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Neural Foundry's avatar

The ESG angle on metals investing is getting alot more traction but what's interesting is how its forcing real supply chain transparency. Green aluminium and responsibly sourced cobalt aren't just buzzwords anymore, they're actual market diferentiators. I've seen portfolios shift towards companies with verified traceability over just raw output metrics. The ethical sourcing push is reshaping capital flows in ways traditional commodity analysis never accounted for.

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