Recent inflows from ETFs focused on industrial innovation have contributed to stock price f’s rise to $13. The other part of the story has been energy transition metals. Headlines on tariffs, supply chokes, and national policy from producer nations have made for a volatile year in a basket of transition metals such as copper ( HG=F ), lithium, and cobalt. Workers at the Silverton plant in Pretoria, and the Struandale engine plant in Gqeberha were impacted by the change, which Ford blamed on reduced orders for the Ranger pickup in Europe. Changes in tax law in the United Kingdom, which saw Rangers converted from commercial vans to passenger cars for tax purposes, did not help matters. Quant screens highlight improving Sharpe ratios in this ticker over the last 10 days. Traders are alert for breakout confirmations during the next options expiry cycle.
