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Across the board we’ve seen small-cap explorers sell-down toward multi-year lows.A decade of underinvestment in new supply and an enormous metal intensive energy transition have offered little incentive for investors to back the next generation of deposits. In fact, the situation right now, has some folks calling this a repeat of the ugly days of 2016.There’s certainly some interesting parallels to draw from. Just like in 2016, junior mining stocks were trading around multi-year lows.
A sudden export ban on any number of critical metals dominated by China as relations continue to sour with the west.
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