Copper and aluminum are both up by over 8% compared to two weeks ago, and the explanation is obvious – President Trump’s tariffs, or the threat thereof. The same cause is behind the fall in oil and gas prices, with uncertainty weakening expectations for global economic performance. Entity 3-Apr 17-Apr Unit % Spodumene Concentrate 817 809 $/ton -0.98% Lithium Carbonate 10,114 9,760 $/ton -3.50% Nickel Sulphate 3,881 3,827 $/ton -1.41% Cobalt Sulphate 6,795 6,732 $/ton -0.92% Manganese Sulphate 840 834 $/ton -0.73% Copper 9,587 10,383 $/ton 8.30% Aluminum 2,490 2,701 $/ton 8.47% Iron 104 100 $/ton -4.00% Platinum 961 965 $/troy oz 0.42% Iridium 4,235 4,288 $/troy oz 1.25% Palladium 945 969 $/troy oz 2.54% Solar Module (G12) 99.07 97.13…