The Metals Report: Recently, you’ve been writing about the beginning of a new inflationary cycle and an uptick in inflation. How does the new inflationary environment differ from where we’ve been since the financial crisis?
Jeb Handwerger: For several months, there has been a surprising rebound in the Chinese and Asian markets as evidenced by strong demand and associated price increases in iron ore, copper, industrial metals, uranium, the heavy rare earth elements (HREEs) and platinum. For a long time, investors predicted a hard landing in China—and they have been wrong. As a … [visit site to read more]