11 Comments
User's avatar
Venture7's avatar

Another brilliant piece, Charles, thank you.

Iain's avatar

This is a bit vague - so I apologise in advance. I watched something on YouTube maybe a weeks ago, someone that had been or was at PDAC in Toronto and said Sulphur was the raw material that nobody thinks or talks about that could go to the moon this year…. And here we have it Mr Archer is on the ball. Again, as usual.

Good job (as usual), Charles!

Good monkey

Steve Pim's avatar

Fantastic. Just brilliant

Mark's avatar

Absolutely loved this! 😂 Much appreciated Charles

Marc's avatar

So buy glencore I guess.

Peter Shevlin's avatar

Made me laugh Charles but what are the implications for JLP from this? Higher copper price? Sulphuric acid shortage? We are all monkeys these days, perhaps always were!

Charles Archer's avatar

Double edged sword - input costs increase but then copper prices will too.

Wilderbeast's avatar

Very good piece .........only thing is "Islamic fundamentalist terrorist" is really "Islamic fundamentalist defender of own country from a war of choice " The terrorist this time is the Zionist attacker is it not ? and it aint dropping banana from its planes !

Charles Archer's avatar

You can believe Israel/the US are in the wrong, and that the Iranian leadership evil to the core. Both can be true.

It's the civilians, as always, who suffer most.

Marcuccio's avatar

Nice article Charlie. There is a gas pipeline that crosses the Emirates from Ruwais to Fujairah adjacent to it there’s an oil pipeline, I assume that the Saudis can export from their East Coast as they surely have large diameter pipelines also. The sulphur and the fertiliser are clearly a somewhat different story.

Charles Archer's avatar

A portion sure but not close to enough