On a month-to-month basis, all minerals in our tracker are up slightly except for lithium and iridium. The biggest increases are iron, platinum, and copper, even with this week’s slight declines for the trio. Cobalt is up 7% this week but still lower than its peak within the month of December. Solar grade glass has increased in price for the first time since April 2024, and while its price is still objectively very low, it should also be noted that EVA film has likewise posted a very rare price increase. Coming at this time of year, the only explanation is that there will be a rush to deploy as much solar as possible within China prior to power market reforms…