The surviving miners, developers and explorers will once more see an appetite for their shares and financings will again be available. You are already seeing ‘bought deals’ for up to 100’s of millions of dollars. The recipients are profitable companies, mostly in precious metals with money in the bank, low cost operations and advanced gold/silver resources looking to expand. This tells us there is a lot of money on the sidelines, which will eventually invest in traditional risky development and exploration.
Currently, stockpiles of all metal continue to climb. I believe the effect of the shutdowns in the production of all metals (especially nickel and zinc) has not yet affected the current situation. Many of our shutdown metal producers will not be reinstated. Stockpiles will disappear as rapidly as they built up.
This leads into my analysis of rebounding commodity demand and how the effect of debt and past high grading of mines disrupts the supply.
interesting, thx
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