Supply Risk
Bullish-leaning
Mine halts, logistics disruption & supply deficit pressure
Top Metals: 銅 / 金 / リチウム
Geopolitics
Bullish-leaning
Safe-haven demand, conflicts & trade friction
Top Metals: 金 / 銅 / 銀
Policy
Bullish-leaning
Government support, regulation & stockpile policy impact
Top Metals: 金 / 銅 / リチウム
Supply & Demand
Bullish-leaning
Industrial demand, economic cycle & consumption trend shifts
Top Metals: 金 / 銅 / リチウム