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Floods freeze the Lobito corridor and $POL 🌊
When a rail line that moves copper and cobalt from the DRC to Lobito goes dark indefinitely, the market starts pricing in time, not just tonnage. This is still a logistics shock rather than a confirmed price catalyst, but it raises the odds of delivery delays, tighter routing, and higher freight costs if repairs take longer than expected.
Not financial advice. Manage your risk and protect your capital.
#MetalsMarket #SupplyChain #Copper #Cobalt #Macro
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When a rail line that moves copper and cobalt from the DRC to Lobito goes dark indefinitely, the market starts pricing in time, not just tonnage. This is still a logistics shock rather than a confirmed price catalyst, but it raises the odds of delivery delays, tighter routing, and higher freight costs if repairs take longer than expected.
Not financial advice. Manage your risk and protect your capital.
#MetalsMarket #SupplyChain #Copper #Cobalt #Macro
⚡
FXRonin - F0 SQUARE:
Hope this gets a ton of views and likes!
Lobito halt puts $POL on alert 🌊
Angola has shut traffic on key stretches of the Lobito corridor indefinitely after floods hit bridges over the Halo and Cavaco rivers, cutting a major route that moves copper and cobalt from the DRC to the Atlantic coast. The market isn’t pricing a blowoff move yet, but liquidity in the physical chain just got thinner, and that’s the kind of bottleneck whales watch for before logistics costs and delivery risk start creeping into the tape.
Not financial advice. Manage your risk and protect your capital.
#MetalsMarket #SupplyChain #Copper #Cobalt #Commodities
⚡
Angola has shut traffic on key stretches of the Lobito corridor indefinitely after floods hit bridges over the Halo and Cavaco rivers, cutting a major route that moves copper and cobalt from the DRC to the Atlantic coast. The market isn’t pricing a blowoff move yet, but liquidity in the physical chain just got thinner, and that’s the kind of bottleneck whales watch for before logistics costs and delivery risk start creeping into the tape.
Not financial advice. Manage your risk and protect your capital.
#MetalsMarket #SupplyChain #Copper #Cobalt #Commodities
⚡
DariX F0 Square:
This supply chain disruption could definitely impact future market activity.
A spot investor needed for a Cobalt sale
Thermal envelope packaging for 1000 stones .
Buyer tested and verified the quality of stones .
$ 3 147.95 for packaging
Commission 50% split of total :
$ 26 232.25
After trade : 09:00 hrs African time.
#InvestmentDecision #InvestingSafety #MiningEverySecond #cashflow #cobalt
Thermal envelope packaging for 1000 stones .
Buyer tested and verified the quality of stones .
$ 3 147.95 for packaging
Commission 50% split of total :
$ 26 232.25
After trade : 09:00 hrs African time.
#InvestmentDecision #InvestingSafety #MiningEverySecond #cashflow #cobalt
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