Ignorant question: why does "everyone" think that metals in the long term will increase in price as a trend? I can see short term fluctuations but won't the world suppliers simply increase supply as demand increases?
I believe we have a US Government that chooses to inflate the Dollar currency. Perhaps metal prices are not increasing, rather the purchasing power of the US Dollar is decreasing. I suppose it is possible that industry can produce metal faster than The Government can print US Dollars.