexity). Not sure about lithium supply and demand but EVs will totally take over from ICE. Already near 50% of sales are EVs in the biggest car market in the world (China).