A secure transition to net zero emissions globally will require countries to diversify and expand the production of solar modules, whose supply chains are heavily concentrated in China, according to new research from the International Energy Agency (IEA).
Buy aluminium and steel when possible in order to accumulate stock and hedge against continued price rises for both. While the price of nickel has undergone a “short squeeze”, copper is likely to continue trading sideways in the near term and there is no immediate risk to silver supply.
