I think the real potential game changer here is platinum group metals. The total world supply (of platinum alone) is a mere 8 million ounces https://www.statist

I think the real potential game changer here is platinum group metals. The total world supply (of platinum alone) is a mere 8 million ounces https://www.statista.com/statistics/418212/global-platinum-supply/ https://www.statista.com/statistics/418212/global-platinum-s... Investors long on platinum would not like it, but a significant increase in supply would open economic activity using platinum group metals in catalysts and other industrial uses. https://www.sciencedirect.com/topics/engineering/platinum-catalyst https://www.sciencedirect.com/topics/engineering/platinum-ca...