The price of iron has recovered strongly as the Chinese government announces new stimulus measures. Solar prices have declined throughout the supply chain although we still expect a mild Q4 recovery. The most remarkable decline within solar is still glass, which had been stable for an entire decade until a few months ago (leaving aside a brief post-pandemic spike). Copper and lithium are up moderately, while silver is down. Entity 25-Sep 09-Oct Unit % Green H2 Germany 8.159 8.357 €/kg 2.43% Green H2 California 3.660 3.840 $/kg 4.92% Green H2 Netherlands 5.630 6.220 €/kg 10.48% Spodumene Concentrate 757.0 780.0 $/ton 3.04% Lithium Carbonate 10,674.1 10,870.6 $/ton 1.84% Nickel Sulphate …