---
title: "The resource sector is heating up again, are you guys chasing it?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42376343.md"
description: "In the past two days, minor metals such as tin, rare earth, and tungsten have strengthened again on the market. Sectors like semiconductors, robotics, and energy storage continue to drive demand, coupled with supply-side constraints, the logic of resource security has been repeatedly hotly debated in the market. I have positions in related sectors and have made small profits in the past two days, but I have always restrained the impulse to add more. I have a deep understanding of the previous energy storage lithium resource wave. Back then, the market was all speculating on high growth expectations for energy storage. I just blindly followed the trend and added positions, completely ignoring the cycle and pace of supply expansion in upstream lithium mines. Subsequently, lithium prices corrected, and I had to endure holding the positions for a long time before breaking even. Now, facing the collective strength of the non-ferrous metals sector again..."
datetime: "2026-07-02T10:33:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42376343.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42376343.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42376343.md)
author: "[牛市渡灵人](https://longbridge.com/en/profiles/25231412.md)"
---

# The resource sector is heating up again, are you guys chasing it?

In the past two days, small metals such as tin, rare earth, and tungsten have strengthened again on the market. Sectors like semiconductors, robotics, and energy storage continue to drive demand, coupled with supply-side constraints, making the logic of resource security a hot topic repeatedly discussed by the market.

I have positions in related sectors and made a small profit over the past two days, but I have consistently restrained the impulse to add more.

I learned a hard lesson from the earlier wave in energy storage lithium resources. Back then, the market was all hyping up expectations of high growth in energy storage. I just followed the trend and added positions without carefully examining the supply release cycle of upstream lithium mines. Subsequently, lithium prices corrected, and I had to endure holding the positions for a long time before breaking even. Now, facing the collective strength of the non-ferrous metals sector again, I dare not blindly increase my stake based solely on hype, knowing that short-term speculation can hardly support the market in the long run.

Market fluctuations are inherently unpredictable; there's no need to let temporary fervor disrupt your own rhythm.