Aluminum is rising to record highs, driven by the alumina supply. Platinum, gold, and palladium are experiencing similar dramatic trends. Fossil prices are up due to the potential for disruptions coming from Israel-Iran tensions. Solar-grade glass continues its remarkable, inexorable slide below what we had believed to be its marginal cost of production. Entity 17-Oct 24-Oct Unit % Green H2 Germany 8.437 8.850 €/kg 4.89% Green H2 California 3.550 4.947 $/kg 39.36% Green H2 Netherlands 5.960 7.051 €/kg 18.31% Spodumene Concentrate 762.0 744.0 $/ton -2.36% Lithium Carbonate 10,561.7 10,269.7 $/ton -2.76% Nickel Sulphate 3,950.8 3,863.4 $/ton -2.21% Cobalt Sulphate 3,915.1 3,873.9 $/ton -1.05% Manganese Sulphate 889.5 886.2 $/ton -0.37% Copper 9,418.8 9,363.9 $/ton -0.58% Aluminum 2,584.0 2,718.0 $/ton 5.18% Iron…