I have came across various articles and i have discussed them in earlier lectures also that Europe is continuously Facing Energy crisis and its effect can now be visible seen in the possible shortage of supply in commodities like copper and aluminum.
Indonesia is also stating that soon it may stop exporting raw copper , bauxite and tin and this triggers an emotion of panic so you can watch this presentation of mine which may help you add the data in your observations .
Disclaimer: Please check the source I have provided the link to check in detail and do self analysis before drawing any conclusion and if want to use this , take advice from your investment Adviser .